Moran Wealth Management, LLC

NAPLES, FL · CIK 1965334 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNaples, FL

As an employer

US visa salary filings

Filings FY20241
Median salary offered$175,000
Middle half$175,000 – $175,000
Job titles1

Job title	Filings	Median	Range
Investment AnalystNaples, FL	1	$175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Moran Wealth Management LLC.

$3.7bn reported value +12.3% vs Q1 2026

491positions

13.8%in top 10

88 new 174 added 228 reduced 71 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	174,797	$66.0m1.80%	1.80%	Reduced -14.5k	-14,489 -7.7%
2	NVIDIA CORPORATION COM NVDA	NVDA	313,984	$62.8m1.71%	1.71%	Added +835	+835 0.3%
3	PARKER-HANNIFIN CORP COM PH	PH	58,956	$57.7m1.57%	1.57%	Reduced -3.2k	-3,177 -5.1%
4	TRANE TECHNOLOGIES PLC SHS TT	TT	109,513	$53.8m1.47%	1.47%	Reduced -5.9k	-5,861 -5.1%
5	LAM RESEARCH CORP COM NEW LRCX	LRCX	118,675	$51.4m1.40%	1.40%	Added +29.9k	+29,850 33.6%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	103,313	$49.3m1.35%	1.35%	Reduced -19.6k	-19,632 -16.0%
7	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	207,812	$44.2m1.21%	1.21%	Reduced -9.7k	-9,737 -4.5%
8	CATERPILLAR INC COM CAT	CAT	39,277	$41.8m1.14%	1.14%	Reduced -8.0k	-8,046 -17.0%
9	HOWMET AEROSPACE INC COM HWM	HWM	148,919	$40.0m1.09%	1.09%	Reduced -9.1k	-9,137 -5.8%
10	WILLIAMS SONOMA INC COM WSM	WSM	162,177	$37.8m1.03%	1.03%	Reduced -10.4k	-10,383 -6.0%
11	MICROSOFT CORP COM MSFT	MSFT	97,043	$36.2m0.99%	0.99%	Added +5.4k	+5,386 5.9%
12	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	94,960	$35.6m0.97%	0.97%	Reduced -9.6k	-9,552 -9.1%
13	EOG RES INC COM EOG	EOG	272,856	$35.4m0.97%	0.97%	Reduced -29.1k	-29,125 -9.6%
14	APPLIED MATLS INC COM AMAT	AMAT	46,459	$33.6m0.92%	0.92%	Reduced -4.5k	-4,512 -8.8%
15	AMPHENOL CORP CL A APH	APH	186,732	$32.9m0.90%	0.90%	Reduced -9.2k	-9,155 -4.7%
16	NETAPP INC COM NTAP	NTAP	209,544	$32.4m0.88%	0.88%	Reduced -15.8k	-15,766 -7.0%
17	AMERIPRISE FINL INC COM AMP	AMP	68,051	$31.2m0.85%	0.85%	Reduced -2.4k	-2,361 -3.4%
18	TEXAS INSTRS INC COM TXN	TXN	101,280	$30.2m0.82%	0.82%	Reduced -10.7k	-10,728 -9.6%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	84,341	$30.1m0.82%	0.82%	Added +1.8k	+1,808 2.2%
20	ZOETIS INC CL A ZTS	ZTS	410,762	$29.5m0.80%	0.80%	Added +163.5k	+163,458 66.1%
21	ARISTA NETWORKS INC COM SHS ANET	ANET	172,638	$29.3m0.80%	0.80%	Reduced -10.0k	-9,967 -5.5%
22	KLA CORP COM NEW KLAC	KLAC	95,358	$28.8m0.78%	0.78%	Reduced -7.4k	-7,392 -7.2%
23	JPMORGAN CHASE & CO COM JPM	JPM	86,958	$28.5m0.78%	0.78%	Added +173	+173 0.2%
24	MICRON TECHNOLOGY INC COM MU	MU	23,844	$27.5m0.75%	0.75%	Added +1.4k	+1,379 6.1%
