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Livermore
Livermore
ZHEN

Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
491
+17 vs. Q1 2026
Portfolio value
$3.67B
+$401.6M (+12.3%) vs. Q1 2026
Filed
Aug 5, 2026
SEC
Holdings of Moran Wealth Management, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock174,797$66.0M1.8%−14,489−7.7%ReducedHistory
NVDANVIDIA CorpStock313,984$62.8M1.7%+835+0.3%AddedHistory
PHParker-Hannifin CorpStock58,956$57.7M1.6%−3,177−5.1%ReducedHistory
TTTrane Technologies plcSHS109,513$53.8M1.5%−5,861−5.1%ReducedHistory
LRCXLam Research CorpStock118,675$51.4M1.4%+29,850+33.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR103,313$49.3M1.3%−19,632−16.0%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT207,812$44.2M1.2%−9,737−4.5%Reduced–
CATCaterpillar IncStock39,277$41.8M1.1%−8,046−17.0%ReducedHistory
HWMHowmet Aerospace Inc.Stock148,919$40.0M1.1%−9,137−5.8%ReducedHistory
WSMWilliams Sonoma IncCOM162,177$37.8M1.0%−10,383−6.0%ReducedHistory
MSFTMicrosoft CorpStock97,043$36.2M1.0%+5,386+5.9%AddedHistory
CDNSCadence Design Systems IncStock94,960$35.6M1.0%−9,552−9.1%ReducedHistory
EOGEOG Resources IncStock272,856$35.4M1.0%−29,125−9.6%ReducedHistory
AMATApplied Materials IncStock46,459$33.6M0.9%−4,512−8.9%ReducedHistory
APHAmphenol CorpCL A186,732$32.9M0.9%−9,155−4.7%ReducedHistory
NTAPNetApp, Inc.Stock209,544$32.4M0.9%−15,766−7.0%ReducedHistory
AMPAmeriprise Financial IncCOM68,051$31.2M0.9%−2,361−3.4%ReducedHistory
TXNTexas Instruments IncStock101,280$30.2M0.8%−10,728−9.6%ReducedHistory
GOOGLAlphabet Inc.Stock84,341$30.1M0.8%+1,808+2.2%AddedHistory
ZTSZoetis Inc.Stock410,762$29.5M0.8%+163,458+66.1%AddedHistory
ANETArista Networks, Inc.Stock172,638$29.3M0.8%−9,967−5.5%ReducedHistory
KLACKLA CorpCOM NEW95,358$28.8M0.8%−7,392−7.2%ReducedConverted for a 10-for-1 splitHistory
JPMJPMorgan Chase & CoStock86,958$28.5M0.8%+173+0.2%AddedHistory
MUMicron Technology IncStock23,844$27.5M0.8%+1,379+6.1%AddedHistory
VVisa Inc.Stock79,975$27.4M0.7%−4,609−5.4%ReducedHistory
MRKMerck & Co., Inc.Stock212,218$27.3M0.7%−8,074−3.7%ReducedHistory
CSCOCisco Systems, Inc.Stock230,491$27.1M0.7%−44,434−16.2%ReducedHistory
GOOGAlphabet Inc.Stock73,884$26.1M0.7%−3,084−4.0%ReducedHistory
LINLinde PLCStock49,064$25.5M0.7%−2,357−4.6%ReducedHistory
LLYEli Lilly & CoStock20,903$25.1M0.7%+9,638+85.6%AddedHistory
FDXFedEx CorpStock78,564$24.6M0.7%+3,310+4.4%AddedHistory
MRVLMarvell Technology, Inc.COM82,156$24.5M0.7%+82,156NewHistory
AMZNAmazon Com IncStock99,103$23.6M0.6%+6,827+7.4%AddedHistory
PANWPalo Alto Networks IncStock66,727$22.8M0.6%−6,907−9.4%ReducedHistory
PWRQuanta Services, Inc.COM31,445$22.6M0.6%−1,934−5.8%ReducedHistory
JNJJohnson & JohnsonStock88,810$22.6M0.6%−2,093−2.3%ReducedHistory
