MORAN WEALTH MANAGEMENT, LLC

PrivateCIK: 1965334

Location

NAPLES, FL

491

Positions

$3.67B

Total AUM (reported)

37.58M

Total Shares

Allocation by class

CS$3.11B84.8%

COM$309.95M8.5%

AD$233.69M6.4%

PS$14.18M0.4%

Portfolio Concentration

Top 3$186.52M5.1%

4–10$318.44M8.7%

11–25$468.77M12.8%

Rest$2.69B73.5%

Top 3 weight

5.1%

Top 10 weight

13.8%

Voting Authority Distribution

Total shares with voting rights: 37.58M

Sole

Full voting authority

37.23M

% of voting shares99.1%

Shared

Joint voting authority

353.68K

% of voting shares0.9%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole478

Shared0

Other13

Dominant voting typeSole · 99.1% of voting shares

Institutional Holdings491

Rows:

Broadcom Inc

SOLE

Shares174.80K

TypeSH

Market value$66.03M

1.80%

Sole

169.76K

Shared

5.04K

None

0.00

Nvidia Corporation

SOLE

Shares313.98K

TypeSH

Market value$62.83M

1.71%

Sole

277.61K

Shared

36.37K

None

0.00

Parker-Hannifin Corp

SOLE

Shares58.96K

TypeSH

Market value$57.67M

1.57%

Sole

58.56K

Shared

395.00

None

0.00

Trane Technologies Plc

SOLE

Shares109.51K

TypeSH

Market value$53.79M

1.47%

Sole

108.82K

Shared

689.00

None

0.00

Lam Research Corp New

SOLE

Shares118.67K

TypeSH

Market value$51.43M

1.40%

Sole

117.47K

Shared

1.21K

None

0.00

Taiwan Semiconductor Mfg Ltd S

SOLE

Shares103.31K

TypeSH

Market value$49.34M

1.35%

Sole

102.52K

Shared

797.00

None

0.00

Invesco S&P 500 Equal Weight E

SOLE

COM

Shares207.81K

TypeSH

Market value$44.22M

1.21%

Sole

207.62K

Shared

195.00

None

0.00

Caterpillar Inc

SOLE

Shares39.28K

TypeSH

Market value$41.83M

1.14%

Sole

38.64K

Shared

638.00

None

0.00

Howmet Aerospace Inc

SOLE

Shares148.92K

TypeSH

Market value$40.04M

1.09%

Sole

147.76K

Shared

1.16K

None

0.00

Williams Sonoma Inc

SOLE

Shares162.18K

TypeSH

Market value$37.80M

1.03%

Sole

160.87K

Shared

1.30K

None

0.00

Microsoft Corp

SOLE

Shares97.04K

TypeSH

Market value$36.20M

0.99%

Sole

87.64K

Shared

9.40K

None

0.00

Cadence Design System Inc

SOLE

Shares94.96K

TypeSH

Market value$35.64M

0.97%

Sole

94.47K

Shared

494.00

None

0.00

Eog Resources Inc

SOLE

Shares272.86K

TypeSH

Market value$35.40M

0.97%

Sole

271.28K

Shared

1.57K

None

0.00

Applied Materials Inc

SOLE

Shares46.46K

TypeSH

Market value$33.59M

0.92%

Sole

45.55K

Shared

911.00

None

0.00

Amphenol Corp Cl A

SOLE

Shares186.73K

TypeSH

Market value$32.92M

0.90%

Sole

185.60K

Shared

1.13K

None

0.00

Netapp Inc

SOLE

Shares209.54K

TypeSH

Market value$32.43M

0.88%

Sole

208.87K

Shared

676.00

None

0.00

Ameriprise Financial Inc

SOLE

Shares68.05K

TypeSH

Market value$31.22M

