Moran Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 899 separate positions held by the firm, managed by Timothy A. O'Leary, who serves as Chief Compliance Officer.
The report details a diverse portfolio spanning various sectors, including technology, healthcare, finance, and consumer goods. Major holdings include significant stakes in Alphabet Inc., Amazon.com Inc., and Apple Inc., alongside substantial positions in semiconductor and industrial companies such as Broadcom Inc. and Caterpillar Inc. The portfolio also includes holdings in energy companies like Chevron Corporation and Barrick Gold Corp.
The filing indicates that Moran Wealth Management holds a mix of sole voting and disinterested shares across these positions. The report was signed by Timothy A. O'Leary on October 22, 2026.
