Moran Wealth Management, LLC

13F filer · CIK 0001965334

Reported Apr 27, 2026

Net seller this quarter

13F portfolio value$3.31BU.S. long equity reported on 13F

Positions43483 new · 89 closed

Net flow last quarter-$66.7MBuys minus sells

Top 10 positions weight13.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 27, 2026434 positions
AVGOBroadcom Inc.	$58.6M	1.79%	0.00%	-7.7%	Q1 2023
PHParker-Hannifin Corp	$55.6M	1.70%	0.05%	-15.0%	Q4 2022
NVDANvidia Corp	$54.6M	1.67%	0.00%	-1.2%	Q4 2022
TTTrane Technologies plc	$48.1M	1.47%	0.05%	-3.2%	Q4 2022
EOGEog Resources Inc	$43.7M	1.34%	0.06%	+4.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$41.5M	1.27%	0.00%	-21.4%	Q4 2022
HWMHowmet Aerospace Inc.	$36.4M	1.12%	0.04%	-10.9%	Q4 2022
MSFTMicrosoft Corp	$33.9M	1.04%	0.00%	-5.5%	Q4 2022
CATCaterpillar Inc	$33.5M	1.03%	0.01%	-14.9%	Q4 2022
WSMWilliams Sonoma Inc	$31.5M	0.96%	0.15%	-12.8%	Q4 2022
AMPAmeriprise Financial Inc	$31.3M	0.96%	0.08%	+4.8%	Q4 2022
TAt&T Inc.	$29.3M	0.90%	0.01%	-1.7%	Q4 2023
ZTSZoetis Inc.	$29.2M	0.90%	0.06%	+22.0%	Q4 2022
CDNSCadence Design Systems Inc	$29M	0.89%	0.04%	-13.8%	Q4 2022
FDXFedex Corp	$26.8M	0.82%	0.03%	-14.8%	Q1 2023
MRKMerck & Co., Inc.	$26.5M	0.81%	0.01%	-7.0%	Q4 2022
PCARPaccar Inc	$25.6M	0.78%	0.04%	-6.7%	Q4 2022
VVisa Inc.	$25.6M	0.78%	0.00%	+34.5%	Q4 2022
JPMJPMorgan Chase & Co	$25.5M	0.78%	0.00%	-2.7%	Q4 2022
LINLinde PLC	$25.5M	0.78%	0.01%	-13.9%	Q4 2022
LMTLockheed Martin Corp	$25.2M	0.77%	0.02%	-10.0%	Q4 2022
APHAmphenol Corp	$24.8M	0.76%	0.02%	-4.3%	Q2 2025
