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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
IMAX icon
351
IMAX
IMAX
$2.83B
$1.52M 0.04%
38,088
+8,034
+27% +$308K
SPCX
352
SpaceX
SPCX
$1.95T
$1.52M 0.04%
+8,879
New +$1.51M
SNDK
353
Sandisk
SNDK
$255B
$1.51M 0.04%
665
+141
+27% +$201K
CVSA
354
Covista Inc
CVSA
$4.36B
$1.48M 0.04%
11,886
+2,318
+24% +$279K
NEE icon
355
NextEra Energy
NEE
$174B
$1.47M 0.04%
+16,727
New +$1.51M
SCHG icon
356
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$1.46M 0.04%
43,082
+7,090
+20% +$235K
LPX icon
357
Louisiana-Pacific
LPX
$4.77B
$1.43M 0.04%
18,116
-279
-2% -$20.6K
CVCO icon
358
Cavco Industries
CVCO
$4.35B
$1.4M 0.04%
2,280
+491
+27% +$261K
CTRE icon
359
CareTrust REIT
CTRE
$9.22B
$1.29M 0.04%
31,881
-642
-2% -$25.2K
IVT icon
360
InvenTrust Properties
IVT
$2.54B
$1.28M 0.04%
36,242
-1,123
-3% -$36.9K
HST icon
361
Host Hotels & Resorts
HST
$15.1B
$1.28M 0.04%
54,092
-1,743
-3% -$38.9K
AVPT icon
362
AvePoint
AVPT
$2.84B
$1.28M 0.03%
114,035
+29,741
+35% +$306K
URA icon
363
Global X Uranium ETF
URA
$6.48B
$1.26M 0.03%
28,746
+6,898
+32% +$349K
PSA icon
364
Public Storage
PSA
$55.6B
$1.25M 0.03%
3,929
-23
-0.6% -$7.04K
REG icon
365
Regency Centers
REG
$13.8B
$1.21M 0.03%
15,217
-133
-0.9% -$10.4K
UNP icon
366
Union Pacific
UNP
$172B
$1.21M 0.03%
4,439
+325
+8% +$85.3K
KIM.PRM icon
367
Kimco Realty Corp 5.25% Class M Preferred Stock
KIM.PRM
$215M
$1.19M 0.03%
+60,472
New +$1.21M
FR icon
368
First Industrial Realty Trust
FR
$8.2B
$1.19M 0.03%
19,418
-287
-1% -$17.8K
EGP icon
369
EastGroup Properties
EGP
$10.7B
$1.16M 0.03%
5,745
-23
-0.4% -$4.61K
PRIM icon
370
Primoris Services
PRIM
$4.01B
$1.15M 0.03%
11,612
+2,980
+35% +$392K
ATH.PRA
371
Athene Holding Ltd Series A
ATH.PRA
$824M
$1.13M 0.03%
+46,608
New +$1.13M
CPT icon
372
Camden Property Trust
CPT
$12.2B
$1.1M 0.03%
9,582
+14
+0.1% +$1.49K
AVB
373
DELISTED
AvalonBay Communities
AVB
$1.09M 0.03%
5,795
-2
-0% -$361
JOBY icon
374
Joby Aviation
JOBY
$6.67B
$1.09M 0.03%
122,153
+17,587
+17% +$170K
VMRK
375
Vivmark Residential
VMRK
$50.6B
$1.08M 0.03%
15,907
-101
-0.6% -$6.54K
13 14
15
16 17

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PCMI
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LIP
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BP
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QCG
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WPC
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MCM
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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.