Fund Holdings — Moran Wealth Management, LLC

Total Portfolio Value
$3.27B
Total Bought
$484.37M
Total Sold
$515.26M
Net Transaction
-$30.89M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,730217,549+212,81990641,7521.28%+40,846
CASEYS GEN STORES INC(CASY)10,11028,627+18,5175,58820,8360.64%+15,249
TECHNIPFMC PLC(FTI)0210,508+210,508014,5520.45%+14,552
EOG RES INC(EOG)290,119301,981+11,86230,46543,6571.34%+13,192
WILLIAMS COS INC(WMB)0166,496+166,496012,1180.37%+12,118
BROADRIDGE FINL SOLUTIONS IN(BR)068,105+68,105011,0660.34%+11,066
PETROLEO BRASILEIRO S A(PBR)535,044699,465+164,4216,34014,5140.44%+8,174
SERVICENOW INC(NOW)067,165+67,16507,0220.22%+7,022
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
072,732+72,73206,8180.21%+6,818
JOHNSON & JOHNSON(JNJ)78,74390,903+12,16016,29622,2200.68%+5,924
AXON ENTERPRISE INC(AXON)013,230+13,23005,6190.17%+5,619
ZOOM COMMUNICATIONS INC(ZM)36,232107,601+71,3693,1268,6500.26%+5,524
POST HLDGS INC(POST)052,897+52,89705,2290.16%+5,229
CME GROUP INC(CME)64,70777,465+12,75817,67022,8790.70%+5,209
CROWDSTRIKE HLDGS INC(CRWD)4,17617,561+13,3851,9586,8560.21%+4,898
BARRICK MNG CORP(B)139,721267,263+127,5426,08510,8890.33%+4,804
ROSS STORES INC(ROST)33,18049,219+16,0395,97710,6620.33%+4,685
ENERPAC TOOL GROUP CORP(EPAC)0127,912+127,91204,6650.14%+4,665
IQVIA HLDGS INC(IQV)40,21780,434+40,2179,06513,7170.42%+4,652
CORPAY INC(CPAY)21,28337,869+16,5866,40511,0200.34%+4,615
INTERACTIVE BROKERS GROUP IN(IBKR)101,993165,986+63,9936,55911,1330.34%+4,574
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
048,269+48,26904,5310.14%+4,531
JONES LANG LASALLE INC(JLL)014,474+14,47404,4050.13%+4,405
COSTCO WHOLESALE CORPORATION(COST)12,62415,298+2,67410,88615,2430.47%+4,357
CHEVRON CORPORATION(CVX)94,18490,406-3,77814,35518,7050.57%+4,350
MOTOROLA SOLUTIONS INC(MSI)41,49746,603+5,10615,90720,2240.62%+4,318
ON HLDG AG(ONON)7,095133,788+126,6933304,5510.14%+4,222
AEROVIRONMENT INC022,824+22,82404,1780.13%+4,178
VANGUARD WHITEHALL FDS93,029132,834+39,8058,37312,5180.38%+4,146
SLB LIMITED(SLB)137,592178,577+40,9855,2819,1770.28%+3,896
LIGAND PHARMACEUTICALS INC(LGND)019,306+19,30603,8540.12%+3,854
SCHWAB STRATEGIC TR211,835314,445+102,6105,8119,6470.30%+3,837
AT&T INC(T)1,028,4741,010,614-17,86025,54729,2980.90%+3,750
ZOETIS INC(ZTS)202,741247,304+44,56325,50929,2340.90%+3,725
UNITED STS LIME & MINERALS I(USLM)8,74236,086+27,3441,0474,7130.14%+3,666
MASTEC INC(MTZ)64,84655,004-9,84214,09617,6970.54%+3,601
ISHARES INC317,665356,584+38,91910,09213,6890.42%+3,597
LOEWS CORP(L)033,601+33,60103,5870.11%+3,587
VISA INC(V)62,91284,584+21,67222,06425,5650.78%+3,501
HAWKINS INC(HWKN)4,65226,944+22,2926614,1390.13%+3,478
CATALYST PHARMACEUTICALS INC31,170168,961+137,7917284,1830.13%+3,456
LAM RESEARCH CORP(LRCX)91,11988,825-2,29415,59818,9780.58%+3,381
APPLIED INDL TECHNOLOGIES IN(AIT)14,12226,333+12,2113,6266,9870.21%+3,361
ONESPAWORLD HOLDINGS LIMITED
COM
43,072180,220+137,1488934,1360.13%+3,243
UNITED AIRLS HLDGS INC(UAL)034,973+34,97303,2200.10%+3,220
QUEST DIAGNOSTICS INC(DGX)104,064108,351+4,28718,05821,2350.65%+3,176
ROYALTY PHARMA PLC(RPRX)137,193175,822+38,6295,3018,4340.26%+3,133
NEUROCRINE BIOSCIENCES INC(NBIX)023,506+23,50603,0970.09%+3,097
ROKU INC(ROKU)031,600+31,60002,9900.09%+2,990
