Moran Wealth Management, LLC Top Holdings and 13F Report (2024) → How Biden has already won 2024 (From Porter & Company) (Ad) About Moran Wealth Management, LLCInvestment ActivityMoran Wealth Management, LLC has $3.09 billion in total holdings as of March 31, 2024.Moran Wealth Management, LLC owns shares of 409 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 11.48% of the portfolio was purchased this quarter.About 11.57% of the portfolio was sold this quarter.This quarter, Moran Wealth Management, LLC has purchased 415 new stocks and bought additional shares in 212 stocks.Moran Wealth Management, LLC sold shares of 156 stocks and completely divested from 47 stocks this quarter.Largest Holdings Novo Nordisk A/S $56,515,260Trane Technologies $55,136,833Parker-Hannifin $53,882,729Williams-Sonoma $53,639,232Cadence Design Systems $52,771,610 Largest New Holdings this Quarter Medtronic $18,533,319 HoldingOkta $16,580,073 HoldingXPO $16,475,514 HoldingMedpace $13,815,868 HoldingD.R. Horton $11,316,762 Holding Largest Purchases this Quarter Medtronic 212,660 shares (about $18.53M)The Cigna Group 47,662 shares (about $17.31M)Okta 158,479 shares (about $16.58M)XPO 135,012 shares (about $16.48M)Medpace 34,185 shares (about $13.82M) Largest Sales this Quarter Deere & Company 32,196 shares (about $13.22M)SPDR S&P 500 ETF Trust 23,647 shares (about $12.37M)Humana 29,575 shares (about $10.25M)QUALCOMM 56,705 shares (about $9.60M)Dollar General 61,120 shares (about $9.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoran Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVONovo Nordisk A/S$56,515,260$1,017,185 ▼-1.8%440,1501.8%MedicalTTTrane Technologies$55,136,833$1,740,259 ▼-3.1%183,6671.8%Business ServicesPHParker-Hannifin$53,882,729$2,414,352 ▼-4.3%96,9481.7%Industrial ProductsWSMWilliams-Sonoma$53,639,232$3,266,104 ▼-5.7%168,9271.7%Retail/WholesaleCDNSCadence Design Systems$52,771,610$2,851,947 ▼-5.1%169,5311.7%Computer and TechnologyMRKMerck & Co., Inc.$46,799,498$7,026,074 ▼-13.1%354,6761.5%MedicalMSFTMicrosoft$46,625,453$562,503 ▼-1.2%110,8231.5%Computer and TechnologyJPMJPMorgan Chase & Co.$45,896,742$7,224,420 ▲18.7%229,1401.5%FinanceEOGEOG Resources$38,285,779$1,001,882 ▲2.7%299,4821.2%Oils/EnergyCECelanese$37,397,767$49,152 ▼-0.1%217,6061.2%Basic MaterialsAVGOBroadcom$37,267,878$2,878,790 ▲8.4%28,1181.2%Computer and TechnologyLINDE PLC$35,921,652$1,549,900 ▼-4.1%77,3641.2%SHSXOMExxon Mobil$34,199,726$499,599 ▼-1.4%294,2171.1%Oils/EnergyLMTLockheed Martin$33,263,733$218,338 ▼-0.7%73,1281.1%AerospaceTTETotalEnergies$33,017,923$5,526,286 ▲20.1%479,7031.1%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$27,500,875$819,293 ▼-2.9%202,1380.9%Computer and TechnologyBXBlackstone$26,984,383$765,360 ▼-2.8%205,4080.9%FinanceITGartner$26,337,448$236,905 ▼-0.9%55,2530.9%Business ServicesBHPBHP Group$26,183,414$242,125 ▲0.9%453,8640.8%Basic MaterialsSNASnap-on$26,172,222$114,637 ▼-0.4%88,3540.8%Consumer DiscretionaryMOHMolina Healthcare$25,802,589$554,621 ▼-2.1%62,8060.8%MedicalINTUIntuit$25,290,200$225,550 ▼-0.9%38,9080.8%Computer and TechnologyPCARPACCAR$25,143,476$668,015 ▼-2.6%202,9500.8%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$24,644,604$12,369,117 ▼-33.4%47,1150.8%FinancePLDPrologis$24,560,859$1,729,577 ▲7.6%188,6110.8%FinanceAMPAmeriprise Financial$24,559,655$516,482 ▼-2.1%56,0160.8%FinanceCHEChemed$24,398,475$620,746 ▼-2.5%38,0080.8%MedicalNVDANVIDIA$24,257,875$3,064,875 ▲14.5%26,8470.8%Computer and TechnologyMSIMotorola Solutions$24,035,696$504,427 ▼-2.1%67,7100.8%Computer and TechnologyCBChubb$23,431,701$2,236,798 ▲10.6%90,4250.8%FinanceNTAPNetApp$23,357,505$807,639 ▼-3.3%222,5160.8%Computer and TechnologyNOCNorthrop Grumman$23,092,473$1,058,317 ▲4.8%48,2440.7%AerospaceTXNTexas Instruments$23,065,840$523 ▲0.0%132,4030.7%Computer and TechnologyMSCIMSCI$22,851,788$235,949 ▲1.0%40,7740.7%Computer and TechnologyETNEaton$22,690,250$1,051,856 ▼-4.4%72,5670.7%Industrial ProductsCSCOCisco Systems$22,622,706$3,625,612 ▲19.1%453,2700.7%Computer and TechnologyGRMNGarmin$21,807,222$376,790 ▼-1.7%146,4850.7%Computer and TechnologyCIThe Cigna Group$21,529,903$17,310,362 ▲410.2%59,2800.7%MedicalAVBAvalonBay Communities$20,578,418$563,175 ▼-2.7%110,8990.7%FinanceMUSAMurphy USA$20,396,595$11,255,939 ▲123.1%48,6560.7%Oils/EnergyEXPDExpeditors International of Washington$20,348,143$296,388 ▲1.5%167,3780.7%TransportationPWRQuanta Services$20,199,190$153,022 ▼-0.8%77,7490.7%ConstructionCATCaterpillar$20,072,303$47,269 ▲0.2%54,7780.7%Industrial ProductsBCBrunswick$20,046,673$47,584 ▲0.2%207,6950.6%Consumer DiscretionaryCRMSalesforce$20,039,312$57,224 ▼-0.3%66,5360.6%Computer and TechnologyCDWCDW$19,425,724$164,211 ▼-0.8%75,9470.6%Computer and TechnologyREGNRegeneron Pharmaceuticals$19,340,274$410,983 ▼-2.1%20,0940.6%MedicalIRIngersoll Rand$19,242,662$680,886 ▼-3.4%202,6610.6%Industrial ProductsMDTMedtronic$18,533,319$18,533,319 ▲New Holding212,6600.6%MedicalEGEverest Group$18,519,525$160,590 ▼-0.9%46,5900.6%FinanceCORCencora$17,768,644$502,503 ▼-2.8%73,1250.6%MedicalPHMPulteGroup$17,652,134$1,383,150 ▲8.5%146,3450.6%ConstructionAFLAflac$17,480,452$374,606 ▼-2.1%203,5930.6%FinanceATOAtmos Energy$17,337,962$3,008,827 ▼-14.8%145,8570.6%UtilitiesIQVIQVIA$17,279,974$83,707 ▼-0.5%68,3300.6%MedicalHWMHowmet Aerospace$17,087,655$248,948 ▼-1.4%249,7100.6%ConstructionHSYHershey$16,860,524$31,314 ▼-0.2%86,6870.5%Consumer StaplesMAMastercard$16,797,643$136,284 ▼-0.8%34,8810.5%Business ServicesOCOwens Corning$16,668,824$4,198,356 ▲33.7%99,9330.5%ConstructionGDGeneral Dynamics$16,598,547$2,422,917 ▲17.1%58,7580.5%AerospaceOKTAOkta$16,580,073$16,580,073 ▲New Holding158,4790.5%Computer and TechnologyFDXFedEx$16,549,080$32,741 ▼-0.2%57,1170.5%TransportationXPOXPO$16,475,514$16,475,514 ▲New Holding135,0120.5%TransportationRSGRepublic Services$16,341,318$9,279,862 ▲131.4%85,3600.5%Business ServicesGOOGAlphabet$16,261,977$934,115 ▲6.1%106,8040.5%Computer and TechnologyCSLCarlisle Companies$16,182,229$254,311 ▼-1.5%41,2970.5%Multi-Sector ConglomeratesACNAccenture$16,171,436$4,893,440 ▲43.4%46,6560.5%Business ServicesPKGPackaging Co. of America$15,785,521$314,465 ▼-2.0%83,1780.5%Industrial ProductsGSKGSK$15,270,980$5,970,676 ▲64.2%356,2160.5%MedicalUBSUBS Group$15,248,855$6,519,491 ▲74.7%496,3820.5%FinanceSTLAStellantis$14,824,134$503,089 ▼-3.3%523,8210.5%Auto/Tires/TrucksLECOLincoln Electric$14,585,113$11,823,551 ▲428.1%57,0980.5%Industrial ProductsPEPPepsiCo$14,500,104$10,769,766 ▲288.7%82,8530.5%Consumer StaplesUNHUnitedHealth Group$14,380,434$1,156,609 ▲8.7%29,0690.5%MedicalFIXComfort Systems USA$14,351,278$584,269 ▼-3.9%45,1710.5%ConstructionMETAMeta Platforms$14,299,845$101,001 ▲0.7%29,4490.5%Computer and TechnologyPTCPTC$13,855,537$93,147 ▼-0.7%73,3330.4%Computer and TechnologyMEDPMedpace$13,815,868$13,815,868 ▲New Holding34,1850.4%MedicalJNJJohnson & Johnson$13,793,061$100,609 ▲0.7%87,1930.4%MedicalRIORio Tinto Group$13,605,909$183,635 ▲1.4%213,4600.4%Basic MaterialsVEEVVeeva Systems$13,446,824$28,034 ▲0.2%58,0380.4%Computer and TechnologyGOOGLAlphabet$13,417,979$490,523 ▲3.8%88,9020.4%Computer and TechnologySFMSprouts Farmers Market$13,204,859$343,163 ▼-2.5%204,7900.4%Retail/WholesaleAZOAutoZone$13,022,618$252,132 ▲2.0%4,1320.4%Retail/WholesaleSLBSchlumberger$12,938,503$203,729 ▼-1.6%236,0610.4%Oils/EnergyADBEAdobe$12,854,180$1,267,051 ▲10.9%25,4740.4%Computer and TechnologyNFLXNetflix$12,833,490$1,342,199 ▲11.7%21,1310.4%Consumer DiscretionaryAMEAMETEK$12,574,009$41,884 ▲0.3%68,7480.4%Computer and TechnologyITTITT$11,760,610$11,154 ▼-0.1%86,4560.4%Multi-Sector ConglomeratesSPGIS&P Global$11,695,195$262,928 ▲2.3%27,4890.4%Business ServicesWLKWestlake$11,563,446$235,312 ▼-2.0%75,6770.4%Basic MaterialsVRTXVertex Pharmaceuticals$11,430,483$183,088 ▲1.6%27,3450.4%MedicalEXPEagle Materials$11,395,293$360,612 ▼-3.1%41,9330.4%ConstructionMNSTMonster Beverage$11,370,912$129,942 ▼-1.1%191,8170.4%Consumer StaplesDHID.R. Horton$11,316,762$11,316,762 ▲New Holding68,7740.4%ConstructionPSAPublic Storage$11,307,989$3,478,399 ▼-23.5%38,9850.4%FinanceDKSDICK'S Sporting Goods$11,221,413$85,672 ▲0.8%49,9040.4%Retail/WholesaleZTSZoetis$11,138,756$43,149 ▲0.4%65,8280.4%MedicalTAT&T$10,978,880$1,976,973 ▲22.0%623,8000.4%Computer and TechnologyCTRACoterra Energy$10,826,863$783,484 ▼-6.7%388,3380.4%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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