Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $2.89 Billion
  • Q1 2025

Moran Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.89 Billion distributed in 574 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $61.7M, Parker Hannifin Corp with a value of $53.1M, Broadcom Inc. with a value of $47.9M, Williams Sonoma Inc with a value of $45M, and Microsoft Corp with a value of $41.4M.

Examining the 13F form we can see an decrease of $193M in the current position value, from $3.08B to 2.89B.

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 $2.89 Billion
Technology: $599 Million
Industrials: $554 Million
Financial Services: $424 Million
Consumer Cyclical: $317 Million
Healthcare: $288 Million
Consumer Defensive: $185 Million
Communication Services: $143 Million
ETFs: $114 Million
Other: $266 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.1B
$61.7 Million 2.14% of portfolio
183,214
Q1 2025 Reduced 2.07%
$72.8B
$53.1 Million 1.84% of portfolio
87,338
Q1 2025 Reduced 3.61%
$68.7B
$47.9 Million 1.66% of portfolio
286,078
Q1 2025 Added 7.96%
$9.47B
$45 Million 1.56% of portfolio
284,835
Q1 2025 Reduced 8.98%
$2.73T
$41.4 Million 1.43% of portfolio
110,305
Q1 2025 Added 3.56%
$155B
$40.7 Million 1.41% of portfolio
143,905
Q1 2025 Added 88.23%
$49.9B
$39.1 Million 1.35% of portfolio
80,796
Q1 2025 Reduced 0.76%
$70.8B
$38.5 Million 1.33% of portfolio
151,419
Q1 2025 Reduced 3.52%
$121B
$36.9 Million 1.28% of portfolio
82,591
Q1 2025 Reduced 21.44%
$65.2B
$36.2 Million 1.25% of portfolio
282,305
Q1 2025 Reduced 0.36%
$691B
$35.3 Million 1.22% of portfolio
143,976
Q1 2025 Reduced 38.17%
$246B
$33.4 Million 1.16% of portfolio
308,564
Q1 2025 Added 21.89%
$51.6B
$32.6 Million 1.13% of portfolio
251,027
Q1 2025 Added 5.92%
$785B
$32.2 Million 1.11% of portfolio
193,832
Q1 2025 Added 4.31%
$0
$30.4 Million 1.05% of portfolio
175,657
Q1 2025 Reduced 2.14%
$192B
$29.1 Million 1.01% of portfolio
1,027,581
Q1 2025 Reduced 2.21%
$70.1B
$27.5 Million 0.95% of portfolio
62,908
Q1 2025 Reduced 2.26%
$68.4B
$26.9 Million 0.93% of portfolio
242,353
Q1 2025 Reduced 1.61%
$88.6B
$26.1 Million 0.9% of portfolio
186,679
Q1 2025 Reduced 2.54%
$177B
$24.7 Million 0.85% of portfolio
126,787
Q1 2025 Reduced 1.52%
$17.5B
$24.4 Million 0.84% of portfolio
159,741
Q1 2025 Reduced 5.2%
$164B
$23.6 Million 0.82% of portfolio
38,423
Q1 2025 Reduced 1.62%
$53.8B
$23.4 Million 0.81% of portfolio
95,962
Q1 2025 Added 75.38%
$0
$23 Million 0.8% of portfolio
41,096
Q1 2025 Reduced 25.44%
$30.8B
$22.9 Million 0.79% of portfolio
235,167
Q1 2025 Added 28.76%
$11B
$22.1 Million 0.77% of portfolio
153,605
Q1 2025 Added 65.4%
$95.5B
$22.1 Million 0.76% of portfolio
83,296
Q1 2025 Added 16.25%
$11.4B
$21.5 Million 0.74% of portfolio
45,687
Q1 2025 Reduced 3.3%
$76.6B
$20.9 Million 0.72% of portfolio
86,133
Q1 2025 Reduced 1.28%
$18.8B
$20.5 Million 0.71% of portfolio
62,360
Q1 2025 Reduced 0.85%
$114B
$20.4 Million 0.7% of portfolio
37,043
Q1 2025 Reduced 6.01%
$154B
$20.2 Million 0.7% of portfolio
61,230
Q1 2025 Added 11.57%
$19.3B
$20.2 Million 0.7% of portfolio
241,718
Q1 2025 Reduced 2.82%
$226B
$19.9 Million 0.69% of portfolio
322,181
Q1 2025 Reduced 39.52%
$136B
$19.8 Million 0.69% of portfolio
196,374
Q1 2025 Reduced 1.63%
$12.8B
$20.1 Million 0.69% of portfolio
140,568
Q1 2025 Added 31.45%
$23B
$19.6 Million 0.68% of portfolio
190,627
Q1 2025 Reduced 23.19%
$685B
$19.3 Million 0.67% of portfolio
36,158
Q1 2025 Reduced 12.7%
$48.1B
$19 Million 0.66% of portfolio
254,320
Q1 2025 Added 6.42%
$71.4B
$18.8 Million 0.65% of portfolio
36,724
Q1 2025 Reduced 30.79%
$503B
$18.4 Million 0.64% of portfolio
33,536
Q1 2025 Reduced 3.55%
$189B
$18.2 Million 0.63% of portfolio
67,688
Q1 2025 Reduced 1.67%
$106B
$17.8 Million 0.62% of portfolio
65,553
Q1 2025 Reduced 1.44%
$12.3B
$17.9 Million 0.62% of portfolio
117,204
Q1 2025 Added 6.24%
$17.9B
$17.9 Million 0.62% of portfolio
203,345
Q1 2025 Reduced 1.76%
$24.1B
$17.7 Million 0.61% of portfolio
205,990
Q1 2025 Reduced 1.45%
$1.12T
$17.3 Million 0.6% of portfolio
30,076
Q1 2025 Reduced 1.56%
$14.2B
$17.3 Million 0.6% of portfolio
1,786,756
Q1 2025 Added 67.19%
$937B
$17.4 Million 0.6% of portfolio
111,193
Q1 2025 Reduced 2.14%

Summary

  • Portfolio
  • No. of Stocks 574
  • Current Value $2.89 Billion
  • Prior Value $3.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 90 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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