Moran Wealth Management, LLC
CIK: 0001965334SEC EDGAR →
Portfolio Value
$3.3M
Holdings
485
As of
Q4 2025
New Positions
485
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 205,123 | $71K | 2.18% |
| 2 | PARKER-HANNIFIN CORP | 73,069 | $64K | 1.97% |
| 3 | NVIDIA CORPORATION | 316,914 | $59K | 1.81% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 156,484 | $48K | 1.46% |
| 5 | MICROSOFT CORP | 96,999 | $47K | 1.44% |
| 6 | TRANE TECHNOLOGIES PLC | 119,149 | $46K | 1.42% |
| 7 | PROGRESSIVE CORP | 169,145 | $39K | 1.18% |
| 8 | CADENCE DESIGN SYSTEM INC | 121,183 | $38K | 1.16% |
| 9 | GARMIN LTD | 181,784 | $37K | 1.13% |
| 10 | HOWMET AEROSPACE INC | 177,308 | $36K | 1.11% |
Quarterly Changes
New Positions (485)
$71K · 205K shares
$64K · 73K shares
$59K · 317K shares
$48K · 156K shares
$47K · 97K shares
$46K · 119K shares
$39K · 169K shares
$38K · 121K shares
$37K · 182K shares
$36K · 177K shares
$35K · 198K shares
$33K · 67K shares
$32K · 56K shares
$30K · 290K shares
$29K · 89K shares
$28K · 91K shares
$28K · 205K shares
$27K · 86K shares
$26K · 28K shares
$26K · 243K shares
$26K · 237K shares
$26K · 1.0M shares
$26K · 88K shares
$26K · 203K shares
$25K · 60K shares
$25K · 237K shares
$25K · 187K shares
$24K · 149K shares
$23K · 35K shares
$23K · 61K shares
$23K · 34K shares
$22K · 46K shares
$22K · 104K shares
$22K · 63K shares
$22K · 65K shares
$22K · 198K shares
$22K · 141K shares
$21K · 274K shares
$21K · 120K shares
$21K · 35K shares
$20K · 171K shares
$20K · 61K shares
$19K · 24K shares
$19K · 83K shares
$19K · 219K shares
$18K · 44K shares
$18K · 163K shares
$18K · 104K shares
$18K · 126K shares
$18K · 65K shares
$18K · 35K shares
$18K · 292K shares
$17K · 470K shares
$17K · 182K shares
$17K · 137K shares
$17K · 30K shares
$16K · 64K shares
$16K · 79K shares
$16K · 195K shares
$16K · 257K shares
$16K · 41K shares
$16K · 91K shares
$16K · 65K shares
$15K · 192K shares
$15K · 71K shares
$15K · 190K shares
$15K · 76K shares
$15K · 12K shares
$15K · 151K shares
$14K · 24K shares
$14K · 16K shares
$14K · 94K shares
$14K · 65K shares
$14K · 179K shares
$14K · 26K shares
$13K · 48K shares
$13K · 126K shares
$13K · 194K shares
$13K · 137K shares
$13K · 88K shares
$13K · 37K shares
$12K · 166K shares
$12K · 66K shares
$12K · 173K shares
$12K · 44K shares
$12K · 62K shares
$11K · 56K shares
$11K · 66K shares
$11K · 11K shares
$11K · 38K shares
$11K · 32K shares
$11K · 237K shares
$11K · 46K shares
$11K · 13K shares
$11K · 79K shares
$11K · 235K shares
$11K · 49K shares
$11K · 175K shares
$10K · 129K shares
$10K · 10K shares
$10K · 318K shares
$10K · 31K shares
$10K · 44K shares
$10K · 38K shares
$10K · 60K shares
$10K · 70K shares
$10K · 82K shares
$10K · 275K shares
$10K · 110K shares
$9K · 28K shares
$9K · 33K shares
$9K · 128K shares
$9K · 40K shares
$9K · 40K shares
$9K · 112K shares
$9K · 176K shares
$9K · 25K shares
$9K · 36K shares
$9K · 109K shares
$9K · 153K shares
$9K · 42K shares
$8K · 13K shares
$8K · 278K shares
$8K · 156K shares
$8K · 93K shares
$8K · 138K shares
$8K · 39K shares
$8K · 13K shares
$8K · 2K shares
$8K · 97K shares
$8K · 98K shares
$8K · 133K shares
$8K · 72K shares
$8K · 486K shares
$8K · 85K shares
$8K · 85K shares
$8K · 13K shares
