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Livermore
Livermore
ZHEN

Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
485
−6 vs. Q3 2025
Portfolio value
$3.26B
−$54.8M (−1.7%) vs. Q3 2025
Filed
Jan 26, 2026
SEC
Holdings of Moran Wealth Management, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock205,123$71.0M2.2%−23,066−10.1%ReducedHistory
PHParker-Hannifin CorpStock73,069$64.2M2.0%−6,958−8.7%ReducedHistory
NVDANVIDIA CorpStock316,914$59.1M1.8%−1,557−0.5%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR156,484$47.6M1.5%−18,684−10.7%ReducedHistory
MSFTMicrosoft CorpStock96,999$46.9M1.4%−10,204−9.5%ReducedHistory
TTTrane Technologies plcSHS119,149$46.4M1.4%−7,822−6.2%ReducedHistory
PGRProgressive CorpStock169,145$38.5M1.2%+35,470+26.5%AddedHistory
CDNSCadence Design Systems IncStock121,183$37.9M1.2%−19,592−13.9%ReducedHistory
GRMNGarmin LtdSHS181,784$36.9M1.1%−10,329−5.4%ReducedHistory
HWMHowmet Aerospace Inc.Stock177,308$36.4M1.1%−37,057−17.3%ReducedHistory
WSMWilliams Sonoma IncCOM197,953$35.4M1.1%−14,711−6.9%ReducedHistory
AMPAmeriprise Financial IncCOM67,172$32.9M1.0%−2,110−3.0%ReducedHistory
CATCaterpillar IncStock55,630$31.9M1.0%−3,727−6.3%ReducedHistory
EOGEOG Resources IncStock290,119$30.5M0.9%+17,232+6.3%AddedHistory
JPMJPMorgan Chase & CoStock89,207$28.7M0.9%+74+0.1%AddedHistory
GOOGLAlphabet Inc.Stock90,551$28.3M0.9%−3,942−4.2%ReducedHistory
APHAmphenol CorpCL A204,745$27.7M0.8%−3,834−1.8%ReducedHistory
GOOGAlphabet Inc.Stock86,356$27.1M0.8%−15,800−15.5%ReducedHistory
FIXComfort Systems USA IncCOM28,357$26.5M0.8%+7,192+34.0%AddedHistory
NTAPNetApp, Inc.Stock243,199$26.0M0.8%−28,540−10.5%ReducedHistory
PCARPaccar IncCOM237,209$26.0M0.8%−7,878−3.2%ReducedHistory
TAT&T Inc.Stock1,028,474$25.5M0.8%−1,131−0.1%ReducedHistory
FDXFedEx CorpStock88,367$25.5M0.8%−4,310−4.7%ReducedHistory
ZTSZoetis Inc.Stock202,741$25.5M0.8%+136,420+205.7%AddedHistory
LINLinde PLCStock59,752$25.5M0.8%−7,972−11.8%ReducedHistory
MRKMerck & Co., Inc.Stock236,969$24.9M0.8%+22,157+10.3%AddedHistory
ANETArista Networks, Inc.Stock187,056$24.5M0.8%−4,776−2.5%ReducedHistory
PAGPenske Automotive Group, Inc.COM148,929$23.6M0.7%−3,969−2.6%ReducedHistory
INTUIntuit Inc.Stock34,793$23.0M0.7%−1,086−3.0%ReducedHistory
AXPAmerican Express CoStock60,924$22.5M0.7%−3,190−5.0%ReducedHistory
METAMeta Platforms, Inc.Stock34,088$22.5M0.7%+2,738+8.7%AddedHistory
LMTLockheed Martin CorpStock46,365$22.4M0.7%−1,763−3.7%ReducedHistory
RSGRepublic Services, Inc.COM104,294$22.1M0.7%+20,451+24.4%AddedHistory
VVisa Inc.Stock62,912$22.1M0.7%+6,297+11.1%AddedHistory