GOOGLAlphabet Inc.	$23.7M	0.73%	0.00%	-8.9%	Q4 2022
NTAPNetApp, Inc.	$23.1M	0.71%	0.11%	-7.4%	Q3 2023
CMECme Group Inc.	$22.9M	0.70%	0.02%	+19.7%	Q4 2022
ANETArista Networks, Inc.	$22.4M	0.69%	0.01%	-2.4%	Q4 2023
JNJJohnson & Johnson	$22.2M	0.68%	0.00%	+15.4%	Q4 2022
GOOGAlphabet Inc.	$22.1M	0.68%	Not reported	-10.9%	Q4 2022
TXNTexas Instruments Inc	$21.7M	0.67%	0.01%	-6.9%	Q4 2022
RSGRepublic Services, Inc.	$21.5M	0.66%	0.03%	-6.0%	Q4 2022
PGRProgressive Corp	$21.3M	0.65%	0.02%	-36.4%	Q4 2022
CSCOCisco Systems, Inc.	$21.3M	0.65%	0.01%	+0.2%	Q4 2022
DGXQuest Diagnostics Inc	$21.2M	0.65%	0.10%	+4.1%	Q4 2022
CASYCaseys General Stores Inc	$20.8M	0.64%	0.08%	+183.2%	Q4 2023
AFLAflac Inc	$20.7M	0.63%	0.04%	-5.0%	Q4 2022
METAMeta Platforms, Inc.	$20.6M	0.63%	Not reported	+5.5%	Q2 2023
MCKMckesson Corp	$20.3M	0.62%	0.02%	-0.7%	Q4 2022
MSIMotorola Solutions, Inc.	$20.2M	0.62%	0.03%	+12.3%	Q4 2022
WMTWalmart Inc.	$20M	0.61%	0.00%	-1.3%	Q4 2022
ETNEaton Corp plc	$19.5M	0.60%	0.01%	-11.3%	Q2 2023
PGPROCTER & GAMBLE Co	$19.4M	0.60%	0.01%	+7.2%	Q2 2025
AMZNAmazon Com Inc	$19.2M	0.59%	0.00%	+10.9%	Q1 2023
LRCXLam Research Corp	$19M	0.58%	0.01%	-2.5%	Q4 2023
CVXChevron Corp	$18.7M	0.57%	0.00%	-4.0%	Q4 2022
KRKroger Co	$18.6M	0.57%	0.04%	-0.3%	Q4 2022
CORCencora, Inc.	$18.5M	0.57%	0.03%	-9.9%	Q4 2022
PHMPultegroup Inc	$18.5M	0.57%	0.08%	-8.1%	Q4 2022
PWRQuanta Services, Inc.	$18.3M	0.56%	0.02%	-23.6%	Q4 2022
IRMIron Mountain Inc	$17.7M	0.54%	0.06%	-11.2%	Q2 2024
MTZMastec Inc	$17.7M	0.54%	0.07%	-15.2%	Q4 2022

