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
$9.76B
$17 Million 0.59% of portfolio
310,397
Q1 2025 Reduced 0.84%
$405B
$16.8 Million 0.58% of portfolio
101,280
Q1 2025 Added 18.92%
$102B
$16.4 Million 0.57% of portfolio
49,785
Q1 2025 Reduced 6.73%
$46.1B
$16.4 Million 0.57% of portfolio
64,575
Q1 2025 Reduced 4.45%
$102B
$15.9 Million 0.55% of portfolio
23,646
Q1 2025 Added 0.74%
$26.1B
$15.5 Million 0.54% of portfolio
70,553
Q1 2025 Added 4.91%
$24.5B
$15.4 Million 0.53% of portfolio
89,801
Q1 2025 Added 5.5%
$31B
$14.7 Million 0.51% of portfolio
183,927
Q1 2025 Reduced 1.78%
$52B
$14.5 Million 0.5% of portfolio
84,991
Q1 2025 Added 0.17%
$156B
$14.3 Million 0.5% of portfolio
206,374
Q1 2025 Reduced 44.63%
$8.29B
$14.4 Million 0.5% of portfolio
72,033
Q1 2025 Reduced 1.06%
$111B
$14.4 Million 0.5% of portfolio
159,727
Q1 2025 Added 19.09%
$52.5B
$14.5 Million 0.5% of portfolio
7,848
Q1 2025 Reduced 1.23%
$34.7B
$14 Million 0.49% of portfolio
77,356
Q1 2025 Reduced 2.3%
$38.4B
$14.1 Million 0.49% of portfolio
75,959
Q1 2025 Reduced 1.45%
$957B
$14.2 Million 0.49% of portfolio
91,919
Q1 2025 Reduced 1.06%
$31.2B
$13.8 Million 0.48% of portfolio
111,317
Q1 2025 Added 282.76%
$52.2B
$14 Million 0.48% of portfolio
206,289
Q1 2025 New
$140B
$13.7 Million 0.48% of portfolio
58,929
Q1 2025 Added 23.48%
$165B
$13.8 Million 0.48% of portfolio
27,120
Q1 2025 Reduced 2.67%
$21.5B
$13.6 Million 0.47% of portfolio
66,226
Q1 2025 Reduced 39.15%
$1.9T
$13.1 Million 0.45% of portfolio
68,976
Q1 2025 Added 254.43%
$28.5B
$13.1 Million 0.45% of portfolio
72,919
Q1 2025 Reduced 2.76%
$17.4B
$12.6 Million 0.44% of portfolio
43,751
Q1 2025 Added 1,434.05%
$64.7B
$12.6 Million 0.43% of portfolio
19,801
Q1 2025 Added 0.63%
$17B
$12.3 Million 0.43% of portfolio
62,300
Q1 2025 Reduced 20.78%
$19.9B
$12.2 Million 0.42% of portfolio
35,737
Q1 2025 Reduced 0.99%
$13.9B
$11.9 Million 0.41% of portfolio
170,557
Q1 2025 Added 4.27%
$33.8B
$11.4 Million 0.39% of portfolio
27,197
Q1 2025 Reduced 50.57%
$92.9B
$11.1 Million 0.38% of portfolio
163,163
Q1 2025 New
$449B
$10.9 Million 0.38% of portfolio
11,576
Q1 2025 Reduced 5.15%
$74B
$10.8 Million 0.37% of portfolio
65,795
Q1 2025 Reduced 1.2%
$8.65B
$10.6 Million 0.37% of portfolio
47,721
Q1 2025 Reduced 2.8%
$34.8B
$10.6 Million 0.37% of portfolio
47,237
Q1 2025 New
$210B
$10.6 Million 0.37% of portfolio
118,147
Q1 2025 Reduced 54.97%
$16.7B
$10.6 Million 0.37% of portfolio
31,446
Q1 2025 Reduced 2.31%
$11.4B
$10.7 Million 0.37% of portfolio
63,991
Q1 2025 Added 26.98%
$1.39B
$10.5 Million 0.36% of portfolio
208,517
Q1 2025 Added 1,558.71%
$35.8B
$10.3 Million 0.36% of portfolio
103,910
Q1 2025 Reduced 0.91%
$430B
$10.5 Million 0.36% of portfolio
88,669
Q1 2025 Reduced 33.74%
$232B
$10 Million 0.35% of portfolio
75,496
Q1 2025 New
$9.46B
$10.2 Million 0.35% of portfolio
108,209
Q1 2025 New
$16B
$10.1 Million 0.35% of portfolio
67,754
Q1 2025 New
$15.6B
$9.79 Million 0.34% of portfolio
30,361
Q1 2025 Reduced 21.52%
$11.7B
$9.77 Million 0.34% of portfolio
51,994
Q1 2025 Added 64.41%
$43.7B
$9.94 Million 0.34% of portfolio
78,201
Q1 2025 Reduced 37.48%
$11.9B
$9.75 Million 0.34% of portfolio
75,504
Q1 2025 Reduced 8.9%
$11.2B
$9.69 Million 0.34% of portfolio
83,049
Q1 2025 Reduced 4.86%
$35.8B
$9.5 Million 0.33% of portfolio
126,554
Q1 2025 Added 57.62%

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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