Moran Wealth Management, LLC - Portfolio overview

Moran Wealth Management, LLC has 605 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 3.27%
2. AVGO - BROADCOM INC, 2.98%
3. RSP - INVESCO EXCHANGE TRADED FD T, 2.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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