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Timothy A. O'Leary

Moran Wealth Management, Llc

Assets Managed
$3.266B
Holdings
474
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
0.13%(2Q avg: -0.76%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moran Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 474 positions.

Assets under management

The assets under management (AUM) of Moran Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.266B in assets, with a quarterly growth rate of 0.13% and a 2-quarter average growth rate of -0.76%. The portfolio is managed by Timothy A. O'Leary, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -7.72%
1.8%
$58.586M
189,286 shares@ $309.52 avg price
PH
Parker Hannifin Corp
Recent Activity
Decreased -14.96%
1.71%
$55.624M
62,133 shares@ $895.24 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.18%
1.68%
$54.613M
313,149 shares@ $174.41 avg price
TT
Trane Technologies Plc
Recent Activity
Decreased -3.16%
1.48%
$48.081M
115,374 shares@ $416.74 avg price
EOG
Eog Resources Inc
Recent Activity
Increased 4.09%
1.34%
$43.657M
301,981 shares@ $144.57 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 4499.35%
1.28%
$41.752M
217,549 shares@ $191.92 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -21.43%
1.28%
$41.549M
122,945 shares@ $337.96 avg price
HWM
Howmet Aerospace Inc
Recent Activity
Decreased -10.85%
1.12%
$36.426M
158,056 shares@ $230.47 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.5%
1.04%
$33.929M
91,657 shares@ $370.18 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -14.93%
1.03%
$33.526M
47,323 shares@ $708.46 avg price

1-10 of 474