ETNEaton Corp plcStock52,751$22.5M0.6%−1,677−3.1%ReducedHistory
DGXQuest Diagnostics IncCOM104,495$22.1M0.6%−3,856−3.6%ReducedHistory
METAMeta Platforms, Inc.Stock39,135$22.0M0.6%+3,166+8.8%AddedHistory
CASYCaseys General Stores IncCOM26,979$21.4M0.6%−1,648−5.8%ReducedHistory
WMTWalmart Inc.Stock186,379$21.1M0.6%+25,148+15.6%AddedHistory
FIXComfort Systems USA IncCOM10,601$21.0M0.6%−753−6.6%ReducedHistory
IRMIron Mountain IncCOM163,458$20.6M0.6%−9,902−5.7%ReducedHistory
PHMPultegroup IncCOM148,626$20.4M0.6%−8,426−5.4%ReducedHistory
RSGRepublic Services, Inc.COM94,384$20.1M0.5%−3,702−3.8%ReducedHistory
FLEXFlex Ltd.Stock122,370$19.8M0.5%−37,063−23.2%ReducedHistory
PGProcter & Gamble CoStock129,812$19.0M0.5%−4,787−3.6%ReducedHistory
AXPAmerican Express CoStock55,870$18.9M0.5%−2,227−3.8%ReducedHistory
AAPLApple Inc.Stock64,463$18.7M0.5%+11,543+21.8%AddedHistory
PAGPenske Automotive Group, Inc.COM103,649$18.5M0.5%−3,561−3.3%ReducedHistory
MSIMotorola Solutions, Inc.Stock44,007$18.3M0.5%−2,596−5.6%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM13,126$18.1M0.5%−2,599−16.5%ReducedHistory
DRIDarden Restaurants IncCOM83,994$17.3M0.5%+83,994NewHistory
HDHome Depot, Inc.Stock49,050$17.3M0.5%+8,643+21.4%AddedHistory
MCKMcKesson CorpStock22,845$17.3M0.5%−572−2.4%ReducedHistory
EMEEMCOR Group, Inc.Stock20,727$17.2M0.5%−1,388−6.3%ReducedHistory
LMTLockheed Martin CorpStock33,732$17.2M0.5%−8,004−19.2%ReducedHistory
GRMNGarmin LtdSHS71,097$16.9M0.5%−3,948−5.3%ReducedHistory
AMDAdvanced Micro Devices IncStock28,899$16.8M0.5%+497+1.7%AddedHistory
TAT&T Inc.Stock808,820$16.7M0.5%−201,794−20.0%ReducedHistory
CMECME Group Inc.COM75,663$16.7M0.5%−1,802−2.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock32,987$16.5M0.5%−699−2.1%ReducedHistory
CORCencora, Inc.Stock56,374$16.0M0.4%−2,450−4.2%ReducedHistory
BXBlackstone Inc.COM133,642$15.7M0.4%−2,531−1.9%ReducedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF158,397$15.6M0.4%+25,563+19.2%Added–
WABWestinghouse Air Brake Technologies CorpStock57,425$15.5M0.4%−3,637−6.0%ReducedHistory
AMGAffiliated Managers Group, Inc.Stock45,453$15.4M0.4%+22,261+96.0%AddedHistory
EXEExpand Energy CorpCOM167,650$15.3M0.4%+137,816+461.9%AddedHistory
MNSTMonster Beverage CorpCOM156,549$15.0M0.4%−9,471−5.7%ReducedHistory
FTNTFortinet, Inc.Stock97,816$15.0M0.4%−33,070−25.3%ReducedHistory
TOLToll Brothers, Inc.COM89,996$14.8M0.4%+508+0.6%AddedHistory
IQVIQVIA Holdings Inc.Stock75,946$14.7M0.4%−4,488−5.6%ReducedHistory
MTZMastec IncCOM35,124$14.6M0.4%−19,880−36.1%ReducedHistory
COSTCostco Wholesale CorpStock15,595$14.6M0.4%+297+1.9%AddedHistory
MAMastercard IncStock28,386$14.6M0.4%−417−1.4%ReducedHistory
CVXChevron CorpStock87,652$14.5M0.4%−2,754−3.0%ReducedHistory
ELVElevance Health, Inc.Stock37,323$14.4M0.4%+444+1.2%AddedHistory
