Moran Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Moran Wealth Management, LLC | Institutional Filer | ▲ 0.13% | $3.27B | 474 |
Current Portfolio Holdings
Showing all 474 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | Technology | 189K | $58.6M | 1.79% |
| 2 | PH | Parker-Hannifin Corporation | Industrials | 62K | $55.6M | 1.70% |
| 3 | NVDA | NVIDIA Corporation | Technology | 313K | $54.6M | 1.67% |
| 4 | TT | Trane Technologies plc | Industrials | 115K | $48.1M | 1.47% |
| 5 | EOG | EOG Resources, Inc. | Energy | 302K | $43.7M | 1.34% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | — | 218K | $41.8M | 1.28% |
| 7 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 123K | $41.5M | 1.27% |
| 8 | HWM | Howmet Aerospace Inc. | Industrials | 158K | $36.4M | 1.12% |
| 9 | MSFT | Microsoft Corporation | Technology | 92K | $33.9M | 1.04% |
| 10 | CAT | Caterpillar Inc. | Industrials | 47K | $33.5M | 1.03% |
| 11 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | 173K | $31.5M | 0.96% |
| 12 | AMP | Ameriprise Financial, Inc. | Financial Services | 70K | $31.3M | 0.96% |
| 13 | T | AT&T Inc. | Communication Services | 1.0M | $29.3M | 0.90% |
| 14 | ZTS | Zoetis Inc. | Healthcare | 247K | $29.2M | 0.90% |
| 15 | CDNS | Cadence Design Systems, Inc. | Technology | 105K | $29.0M | 0.89% |
Showing 1 to 15 of 474 holdings