25	VISA INC COM CL A V	V	79,975	$27.4m0.75%	0.75%	Reduced -4.6k	-4,609 -5.5%
26	MERCK & CO INC COM MRK	MRK	212,218	$27.3m0.74%	0.74%	Reduced -8.1k	-8,074 -3.7%
27	CISCO SYS INC COM CSCO	CSCO	230,491	$27.1m0.74%	0.74%	Reduced -44.4k	-44,434 -16.2%
28	ALPHABET INC CAP STK CL C GOOG	GOOG	73,884	$26.1m0.71%	0.71%	Reduced -3.1k	-3,084 -4.0%
29	LINDE PLC SHS LIN	LIN	49,064	$25.5m0.69%	0.69%	Reduced -2.4k	-2,357 -4.6%
30	ELI LILLY & CO COM LLY	LLY	20,903	$25.1m0.68%	0.68%	Added +9.6k	+9,638 85.6%
31	FEDEX CORP COM FDX	FDX	78,564	$24.6m0.67%	0.67%	Added +3.3k	+3,310 4.4%
32	MARVELL TECHNOLOGY INC COM MRVL	MRVL	82,156	$24.5m0.67%	0.67%	New
33	AMAZON COM INC COM AMZN	AMZN	99,103	$23.6m0.64%	0.64%	Added +6.8k	+6,827 7.4%
34	PALO ALTO NETWORKS INC COM PANW	PANW	66,727	$22.8m0.62%	0.62%	Reduced -6.9k	-6,907 -9.4%
35	QUANTA SVCS INC COM PWR	PWR	31,445	$22.6m0.62%	0.62%	Reduced -1.9k	-1,934 -5.8%
36	JOHNSON & JOHNSON COM JNJ	JNJ	88,810	$22.6m0.61%	0.61%	Reduced -2.1k	-2,093 -2.3%
37	EATON CORP PLC SHS ETN	ETN	52,751	$22.5m0.61%	0.61%	Reduced -1.7k	-1,677 -3.1%
38	QUEST DIAGNOSTICS INC COM DGX	DGX	104,495	$22.1m0.60%	0.60%	Reduced -3.9k	-3,856 -3.6%
39	META PLATFORMS INC CL A META	META	39,135	$22.0m0.60%	0.60%	Added +3.2k	+3,166 8.8%
40	CASEYS GEN STORES INC COM CASY	CASY	26,979	$21.4m0.58%	0.58%	Reduced -1.6k	-1,648 -5.8%
41	WALMART INC COM WMT	WMT	186,379	$21.1m0.58%	0.58%	Added +25.1k	+25,148 15.6%
42	COMFORT SYS USA INC COM FIX	FIX	10,601	$21.0m0.57%	0.57%	Reduced -753	-753 -6.6%
43	IRON MTN INC DEL COM IRM	IRM	163,458	$20.6m0.56%	0.56%	Reduced -9.9k	-9,902 -5.7%
44	PULTE GROUP INC COM PHM	PHM	148,626	$20.4m0.56%	0.56%	Reduced -8.4k	-8,426 -5.4%
45	REPUBLIC SVCS INC COM RSG	RSG	94,384	$20.1m0.55%	0.55%	Reduced -3.7k	-3,702 -3.8%
46	FLEX LTD ORD FLEX	FLEX	122,370	$19.8m0.54%	0.54%	Reduced -37.1k	-37,063 -23.2%
47	PROCTER AND GAMBLE CO COM PG	PG	129,812	$19.0m0.52%	0.52%	Reduced -4.8k	-4,787 -3.6%
48	AMERICAN EXPRESS CO COM AXP	AXP	55,870	$18.9m0.52%	0.52%	Reduced -2.2k	-2,227 -3.8%
49	APPLE INC COM AAPL	AAPL	64,463	$18.7m0.51%	0.51%	Added +11.5k	+11,543 21.8%
50	PENSKE AUTOMOTIVE GRP INC COM PAG	PAG	103,649	$18.5m0.51%	0.51%	Reduced -3.6k	-3,561 -3.3%
51	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	44,007	$18.3m0.50%	0.50%	Reduced -2.6k	-2,596 -5.6%
52	MONOLITHIC PWR SYS INC COM MPWR	MPWR	13,126	$18.1m0.49%	0.49%	Reduced -2.6k	-2,599 -16.5%
53	DARDEN RESTAURANTS INC COM DRI	DRI	83,994	$17.3m0.47%	0.47%	New
54	HOME DEPOT INC COM HD	HD	49,050	$17.3m0.47%	0.47%	Added +8.6k	+8,643 21.4%
55	MCKESSON CORP COM MCK	MCK	22,845	$17.3m0.47%	0.47%	Reduced -572	-572 -2.4%
56	EMCOR GROUP INC COM EME	EME	20,727	$17.2m0.47%	0.47%	Reduced -1.4k	-1,388 -6.3%
