Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only.
- Positions
- 339
- No filing for Q3 2022
- Portfolio value
- $2.63B
- No filing for Q3 2022
Moran Wealth Management, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,469,225 | $111.1M | 4.2% | – | – | – |
| iShares Inc464286392 | MSCI WORLD ETF | 863,301 | $94.3M | 3.6% | – | – | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 321,694 | $55.3M | 2.1% | – | – | – |
| EOGEOG Resources Inc | Stock | 320,119 | $41.5M | 1.6% | – | – | History |
| HSYHershey Co | COM | 174,281 | $40.4M | 1.5% | – | – | History |
| LMTLockheed Martin Corp | Stock | 82,385 | $40.1M | 1.5% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 605,603 | $38.7M | 1.5% | – | – | – |
| TTTrane Technologies plc | SHS | 206,872 | $34.8M | 1.3% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 210,396 | $33.8M | 1.3% | – | – | History |
| NVONovo Nordisk A S | ADR | 247,410 | $33.5M | 1.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 303,488 | $33.5M | 1.3% | – | – | History |
| TTETotalEnergies SE | SPONSORED ADS | 522,992 | $32.5M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 284,672 | $31.6M | 1.2% | – | – | History |
| PHParker-Hannifin Corp | Stock | 106,144 | $30.9M | 1.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 171,760 | $30.3M | 1.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 351,918 | $29.5M | 1.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 53,801 | $29.4M | 1.1% | – | – | History |
| DGDollar General Corp | COM | 115,222 | $28.4M | 1.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 48,948 | $26.0M | 1.0% | – | – | History |
| LINLinde PLC | SHS | 78,604 | $25.6M | 1.0% | – | – | History |
| LLYEli Lilly & Co | Stock | 68,116 | $24.9M | 0.9% | – | – | History |
| DEDeere & Co | Stock | 57,496 | $24.7M | 0.9% | – | – | History |
| MCKMcKesson Corp | Stock | 61,643 | $23.1M | 0.9% | – | – | History |
| TXNTexas Instruments Inc | Stock | 135,473 | $22.4M | 0.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 93,297 | $22.4M | 0.8% | – | – | History |
| MOHMolina Healthcare, Inc. | COM | 66,942 | $22.1M | 0.8% | – | – | History |
| ATOAtmos Energy Corp | COM | 196,889 | $22.1M | 0.8% | – | – | History |
| ABBVAbbVie Inc. | Stock | 133,903 | $21.6M | 0.8% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 133,937 | $21.0M | 0.8% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 176,760 | $20.3M | 0.8% | – | – | History |
| BHPBHP Group Ltd | ADR | 322,955 | $20.0M | 0.8% | – | – | History |
| CSLCarlisle Companies Inc | COM | 84,596 | $19.9M | 0.8% | – | – | History |
| KOCoca Cola Co | Stock | 312,462 | $19.9M | 0.8% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 75,967 | $19.6M | 0.7% | – | – | History |
| EWBCEast West Bancorp Inc | COM | 286,809 | $18.9M | 0.7% | – | – | History |
| FTNTFortinet, Inc. | Stock | 384,369 | $18.8M | 0.7% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 259,641 | $18.7M | 0.7% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 58,539 | $18.2M | 0.7% | – | – | History |
| CHEChemed Corp | COM | 35,224 | $18.0M | 0.7% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 343,243 | $17.8M | 0.7% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 537,754 | $17.7M | 0.7% | – | – | – |
| BKRBaker Hughes Co | CL A | 582,508 | $17.2M | 0.7% | – | – | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 578,654 | $17.2M | 0.7% | – | – | – |
| CBChubb Ltd | Stock | 77,589 | $17.1M | 0.6% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 66,125 | $16.4M | 0.6% | – | – | History |
| BPBP PLC | ADR | 467,791 | $16.3M | 0.6% | – | – | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 240,160 | $16.0M | 0.6% | – | – | – |
| HLTHilton Worldwide Holdings Inc. | COM | 125,673 | $15.9M | 0.6% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 21,986 | $15.9M | 0.6% | – | – | History |