Q4 2025Reported Jan 26, 2026440 positions
AVGOBroadcom Inc.	$71M	2.18%	0.00%	-10.1%	Q1 2023
PHParker-Hannifin Corp	$64.2M	1.97%	0.06%	-8.7%	Q4 2022
NVDANvidia Corp	$59.1M	1.81%	0.00%	-0.5%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$47.6M	1.46%	0.00%	-10.7%	Q4 2022
MSFTMicrosoft Corp	$46.9M	1.44%	0.00%	-9.5%	Q4 2022
TTTrane Technologies plc	$46.4M	1.42%	0.05%	-6.2%	Q4 2022
PGRProgressive Corp	$38.5M	1.18%	0.03%	+26.5%	Q4 2022
CDNSCadence Design Systems Inc	$37.9M	1.16%	0.04%	-13.9%	Q4 2022
GRMNGarmin Ltd	$36.9M	1.13%	0.09%	-5.4%	Q4 2022
HWMHowmet Aerospace Inc.	$36.4M	1.11%	0.04%	-17.3%	Q4 2022
WSMWilliams Sonoma Inc	$35.4M	1.08%	0.17%	-6.9%	Q4 2022
AMPAmeriprise Financial Inc	$32.9M	1.01%	0.07%	-3.1%	Q4 2022
CATCaterpillar Inc	$31.9M	0.98%	0.01%	-6.3%	Q4 2022
EOGEog Resources Inc	$30.5M	0.93%	0.05%	+6.3%	Q4 2022
JPMJPMorgan Chase & Co	$28.7M	0.88%	0.00%	+0.1%	Q4 2022
GOOGLAlphabet Inc.	$28.3M	0.87%	0.00%	-4.2%	Q4 2022
APHAmphenol Corp	$27.7M	0.85%	0.02%	-1.8%	Q2 2025
GOOGAlphabet Inc.	$27.1M	0.83%	Not reported	-15.5%	Q4 2022
FIXComfort Systems USA Inc	$26.5M	0.81%	0.08%	+34.0%	Q4 2022
NTAPNetApp, Inc.	$26M	0.80%	0.12%	-10.5%	Q3 2023
PCARPaccar Inc	$26M	0.80%	0.05%	-3.2%	Q4 2022
TAt&T Inc.	$25.5M	0.78%	0.01%	-0.1%	Q4 2023
FDXFedex Corp	$25.5M	0.78%	0.04%	-4.7%	Q1 2023
ZTSZoetis Inc.	$25.5M	0.78%	0.05%	+205.7%	Q4 2022
LINLinde PLC	$25.5M	0.78%	0.01%	-11.8%	Q4 2022
MRKMerck & Co., Inc.	$24.9M	0.76%	0.01%	+10.3%	Q4 2022
ANETArista Networks, Inc.	$24.5M	0.75%	0.01%	-2.5%	Q4 2023
PAGPenske Automotive Group, Inc.	$23.6M	0.72%	0.23%	-2.6%	Q4 2024
INTUIntuit Inc.	$23M	0.71%	0.01%	-3.0%	Q4 2022
AXPAmerican Express Co	$22.5M	0.69%	0.01%	-5.0%	Q3 2024
METAMeta Platforms, Inc.	$22.5M	0.69%	Not reported	+8.7%	Q2 2023
LMTLockheed Martin Corp	$22.4M	0.69%	0.02%	-3.7%	Q4 2022
RSGRepublic Services, Inc.	$22.1M	0.68%	0.03%	+24.4%	Q4 2022
VVisa Inc.	$22.1M	0.68%	0.00%	+11.1%	Q4 2022
CORCencora, Inc.	$22M	0.68%	0.03%	-7.1%	Q4 2022
AFLAflac Inc	$21.9M	0.67%	0.04%	-2.9%	Q4 2022
BXBlackstone Inc.	$21.8M	0.67%	0.02%	-3.0%	Q4 2022
CSCOCisco Systems, Inc.	$21.1M	0.65%	0.01%	-6.2%	Q4 2022
TXNTexas Instruments Inc	$20.9M	0.64%	0.01%	-2.2%	Q4 2022
SPOTSpotify Technology S.A.	$20.6M	0.63%	0.02%	-0.9%	Q3 2024
PHMPultegroup Inc	$20M	0.61%	0.09%	-3.2%	Q4 2022
ETNEaton Corp plc	$19.6M	0.60%	0.02%	-3.5%	Q2 2023
MCKMckesson Corp	$19.4M	0.59%	0.02%	+2.4%	Q4 2022
AMZNAmazon Com Inc	$19.2M	0.59%	0.00%	+14.8%	Q1 2023
SSNCSS&C Technologies Holdings Inc	$19.2M	0.59%	0.09%	-4.8%	Q2 2024
PWRQuanta Services, Inc.	$18.4M	0.57%	0.03%	-8.5%	Q4 2022
WMTWalmart Inc.	$18.2M	0.56%	0.00%	+1.7%	Q4 2022
DGXQuest Diagnostics Inc	$18.1M	0.55%	0.09%	-1.0%	Q4 2022
PGPROCTER & GAMBLE Co	$18M	0.55%	0.01%	-3.3%	Q2 2025
CMECme Group Inc.	$17.7M	0.54%	0.02%	-12.1%	Q4 2022