CORCencora, Inc.Stock65,260$22.0M0.7%−5,004−7.1%ReducedHistory
AFLAflac IncStock198,259$21.9M0.7%−5,863−2.9%ReducedHistory
BXBlackstone Inc.COM141,211$21.8M0.7%−4,408−3.0%ReducedHistory
CSCOCisco Systems, Inc.Stock274,480$21.1M0.6%−18,001−6.2%ReducedHistory
TXNTexas Instruments IncStock120,283$20.9M0.6%−2,735−2.2%ReducedHistory
SPOTSpotify Technology S.A.Stock35,401$20.6M0.6%−305−0.9%ReducedHistory
PHMPultegroup IncCOM170,793$20.0M0.6%−5,598−3.2%ReducedHistory
ETNEaton Corp plcStock61,381$19.6M0.6%−2,206−3.5%ReducedHistory
MCKMcKesson CorpStock23,590$19.4M0.6%+544+2.4%AddedHistory
AMZNAmazon Com IncStock83,184$19.2M0.6%+10,721+14.8%AddedHistory
SSNCSS&C Technologies Holdings IncCOM219,334$19.2M0.6%−11,090−4.8%ReducedHistory
PWRQuanta Services, Inc.COM43,685$18.4M0.6%−4,077−8.5%ReducedHistory
WMTWalmart Inc.Stock163,320$18.2M0.6%+2,656+1.7%AddedHistory
DGXQuest Diagnostics IncCOM104,064$18.1M0.6%−1,087−1.0%ReducedHistory
PGProcter & Gamble CoStock125,555$18.0M0.6%−4,271−3.3%ReducedHistory
CMECME Group Inc.COM64,707$17.7M0.5%−8,898−12.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock35,075$17.6M0.5%−409−1.2%ReducedHistory
ROLRollins IncCOM292,075$17.5M0.5%−9,088−3.0%ReducedHistory
CMGChipotle Mexican Grill IncCOM470,214$17.4M0.5%+168,834+56.0%AddedHistory
BSXBoston Scientific CorpStock182,334$17.4M0.5%−5,781−3.1%ReducedHistory
SFStifel Financial CorpCOM136,894$17.1M0.5%+3,432+2.6%AddedHistory
MAMastercard IncStock29,677$16.9M0.5%−713−2.3%ReducedHistory
AMATApplied Materials IncStock63,721$16.4M0.5%−7,116−10.0%ReducedHistory
JNJJohnson & JohnsonStock78,743$16.3M0.5%−4,151−5.0%ReducedHistory
IRMIron Mountain IncCOM195,140$16.2M0.5%−7,648−3.8%ReducedHistory
KRKroger CoStock257,316$16.1M0.5%−9,760−3.7%ReducedHistory
MSIMotorola Solutions, Inc.Stock41,497$15.9M0.5%−11,405−21.6%ReducedHistory
LRCXLam Research CorpStock91,119$15.6M0.5%+5,442+6.4%AddedHistory
LOWLowes Companies IncStock64,557$15.6M0.5%−583−0.9%ReducedHistory
CLColgate Palmolive CoStock192,436$15.2M0.5%−3,583−1.8%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock70,695$15.1M0.5%−3,128−4.2%ReducedHistory
IRIngersoll Rand Inc.COM189,735$15.0M0.5%+1,084+0.6%AddedHistory
SBACSba Communications CorpCL A76,286$14.8M0.5%+46,677+157.6%AddedHistory
KLACKLA CorpCOM NEW12,029$14.6M0.4%−915−7.1%ReducedHistory
MDTMedtronic plcStock151,442$14.5M0.4%−3,220−2.1%ReducedHistory
EMEEMCOR Group, Inc.Stock23,521$14.4M0.4%−1,699−6.7%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM15,863$14.4M0.4%+313+2.0%AddedHistory
CVXChevron CorpStock94,184$14.4M0.4%−2,086−2.2%ReducedHistory
