1y return+16.5%S&P 500 +20.9%
3y return+49.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $158 against $195 in the S&P 500.2
Moran Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $66.0M | 1.8% | −7.7% |
| NVDANvidia Corporation | $62.8M | 1.7% | |
| PHParker-Hannifin Corp | $57.7M | 1.6% | −5.1% |
| Trane Technologies PlcCUSIP G8994E103 | $53.8M | 1.5% | −5.1% |
| LRCXLam Research Corp New | $51.4M | 1.4% | +33.6% |
| TSMTaiwan Semiconductor Mfg Ltd S | $49.3M | 1.3% | −16.0% |
| RSPInvesco S&P 500 Equal Weight E | $44.2M | 1.2% | −4.5% |
| CATCaterpillar Inc | $41.8M | 1.1% | −17.0% |
| HWMHowmet Aerospace Inc | $40.0M | 1.1% | −5.8% |
| WSMWilliams Sonoma Inc | $37.8M | 1.0% | −6.0% |
| MSFTMicrosoft Corp | $36.2M | 1.0% | +5.9% |
| CDNSCadence Design System Inc | $35.6M | 1.0% | −9.1% |
| EOGEog Resources Inc | $35.4M | 1.0% | −9.6% |
| AMATApplied Materials Inc | $33.6M | 0.9% | −8.9% |
| APHAmphenol Corp Cl A | $32.9M | 0.9% | −4.7% |
| NTAPNetapp Inc | $32.4M | 0.9% | −7.0% |
| AMPAmeriprise Financial Inc | $31.2M | 0.9% | −3.4% |
| TXNTexas Instruments Inc | $30.2M | 0.8% | −9.6% |
| GOOGLAlphabet Inc Cap Stock Cl A | $30.1M | 0.8% | +2.2% |
| ZTSZoetis Inc Cl A | $29.5M | 0.8% | +66.1% |
| ANETArista Networks Inc | $29.3M | 0.8% | −5.5% |
| KLACKla Corp New | $28.8M | 0.8% | +828.1% |
| JPMJpmorgan Chase & Co | $28.5M | 0.8% | |
| MUMicron Technology Inc | $27.5M | 0.8% | +6.1% |
| VVisa Inc Cl A | $27.4M | 0.7% | −5.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $62.8M |
| HWMHowmet Aerospace Inc | December 31, 2022 | +582.2% | $40.0M |
| TSMTaiwan Semiconductor Mfg Ltd S | December 31, 2022 | +541.1% | $49.3M |
| LRCXLam Research Corp New | March 31, 2025 | +496.1% | $51.4M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $66.0M |
| PWRQuanta Services Inc | December 31, 2022 | +405.3% | $22.6M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $41.8M |
| WSMWilliams Sonoma Inc | December 31, 2022 | +305.7% | $37.8M |
| GOOGLAlphabet Inc Cap Stock Cl A | December 31, 2022 | +305.0% | $30.1M |
| GOOGAlphabet Inc Cap Stock Cl C | December 31, 2022 | +298.2% | $26.1M |
Sold off last quarter
- LOWLowes Cos Inc was $15.8M
- INTUIntuit was $15.7M
- COLOGlobal X Fds was $11.7M
- BRBroadridge Finl Solutions In was $11.1M
- GISGeneral Mills Inc was $9.6M
- USFDUs Foods Hldg Corp was $8.8M
- UHSUniversal Hlth Svcs Inc was $8.4M
- BSXBoston Scientific Corp was $8.3M
- Carnival CorpCUSIP 143658300 was $7.7M
- CMGChipotle Mexican Grill Inc was $7.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +4.3% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | −1.9% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +2.6% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Moran Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965334&type=13F-HR&dateb=&owner=include&count=40CIK 1965334
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965334/000196533426000004/Filed August 5, 2026 · accession 0001965334-26-000004