We are live on ! Find out more
MWM

Moran Wealth Management Portfolio holdings

AUM $3.67B
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
+21.63%
1 Year Est. Return
+36.71%
3 Year Est. Return
+106.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.67B
AUM Growth
+$402M
Cap. Flow
+$1.76M
Cap. Flow %
0.05%
Top 10 Hldgs %
13.77%
Holding
561
New
87
Increased
174
Reduced
229
Closed
70

Top Buys

Rank Stock Value
1
DRI icon
Darden Restaurants
DRI
+$16.8M
2
MRVL icon
Marvell Technology
MRVL
+$16.5M
3
ZTS icon
Zoetis
ZTS
+$15.4M
4
EXE
Expand Energy Corp
EXE
+$13.1M
5
AU icon
AngloGold Ashanti
AU
+$12.9M

Top Sells

Rank Stock Value
1
AFL icon
Aflac
AFL
+$21.5M
2
LOW icon
Lowe's Companies
LOW
+$15.8M
3
INTU icon
Intuit
INTU
+$15.7M
4
PGR icon
Progressive
PGR
+$13M
5
PCAR icon
PACCAR
PCAR
+$12.7M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Industrials 16.71%
3 Financials 10.7%
4 Healthcare 9.21%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REGN icon
276
Regeneron Pharmaceuticals
REGN
$85.2B
$2.68M 0.07%
4,300
-98
-2% -$66.7K
LIT icon
277
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$2.67M 0.07%
34,082
+2,470
+8% +$204K
PGNY icon
278
Progyny
PGNY
$1.99B
$2.64M 0.07%
+91,600
New +$2.05M
DUK.PRA icon
279
Duke Energy Corp Series A Preferred Stock
DUK.PRA
$941M
$2.64M 0.07%
+107,315
New +$2.66M
KTB icon
280
Kontoor Brands
KTB
$4.02B
$2.6M 0.07%
31,230
-2,785
-8% -$203K
UNF icon
281
Unifirst Corp
UNF
$4.98B
$2.6M 0.07%
9,831
-1,034
-10% -$270K
CNR
282
Core Natural Resources Inc
CNR
$4.94B
$2.6M 0.07%
32,449
-66
-0.2% -$5.85K
IWP icon
283
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$2.6M 0.07%
+17,726
New +$2.44M
TOST icon
284
Toast
TOST
$19.6B
$2.59M 0.07%
93,050
+48,215
+108% +$1.26M
GEV icon
285
GE Vernova
GEV
$251B
$2.59M 0.07%
2,201
+1,520
+223% +$1.55M
DAVE icon
286
Dave Inc
DAVE
$4.86B
$2.57M 0.07%
6,892
+2,033
+42% +$529K
VIAV icon
287
Viavi Solutions
VIAV
$8.6B
$2.55M 0.07%
53,478
-4,635
-8% -$222K
CBT icon
288
Cabot Corp
CBT
$4.21B
$2.54M 0.07%
27,996
-3,126
-10% -$256K
BLD
289
DELISTED
TopBuild
BLD
$2.52M 0.07%
7,114
-705
-9% -$291K
VCTR icon
290
Victory Capital Holdings
VCTR
$7B
$2.48M 0.07%
29,552
-2,863
-9% -$230K
ARKG icon
291
ARK Genomic Revolution ETF
ARKG
$2B
$2.45M 0.07%
58,215
+9,011
+18% +$287K
SNSR icon
292
Global X Internet of Things ETF
SNSR
$209M
$2.44M 0.07%
48,813
+210
+0.4% +$9.79K
UFOX
293
Defiance Space and Connective Tech ETF
UFOX
$854M
$2.39M 0.07%
25,098
-3,121
-11% -$277K
AR icon
294
Antero Resources
AR
$12.1B
$2.38M 0.06%
67,607
+7,914
+13% +$291K
IYRI
295
NEOS Real Estate High Income ETF
IYRI
$310M
$2.36M 0.06%
48,136
+11,703
+32% +$575K
CNXN icon
296
PC Connection
CNXN
$2.13B
$2.36M 0.06%
32,311
-2,631
-8% -$175K
NLR icon
297
VanEck Uranium + Nuclear Energy ETF
NLR
$4.22B
$2.35M 0.06%
20,257
+5,682
+39% +$758K
KOID
298
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$334M
$2.31M 0.06%
+56,157
New +$2.17M
GRID
299
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.8B
$2.3M 0.06%
12,009
+1,330
+12% +$250K
BNL icon
300
Broadstone Net Lease
BNL
$3.99B
$2.29M 0.06%
110,793
-6,124
-5% -$124K
10 11
12
13 14

Similar funds

ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Moran Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Moran Wealth Management held 561 positions worth $3.67B, up 12% from $3.27B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Moran Wealth Management's Q2 2026 filing shows 87 new, 174 increased, 229 reduced and 70 closed positions. Its largest new stake was Darden Restaurants: 83,994 shares worth $17.3M. The largest sale was Aflac, an estimated $21.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Moran Wealth Management's largest Q2 2026 buy was Darden Restaurants: 83,994 shares worth $17.3M.
  • Moran Wealth Management added most to Zoetis in Q2 2026, an estimated $15.4M increase.
  • Moran Wealth Management's biggest Q2 2026 reduction was Aflac, cutting an estimated $21.5M.
  • Moran Wealth Management fully exited Lowe's Companies in Q2 2026, selling an estimated $15.8M.
  • Moran Wealth Management's ten largest holdings make up 14% of its $3.67B portfolio in Q2 2026.
  • Moran Wealth Management opened 87 new positions and closed 70 in Q2 2026.
  • Moran Wealth Management's portfolio value rose 12% quarter-over-quarter to $3.67B.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.