Moran Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Moran Wealth Management, LLC reported 474 stock positions worth $3.3 billion. Its top holding was Broadcom (AVGO) at 1.8% of the portfolio, followed by Parker Hannifin (PH, 1.7%) and Nvidia (NVDA, 1.7%). Compared with Q4 2025, it opened 85 new positions, sold out of 97, added to 215 and reduced 174. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +4499%) and the biggest sale Garmin (GRMN, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.3B (Q1 2026)
- SEC Filing
- 0002085853-26-000507 ↗ filed Apr 27, 2026
Holdings Value
Holdings 474 stocks · $3.3B
| AVGO Broadcom Inc. | 1.79% | 189,286 | $58.6M | Reduce -7.7% |
| PH Parker Hannifin Corp. | 1.70% | 62,133 | $55.6M | Reduce -15.0% |
| NVDA Nvidia Corp. | 1.67% | 313,149 | $54.6M | Reduce -1.2% |
| TT Trane Technologies PLC | 1.47% | 115,374 | $48.1M | Reduce -3.2% |
| EOG EOG Resources Inc. | 1.34% | 301,981 | $43.7M | Add +4.1% |
| RSP Invesco S&P 500 Equal Weight | 1.28% | 217,549 | $41.8M | Add +4499.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.27% | 122,945 | $41.5M | Reduce -21.4% |
| HWM Howmet Aerospace Inc. | 1.12% | 158,056 | $36.4M | Reduce -10.9% |
| MSFT Microsoft Corp. | 1.04% | 91,657 | $33.9M | Reduce -5.5% |
| CAT Caterpillar Inc. | 1.03% | 47,323 | $33.5M | Reduce -14.9% |
| WSM Williams-Sonoma Inc. | 0.96% | 172,560 | $31.5M | Reduce -12.8% |
| AMP Ameriprise Financial Inc. | 0.96% | 70,412 | $31.3M | Add +4.8% |
| T AT&T Inc. | 0.90% | 1,010,614 | $29.3M | Reduce -1.7% |
| ZTS Zoetis Inc. | 0.90% | 247,304 | $29.2M | Add +22.0% |
| CDNS Cadence Design SYS Inc. | 0.89% | 104,512 | $29.0M | Reduce -13.8% |
| FDX FedEx Corp. | 0.82% | 75,254 | $26.8M | Reduce -14.8% |
| MRK Merck & Co. Inc. | 0.81% | 220,292 | $26.5M | Reduce -7.0% |
| PCAR Paccar Inc. | 0.78% | 221,405 | $25.6M | Reduce -6.7% |
| V Visa Inc. Class A | 0.78% | 84,584 | $25.6M | Add +34.5% |
| JPM JPMorgan Chase & Co. | 0.78% | 86,785 | $25.5M | Reduce -2.7% |
| LIN Linde PLC | 0.78% | 51,421 | $25.5M | Reduce -13.9% |
| LMT Lockheed Martin Corp. | 0.77% | 41,736 | $25.2M | Reduce -10.0% |
| APH Amphenol Corp. Class A | 0.76% | 195,887 | $24.8M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 0.73% | 82,533 | $23.7M | Reduce -8.8% |
| NTAP Netapp Inc. | 0.71% | 225,310 | $23.1M | Reduce -7.4% |
| CME Cme Group Inc. | 0.70% | 77,465 | $22.9M | Add +19.7% |
| ANET Arista Networks Inc. | 0.69% | 182,605 | $22.4M | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.68% | 90,903 | $22.2M | Add +15.4% |
| GOOG Alphabet Inc. Class C | 0.68% | 76,968 | $22.1M | Reduce -10.9% |
| TXN Texas Instruments Inc. | 0.67% | 112,008 | $21.7M | Reduce -6.9% |
| RSG Republic Services Inc. | 0.66% | 98,086 | $21.5M | Reduce -6.0% |