AMBEV SA(ABEV)2,258,9412,933,646+674,7055,5808,5660.26%+2,987
EXXON MOBIL CORP81,65274,525-7,1279,82612,6440.39%+2,818
MONOLITHIC PWR SYS INC(MPWR)15,86315,725-13814,37817,1930.53%+2,815
OSI SYSTEMS INC(OSIS)4,26514,676+10,4111,0883,8970.12%+2,809
OLD DOMINION FREIGHT LINE IN(ODFL)35,11342,544+7,4315,5068,3130.25%+2,807
IES HOLDINGS INC(IESC)3,4688,719+5,2511,3494,1540.13%+2,805
LOCKHEED MARTIN CORP(LMT)46,36541,736-4,62922,42525,2250.77%+2,799
DIAMONDBACK ENERGY INC(FANG)47,59650,068+2,4727,1559,9030.30%+2,748
BLOCK INC(XYZ)57,651107,601+49,9503,7536,4750.20%+2,723
PEPSICO INC(PEP)87,97298,836+10,86412,62615,3480.47%+2,723
BREAD FINANCIAL HOLDINGS INC38,14273,814+35,6722,8245,5280.17%+2,704
CECO ENVIRONMENTAL CORP(CECO)11,54256,953+45,4116913,3930.10%+2,702
BHP BILLITON LIMITED138,457151,956+13,4998,35911,0530.34%+2,695
KROGER CO(KR)257,316256,577-73916,07718,5660.57%+2,489
BROWN FORMAN CORP(BF-A)176,436267,821+91,3854,5987,0810.22%+2,483
MURPHY USA INC(MUSA)13,23015,802+2,5725,3397,8060.24%+2,467
FACTSET RESH SYS INC(FDS)15,36331,705+16,3424,4586,8800.21%+2,421
INTERDIGITAL INC(IDCC)4,02511,854+7,8291,2813,5800.11%+2,298
RIO TINTO PLC(RIO)108,891117,834+8,9438,71510,9930.34%+2,278
ASE TECHNOLOGY HLDG CO LTD(ASX)379,781387,111+7,3306,1148,3930.26%+2,278
VITA COCO CO INC(COCO)22,62172,167+49,5461,1993,4580.11%+2,258
HCI GROUP INC14,43731,898+17,4612,7674,9320.15%+2,164
AMPLIFY ETF TR90,123137,622+47,4994,0106,1720.19%+2,162
BROADSTONE NET LEASE INC(BNL)0116,917+116,91702,1360.07%+2,136
KORN FERRY(KFY)033,811+33,81102,1280.07%+2,128
OCCIDENTAL PETE CORP(OXY)39,30757,093+17,7861,6163,7110.11%+2,095
PRESTIGE CONSMR HEALTHCARE I(PBH)034,368+34,36802,0370.06%+2,037
PAYPAL HLDGS INC(PYPL)133,485216,457+82,9727,7939,7900.30%+1,997
UNITED MICROELECTRONICS CORP(UMC)792,367910,416+118,0496,2288,1760.25%+1,948
EMCOR GROUP INC(EME)23,52122,115-1,40614,39016,3270.50%+1,938
ITAU UNIBANCO HLDG S A(ITUB)916,7401,011,349+94,6096,5648,4750.26%+1,911
NEOS ETF TRUST
NEOS S&P 500 HI
13,04951,793+38,7446852,5570.08%+1,872
NEOS ETF TRUST
NASDAQ 100 HDGD
12,60849,727+37,1196852,5490.08%+1,864
GLOBAL X FDS
GLBX MSCI COLUM
275,387294,851+19,4649,81511,6640.36%+1,850
WALMART INC(WMT)163,320161,231-2,08918,19520,0380.61%+1,842
ISHARES TR05,420+5,42001,7810.05%+1,781
FORTINET INC(FTNT)112,439130,886+18,4478,92910,6960.33%+1,767
DIAGEO PLC(DEO)51,94583,339+31,3944,4816,2050.19%+1,723
TRANE TECHNOLOGIES PLC(TT)119,149115,374-3,77546,37348,0811.47%+1,708
CATERPILLAR INC(CAT)55,63047,323-8,30731,86933,5261.03%+1,658
AFFIRM HLDGS INC(AFRM)035,948+35,94801,6470.05%+1,647
MERCK & CO INC(MRK)236,969220,292-16,67724,94326,4990.81%+1,556
FRESENIUS MEDICAL CARE AG(FMS)264,462347,773+83,3116,2997,8460.24%+1,546
RANGE RES CORP(RRC)53,47675,665+22,1891,8863,4190.10%+1,533
IRON MTN INC DEL(IRM)195,140173,360-21,78016,18717,7070.54%+1,520
ISHARES INC139,580165,996+26,4167,5259,0150.28%+1,490
TOLL BROTHERS INC(TOL)79,49689,488+9,99210,74912,2120.37%+1,463
PROCTER & GAMBLE CO(PG)125,555134,599+9,04417,99319,4410.60%+1,448
TRADEWEB MKTS INC(TW)72,11578,038+5,9237,7559,1820.28%+1,427
ADEIA INC(ADEA)058,642+58,64201,4090.04%+1,409
ALCOA CORP(AA)49,51660,862+11,3462,6314,0370.12%+1,406
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Moran Wealth Management, LLC — 13F Holdings — Q1 2026 | TickerTrail