$8K · 140K shares
$7K · 99K shares
$7K · 94K shares
$7K · 11K shares
$7K · 380K shares
$7K · 29K shares
$7K · 20K shares
$7K · 19K shares
$7K · 48K shares
$7K · 290K shares
$7K · 24K shares
$7K · 92K shares
$7K · 59K shares
$7K · 70K shares
$7K · 60K shares
$7K · 917K shares
$7K · 102K shares
$7K · 31K shares
$6K · 31K shares
$6K · 21K shares
$6K · 535K shares
$6K · 264K shares
$6K · 47K shares
$6K · 792K shares
$6K · 95K shares
$6K · 380K shares
$6K · 140K shares
$6K · 155K shares
$6K · 33K shares
$6K · 15K shares
$6K · 42K shares
$6K · 212K shares
$6K · 20K shares
$6K · 25K shares
$6K · 149K shares
$6K · 10K shares
$6K · 54K shares
$6K · 2.3M shares
$6K · 166K shares
$6K · 5K shares
$6K · 30K shares
$6K · 35K shares
$5K · 75K shares
$5K · 37K shares
$5K · 82K shares
$5K · 34K shares
$5K · 35K shares
$5K · 204K shares
$5K · 15K shares
$5K · 45K shares
$5K · 13K shares
$5K · 51K shares
$5K · 21K shares
$5K · 137K shares
$5K · 138K shares
$5K · 21K shares
$5K · 64K shares
$5K · 18K shares
$5K · 171K shares
$5K · 23K shares
$5K · 24K shares
$5K · 95K shares
$5K · 23K shares
$5K · 169K shares
$5K · 300K shares
$5K · 116K shares
$5K · 31K shares
$5K · 19K shares
$5K · 38K shares
$5K · 26K shares
$5K · 52K shares
$5K · 176K shares
$5K · 140K shares
$5K · 154K shares
$4K · 52K shares
$4K · 15K shares
$4K · 40K shares
$4K · 49K shares
$4K · 158K shares
$4K · 34K shares
$4K · 99K shares
$4K · 38K shares
$4K · 90K shares
$4K · 21K shares
$4K · 19K shares
$4K · 31K shares
$4K · 42K shares
$4K · 52K shares
$4K · 7K shares
$4K · 58K shares
$4K · 124K shares
$4K · 38K shares
$4K · 14K shares
$4K · 44K shares
$4K · 21K shares
$4K · 47K shares
$4K · 5K shares
$4K · 8K shares
$4K · 30K shares
$4K · 12K shares
$4K · 14K shares
$3K · 49K shares
$3K · 54K shares
$3K · 21K shares
$3K · 109K shares
$3K · 35K shares
$3K · 12K shares
$3K · 49K shares
$3K · 42K shares
$3K · 21K shares
$3K · 76K shares
$3K · 35K shares
$3K · 6K shares
$3K · 36K shares
$3K · 84K shares
$3K · 69K shares
$3K · 5K shares
$3K · 24K shares
$3K · 38K shares
$3K · 14K shares
$3K · 31K shares
$3K · 35K shares
$3K · 66K shares
$3K · 50K shares
$3K · 3K shares
$3K · 36K shares
$2K · 18K shares
$2K · 13K shares
$2K · 11K shares
$2K · 18K shares
$2K · 36K shares
$2K · 14K shares
$2K · 47K shares
$2K · 21K shares
$2K · 162K shares
$2K · 48K shares
$2K · 33K shares
$2K · 23K shares
$2K · 46K shares
$2K · 52K shares
$2K · 41K shares
$2K · 74K shares
$2K · 10K shares
$2K · 24K shares
$2K · 152K shares
$2K · 30K shares
$2K · 52K shares
$2K · 44K shares
$2K · 32K shares
$2K · 32K shares
$2K · 54K shares
$2K · 4K shares
$2K · 18K shares
$2K · 19K shares
$2K · 41K shares
$2K · 41K shares
$2K · 49K shares
$2K · 61K shares
$2K · 53K shares
$2K · 37K shares
$2K · 59K shares
$2K · 30K shares
$2K · 24K shares
$2K · 37K shares
$2K · 37K shares
$2K · 8K shares
$2K · 46K shares
$2K · 29K shares
$2K · 40K shares
$2K · 39K shares
$2K · 26K shares
$2K · 28K shares
$2K · 43K shares
$2K · 23K shares
$2K · 52K shares
$2K · 3K shares
$2K · 66K shares
$2K · 52K shares
$2K · 44K shares
$2K · 6K shares
$2K · 6K shares
$2K · 53K shares
$1K · 23K shares
$1K · 20K shares
$1K · 8K shares
$1K · 11K shares
$1K · 18K shares
$1K · 13K shares