| PGR Progressive Corp. | 0.65% | 107,653 | $21.3M | Reduce -36.4% |
| CSCO Cisco Systems Inc. | 0.65% | 274,925 | $21.3M | Add +0.2% |
| DGX Quest Diagnostics Inc. | 0.65% | 108,351 | $21.2M | Add +4.1% |
| CASY Casey's General Stores Inc. | 0.64% | 28,627 | $20.8M | Add +183.2% |
| AFL Aflac Inc. | 0.63% | 188,305 | $20.7M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 0.63% | 35,969 | $20.6M | Add +5.5% |
| MCK McKesson Corp. | 0.62% | 23,417 | $20.3M | Reduce -0.7% |
| MSI Motorola Solutions Inc. | 0.62% | 46,603 | $20.2M | Add +12.3% |
| WMT Walmart Inc. | 0.61% | 161,231 | $20.0M | Reduce -1.3% |
| ETN Eaton Corp. PLC | 0.60% | 54,428 | $19.5M | Reduce -11.3% |
| PG The Procter & Gamble Co. | 0.60% | 134,599 | $19.4M | Add +7.2% |
| AMZN Amazon.com Inc. | 0.59% | 92,276 | $19.2M | Add +10.9% |
| LRCX Lam Research Corp. | 0.58% | 88,825 | $19.0M | Reduce -2.5% |
| CVX Chevron Corp. | 0.57% | 90,406 | $18.7M | Reduce -4.0% |
| KR Kroger Co. | 0.57% | 256,577 | $18.6M | Reduce -0.3% |
| COR Cencora Inc. | 0.57% | 58,824 | $18.5M | Reduce -9.9% |
| PHM Pultegroup Inc. | 0.57% | 157,052 | $18.5M | Reduce -8.1% |
| PWR Quanta Services Inc. | 0.56% | 33,379 | $18.3M | Reduce -23.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.54% | 173,360 | $17.7M | Reduce -11.2% |
| MTZ Mastec Inc. | 0.54% | 55,004 | $17.7M | Reduce -15.2% |
| AXP American Express Co. | 0.54% | 58,097 | $17.6M | Reduce -4.6% |
| AMAT Applied Materials Inc. | 0.53% | 50,971 | $17.4M | Reduce -20.0% |
| GRMN Garmin Ltd. | 0.53% | 75,045 | $17.4M | Reduce -58.7% |
| MPWR Monolithic Power Systems Inc. | 0.53% | 15,725 | $17.2M | Reduce -0.9% |
| EME Emcor Group Inc. | 0.50% | 22,115 | $16.3M | Reduce -6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 33,686 | $16.1M | Reduce -4.0% |
| PAG Penske Automotive Group Inc. | 0.49% | 107,210 | $16.0M | Reduce -28.0% |
| LOW Lowe's Cos Inc. | 0.49% | 67,054 | $15.8M | Add +3.9% |
| INTU Intuit Inc. | 0.48% | 36,256 | $15.7M | Add +4.2% |
| BX Blackstone Inc. | 0.48% | 136,173 | $15.7M | Reduce -3.6% |
| FIX Comfort Systems USA Inc. | 0.48% | 11,354 | $15.7M | Reduce -60.0% |
| PEP Pepsico Inc. | 0.47% | 98,836 | $15.3M | Add +12.3% |
| WAB Wabtec Corp. | 0.47% | 61,062 | $15.3M | Reduce -13.6% |
| COST Costco Wholesale Corp. | 0.47% | 15,298 | $15.2M | Add +21.2% |
| KLAC KLA Corp. | 0.46% | 10,275 | $15.1M | Reduce -14.6% |
| SF Stifel Financial Corp. | 0.46% | 204,372 | $15.1M | Reduce -0.5% |
| FTI Technipfmc PLC | 0.45% | 210,508 | $14.6M | New |
| PBR Petroleo Brasileiro-Spon ADR | 0.44% | 699,465 | $14.5M | Add +30.7% |
| MA Mastercard Inc. Class A | 0.44% | 28,803 | $14.4M | Reduce -3.0% |
| SBAC SBA Communications Corp. | 0.43% | 81,611 | $14.0M | Add +7.0% |
| ROL Rollins Inc. | 0.43% | 261,489 | $14.0M | Reduce -10.5% |
