Moran Wealth Management, LLC
CIK 1965334 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- AVGO1.80%
- NVDA1.71%
- PH1.57%
- TT1.47%
- LRCX1.40%
- TSM1.35%
- RSP1.21%
- CAT1.14%
- HWM1.09%
- WSM1.03%
Share classes counted separately13.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LRCXWeight increased · +0.82 pp0.58% → 1.40%Shares +29.85K (+33.61%)
- MUWeight increased · +0.52 pp0.23% → 0.75%Shares +1.38K (+6.14%)
- AMATWeight increased · +0.39 pp0.53% → 0.92%Shares -4.51K (-8.85%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVGOBROADCOM INCcs View history and evidence | $66.03M | 1.80% | 174.80K shares | 1.79% → 1.80%+0.01 pp -14.49K (-7.65%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORPcs View history and evidence | $62.83M | 1.71% | 313.98K shares | 1.67% → 1.71%+0.04 pp +835 (+0.27%) | Added | ↗▾ |
| 03 | PHPARKER HANNIFIN CORPcs View history and evidence | $57.67M | 1.57% | 58.96K shares | 1.70% → 1.57%-0.13 pp -3.18K (-5.11%) | Reduced | ↗▾ |
| 04 | TTTRANE TECHNOLOGIES PLCcs View history and evidence | $53.79M | 1.47% | 109.51K shares | 1.47% → 1.47%+0.00 pp -5.86K (-5.08%) | Reduced | ↗▾ |
| 05 | LRCXLAM RESEARCH CORPcs View history and evidence | $51.43M | 1.40% | 118.67K shares | 0.58% → 1.40%+0.82 pp +29.85K (+33.61%) | Added | ↗▾ |
| 06 | TSMTAIWAN SEMICONDUCTOR-SP ADRad View history and evidence | $49.34M | 1.35% | 103.31K shares | 1.27% → 1.35%+0.08 pp -19.63K (-15.97%) | Reduced | ↗▾ |
| 07 | RSPINVESCO S&P 500 EQUAL WEIGHT View history and evidence | $44.22M | 1.21% | 207.81K shares | 1.28% → 1.21%-0.07 pp -9.74K (-4.48%) | Reduced | ↗▾ |
| 08 | CATCATERPILLAR INCcs View history and evidence | $41.83M | 1.14% | 39.28K shares | 1.03% → 1.14%+0.11 pp -8.05K (-17.00%) | Reduced | ↗▾ |
| 09 | HWMHOWMET AEROSPACE INCcs View history and evidence | $40.04M | 1.09% | 148.92K shares | 1.12% → 1.09%-0.03 pp -9.14K (-5.78%) | Reduced | ↗▾ |
| 10 | WSMWILLIAMS-SONOMA INCcs View history and evidence | $37.80M | 1.03% | 162.18K shares | 0.96% → 1.03%+0.07 pp -10.38K (-6.02%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 71
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LOW LOWE'S COS INC | Non-derivative | -67,054 | -$15.84M | SEC filing ↗ | SEC filing ↗ |
| INTU INTUIT INC | Non-derivative | -36,256 | -$15.68M | SEC filing ↗ | SEC filing ↗ |
| COLO GLOBAL X MSCI COLOMBIA ETF | Non-derivative | -294,851 | -$11.66M | SEC filing ↗ | SEC filing ↗ |
3 / 71 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965334 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Aug 5, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3306251012
}Research all 491 reported holdings.
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