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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.4B
$10.5 Million 0.36% of portfolio
208,517
Q1 2025 Added 1,558.71%
$1.66B
$5.82 Million 0.2% of portfolio
198,893
Q1 2025 Reduced 7.6%
$1.5B
$5.03 Million 0.17% of portfolio
83,276
Q1 2025 New
$1.28B
$4.84 Million 0.17% of portfolio
112,693
Q1 2025 New
$881M
$4.42 Million 0.15% of portfolio
95,417
Q1 2025 Reduced 1.0%
$1.6B
$3.66 Million 0.13% of portfolio
633,604
Q1 2025 Reduced 15.53%
$1.66B
$3.29 Million 0.11% of portfolio
123,621
Q1 2025 Added 485.16%
$1.77B
$3.12 Million 0.11% of portfolio
36,684
Q1 2025 Added 11.47%
$916M
$2.91 Million 0.1% of portfolio
265,516
Q1 2025 New
$1.43B
$2.64 Million 0.09% of portfolio
60,311
Q1 2025 New
$1.37B
$2.2 Million 0.08% of portfolio
40,009
Q1 2025 Reduced 5.73%
$833M
$1.89 Million 0.07% of portfolio
55,559
Q1 2025 New
$1.32B
$1.89 Million 0.07% of portfolio
70,993
Q1 2025 Added 13.35%
$1.36B
$1.75 Million 0.06% of portfolio
79,926
Q1 2025 Reduced 4.18%
$1.23B
$956,000 0.03% of portfolio
42,041
Q1 2025 New
$1.78B
$776,000 0.03% of portfolio
57,328
Q1 2025 Added 12.32%
$637M
$628,000 0.02% of portfolio
19,631
Q1 2025 New
$1.47B
$580,000 0.02% of portfolio
4,842
Q1 2025 New
$1.84B
$571,000 0.02% of portfolio
18,645
Q1 2025 Reduced 2.25%
$1.79B
$517,000 0.02% of portfolio
11,593
Q1 2025 Added 0.46%
$531M
$691,000 0.02% of portfolio
7,828
Q1 2025 Reduced 1.58%
$1.31B
$612,000 0.02% of portfolio
36,502
Q1 2025 Reduced 1.31%
$1.1B
$204,000 0.01% of portfolio
10,295
Q1 2025 Reduced 7.76%

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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