| SSNC Ss&c Technologies Holdings | 0.43% | 205,890 | $13.9M | Reduce -6.1% |
| IR Ingersoll-Rand Inc. | 0.42% | 171,528 | $13.7M | Reduce -9.6% |
| IQV Iqvia Holdings Inc. | 0.42% | 80,434 | $13.7M | Add +100.0% |
| EWZ iShares MSCI Brazil ETF | 0.42% | 356,584 | $13.7M | Add +12.3% |
| SPOT Spotify Technology SA | 0.42% | 28,053 | $13.6M | Reduce -20.8% |
| AAPL Apple Inc. | 0.41% | 52,920 | $13.4M | Add +10.8% |
| HD Home Depot Inc. | 0.41% | 40,407 | $13.3M | Add +10.2% |
| CI The Cigna Group | 0.40% | 48,375 | $12.9M | Add +11.0% |
| MDT Medtronic PLC | 0.39% | 146,533 | $12.7M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.39% | 74,525 | $12.6M | Reduce -8.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.38% | 132,834 | $12.5M | Add +42.8% |
| TOL Toll Brothers Inc. | 0.37% | 89,488 | $12.2M | Add +12.6% |
| WMB Williams Cos Inc. | 0.37% | 166,496 | $12.1M | New |
| MNST Monster Beverage Corp. | 0.37% | 166,020 | $12.0M | Reduce -7.3% |
| PANW Palo Alto Networks Inc. | 0.36% | 73,634 | $11.8M | Add +11.5% |
| ITT Itt Inc. | 0.36% | 61,666 | $11.7M | Reduce -6.5% |
| COLO Global X MSCI Colombia ETF | 0.36% | 294,851 | $11.7M | Add +7.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.35% | 128,016 | $11.5M | Add +1.7% |
| NFLX Netflix Inc. | 0.35% | 118,625 | $11.4M | Reduce -13.2% |
| SYY Sysco Corp. | 0.35% | 159,154 | $11.4M | Reduce -4.4% |
| PKG Packaging Corp. of America | 0.35% | 53,419 | $11.3M | Reduce -4.0% |
| IBKR Interactive Brokers Gro Class A | 0.34% | 165,986 | $11.1M | Add +62.7% |
| SFM Sprouts Farmers Market Inc. | 0.34% | 143,842 | $11.1M | Add +11.6% |
| BR Broadridge Financial Solutio | 0.34% | 68,105 | $11.1M | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.34% | 151,956 | $11.1M | Add +9.8% |
| CPAY Corpay Inc. | 0.34% | 37,869 | $11.0M | Add +77.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.34% | 117,834 | $11.0M | Add +8.2% |
| B Barrick Mining Corp. | 0.33% | 267,263 | $10.9M | Add +91.3% |
Portfolio Sells Q4 2025 → Q1 2026
| GRMN Garmin Ltd. | Reduce -58.7% | 0.53% | −0.60 |
| PGR Progressive Corp. | Reduce -36.4% | 0.65% | −0.53 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.47 |
| MSFT Microsoft Corp. | Reduce -5.5% | 1.04% | −0.40 |
| AVGO Broadcom Inc. | Reduce -7.7% | 1.79% | −0.38 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.37 |
| DXCM Dexcom Inc. | Reduce -84.5% | 0.06% | −0.34 |
| FIX Comfort Systems USA Inc. | Reduce -60.0% | 0.48% | −0.33 |
| CMG Chipotle Mexican Grill Inc. | Reduce -53.8% | 0.21% | −0.32 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.31 |
| BSX Boston Scientific Corp. | Reduce -27.4% | 0.25% | −0.28 |
| CDNS Cadence Design SYS Inc. | Reduce -13.8% | 0.89% | −0.27 |
| PH Parker Hannifin Corp. | Reduce -15.0% | 1.70% | −0.27 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.25 |