57	LOCKHEED MARTIN CORP COM LMT	LMT	33,732	$17.2m0.47%	0.47%	Reduced -8.0k	-8,004 -19.2%
58	GARMIN LTD SHS GRMN	GRMN	71,097	$16.9m0.46%	0.46%	Reduced -3.9k	-3,948 -5.3%
59	ADVANCED MICRO DEVICES INC COM AMD	AMD	28,899	$16.8m0.46%	0.46%	Added +497	+497 1.8%
60	AT&T INC COM T	T	808,820	$16.7m0.46%	0.46%	Reduced -201.8k	-201,794 -20.0%
61	CME GROUP INC COM CME	CME	75,663	$16.7m0.46%	0.46%	Reduced -1.8k	-1,802 -2.3%
62	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	32,987	$16.5m0.45%	0.45%	Reduced -699	-699 -2.1%
63	CENCORA INC COM COR	COR	56,374	$16.0m0.43%	0.43%	Reduced -2.5k	-2,450 -4.2%
64	BLACKSTONE INC COM BX	BX	133,642	$15.7m0.43%	0.43%	Reduced -2.5k	-2,531 -1.9%
65	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	158,397	$15.6m0.42%	0.42%	Added +25.6k	+25,563 19.2%
66	WABTEC COM WAB	WAB	57,425	$15.5m0.42%	0.42%	Reduced -3.6k	-3,637 -6.0%
67	AFFILIATED MANAGERS GROUP IN COM AMG	AMG	45,453	$15.4m0.42%	0.42%	Added +22.3k	+22,261 96.0%
68	EXPAND ENERGY CORPORATION COM EXE	EXE	167,650	$15.3m0.42%	0.42%	Added +137.8k	+137,816 461.9%
69	MONSTER BEVERAGE CORP NEW COM MNST	MNST	156,549	$15.0m0.41%	0.41%	Reduced -9.5k	-9,471 -5.7%
70	FORTINET INC COM FTNT	FTNT	97,816	$15.0m0.41%	0.41%	Reduced -33.1k	-33,070 -25.3%
71	TOLL BROTHERS INC COM TOL	TOL	89,996	$14.8m0.40%	0.40%	Added +508	+508 0.6%
72	IQVIA HLDGS INC COM IQV	IQV	75,946	$14.7m0.40%	0.40%	Reduced -4.5k	-4,488 -5.6%
73	MASTEC INC COM MTZ	MTZ	35,124	$14.6m0.40%	0.40%	Reduced -19.9k	-19,880 -36.1%
74	COSTCO WHSL CORP NEW COM COST	COST	15,595	$14.6m0.40%	0.40%	Added +297	+297 1.9%
75	MASTERCARD INCORPORATED CL A MA	MA	28,386	$14.6m0.40%	0.40%	Reduced -417	-417 -1.4%
76	CHEVRON CORP NEW COM CVX	CVX	87,652	$14.5m0.40%	0.40%	Reduced -2.8k	-2,754 -3.0%
77	ELEVANCE HEALTH INC COM ELV	ELV	37,323	$14.4m0.39%	0.39%	Added +444	+444 1.2%
78	PRICE T ROWE GROUP INC COM TROW	TROW	124,645	$14.2m0.39%	0.39%	Reduced -3.4k	-3,371 -2.6%
79	ISHARES INC MSCI ITALY ETF EWI	EWI	238,984	$14.2m0.39%	0.39%	Added +62.6k	+62,646 35.5%
80	STIFEL FINL CORP COM SF	SF	202,225	$14.1m0.38%	0.38%	Reduced -2.1k	-2,147 -1.1%
81	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	79,284	$14.0m0.38%	0.38%	Reduced -2.3k	-2,327 -2.9%
82	SNAP ON INC COM SNA	SNA	34,673	$14.0m0.38%	0.38%	Added +9.8k	+9,780 39.3%
83	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	246,492	$13.8m0.38%	0.38%	Added +234.5k	+234,474 1951.0%
84	KROGER CO COM KR	KR	248,010	$13.8m0.38%	0.38%	Reduced -8.6k	-8,567 -3.3%
85	JABIL INC COM JBL	JBL	35,639	$13.7m0.37%	0.37%	Reduced -3.1k	-3,081 -8.0%
86	PACCAR INC COM PCAR	PCAR	114,192	$13.7m0.37%	0.37%	Reduced -107.2k	-107,213 -48.4%
