Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.18 Billion
  • Q3 2024

Moran Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.18 Billion distributed in 402 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $65.6M, Lockheed Martin Corp with a value of $63.1M, Parker Hannifin Corp with a value of $58.9M, Novo Nordisk A S with a value of $51.2M, and Jpmorgan Chase & CO with a value of $49.2M.

Examining the 13F form we can see an increase of $208M in the current position value, from $2.97B to 3.18B.

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 $3.18 Billion
Industrials: $674 Million
Technology: $608 Million
Financial Services: $395 Million
Healthcare: $353 Million
Consumer Cyclical: $340 Million
Energy: $158 Million
Basic Materials: $156 Million
Real Estate: $126 Million
Other: $371 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$19 Million 0.6% of portfolio
75,058
Q3 2024 Added 36.2%
$155B
$18.9 Million 0.6% of portfolio
860,569
Q3 2024 Added 9.95%
$15.7B
$18.8 Million 0.59% of portfolio
106,547
Q3 2024 Added 0.5%
$576B
$18.8 Million 0.59% of portfolio
40,899
Q3 2024 Reduced 0.3%
$35.1B
$18.8 Million 0.59% of portfolio
191,502
Q3 2024 Reduced 3.79%
$1.18T
$18.5 Million 0.58% of portfolio
110,852
Q3 2024 Added 1.56%
$19.1B
$18.6 Million 0.58% of portfolio
250,144
Q3 2024 Added 42.74%
$21.4B
$17.4 Million 0.55% of portfolio
80,792
Q3 2024 Reduced 2.56%
$71.2B
$17.5 Million 0.55% of portfolio
57,765
Q3 2024 Reduced 1.57%
$65.2B
$17.4 Million 0.55% of portfolio
86,601
Q3 2024 Reduced 0.72%
$481B
$17.2 Million 0.54% of portfolio
34,760
Q3 2024 Reduced 0.66%
$1.38T
$17.1 Million 0.54% of portfolio
29,908
Q3 2024 Added 0.36%
$487B
$16.8 Million 0.53% of portfolio
28,717
Q3 2024 Reduced 1.56%
$19.1B
$16.7 Million 0.53% of portfolio
37,212
Q3 2024 Reduced 5.57%
$23.2B
$17 Million 0.53% of portfolio
88,464
Q3 2024 Added 1.12%
$136B
$16.7 Million 0.52% of portfolio
199,001
Q3 2024 Added 414.35%
$48.4B
$16 Million 0.5% of portfolio
8,204
Q3 2024 Added 38.58%
$103B
$15.5 Million 0.49% of portfolio
500,407
Q3 2024 Reduced 0.07%
$1.15T
$15.3 Million 0.48% of portfolio
92,010
Q3 2024 Added 1.37%
$70.4B
$15.1 Million 0.47% of portfolio
55,072
Q3 2024 Reduced 2.83%
$34.4B
$14.7 Million 0.46% of portfolio
80,886
Q3 2024 Reduced 1.07%
$8.66B
$14.3 Million 0.45% of portfolio
49,819
Q3 2024 Reduced 2.71%
$38.4B
$14.2 Million 0.45% of portfolio
76,490
Q3 2024 Added 4.05%
$4.45B
$14.4 Million 0.45% of portfolio
193,953
Q3 2024 Reduced 0.12%
$157B
$14.5 Million 0.45% of portfolio
27,996
Q3 2024 Reduced 1.05%
$371B
$14.2 Million 0.45% of portfolio
87,514
Q3 2024 Reduced 0.17%
$27.8B
$14 Million 0.44% of portfolio
15,150
Q3 2024 Added 0.5%
$50.7B
$13.8 Million 0.44% of portfolio
38,044
Q3 2024 Reduced 1.79%
$444B
$13.6 Million 0.43% of portfolio
116,444
Q3 2024 Reduced 42.09%
$105B
$13.5 Million 0.43% of portfolio
29,078
Q3 2024 Added 1.6%
$88.7B
$13.2 Million 0.42% of portfolio
35,920
Q3 2024 New
$47.4B
$13.2 Million 0.42% of portfolio
69,301
Q3 2024 Reduced 0.6%
$54.8B
$13 Million 0.41% of portfolio
308,896
Q3 2024 Added 31.19%
$252B
$13 Million 0.41% of portfolio
161,155
Q3 2024 Reduced 3.38%
$30.6B
$13.2 Million 0.41% of portfolio
62,758
Q3 2024 Added 3.33%
$29.9B
$12.6 Million 0.4% of portfolio
42,863
Q3 2024 Added 0.43%
$11.5B
$12.6 Million 0.4% of portfolio
84,257
Q3 2024 Reduced 1.42%
$76.5B
$12.7 Million 0.4% of portfolio
65,230
Q3 2024 Added 0.12%
$189B
$12.4 Million 0.39% of portfolio
24,000
Q3 2024 Added 2.12%
$46.4B
$12.2 Million 0.38% of portfolio
86,717
Q3 2024 Added 0.22%
$46B
$11.7 Million 0.37% of portfolio
20,123
Q3 2024 Added 1.11%
$197B
$11.1 Million 0.35% of portfolio
65,506
Q3 2024 Added 0.39%
$11.3B
$11 Million 0.35% of portfolio
89,341
Q3 2024 Reduced 2.83%
$14.1B
$10.9 Million 0.34% of portfolio
72,621
Q3 2024 Reduced 1.81%
$75.3B
$10.9 Million 0.34% of portfolio
21,442
Q3 2024 Added 5.33%
$17.3B
$11 Million 0.34% of portfolio
23,848
Q3 2024 Added 1.27%
$4.71B
$10.8 Million 0.34% of portfolio
129,036
Q3 2024 Reduced 38.26%
$2.19B
$10.4 Million 0.33% of portfolio
220,955
Q3 2024 Added 386.8%
$33B
$10.3 Million 0.32% of portfolio
54,680
Q3 2024 Reduced 2.34%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $3.18 Billion
  • Prior Value $2.97 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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