| PFGC Performance Food Group Co. | Sold out | 0.00% | −0.23 |
| ACWI iShares MSCI Acwi ETF | Reduce -76.6% | 0.07% | −0.23 |
| PAG Penske Automotive Group Inc. | Reduce -28.0% | 0.49% | −0.23 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.23 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.22 |
| SPOT Spotify Technology SA | Reduce -20.8% | 0.42% | −0.21 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.21 |
| BX Blackstone Inc. | Reduce -3.6% | 0.48% | −0.19 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.4% | 1.27% | −0.19 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.17 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -62.8% | 0.10% | −0.17 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.16 |
| PRI Primerica Inc. | Sold out | 0.00% | −0.16 |
| SSNC Ss&c Technologies Holdings | Reduce -6.1% | 0.43% | −0.16 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.16 |
| ANDE The Andersons Inc. | Sold out | 0.00% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -10.9% | 0.68% | −0.15 |
| AXP American Express Co. | Reduce -4.6% | 0.54% | −0.15 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.15 |
| CRM Salesforce Inc. | Reduce -26.5% | 0.16% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -8.8% | 0.73% | −0.14 |
| NVDA Nvidia Corp. | Reduce -1.2% | 1.67% | −0.14 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.12 |
| WSM Williams-Sonoma Inc. | Reduce -12.8% | 0.96% | −0.12 |
| COR Cencora Inc. | Reduce -9.9% | 0.57% | −0.11 |
| ROL Rollins Inc. | Reduce -10.5% | 0.43% | −0.11 |
| IT Gartner Inc. | Sold out | 0.00% | −0.11 |
| SPGI S&P Global Inc. | Reduce -7.0% | 0.32% | −0.10 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.10 |
| YELP Yelp Inc. | Sold out | 0.00% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 0.78% | −0.10 |
| ENVA Enova International Inc. | Reduce -53.2% | 0.07% | −0.10 |
| TTEK Tetra Tech Inc. | Reduce -49.3% | 0.08% | −0.09 |
| NTAP Netapp Inc. | Reduce -7.4% | 0.71% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -4.3% | 0.76% | −0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| RSP Invesco S&P 500 Equal Weight | Add +4499.3% | 1.28% | +1.25 |
| CASY Casey's General Stores Inc. | Add +183.2% | 0.64% | +0.47 |
| FTI Technipfmc PLC | New | 0.45% | +0.45 |
| EOG EOG Resources Inc. | Add +4.1% | 1.34% | +0.40 |
| WMB Williams Cos Inc. | New | 0.37% | +0.37 |
| BR Broadridge Financial Solutio | New | 0.34% | +0.34 |
| PBR Petroleo Brasileiro-Spon ADR | Add +30.7% | 0.44% | +0.25 |
| NOW ServiceNow Inc. | New | 0.21% | +0.21 |
| VONV Vanguard Russell 1000 Value | New | 0.21% | +0.21 |
| JNJ Johnson & Johnson | Add +15.4% | 0.68% | +0.18 |
| AXON Axon Enterprise Inc. | New | 0.17% | +0.17 |