MTZMastec IncCOM64,846$14.1M0.4%−9,606−12.9%ReducedHistory
MNSTMonster Beverage CorpCOM179,187$13.7M0.4%−7,481−4.0%ReducedHistory
SPGIS&P Global Inc.Stock26,162$13.7M0.4%+68+0.3%AddedHistory
AAPLApple Inc.Stock47,746$13.0M0.4%+6,801+16.6%AddedHistory
TROWPrice T Rowe Group IncStock125,886$12.9M0.4%−3,352−2.6%ReducedHistory
DXCMDexcom IncCOM194,005$12.9M0.4%+40,672+26.5%AddedHistory
NFLXNetflix IncStock136,640$12.8M0.4%+4,650+3.5%AddedConverted for a 10-for-1 splitHistory
PEPPepsiCo IncStock87,972$12.6M0.4%−816−0.9%ReducedHistory
HDHome Depot, Inc.Stock36,670$12.6M0.4%+11,923+48.2%AddedHistory
SYYSysco CorpStock166,494$12.3M0.4%−10,703−6.0%ReducedHistory
PANWPalo Alto Networks IncStock66,062$12.2M0.4%+799+1.2%AddedHistory
WRBBerkley W R CorpCOM172,670$12.1M0.4%+37,129+27.4%AddedHistory
CICigna GroupStock43,567$12.0M0.4%+28,414+187.5%AddedHistory
CTASCintas CorpStock62,434$11.7M0.4%−1,500−2.3%ReducedHistory
PKGPackaging Corp of AmericaStock55,625$11.5M0.4%−2,462−4.2%ReducedHistory
ITTItt Inc.COM65,968$11.4M0.4%−4,306−6.1%ReducedHistory
LLYEli Lilly & CoStock10,613$11.4M0.3%+362+3.5%AddedHistory
ADSKAutodesk, Inc.COM38,480$11.4M0.3%+907+2.4%AddedHistory
ELVElevance Health, Inc.Stock32,302$11.3M0.3%+19,625+154.8%AddedHistory
GISGeneral Mills IncStock237,286$11.0M0.3%+237,286NewHistory
RMDResmed IncCOM45,691$11.0M0.3%−523−1.1%ReducedHistory
COSTCostco Wholesale CorpStock12,624$10.9M0.3%+537+4.4%AddedHistory
TOLToll Brothers, Inc.COM79,496$10.7M0.3%+5,405+7.3%AddedHistory
CELHCelsius Holdings, Inc.COM NEW234,782$10.7M0.3%+18,800+8.7%AddedHistory
UHSUniversal Health Services IncCL B48,908$10.7M0.3%+15,233+45.2%AddedHistory
FLEXFlex Ltd.Stock174,771$10.6M0.3%−11,111−6.0%ReducedHistory
SFMSprouts Farmers Market, Inc.COM128,921$10.3M0.3%−6,324−4.7%ReducedHistory
BLKBlackRock, Inc.Stock9,592$10.3M0.3%−159−1.6%ReducedHistory

Sold out since Q3 2025 (61)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Moran Wealth Management, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ProShares Tr74348A467S&P 500 DV ARIST279,302$28.8M0.9%–
HSYHershey CoCOM91,757$17.2M0.5%History
iShares Inc46434G780MSCI SINGPOR ETF362,312$10.3M0.3%–
iShares Tr46434V761MSCI UAE ETF486,301$9.19M0.3%–
TTETotalEnergies SESPONSORED ADS85,582$5.11M0.2%History
Global X FDS37950E259GB MSCI AR ETF70,241$4.90M0.1%–
ULUnilever PLCSPON ADR NEW82,288$4.88M0.1%History
MDLZMondelez International, Inc.Stock74,860$4.68M0.1%History
DOCSDoximity, Inc.CL A60,125$4.40M0.1%History
MOHMolina Healthcare, Inc.COM21,482$4.11M0.1%History
DRIDarden Restaurants IncCOM18,239$3.47M0.1%History
