Moran Wealth Management, LLC: 13F holdings
CIK 19653342026Q2
| Positions | 491 |
|---|---|
| Reported value | $3.7bn |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVGO Broadcom Inc | 174,797 | $66.0m | 1.8% |
| NVDA Nvidia Corporation | 313,984 | $62.8m | 1.7% |
| PH Parker-Hannifin Corp | 58,956 | $57.7m | 1.6% |
| Trane Technologies Plc | 109,513 | $53.8m | 1.5% |
| LRCX Lam Research Corp New | 118,675 | $51.4m | 1.4% |
| TSM Taiwan Semiconductor Mfg Ltd S | 103,313 | $49.3m | 1.3% |
| RSP Invesco S&P 500 Equal Weight E | 207,812 | $44.2m | 1.2% |
| CAT Caterpillar Inc | 39,277 | $41.8m | 1.1% |
| HWM Howmet Aerospace Inc | 148,919 | $40.0m | 1.1% |
| WSM Williams Sonoma Inc | 162,177 | $37.8m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965334")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.