| MROMarathon Oil Corp | COM | 583,561 | $15.8M | 0.6% | – | – | History |
| AFLAflac Inc | Stock | 218,011 | $15.7M | 0.6% | – | – | History |
| CVXChevron Corp | Stock | 86,993 | $15.6M | 0.6% | – | – | History |
| SLBSLB Limited | Stock | 289,317 | $15.5M | 0.6% | – | – | History |
| PLDPrologis, Inc. | REIT | 135,852 | $15.3M | 0.6% | – | – | History |
| PGRProgressive Corp | Stock | 115,140 | $14.9M | 0.6% | – | – | History |
| INTUIntuit Inc. | Stock | 38,278 | $14.9M | 0.6% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,528 | $14.7M | 0.6% | – | – | History |
| BXBlackstone Inc. | COM | 198,563 | $14.7M | 0.6% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 16,624 | $14.0M | 0.5% | – | – | History |
| SOSouthern Co | Stock | 193,478 | $13.8M | 0.5% | – | – | History |
| ELVElevance Health, Inc. | Stock | 26,820 | $13.8M | 0.5% | – | – | History |
| CATCaterpillar Inc | Stock | 57,122 | $13.7M | 0.5% | – | – | History |
| DOVDOVER Corp | COM | 100,920 | $13.7M | 0.5% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 222,612 | $13.6M | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 285,531 | $13.6M | 0.5% | – | – | History |
| PWRQuanta Services, Inc. | COM | 94,126 | $13.4M | 0.5% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 51,780 | $13.3M | 0.5% | – | – | History |
| KKellanova | Stock | 184,470 | $13.1M | 0.5% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 63,656 | $13.0M | 0.5% | – | – | History |
| MOSMosaic Co | COM | 290,057 | $12.7M | 0.5% | – | – | History |
| PCARPaccar Inc | COM | 127,933 | $12.7M | 0.5% | – | – | History |
| BCBrunswick Corp | COM | 172,646 | $12.4M | 0.5% | – | – | History |
| MAMastercard Inc | Stock | 35,388 | $12.3M | 0.5% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 155,182 | $11.6M | 0.4% | – | – | History |
| ROLRollins Inc | COM | 308,325 | $11.3M | 0.4% | – | – | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 216,051 | $11.3M | 0.4% | – | – | History |
| MNSTMonster Beverage Corp | COM | 108,740 | $11.0M | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 53,250 | $11.0M | 0.4% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 109,921 | $11.0M | 0.4% | – | – | History |
| ALLAllstate Corp | Stock | 79,083 | $10.7M | 0.4% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 114,876 | $10.7M | 0.4% | – | – | History |
| WAFDWafd Inc | Stock | 315,508 | $10.6M | 0.4% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 139,179 | $10.4M | 0.4% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 132,727 | $10.1M | 0.4% | – | – | History |
| LLoews Corp | COM | 171,563 | $10.0M | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 125,799 | $9.91M | 0.4% | – | – | History |
| GRMNGarmin Ltd | SHS | 107,240 | $9.90M | 0.4% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 69,583 | $9.84M | 0.4% | – | – | History |
| PRUPrudential Financial Inc | Stock | 98,891 | $9.84M | 0.4% | – | – | History |
| FDSFactset Research Systems Inc | Stock | 24,063 | $9.65M | 0.4% | – | – | History |
| INCYIncyte Corp | COM | 119,972 | $9.64M | 0.4% | – | – | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 168,647 | $9.62M | 0.4% | – | – | – |
| CICigna Group | Stock | 28,940 | $9.59M | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 66,250 | $9.39M | 0.4% | – | – | History |
| RIORio Tinto PLC | ADR | 128,992 | $9.18M | 0.3% | – | – | History |
| RVTYRevvity, Inc. | COM | 64,516 | $9.05M | 0.3% | – | – | History |
| TGTTarget Corp | Stock | 60,599 | $9.03M | 0.3% | – | – | History |
| ZTSZoetis Inc. | Stock | 61,599 | $9.03M | 0.3% | – | – | History |
| MAAMid America Apartment Communities Inc. | COM | 57,226 | $8.98M | 0.3% | – | – | History |
| MTZMastec Inc | COM | 103,182 | $8.80M | 0.3% | – | – | History |