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
$1.37B
$2.2 Million 0.08% of portfolio
40,009
Q1 2025 Reduced 5.73%
$4.56B
$2.19 Million 0.08% of portfolio
28,683
Q1 2025 New
$169B
$2.43 Million 0.08% of portfolio
33,369
Q1 2025 Reduced 0.94%
$10.8B
$2.31 Million 0.08% of portfolio
9,639
Q1 2025 New
$52.7B
$2.18 Million 0.08% of portfolio
13,145
Q1 2025 Reduced 0.87%
$52.7B
$1.98 Million 0.07% of portfolio
6,621
Q1 2025 Reduced 82.6%
$866M
$1.89 Million 0.07% of portfolio
55,559
Q1 2025 New
$20.1B
$2 Million 0.07% of portfolio
48,636
Q1 2025 Added 11.24%
$6.18B
$2.14 Million 0.07% of portfolio
17,602
Q1 2025 New
$21.8B
$1.91 Million 0.07% of portfolio
97,727
Q1 2025 New
$2.7B
$2.16 Million 0.07% of portfolio
55,311
Q1 2025 Reduced 4.14%
$1.35B
$1.89 Million 0.07% of portfolio
70,993
Q1 2025 Added 13.35%
$2.75B
$1.97 Million 0.07% of portfolio
52,179
Q1 2025 Added 11.02%
$37.7B
$2.12 Million 0.07% of portfolio
27,299
Q1 2025 Reduced 3.87%
$403B
$1.68 Million 0.06% of portfolio
12,011
Q1 2025 Reduced 2.75%
$52B
$1.76 Million 0.06% of portfolio
16,269
Q1 2025 Added 1.43%
$10.1B
$1.85 Million 0.06% of portfolio
69,257
Q1 2025 Reduced 5.42%
$1.99B
$1.63 Million 0.06% of portfolio
236,573
Q1 2025 Reduced 3.8%
$4.55B
$1.8 Million 0.06% of portfolio
55,047
Q1 2025 Reduced 1.22%
$2.81B
$1.68 Million 0.06% of portfolio
58,870
Q1 2025 Reduced 0.65%
$12.4B
$1.73 Million 0.06% of portfolio
23,450
Q1 2025 Reduced 1.0%
$1.36B
$1.75 Million 0.06% of portfolio
79,926
Q1 2025 Reduced 4.18%
$29.4B
$1.54 Million 0.05% of portfolio
7,188
Q1 2025 Reduced 0.9%
$0
$1.48 Million 0.05% of portfolio
28,422
Q1 2025 Reduced 4.32%
$6.1B
$1.49 Million 0.05% of portfolio
19,300
Q1 2025 Reduced 0.79%
$30.7B
$1.32 Million 0.05% of portfolio
40,578
Q1 2025 Added 0.9%
$11.8B
$1.35 Million 0.05% of portfolio
8,282
Q1 2025 Added 15.19%
$26.8B
$1.32 Million 0.05% of portfolio
18,496
Q1 2025 Reduced 0.1%
$162B
$1.41 Million 0.05% of portfolio
13,717
Q1 2025 Added 2.27%
$9.61B
$1.33 Million 0.05% of portfolio
31,252
Q1 2025 Added 0.19%
$11.9B
$1.53 Million 0.05% of portfolio
30,137
Q1 2025 Reduced 0.24%
$6.04B
$1.33 Million 0.05% of portfolio
36,799
Q1 2025 Added 1.2%
$19.1B
$1.43 Million 0.05% of portfolio
8,521
Q1 2025 Reduced 0.54%
$53.4B
$1.35 Million 0.05% of portfolio
35,543
Q1 2025 Added 9.32%
$12.7B
$1.39 Million 0.05% of portfolio
11,374
Q1 2025 Reduced 0.23%
$4.21B
$1.48 Million 0.05% of portfolio
50,270
Q1 2025 Reduced 0.83%
$73B
$1.06 Million 0.04% of portfolio
2,470
Q1 2025 Reduced 2.68%
$2.44B
$1.16 Million 0.04% of portfolio
24,374
Q1 2025 Added 9.17%
$36.2B
$1.09 Million 0.04% of portfolio
22,079
Q1 2025 Added 10.15%
$6.92B
$1.03 Million 0.04% of portfolio
8,179
Q1 2025 Reduced 7.29%
$16.6B
$1.13 Million 0.04% of portfolio
13,842
Q1 2025 Reduced 6.57%
$42.1B
$1.27 Million 0.04% of portfolio
26,294
Q1 2025 Added 5.26%
$32.2B
$1.26 Million 0.04% of portfolio
8,008
Q1 2025 Reduced 3.91%
$7.27B
$1.15 Million 0.04% of portfolio
6,521
Q1 2025 Added 1.13%
$12.1B
$1.19 Million 0.04% of portfolio
17,775
Q1 2025 Added 0.59%
$15.7B
$1.18 Million 0.04% of portfolio
14,442
Q1 2025 Reduced 11.18%
$4.3B
$1.21 Million 0.04% of portfolio
19,093
Q1 2025 Added 0.41%
$28.1B
$798,000 0.03% of portfolio
14,777
Q1 2025 Reduced 3.04%
$1.33B
$956,000 0.03% of portfolio
42,041
Q1 2025 New

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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