| ZM Zoom Communications Inc. | Add +197.0% | 0.26% | +0.17 |
| POST Post Holdings Inc. | New | 0.16% | +0.16 |
| CME Cme Group Inc. | Add +19.7% | 0.70% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +320.5% | 0.21% | +0.15 |
| B Barrick Mining Corp. | Add +91.3% | 0.33% | +0.15 |
| ROST Ross Stores Inc. | Add +48.3% | 0.33% | +0.14 |
| EPAC Enerpac Tool Group Corp. | New | 0.14% | +0.14 |
| IQV Iqvia Holdings Inc. | Add +100.0% | 0.42% | +0.14 |
| CPAY Corpay Inc. | Add +77.9% | 0.34% | +0.14 |
| IBKR Interactive Brokers Gro Class A | Add +62.7% | 0.34% | +0.14 |
| CRDO Credo Technology Group Holdi | New | 0.14% | +0.14 |
| JLL Jones Lang Lasalle Inc. | New | 0.13% | +0.13 |
| COST Costco Wholesale Corp. | Add +21.2% | 0.47% | +0.13 |
| MSI Motorola Solutions Inc. | Add +12.3% | 0.62% | +0.13 |
| ONON On Holding AG Class A | Add +1785.7% | 0.14% | +0.13 |
| AVAV Aerovironment Inc. | New | 0.13% | +0.13 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +42.8% | 0.38% | +0.13 |
| SLB SLB Ltd. | Add +29.8% | 0.28% | +0.12 |
| LGND Ligand Pharmaceuticals | New | 0.12% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +48.4% | 0.30% | +0.12 |
| ZTS Zoetis Inc. | Add +22.0% | 0.90% | +0.11 |
| USLM United States Lime & Mineral | Add +312.8% | 0.14% | +0.11 |
| L Loews Corp. | New | 0.11% | +0.11 |
| EWZ iShares MSCI Brazil ETF | Add +12.3% | 0.42% | +0.11 |
| HWKN Hawkins Inc. | Add +479.2% | 0.13% | +0.11 |
| V Visa Inc. Class A | Add +34.5% | 0.78% | +0.11 |
| CPRX Catalyst Pharmaceuticals Inc. | Add +442.1% | 0.13% | +0.11 |
| AIT Applied Industrial Tech Inc. | Add +86.5% | 0.21% | +0.10 |
| OSW Onespaworld Holdings Ltd. | Add +318.4% | 0.13% | +0.10 |
| UAL United Airlines Holdings Inc. | New | 0.10% | +0.10 |
| DGX Quest Diagnostics Inc. | Add +4.1% | 0.65% | +0.10 |
| RPRX Royalty Pharma PLC Class A | Add +28.2% | 0.26% | +0.10 |
| NBIX Neurocrine Biosciences Inc. | New | 0.09% | +0.09 |
| ROKU Roku Inc. | New | 0.09% | +0.09 |
| ABEV Ambev SA-ADR | Add +29.9% | 0.26% | +0.09 |
| OSIS Osi Systems Inc. | Add +244.1% | 0.12% | +0.09 |
| IESC Ies Holdings Inc. | Add +151.4% | 0.13% | +0.09 |
| ODFL Old Dominion Freight Line | Add +21.2% | 0.25% | +0.09 |
| FANG Diamondback Energy Inc. | Add +5.2% | 0.30% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 479 | $3.7B | AVGO, NVDA, PH, TT, LRCX |
| Q1 2026 | 474 | $3.3B | AVGO, PH, NVDA, TT, EOG |
| Q4 2025 | 485 | $3.3B | AVGO, PH, NVDA, TSM, MSFT |
| Q3 2025 | 491 | $3.3B | AVGO, SPY, PH, NVDA, MSFT |
| Q2 2025 | 469 | $3.2B | AVGO, PH, TT, MSFT, NVDA |
| Q1 2025 | 433 | $3.0B | TT, PH, AVGO, WSM, MSFT |
| Q4 2024 | 411 | $3.1B | TT, AVGO, WSM, PH, JPM |
| Q3 2024 | 402 | $3.3B | TT, LMT, PH, NVO, JPM |
| Q2 2024 | 387 | $3.0B | NVO, TT, CDNS, LMT, MSFT |
| Q1 2024 | 409 | $3.1B | NVO, TT, PH, WSM, CDNS |