TROWPrice T Rowe Group IncStock124,645$14.2M0.4%−3,371−2.6%ReducedHistory
iShares Inc46434G830MSCI ITALY ETF238,984$14.2M0.4%+62,646+35.5%Added–
SFStifel Financial CorpCOM202,225$14.1M0.4%−2,147−1.1%ReducedHistory
SBACSba Communications CorpCL A79,284$14.0M0.4%−2,327−2.9%ReducedHistory
SNASnap-on IncCOM34,673$14.0M0.4%+9,780+39.3%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST246,492$13.8M0.4%+234,474+1,951.0%AddedConverted for a 2-for-1 split–
KRKroger CoStock248,010$13.8M0.4%−8,567−3.3%ReducedHistory
JBLJabil IncStock35,639$13.7M0.4%−3,081−8.0%ReducedHistory
PCARPaccar IncCOM114,192$13.7M0.4%−107,213−48.4%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock157,379$13.7M0.4%−8,607−5.2%ReducedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS301,766$13.6M0.4%−85,345−22.0%ReducedHistory
UMCUnited Microelectronics CorpSPON ADR NEW500,125$13.6M0.4%−410,291−45.1%ReducedHistory
FTITechnipFMC plcCOM200,712$13.3M0.4%−9,796−4.7%ReducedHistory
IRIngersoll Rand Inc.COM161,512$13.2M0.4%−10,016−5.8%ReducedHistory
CICigna GroupStock48,012$13.2M0.4%−363−0.8%ReducedHistory
iShares Inc464286764MSCI SPAIN ETF222,606$13.2M0.4%+56,610+34.1%Added–
BLKBlackRock, Inc.Stock13,633$13.1M0.4%+3,881+39.8%AddedHistory
PEPPepsiCo IncStock96,651$13.1M0.4%−2,185−2.2%ReducedHistory
CPAYCorpay, Inc.COM SHS38,824$12.9M0.4%+955+2.5%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF78,357$12.9M0.4%+75,964+3,174.4%Added–
SYYSysco CorpStock154,028$12.9M0.4%−5,126−3.2%ReducedHistory
iShares Inc464286400MSCI BRAZIL ETF364,938$12.6M0.3%+8,354+2.3%Added–
SPOTSpotify Technology S.A.Stock27,416$12.6M0.3%−637−2.3%ReducedHistory

Sold out since Q1 2026 (70)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Moran Wealth Management, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
LOWLowes Companies IncStock67,054$15.8M0.5%History
INTUIntuit Inc.Stock36,256$15.7M0.5%History
Global X FDS37954Y327GLBX MSCI COLUM294,851$11.7M0.4%–
BRBroadridge Financial Solutions, Inc.Stock68,105$11.1M0.3%History
GISGeneral Mills IncStock258,987$9.64M0.3%History
USFDUS Foods Holding Corp.COM95,501$8.81M0.3%History
UHSUniversal Health Services IncCL B46,776$8.37M0.3%History
BSXBoston Scientific CorpStock132,336$8.30M0.3%History
CMGChipotle Mexican Grill IncCOM217,172$6.95M0.2%History
OCOwens CorningStock63,525$6.87M0.2%History
CTRACoterra Energy Inc.Stock177,930$6.25M0.2%History
PPCPilgrims Pride CorpStock154,831$5.85M0.2%History
HIGHartford Insurance Group, Inc.Stock42,780$5.79M0.2%History
CMCSAComcast CorpStock198,340$5.69M0.2%History
SSDSimpson Manufacturing Co., Inc.COM30,461$5.23M0.2%History
INGRIngredion IncCOM46,368$5.22M0.2%History
LULUlululemon athletica inc.Stock33,342$5.10M0.2%History
ONONOn Holding AGStock133,788$4.55M0.1%History
CRDOCredo Technology Group Holding LtdStock48,269$4.53M0.1%History