Q3 2025Reported Oct 23, 2025451 positions
AVGOBroadcom Inc.	$75.3M	2.27%	0.00%	-16.8%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$63.8M	1.92%	Not reported	+112.0%	Q4 2022
PHParker-Hannifin Corp	$60.7M	1.83%	0.06%	-4.3%	Q4 2022
NVDANvidia Corp	$59.4M	1.79%	0.00%	+3.4%	Q4 2022
MSFTMicrosoft Corp	$55.5M	1.67%	0.00%	-1.5%	Q4 2022
TTTrane Technologies plc	$53.6M	1.62%	0.06%	-4.8%	Q4 2022
CDNSCadence Design Systems Inc	$49.4M	1.49%	0.05%	-4.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$48.9M	1.48%	0.00%	-6.7%	Q4 2022
GRMNGarmin Ltd	$47.3M	1.43%	0.10%	+7.9%	Q4 2022
HWMHowmet Aerospace Inc.	$42.1M	1.27%	0.05%	-10.3%	Q4 2022
WSMWilliams Sonoma Inc	$41.6M	1.25%	0.17%	-4.7%	Q4 2022
AMPAmeriprise Financial Inc	$34M	1.03%	0.07%	-11.2%	Q4 2022
PGRProgressive Corp	$33M	1.00%	0.02%	-14.9%	Q4 2022
NTAPNetApp, Inc.	$32.2M	0.97%	0.14%	-3.9%	Q3 2023
LINLinde PLC	$32.2M	0.97%	0.01%	-3.4%	Q4 2022
EOGEog Resources Inc	$30.6M	0.92%	0.05%	+0.5%	Q4 2022
TAt&T Inc.	$29.1M	0.88%	0.01%	+0.9%	Q4 2023
NOBLNoble International, Ltd.	$28.8M	0.87%	Not reported	New	Q3 2025
CATCaterpillar Inc	$28.3M	0.85%	0.01%	-1.7%	Q4 2022
JPMJPMorgan Chase & Co	$28.1M	0.85%	0.00%	-13.7%	Q4 2022
ANETArista Networks, Inc.	$28M	0.84%	0.02%	-1.7%	Q4 2023
PAGPenske Automotive Group, Inc.	$26.6M	0.80%	0.23%	+0.7%	Q4 2024
APHAmphenol Corp	$25.8M	0.78%	0.02%	+96.4%	Q2 2025
SPOTSpotify Technology S.A.	$24.9M	0.75%	0.02%	-2.4%	Q3 2024
GOOGAlphabet Inc.	$24.9M	0.75%	Not reported	-7.5%	Q4 2022
BXBlackstone Inc.	$24.9M	0.75%	0.02%	-20.6%	Q4 2022
INTUIntuit Inc.	$24.5M	0.74%	0.01%	-4.2%	Q4 2022
MSIMotorola Solutions, Inc.	$24.2M	0.73%	0.03%	-3.5%	Q4 2022
PCARPaccar Inc	$24.1M	0.73%	0.05%	-1.8%	Q4 2022
LMTLockheed Martin Corp	$24M	0.72%	0.02%	-40.9%	Q4 2022
ETNEaton Corp plc	$23.8M	0.72%	0.02%	-2.9%	Q2 2023
IWSImageware Systems Inc	$23.8M	0.72%	Not reported	New	Q3 2025
PHMPultegroup Inc	$23.3M	0.70%	0.09%	-2.7%	Q4 2022
METAMeta Platforms, Inc.	$23M	0.69%	Not reported	+2.7%	Q2 2023
GOOGLAlphabet Inc.	$23M	0.69%	0.00%	-1.7%	Q4 2022
AFLAflac Inc	$22.8M	0.69%	0.04%	-13.7%	Q4 2022
TXNTexas Instruments Inc	$22.6M	0.68%	0.01%	-0.6%	Q4 2022
CORCencora, Inc.	$22M	0.66%	0.04%	-4.3%	Q4 2022
FDXFedex Corp	$21.9M	0.66%	0.04%	-1.9%	Q1 2023
AXPAmerican Express Co	$21.3M	0.64%	0.01%	-2.4%	Q3 2024
IRMIron Mountain Inc	$20.7M	0.62%	0.07%	-0.7%	Q2 2024
SSNCSS&C Technologies Holdings Inc	$20.5M	0.62%	0.09%	-4.2%	Q2 2024
DGXQuest Diagnostics Inc	$20M	0.60%	0.09%	+1.8%	Q4 2022
CSCOCisco Systems, Inc.	$20M	0.60%	0.01%	-5.1%	Q4 2022
PGPROCTER & GAMBLE Co	$19.9M	0.60%	0.01%	+222.0%	Q2 2025
CMECme Group Inc.	$19.9M	0.60%	0.02%	-4.6%	Q4 2022
PWRQuanta Services, Inc.	$19.8M	0.60%	0.03%	-17.8%	Q4 2022
VVisa Inc.	$19.3M	0.58%	0.00%	+7.2%	Q4 2022
RSGRepublic Services, Inc.	$19.2M	0.58%	0.03%	+0.6%	Q4 2022
BSXBoston Scientific Corp	$18.4M	0.55%	0.01%	-3.7%	Q2 2024

