Moran Wealth Management, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$3.3B
Holdings
474
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Sold 65.8% (48.8k → 16.7k shares)
1.8%
02
$PH
PARKER-HANNIFIN CORP
Q4 2025: Exited (was 80.0k shares)
1.7%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +250.2% (240.5k → 842.2k shares)
1.7%
04
$TT
TRANE TECHNOLOGIES PLC
Q4 2025: Exited (was 127.0k shares)
1.5%
05
$EOG
EOG RES INC
Q4 2025: Exited (was 272.9k shares)
1.3%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 82.3k shares)
1.3%
07
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Sold 9.2% (103.1k → 93.7k shares)
1.3%
08
$HWM
HOWMET AEROSPACE INC
Q4 2025: Exited (was 214.4k shares)
1.1%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.4k shares)
1.0%
10
$CAT
CATERPILLAR INC
Q1 2026: Sold 73.8% (5.2k → 1.4k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:43 UTC.