Moran Wealth Management
$3.3B Assets Reported
571 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 189,286 | $59M | 1.8% |
| PH | PARKER-HANNIFIN CORP | 62,133 | $56M | 1.7% |
| NVDA | NVIDIA CORPORATION | 313,149 | $55M | 1.7% |
| TT | TRANE TECHNOLOGIES PLC | 115,374 | $48M | 1.5% |
| EOG | EOG RES INC | 301,981 | $44M | 1.3% |
| RSP | INVESCO EXCHANGE TRADED FD T | 217,549 | $42M | 1.3% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 122,945 | $42M | 1.3% |
| HWM | HOWMET AEROSPACE INC | 158,056 | $36M | 1.1% |
| MSFT | MICROSOFT CORP | 91,657 | $34M | 1.0% |
| CAT | CATERPILLAR INC | 47,323 | $34M | 1.0% |
Track Moran Wealth Management's 13F portfolio: $3.3B in reported holdings, 571 positions. Top holdings, AUM, and quarterly changes on SentiSense.