87	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	157,379	$13.7m0.37%	0.37%	Reduced -8.6k	-8,607 -5.2%
88	ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASX	ASX	301,766	$13.6m0.37%	0.37%	Reduced -85.3k	-85,345 -22.1%
89	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	500,125	$13.6m0.37%	0.37%	Reduced -410.3k	-410,291 -45.1%
90	TECHNIPFMC PLC COM FTI	FTI	200,712	$13.3m0.36%	0.36%	Reduced -9.8k	-9,796 -4.7%
91	INGERSOLL RAND INC COM IR	IR	161,512	$13.2m0.36%	0.36%	Reduced -10.0k	-10,016 -5.8%
92	THE CIGNA GROUP COM CI	CI	48,012	$13.2m0.36%	0.36%	Reduced -363	-363 -0.8%
93	ISHARES INC MSCI SPAIN ETF EWP	EWP	222,606	$13.2m0.36%	0.36%	Added +56.6k	+56,610 34.1%
94	BLACKROCK INC COM BLK	BLK	13,633	$13.1m0.36%	0.36%	Added +3.9k	+3,881 39.8%
95	PEPSICO INC COM PEP	PEP	96,651	$13.1m0.36%	0.36%	Reduced -2.2k	-2,185 -2.2%
96	CORPAY INC COM SHS CPAY	CPAY	38,824	$12.9m0.35%	0.35%	Added +955	+955 2.5%
97	ISHARES TR RUS MDCP VAL ETF IWS	IWS	78,357	$12.9m0.35%	0.35%	Added +76.0k	+75,964 3174.4%
98	SYSCO CORP COM SYY	SYY	154,028	$12.9m0.35%	0.35%	Reduced -5.1k	-5,126 -3.2%
99	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	364,938	$12.6m0.34%	0.34%	Added +8.4k	+8,354 2.3%
100	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	27,416	$12.6m0.34%	0.34%	Reduced -637	-637 -2.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LOWES COS INC LOW	LOW	67,054	$15.8m67.1k shares
INTUIT INTU	INTU	36,256	$15.7m36.3k shares
GLOBAL X FDS COLO	COLO	294,851	$11.7m294.9k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	68,105	$11.1m68.1k shares
GENERAL MLS INC GIS	GIS	258,987	$9.6m259.0k shares
US FOODS HLDG CORP USFD	USFD	95,501	$8.8m95.5k shares
UNIVERSAL HLTH SVCS INC UHS	UHS	46,776	$8.4m46.8k shares
BOSTON SCIENTIFIC CORP BSX	BSX	132,336	$8.3m132.3k shares
CARNIVAL CORP		297,035	$7.7m297.0k shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	217,172	$7.0m217.2k shares
OWENS CORNING NEW OC	OC	63,525	$6.9m63.5k shares
COTERRA ENERGY INC CTRA	CTRA	177,930	$6.3m177.9k shares
PILGRIMS PRIDE CORP PPC	PPC	154,831	$5.8m154.8k shares
HARTFORD INSURANCE GROUP INC HIG	HIG	42,780	$5.8m42.8k shares
COMCAST CORP NEW CMCSA	CMCSA	198,340	$5.7m198.3k shares
SIMPSON MFG INC SSD	SSD	30,461	$5.2m30.5k shares
INGREDION INC INGR	INGR	46,368	$5.2m46.4k shares
LULULEMON ATHLETICA INC LULU	LULU	33,342	$5.1m33.3k shares
ON HLDG AG ONON	ONON	133,788	$4.6m133.8k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	48,269	$4.5m48.3k shares
DIMENSIONAL ETF TRUST DUSB	DUSB	65,525	$3.3m65.5k shares
GENERAC HLDGS INC GNRC	GNRC	16,217	$3.2m16.2k shares
WISDOMTREE TR DEM	DEM	62,890	$3.1m62.9k shares
ISHARES TR PFF	PFF	99,304	$3.0m99.3k shares
ROKU INC ROKU	ROKU	31,600	$3.0m31.6k shares