Dimensional Ultrashort Fixed Income ETF25434V591ETF65,525$3.32M0.1%–
GNRCGenerac Holdings Inc.Stock16,217$3.17M0.1%History
WisdomTree Tr97717W315EMER MKT HIGH FD62,890$3.13M0.1%–
iShares Tr464288687PFD AND INCM SEC99,304$3.01M0.1%–
ROKURoku, IncCOM CL A31,600$2.99M0.1%History
TPHTri Pointe Homes, Inc.COM60,062$2.81M0.1%History
TEXTerex CorpStock45,564$2.69M0.1%History
SHOOSteven Madden, Ltd.COM69,335$2.35M0.1%History
DFINDonnelley Financial Solutions, Inc.COM45,493$2.14M0.1%History
APOGApogee Enterprises, Inc.COM62,829$2.11M0.1%History
PBHPrestige Consumer Healthcare Inc.COM34,368$2.04M0.1%History
ZBRAZebra Technologies CorpCL A8,536$1.78M0.1%History
AFRMAffirm Holdings, Inc.COM CL A35,948$1.65M0.1%History
STRLSterling Infrastructure, Inc.COM3,632$1.48M<0.1%History
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF42,051$1.39M<0.1%–
SMRNuscale Power CorpCL A COM108,511$1.18M<0.1%History
First Trust Cloud Computing ETF33734X192ETF10,606$1.16M<0.1%–
ProShares Tr74347G267PROSHARES S&P17,667$999.4K<0.1%–
PSIXPower Solutions International, Inc.Stock15,927$969.6K<0.1%History
CUZCousins Properties IncCOM NEW38,255$863.4K<0.1%History
REXRRexford Industrial Realty, Inc.COM22,816$746.8K<0.1%History
IBITiShares Bitcoin Trust ETFETF18,796$722.1K<0.1%History
PAHCPhibro Animal Health CorpCL A COM9,059$501.1K<0.1%History
ETREntergy CorpCOM2,932$329.4K<0.1%History
SCHWSchwab Charles CorpStock3,189$299.7K<0.1%History
HRTGHeritage Insurance Holdings, Inc.COM11,011$289.0K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM3,318$288.3K<0.1%History
CMRECostamare Inc.SHS16,667$281.7K<0.1%History
PBFPBF Energy Inc.CL A5,894$280.7K<0.1%History
ORNOrion Group Holdings IncCOM25,429$277.2K<0.1%History
TCMDTactile Systems Technology IncCOM10,576$276.4K<0.1%History
CBRECbre Group, Inc.CL A1,984$268.8K<0.1%History
EIXEdison InternationalStock3,625$265.3K<0.1%History
UIUbiquiti Inc.COM328$259.2K<0.1%History
DDominion Energy, IncStock4,119$254.6K<0.1%History
CENXCentury Aluminum CoCOM4,248$249.3K<0.1%History
UCTTUltra Clean Holdings, Inc.COM3,997$248.5K<0.1%History
EQTEQT CorpStock3,890$247.6K<0.1%History
GCTGigaCloud Technology IncStock5,443$247.0K<0.1%History
DVADavita Inc.COM1,509$231.9K<0.1%History
ANGIAngi Inc.CL A NEW33,464$229.2K<0.1%History
FHIFederated Hermes, Inc.CL B3,873$219.6K<0.1%History
DBDDiebold Nixdorf, IncCOM SHS2,885$217.6K<0.1%History
KALUKaiser Aluminum CorpCOM PAR $0.011,776$214.0K<0.1%History
INBXInhibrx Biosciences, Inc.COM3,163$212.6K<0.1%History
RNGRingCentral, Inc.CL A5,630$209.4K<0.1%History
CVNACarvana Co.CL A664$208.7K<0.1%History
RLRalph Lauren CorpCL A600$206.4K<0.1%History
UFCSUnited Fire Group IncCOM5,515$204.4K<0.1%History
GAPGap IncCOM8,408$203.5K<0.1%History
OPFIOppFi Inc.COM CL A10,908$84.1K<0.1%History