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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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