$1K · 8K shares
$1K · 25K shares
$1K · 53K shares
$1K · 77K shares
$1K · 3K shares
$1K · 36K shares
$1K · 9K shares
$1K · 4K shares
$1K · 20K shares
$1K · 3K shares
$1K · 7K shares
$1K · 4K shares
$1K · 21K shares
$1K · 20K shares
$1K · 8K shares
$1K · 23K shares
$1K · 50K shares
$1K · 33K shares
$1K · 9K shares
$1K · 65K shares
$1K · 8K shares
$1K · 6K shares
$1K · 8K shares
$1K · 27K shares
$1K · 4K shares
$1K · 21K shares
$1K · 27K shares
$1K · 9K shares
$1K · 79K shares
$1K · 2K shares
$1K · 24K shares
$1K · 8K shares
$996 · 5K shares
$974 · 17K shares
$907 · 4K shares
$906 · 5K shares
$898 · 28K shares
$893 · 43K shares
$891 · 5K shares
$877 · 5K shares
$869 · 17K shares
$869 · 11K shares
$840 · 3K shares
$817 · 9K shares
$793 · 27K shares
$763 · 55K shares
$739 · 4K shares
$731 · 10K shares
$727 · 31K shares
$697 · 19K shares
$692 · 27K shares
$690 · 12K shares
$685 · 13K shares
$684 · 13K shares
$660 · 5K shares
$656 · 10K shares
$648 · 6K shares
$631 · 52K shares
$620 · 1K shares
$598 · 4K shares
$597 · 21K shares
$593 · 12K shares
$583 · 27K shares
$579 · 44K shares
$577 · 21K shares
$575 · 9K shares
$566 · 2K shares
$560 · 6K shares
$551 · 1K shares
$546 · 3K shares
$536 · 12K shares
$509 · 9K shares
$494 · 6K shares
$488 · 2K shares
$485 · 2K shares
$479 · 2K shares
$470 · 63K shares
$469 · 9K shares
$466 · 3K shares
$465 · 1K shares
$457 · 9K shares
$453 · 1K shares
$447 · 1K shares
$442 · 2K shares
$438 · 3K shares
$436 · 2K shares
$434 · 8K shares
$424 · 30K shares
$422 · 2K shares
$422 · 1K shares
$407 · 8K shares
$405 · 2K shares
$404 · 963 shares
$391 · 3K shares
$386 · 9K shares
$384 · 4K shares
$383 · 2K shares
$376 · 651 shares
$375 · 14K shares
$374 · 597 shares
$366 · 4K shares
$364 · 2K shares
$363 · 1K shares
$359 · 5K shares
$357 · 2K shares
$357 · 624 shares
$354 · 8K shares
$341 · 2K shares
$341 · 2K shares
$330 · 2K shares
$329 · 7K shares
$326 · 21K shares
$318 · 3K shares
$318 · 9K shares
$302 · 3K shares
$300 · 446 shares
$297 · 6K shares
$293 · 5K shares
$290 · 2K shares
$290 · 640 shares
$288 · 4K shares
$279 · 2K shares
$276 · 4K shares
$273 · 8K shares
$272 · 899 shares
$269 · 4K shares
$262 · 402 shares
$256 · 4K shares
$246 · 4K shares
$241 · 645 shares
$240 · 1K shares
$240 · 840 shares
$239 · 3K shares
$237 · 6K shares
$236 · 5K shares
$233 · 6K shares
$229 · 8K shares
$225 · 3K shares
$223 · 1K shares
$223 · 2K shares
$220 · 1K shares
$220 · 2K shares
$218 · 5K shares
$217 · 2K shares
$216 · 3K shares
$213 · 3K shares
$213 · 2K shares
$211 · 4K shares
$209 · 8K shares
$209 · 2K shares
$206 · 2K shares
$201 · 876 shares
$194 · 10K shares
$180 · 12K shares
$177 · 17K shares
$174 · 13K shares
$170 · 21K shares
$168 · 10K shares
$164 · 13K shares
$147 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 76 | $762K | 23.4% |
| Industrials | 64 | $565K | 17.3% |
| Financial Services | 105 | $550K | 16.9% |
| Consumer Cyclical | 48 | $321K | 9.8% |
| Healthcare | 40 | $265K | 8.1% |
| Consumer Defensive | 25 | $207K | 6.3% |
| Communication Services | 20 | $172K | 5.3% |
| Unknown | 23 | $127K | 3.9% |
| Energy | 21 | $109K | 3.3% |
| Basic Materials | 28 | $104K | 3.2% |
| Real Estate | 28 | $68K | 2.1% |
| Utilities | 7 | $12K | 0.4% |