Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.03 Billion
  • Q4 2025

Moran Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.03 Billion distributed in 764 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $70.3M, Parker Hannifin Corp with a value of $60.8M, Nvidia Corp with a value of $59.1M, Trane Technologies PLC with a value of $49.8M, and Microsoft Corp with a value of $49.2M.

Examining the 13F form we can see an decrease of $124M in the current position value, from $3.16B to 3.03B.

Moran Wealth Management, LLC is based out at Naples, FL

Below you can find more details about Moran Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.03 Billion
Technology: $696 Million
Industrials: $556 Million
Financial Services: $427 Million
Healthcare: $297 Million
Consumer Cyclical: $295 Million
Consumer Defensive: $209 Million
Communication Services: $163 Million
ETFs: $129 Million
Other: $262 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$70.3 Million 2.32% of portfolio
205,123
Q4 2025 Reduced 10.11%
$107B
$60.8 Million 2.0% of portfolio
73,069
Q4 2025 Reduced 8.69%
$465B
$59.1 Million 1.95% of portfolio
316,914
Q4 2025 Reduced 0.49%
$96.9B
$49.8 Million 1.64% of portfolio
119,149
Q4 2025 Reduced 6.16%
$3.78T
$49.2 Million 1.62% of portfolio
96,999
Q4 2025 Reduced 9.52%
$1.46T
$44.1 Million 1.45% of portfolio
156,484
Q4 2025 Reduced 10.67%
$132B
$38.1 Million 1.26% of portfolio
169,145
Q4 2025 Added 26.53%
$86.4B
$38.2 Million 1.26% of portfolio
121,183
Q4 2025 Reduced 13.92%
$84.4B
$36 Million 1.19% of portfolio
177,308
Q4 2025 Reduced 17.29%
$12.2B
$36.1 Million 1.19% of portfolio
197,953
Q4 2025 Reduced 6.92%
$37.2B
$35.3 Million 1.16% of portfolio
181,784
Q4 2025 Reduced 5.38%
$64.7B
$32 Million 1.06% of portfolio
290,119
Q4 2025 Added 6.31%
$291B
$30.7 Million 1.01% of portfolio
55,630
Q4 2025 Reduced 6.28%
$47B
$29.6 Million 0.98% of portfolio
67,172
Q4 2025 Reduced 3.05%
$79.6B
$27.4 Million 0.9% of portfolio
204,745
Q4 2025 Reduced 1.84%
$23.8B
$26.6 Million 0.88% of portfolio
243,199
Q4 2025 Reduced 10.5%
$181B
$26.2 Million 0.86% of portfolio
1,028,474
Q4 2025 Reduced 0.11%
$32.5B
$25.8 Million 0.85% of portfolio
28,357
Q4 2025 Added 33.98%
$1.65T
$25 Million 0.82% of portfolio
90,551
Q4 2025 Reduced 4.17%
$1.74T
$24.7 Million 0.81% of portfolio
86,356
Q4 2025 Reduced 15.47%
$55.6B
$24.1 Million 0.79% of portfolio
202,741
Q4 2025 Added 205.7%
$11.3B
$23.7 Million 0.78% of portfolio
148,929
Q4 2025 Reduced 2.6%
$177B
$23.4 Million 0.77% of portfolio
120,283
Q4 2025 Reduced 2.22%
$68.9B
$23.4 Million 0.77% of portfolio
88,367
Q4 2025 Reduced 4.65%
$72.3B
$22.7 Million 0.75% of portfolio
198,259
Q4 2025 Reduced 2.87%
$33.2B
$22.7 Million 0.75% of portfolio
237,209
Q4 2025 Reduced 3.21%
$123B
$22.5 Million 0.74% of portfolio
35,401
Q4 2025 Reduced 0.85%
$182B
$22.5 Million 0.74% of portfolio
34,793
Q4 2025 Reduced 3.03%
$235B
$22 Million 0.73% of portfolio
236,969
Q4 2025 Added 10.31%
$123B
$21.8 Million 0.72% of portfolio
46,365
Q4 2025 Reduced 3.66%
$66.3B
$21.9 Million 0.72% of portfolio
104,294
Q4 2025 Added 24.39%
$140B
$21.6 Million 0.71% of portfolio
61,381
Q4 2025 Reduced 3.47%
$319B
$21.3 Million 0.7% of portfolio
274,480
Q4 2025 Reduced 6.15%
$255B
$20.8 Million 0.69% of portfolio
60,924
Q4 2025 Reduced 4.98%
$1.37T
$20.8 Million 0.68% of portfolio
34,088
Q4 2025 Added 8.73%
$533B
$20.5 Million 0.68% of portfolio
62,912
Q4 2025 Added 11.12%
$27B
$20.2 Million 0.67% of portfolio
170,793
Q4 2025 Reduced 3.17%
$121B
$19.9 Million 0.65% of portfolio
23,590
Q4 2025 Added 2.36%
$2.39T
$19.5 Million 0.64% of portfolio
83,184
Q4 2025 Added 14.8%
$98.1B
$19.5 Million 0.64% of portfolio
141,211
Q4 2025 Reduced 3.03%
$147B
$18.7 Million 0.62% of portfolio
182,334
Q4 2025 Reduced 3.07%
$61.4B
$18.8 Million 0.62% of portfolio
43,685
Q4 2025 Reduced 8.54%
$100B
$18.1 Million 0.6% of portfolio
64,707
Q4 2025 Reduced 12.09%
$21.3B
$18.3 Million 0.6% of portfolio
219,334
Q4 2025 Reduced 4.81%
$346B
$18.3 Million 0.6% of portfolio
125,555
Q4 2025 Reduced 3.29%
$26.6B
$17.8 Million 0.59% of portfolio
195,140
Q4 2025 Reduced 3.77%
$662B
$17.9 Million 0.59% of portfolio
35,075
Q4 2025 Reduced 1.15%
$47.8B
$17.2 Million 0.57% of portfolio
257,316
Q4 2025 Reduced 3.65%
$28.7B
$17 Million 0.56% of portfolio
292,075
Q4 2025 Reduced 3.02%

Summary

  • Portfolio
  • No. of Stocks 764
  • Current Value $3.03 Billion
  • Prior Value $3.16 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 55 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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