MORAN WEALTH MANAGEMENT, LLC

PrivateCIK: 1965334
Location

NAPLES, FL

500
Positions
$3.64B
Total AUM (reported)
34.97M
Total Shares

Allocation by class

TOTAL AUM$3.64B500 positions
COM$2.33B64.1%
CL A$226.99M6.2%
SHS$152.75M4.2%
COM NEW$113.36M3.1%
SPONSORED ADS$92.16M2.5%
COM SHS$91.83M2.5%
COM CL A$68.73M1.9%

Portfolio Concentration

Top 35.6%4–108.2%11–2512.6%Rest73.6%TOP 1013.8%0%100%
Top 3$203.04M5.6%
4–10$300.05M8.2%
11–25$457.72M12.6%
Rest$2.68B73.6%

Top 3 weight

5.6%

Top 10 weight

13.8%

Voting Authority Distribution

Total shares with voting rights: 34.97M

Sole

Full voting authority

34.49M

shares

% of voting shares98.6%
Shared

Joint voting authority

487.21K

shares

% of voting shares1.4%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole286
Shared0
Other214
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings500
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares393.61K
TypeSH
Market value$89.89M
2.47%
Sole
350.68K
Shared
42.93K
None
0.00

BROADCOM INC

DFND
COM
Shares175.19K
TypeSH
Market value$61.52M
1.69%
Sole
169.19K
Shared
6K
None
0.00

MICROSOFT CORP

SOLE
COM
Shares100.65K
TypeSH
Market value$51.62M
1.42%
Sole
87.02K
Shared
13.63K
None
0.00

PARKER-HANNIFIN CORP

DFND
COM
Shares52.35K
TypeSH
Market value$50.02M
1.37%
Sole
51.76K
Shared
592.00
None
0.00

TRANE TECHNOLOGIES PLC

DFND
SHS
Shares109.35K
TypeSH
Market value$49.42M
1.36%
Sole
108.15K
Shared
1.20K
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares103.87K
TypeSH
Market value$47.38M
1.30%
Sole
102.35K
Shared
1.52K
None
0.00

NETAPP INC

SOLE
COM
Shares200.06K
TypeSH
Market value$42.03M
1.16%
Sole
198.33K
Shared
1.73K
None
0.00

EOG RES INC

SOLE
COM
Shares272.06K
TypeSH
Market value$37.48M
1.03%
Sole
269.64K
Shared
2.41K
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares113.68K
TypeSH
Market value$37.35M
1.03%
Sole
112.23K
Shared
1.45K
None
0.00

WILLIAMS SONOMA INC

SOLE
COM
Shares159.59K
TypeSH
Market value$36.38M
1.00%
Sole
157.22K
Shared
2.37K
None
0.00

ARISTA NETWORKS INC

DFND
COM SHS
Shares170.46K
TypeSH
Market value$34.70M
0.95%
Sole
168.16K
Shared
2.29K
None
0.00

AMERIPRISE FINL INC

DFND
COM
Shares68.62K
TypeSH
Market value$33.79M
0.93%
Sole
68.24K
Shared
381.00
None
0.00

CADENCE DESIGN SYSTEM INC

DFND
COM
Shares96.18K
TypeSH
Market value$31.76M
0.87%
Sole
95.41K
Shared
770.00
None
0.00

AMPHENOL CORP

DFND
CL A
Shares375.19K
TypeSH
Market value$31.63M
0.87%
Sole
371.56K
Shared
3.63K
None
0.00

CATERPILLAR INC

DFND
COM
Shares38.94K
TypeSH
Market value$31.57M
0.87%
Sole
38.10K
Shared
836.00
None
0.00

HOWMET AEROSPACE INC

DFND
COM
Shares138.92K
TypeSH
Market value$31.42M
0.86%
Sole
137.31K
Shared
1.61K
None
0.00

ZOETIS INC

SOLE
CL A
Shares445.98K
TypeSH
Market value$31.14M
0.86%
Sole
444.85K
Shared
1.13K
None
0.00

INVESCO EXCHANGE TRADED FD T

DFND
S&P500 EQL WGT
Shares149.45K
TypeSH
Market value$31.09M
0.85%
Sole
148.96K
Shared
489.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares87.27K
TypeSH
Market value$30.03M
0.83%
Sole
75.91K
Shared
11.36K
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares41.32K
TypeSH
Market value$29.97M
0.82%
Sole
38.42K
Shared
2.90K
None
0.00

JPMORGAN CHASE & CO

DFND
COM
Shares90.44K
TypeSH
Market value$29.92M
0.82%
Sole
84.78K
Shared
5.66K
None
0.00

VISA INC

SOLE
COM CL A
Shares80.79K
TypeSH
Market value$29.03M
0.80%
Sole
78.80K
Shared
1.99K
None
0.00

TEXAS INSTRS INC

DFND
COM
Shares101.37K
TypeSH
Market value$28.39M
0.78%
Sole
99.28K
Shared
2.09K
None
0.00

CME GROUP INC

DFND
COM
Shares104.04K
TypeSH
Market value$27.26M
0.75%
Sole
103.47K
Shared
577.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares104.47K
TypeSH
Market value$26.03M
0.72%
Sole
89.12K
Shared
15.35K
None
0.00
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