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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.5 Million 0.35% of portfolio
317,665
Q4 2025 New
$0
$9.74 Million 0.32% of portfolio
69,553
Q4 2025 Added 561.15%
$0
$8.23 Million 0.27% of portfolio
275,387
Q4 2025 Added 0.71%
$0
$8.15 Million 0.27% of portfolio
93,029
Q4 2025 Added 13.38%
$0
$8.28 Million 0.27% of portfolio
155,574
Q4 2025 Reduced 28.89%
$0
$7.23 Million 0.24% of portfolio
10,864
Q4 2025 Reduced 88.66%
$0
$7.21 Million 0.24% of portfolio
139,580
Q4 2025 New
$0
$7.1 Million 0.23% of portfolio
18,660
Q4 2025 New
$0
$7.02 Million 0.23% of portfolio
289,506
Q4 2025 Added 388.1%
$0
$5.77 Million 0.19% of portfolio
211,835
Q4 2025 Added 19.01%
$0
$4.06 Million 0.13% of portfolio
90,123
Q4 2025 Added 13.69%
$0
$3.18 Million 0.1% of portfolio
35,480
Q4 2025 Reduced 45.33%
$0
$2.66 Million 0.09% of portfolio
35,553
Q4 2025 Added 77.53%
$0
$2.03 Million 0.07% of portfolio
31,812
Q4 2025 Added 27.96%
$0
$2.14 Million 0.07% of portfolio
29,728
Q4 2025 Added 0.14%
$0
$1.94 Million 0.06% of portfolio
41,308
Q4 2025 Added 17.55%
$0
$1.76 Million 0.06% of portfolio
24,437
Q4 2025 Added 58.28%
$0
$1.89 Million 0.06% of portfolio
61,243
Q4 2025 Added 16.44%
$0
$1.91 Million 0.06% of portfolio
40,590
Q4 2025 Added 20.42%
$0
$1.86 Million 0.06% of portfolio
37,007
Q4 2025 Added 7.03%
$0
$1.68 Million 0.06% of portfolio
36,603
Q4 2025 Added 63.28%
$0
$1.66 Million 0.05% of portfolio
46,000
Q4 2025 Added 57.8%
$0
$1.58 Million 0.05% of portfolio
52,415
Q4 2025 Added 58.44%
$0
$1.2 Million 0.04% of portfolio
7,845
Q4 2025 Added 47.55%
$0
$1.1 Million 0.04% of portfolio
7,811
Q4 2025 Added 9.87%
$0
$1.19 Million 0.04% of portfolio
9,012
Q4 2025 Added 51.79%
$0
$1.21 Million 0.04% of portfolio
3,498
Q4 2025 Added 30.52%
$0
$1.17 Million 0.04% of portfolio
27,152
Q4 2025 Added 56.41%
$0
$1.2 Million 0.04% of portfolio
37,326
Q4 2025 Added 37.98%
$0
$1.09 Million 0.04% of portfolio
6,223
Q4 2025 Reduced 53.47%
$0
$971,000 0.03% of portfolio
21,084
Q4 2025 Added 22.67%
$0
$1.02 Million 0.03% of portfolio
17,124
Q4 2025 Added 26.01%
$0
$810,000 0.03% of portfolio
3,414
Q4 2025 New
$0
$952,000 0.03% of portfolio
23,462
Q4 2025 Added 12.91%
$0
$1.04 Million 0.03% of portfolio
8,064
Q4 2025 New
$0
$817,000 0.03% of portfolio
8,683
Q4 2025 New
$0
$888,000 0.03% of portfolio
27,542
Q4 2025 Reduced 3.79%
$0
$886,000 0.03% of portfolio
4,730
Q4 2025 Reduced 94.25%
$0
$1.05 Million 0.03% of portfolio
23,538
Q4 2025 Added 13.11%
$0
$736,000 0.02% of portfolio
27,393
Q4 2025 Added 20.96%
$0
$617,000 0.02% of portfolio
1,312
Q4 2025 New
$0
$575,000 0.02% of portfolio
20,967
Q4 2025 Added 55.9%
$0
$368,000 0.01% of portfolio
597
Q4 2025 Added 5.29%
$0
$355,000 0.01% of portfolio
4,952
Q4 2025 New
$0
$218,000 0.01% of portfolio
1,852
Q4 2025 Reduced 2.01%
$0
$210,000 0.01% of portfolio
2,659
Q4 2025 New
$0
$272,000 0.01% of portfolio
1,980
Q4 2025 Reduced 98.84%

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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