Q2 2025Reported Jul 28, 2025435 positions
AVGOBroadcom Inc.	$75.6M	2.33%	0.01%	-4.1%	Q1 2023
PHParker-Hannifin Corp	$58.4M	1.80%	0.07%	-4.3%	Q4 2022
TTTrane Technologies plc	$58.3M	1.80%	0.06%	-27.2%	Q4 2022
MSFTMicrosoft Corp	$54.1M	1.67%	0.00%	-1.4%	Q4 2022
NVDANvidia Corp	$48.7M	1.50%	0.00%	-0.2%	Q4 2022
CDNSCadence Design Systems Inc	$45.3M	1.40%	0.05%	-2.8%	Q4 2022
HWMHowmet Aerospace Inc.	$44.5M	1.37%	0.06%	-4.9%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$42.5M	1.31%	0.00%	-3.1%	Q4 2022
PGRProgressive Corp	$41.9M	1.29%	0.03%	+9.2%	Q4 2022
AMPAmeriprise Financial Inc	$41.6M	1.28%	0.08%	-3.5%	Q4 2022
LMTLockheed Martin Corp	$37.7M	1.16%	0.03%	-1.5%	Q4 2022
GRMNGarmin Ltd	$37.2M	1.15%	0.09%	+35.8%	Q4 2022
WSMWilliams Sonoma Inc	$36.4M	1.12%	0.18%	-21.7%	Q4 2022
LINLinde PLC	$32.9M	1.01%	0.02%	-1.3%	Q4 2022
EOGEog Resources Inc	$32.5M	1.00%	0.05%	-3.9%	Q4 2022
NTAPNetApp, Inc.	$30.1M	0.93%	0.14%	+39.1%	Q3 2023
JPMJPMorgan Chase & Co	$29.9M	0.92%	0.00%	-28.3%	Q4 2022
TAt&T Inc.	$29.5M	0.91%	0.01%	-0.7%	Q4 2023
INTUIntuit Inc.	$29.5M	0.91%	0.01%	-2.5%	Q4 2022
SPOTSpotify Technology S.A.	$28.1M	0.87%	0.02%	-1.3%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$27.9M	0.86%	Not reported	+10.0%	Q4 2022
BXBlackstone Inc.	$27.4M	0.85%	0.02%	-1.7%	Q4 2022
PAGPenske Automotive Group, Inc.	$26.1M	0.80%	0.23%	-1.1%	Q4 2024
TXNTexas Instruments Inc	$25.7M	0.79%	0.01%	-2.4%	Q4 2022
AFLAflac Inc	$24.9M	0.77%	0.04%	-2.4%	Q4 2022
PCARPaccar Inc	$23.7M	0.73%	0.05%	+6.1%	Q4 2022
SFMSprouts Farmers Market, Inc.	$23.5M	0.72%	0.15%	-10.7%	Q4 2022
CATCaterpillar Inc	$23.4M	0.72%	0.01%	-1.4%	Q4 2022
ETNEaton Corp plc	$23.4M	0.72%	0.02%	-0.1%	Q2 2023
MSIMotorola Solutions, Inc.	$23.1M	0.71%	0.03%	-12.8%	Q4 2022
METAMeta Platforms, Inc.	$22.5M	0.69%	Not reported	+1.5%	Q2 2023
CORCencora, Inc.	$22M	0.68%	0.04%	-3.3%	Q4 2022
PWRQuanta Services, Inc.	$22M	0.68%	0.04%	-10.0%	Q4 2022
FDXFedex Corp	$21.5M	0.66%	0.04%	-1.6%	Q1 2023
CSCOCisco Systems, Inc.	$21.4M	0.66%	0.01%	-4.4%	Q4 2022
CMECme Group Inc.	$21.3M	0.66%	0.02%	-7.4%	Q4 2022
BSXBoston Scientific Corp	$21M	0.65%	0.01%	-0.5%	Q2 2024
AXPAmerican Express Co	$21M	0.65%	0.01%	-2.9%	Q3 2024
IRMIron Mountain Inc	$20.9M	0.65%	0.07%	-0.9%	Q2 2024
RSGRepublic Services, Inc.	$20.6M	0.63%	0.03%	-3.2%	Q4 2022
ANETArista Networks, Inc.	$20M	0.62%	0.02%	+0.1%	Q4 2023
SSNCSS&C Technologies Holdings Inc	$19.9M	0.61%	0.10%	-0.5%	Q2 2024
GOOGAlphabet Inc.	$19.6M	0.60%	Not reported	-0.7%	Q4 2022
PHMPultegroup Inc	$19.1M	0.59%	0.09%	-4.9%	Q4 2022
MUSAMurphy USA Inc.	$19.1M	0.59%	0.24%	+2.5%	Q4 2022
VVisa Inc.	$18.8M	0.58%	0.00%	Not reported	Q4 2022
DGXQuest Diagnostics Inc	$18.6M	0.57%	0.09%	Not reported	Q4 2022
MOHMolina Healthcare, Inc.	$18.4M	0.57%	0.11%	-1.1%	Q4 2022
MAMastercard Inc	$18.3M	0.56%	0.00%	-3.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$17.3M	0.53%	Not reported	-1.4%	Q4 2022

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