AB Active ETFs Inc00039J103ULTRA SHORT INCM68,120$3.45M0.1%–
ONOn Semiconductor CorpStock64,170$3.16M0.1%History
GDDYGoDaddy Inc.CL A22,920$3.14M0.1%History
CPRTCopart IncCOM63,776$2.87M0.1%History
OMCOmnicom Group Inc.COM31,399$2.56M0.1%History
INFYInfosys LtdSPONSORED ADR146,065$2.38M0.1%History
AMCRAmcor plcORD265,189$2.17M0.1%History
iShares Russell Mid-Cap Growth ETF464287481ETF14,625$2.08M0.1%–
AVTAvnet IncCOM38,294$2.00M0.1%History
iShares Tr46435U135CYBERSECURITY20,803$1.09M<0.1%–
FLOFlowers Foods IncCOM83,294$1.09M<0.1%History
PTGXProtagonist Therapeutics, IncCOM16,212$1.08M<0.1%History
BCCBoise Cascade CoCOM13,868$1.07M<0.1%History
iShares Tr46435U366SELF DRIVNG EV28,758$1.05M<0.1%–
ALBAlbemarle CorpStock9,895$802.3K<0.1%History
LMBLimbach Holdings, Inc.COM7,214$700.6K<0.1%History
AXONAxon Enterprise, Inc.COM805$577.7K<0.1%History
SKWDSkyward Specialty Insurance Group, Inc.COM11,737$558.2K<0.1%History
MGNIMagnite, Inc.COM25,121$547.1K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM2,527$532.7K<0.1%History
RPCRidgepost Capital, Inc.CL A COM41,443$450.9K<0.1%History
PINSPinterest, Inc.CL A13,652$439.2K<0.1%History
AFRMAffirm Holdings, Inc.COM CL A5,741$419.6K<0.1%History
AJGArthur J. Gallagher & Co.COM1,184$366.7K<0.1%History
DSPViant Technology Inc.COM CL A41,205$355.6K<0.1%History
WDSWoodside Energy Group LtdADR23,119$347.9K<0.1%History
TILEInterface IncCOM11,148$322.6K<0.1%History
UIUbiquiti Inc.COM485$320.4K<0.1%History
ZSZscaler, Inc.Stock1,027$307.8K<0.1%History
TPLTexas Pacific Land CorpStock313$292.2K<0.1%History
NOWServiceNow, Inc.Stock315$289.9K<0.1%History
CINFCincinnati Financial CorpCOM1,816$287.1K<0.1%History
LPLALPL Financial Holdings Inc.COM862$286.8K<0.1%History
NTNXNutanix, Inc.Stock3,851$286.5K<0.1%History
NETCloudflare, Inc.CL A COM1,333$286.0K<0.1%History
VRSNVerisign IncCOM1,021$285.4K<0.1%History
ALNYAlnylam Pharmaceuticals, Inc.COM625$285.0K<0.1%History
EAElectronic Arts Inc.COM1,389$280.2K<0.1%History
EATBrinker International, IncStock2,091$264.9K<0.1%History
ARESAres Management CorpCL A COM STK1,638$261.9K<0.1%History
TOSTToast, Inc.Stock7,142$260.8K<0.1%History
GWREGuidewire Software, Inc.COM1,131$260.0K<0.1%History
VIRTVirtu Financial, Inc.CL A6,910$245.3K<0.1%History
GLIBALiberty Capital CorpSER A GCI GROUP6,414$240.9K<0.1%History
DKNGDraftKings Inc.Stock6,334$236.9K<0.1%History
DOCUDocuSign, Inc.Stock3,258$234.9K<0.1%History
MELIMercadolibre IncCOM98$229.0K<0.1%History
RNRRenaissancere Holdings LtdCOM880$223.5K<0.1%History
DPZDominos Pizza IncCOM484$208.9K<0.1%History
GPIGroup 1 Automotive IncCOM473$206.9K<0.1%History