0.85%

Sole

67.84K

Shared

212.00

None

0.00

Texas Instruments Inc

SOLE

Shares101.28K

TypeSH

Market value$30.19M

0.82%

Sole

99.90K

Shared

1.38K

None

0.00

Alphabet Inc Cap Stock Cl A

SOLE

Shares84.34K

TypeSH

Market value$30.14M

0.82%

Sole

74.99K

Shared

9.35K

None

0.00

Zoetis Inc Cl A

SOLE

Shares410.76K

TypeSH

Market value$29.52M

0.80%

Sole

409.92K

Shared

845.00

None

0.00

Arista Networks Inc

SOLE

Shares172.64K

TypeSH

Market value$29.33M

0.80%

Sole

171.02K

Shared

1.62K

None

0.00

Kla Corp New

SOLE

Shares95.36K

TypeSH

Market value$28.77M

0.78%

Sole

94.22K

Shared

1.13K

None

0.00

Jpmorgan Chase & Co

SOLE

Shares86.96K

TypeSH

Market value$28.46M

0.78%

Sole

83.82K

Shared

3.14K

None

0.00

Micron Technology Inc

SOLE

Shares23.84K

TypeSH

Market value$27.52M

0.75%

Sole

20.48K

Shared

3.37K

None

0.00

Visa Inc Cl A

SOLE

Shares79.97K

TypeSH

Market value$27.44M

0.75%

Sole

78.28K

Shared

1.70K

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
Broadcom IncSOLE	cs	174.80K	SH	$66.03M 1.80%	169.76K	5.04K
Nvidia CorporationSOLE	cs	313.98K	SH	$62.83M 1.71%	277.61K	36.37K
Parker-Hannifin CorpSOLE	cs	58.96K	SH	$57.67M 1.57%	58.56K	395.00
Trane Technologies PlcSOLE	cs	109.51K	SH	$53.79M 1.47%	108.82K	689.00
Lam Research Corp NewSOLE	cs	118.67K	SH	$51.43M 1.40%	117.47K	1.21K
Taiwan Semiconductor Mfg Ltd SSOLE	ad	103.31K	SH	$49.34M 1.35%	102.52K	797.00
Invesco S&P 500 Equal Weight ESOLE	COM	207.81K	SH	$44.22M 1.21%	207.62K	195.00
Caterpillar IncSOLE	cs	39.28K	SH	$41.83M 1.14%	38.64K	638.00
Howmet Aerospace IncSOLE	cs	148.92K	SH	$40.04M 1.09%	147.76K	1.16K
Williams Sonoma IncSOLE	cs	162.18K	SH	$37.80M 1.03%	160.87K	1.30K
Microsoft CorpSOLE	cs	97.04K	SH	$36.20M 0.99%	87.64K	9.40K
Cadence Design System IncSOLE	cs	94.96K	SH	$35.64M 0.97%	94.47K	494.00
Eog Resources IncSOLE	cs	272.86K	SH	$35.40M 0.97%	271.28K	1.57K
Applied Materials IncSOLE	cs	46.46K	SH	$33.59M 0.92%	45.55K	911.00
Amphenol Corp Cl ASOLE	cs	186.73K	SH	$32.92M 0.90%	185.60K	1.13K
Netapp IncSOLE	cs	209.54K	SH	$32.43M 0.88%	208.87K	676.00
Ameriprise Financial IncSOLE	cs	68.05K	SH	$31.22M 0.85%	67.84K	212.00
Texas Instruments IncSOLE	cs	101.28K	SH	$30.19M 0.82%	99.90K	1.38K
Alphabet Inc Cap Stock Cl ASOLE	cs	84.34K	SH	$30.14M 0.82%	74.99K	9.35K
Zoetis Inc Cl ASOLE	cs	410.76K	SH	$29.52M 0.80%	409.92K	845.00
Arista Networks IncSOLE	cs	172.64K	SH	$29.33M 0.80%	171.02K	1.62K
Kla Corp NewSOLE	cs	95.36K	SH	$28.77M 0.78%	94.22K	1.13K
Jpmorgan Chase & CoSOLE	cs	86.96K	SH	$28.46M 0.78%	83.82K	3.14K
Micron Technology IncSOLE	cs	23.84K	SH	$27.52M 0.75%	20.48K	3.37K
Visa Inc Cl ASOLE	cs	79.97K	SH	$27.44M 0.75%	78.28K	1.70K

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