Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024

Moran Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.08 Billion distributed in 412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $69.1M, Broadcom Inc. with a value of $61.4M, Williams Sonoma Inc with a value of $58M, Parker Hannifin Corp with a value of $57.6M, and Jpmorgan Chase & CO with a value of $55.8M.

Examining the 13F form we can see an decrease of $97.8M in the current position value, from $3.18B to 3.08B.

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 $3.08 Billion
Industrials: $638 Million
Technology: $607 Million
Financial Services: $447 Million
Consumer Cyclical: $339 Million
Healthcare: $317 Million
ETFs: $135 Million
Energy: $132 Million
Consumer Defensive: $131 Million
Other: $336 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.5B
$69.1 Million 2.24% of portfolio
187,093
Q4 2024 Added 10.82%
$72.2B
$61.4 Million 1.99% of portfolio
264,985
Q4 2024 Reduced 2.48%
$9.69B
$58 Million 1.88% of portfolio
312,953
Q4 2024 Added 1.5%
$73.2B
$57.6 Million 1.87% of portfolio
90,611
Q4 2024 Reduced 2.88%
$688B
$55.8 Million 1.81% of portfolio
232,845
Q4 2024 Reduced 0.18%
$125B
$51.1 Million 1.66% of portfolio
105,126
Q4 2024 Reduced 2.59%
$71.5B
$47.2 Million 1.53% of portfolio
156,946
Q4 2024 Reduced 2.18%
$2.89T
$44.9 Million 1.46% of portfolio
106,516
Q4 2024 Reduced 0.37%
$50.6B
$43.3 Million 1.41% of portfolio
81,417
Q4 2024 Added 4.47%
$808B
$36.7 Million 1.19% of portfolio
185,819
Q4 2024 Reduced 3.29%
$63.1B
$34.7 Million 1.13% of portfolio
283,317
Q4 2024 Reduced 0.89%
$276B
$34 Million 1.1% of portfolio
253,156
Q4 2024 Reduced 1.5%
$92.5B
$33 Million 1.07% of portfolio
191,553
Q4 2024 Reduced 3.86%
$0
$32.3 Million 1.05% of portfolio
55,119
Q4 2024 Added 10.97%
$149B
$32.1 Million 1.04% of portfolio
372,693
Q4 2024 Reduced 13.25%
$173B
$32.2 Million 1.04% of portfolio
468,701
Q4 2024 Reduced 1.28%
$0
$31.5 Million 1.02% of portfolio
179,495
Q4 2024 Added 1.09%
$71.2B
$29.7 Million 0.96% of portfolio
64,361
Q4 2024 Added 6.07%
$36.8B
$27.8 Million 0.9% of portfolio
134,614
Q4 2024 Reduced 43.7%
$21.7B
$27 Million 0.88% of portfolio
248,180
Q4 2024 Reduced 2.71%
$32.3B
$26.7 Million 0.86% of portfolio
55,024
Q4 2024 Reduced 0.09%
$201B
$26.1 Million 0.85% of portfolio
262,371
Q4 2024 Added 0.82%
$52.9B
$25.9 Million 0.84% of portfolio
236,995
Q4 2024 Reduced 1.95%
$68.6B
$25.5 Million 0.83% of portfolio
246,323
Q4 2024 Reduced 0.91%
$82.5B
$24.9 Million 0.81% of portfolio
53,064
Q4 2024 Added 7.35%
$177B
$25.1 Million 0.81% of portfolio
128,747
Q4 2024 Reduced 0.52%
$167B
$24.5 Million 0.8% of portfolio
39,054
Q4 2024 Reduced 0.08%
$18.1B
$24 Million 0.78% of portfolio
206,989
Q4 2024 Reduced 1.05%
$194B
$23.9 Million 0.78% of portfolio
1,050,786
Q4 2024 Added 22.1%
$11.8B
$23.7 Million 0.77% of portfolio
47,247
Q4 2024 Reduced 0.01%
$21.7B
$23.2 Million 0.75% of portfolio
166,276
Q4 2024 Added 12.16%
$120B
$22.3 Million 0.72% of portfolio
80,843
Q4 2024 Added 0.12%
$111B
$22.1 Million 0.72% of portfolio
66,511
Q4 2024 Reduced 2.49%
$24.5B
$22 Million 0.71% of portfolio
209,019
Q4 2024 Reduced 2.85%
$983B
$21.6 Million 0.7% of portfolio
113,629
Q4 2024 Added 2.51%
$39.2B
$21.4 Million 0.69% of portfolio
67,582
Q4 2024 Reduced 4.06%
$17.2B
$21.4 Million 0.69% of portfolio
168,507
Q4 2024 Reduced 6.74%
$191B
$20.4 Million 0.66% of portfolio
68,841
Q4 2024 Added 188.59%
$157B
$19.9 Million 0.65% of portfolio
54,878
Q4 2024 Reduced 0.58%
$7.09B
$20.2 Million 0.65% of portfolio
72,803
Q4 2024 Reduced 3.0%
$21.3B
$19.9 Million 0.64% of portfolio
108,837
Q4 2024 Reduced 3.45%
$43.4B
$19.3 Million 0.63% of portfolio
238,979
Q4 2024 Added 369.21%
$31.1B
$19 Million 0.62% of portfolio
182,642
Q4 2024 Reduced 17.24%
$19.7B
$18.8 Million 0.61% of portfolio
248,737
Q4 2024 Reduced 0.56%
$687B
$18.8 Million 0.61% of portfolio
41,420
Q4 2024 Added 1.27%
$163B
$18.3 Million 0.59% of portfolio
76,450
Q4 2024 Reduced 0.32%
$20.4B
$18.3 Million 0.59% of portfolio
62,896
Q4 2024 Added 1.08%
$489B
$18.3 Million 0.59% of portfolio
34,770
Q4 2024 Added 0.03%
$13.1B
$18.2 Million 0.59% of portfolio
106,937
Q4 2024 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $3.08 Billion
  • Prior Value $3.18 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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