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
$10B
$3.89 Million 0.12% of portfolio
24,446
Q3 2024 Reduced 0.45%
$263B
$3.79 Million 0.12% of portfolio
18,371
Q3 2024 Added 0.8%
$95.2B
$3.88 Million 0.12% of portfolio
174,149
Q3 2024 Reduced 1.02%
$3.27B
$3.91 Million 0.12% of portfolio
92,244
Q3 2024 Reduced 1.23%
$83.6B
$3.71 Million 0.12% of portfolio
7,511
Q3 2024 Added 0.16%
$10.2B
$3.53 Million 0.11% of portfolio
4,325
Q3 2024 Reduced 67.27%
$159B
$3.65 Million 0.11% of portfolio
81,311
Q3 2024 Reduced 1.35%
$4.36B
$3.59 Million 0.11% of portfolio
70,827
Q3 2024 Added 2.78%
$2.53B
$3.36 Million 0.11% of portfolio
76,437
Q3 2024 Added 1.47%
$2.23T
$3.4 Million 0.11% of portfolio
18,225
Q3 2024 Added 18.01%
$33.7B
$3.48 Million 0.11% of portfolio
44,217
Q3 2024 Added 1.05%
$22.5B
$3.4 Million 0.11% of portfolio
348,302
Q3 2024 Added 0.17%
$10B
$3.4 Million 0.11% of portfolio
21,263
Q3 2024 Added 1.42%
$3.51B
$3.35 Million 0.11% of portfolio
31,984
Q3 2024 Added 1.43%
$14.6B
$3.07 Million 0.1% of portfolio
88,530
Q3 2024 New
$3.44B
$3.22 Million 0.1% of portfolio
42,354
Q3 2024 Added 2.18%
$2.01B
$3.08 Million 0.1% of portfolio
63,595
Q3 2024 New
$138B
$3.27 Million 0.1% of portfolio
9,047
Q3 2024 Added 0.38%
$63.3B
$3.31 Million 0.1% of portfolio
149,936
Q3 2024 Added 1.75%
$771M
$3.09 Million 0.1% of portfolio
93,505
Q3 2024 Added 0.2%
$5.53B
$3.29 Million 0.1% of portfolio
15,288
Q3 2024 Reduced 4.05%
$0
$2.99 Million 0.09% of portfolio
35,369
Q3 2024 Reduced 3.12%
$0
$2.96 Million 0.09% of portfolio
36,450
Q3 2024 Reduced 2.26%
$1.93B
$2.81 Million 0.09% of portfolio
99,977
Q3 2024 New
$28.8B
$2.85 Million 0.09% of portfolio
27,476
Q3 2024 New
$53.3B
$2.98 Million 0.09% of portfolio
5,356
Q3 2024 Added 1.71%
$57.8B
$2.77 Million 0.09% of portfolio
21,636
Q3 2024 Reduced 0.58%
$0
$2.95 Million 0.09% of portfolio
71,736
Q3 2024 Reduced 2.4%
$8.7B
$2.87 Million 0.09% of portfolio
100,495
Q3 2024 New
$812M
$2.9 Million 0.09% of portfolio
108,590
Q3 2024 New
$264B
$2.81 Million 0.09% of portfolio
39,166
Q3 2024 Added 1.9%
$2.66B
$2.52 Million 0.08% of portfolio
185,081
Q3 2024 New
$29.4B
$2.54 Million 0.08% of portfolio
25,748
Q3 2024 Added 0.05%
$23.4B
$2.55 Million 0.08% of portfolio
35,115
Q3 2024 Reduced 0.47%
$4.48B
$2.41 Million 0.08% of portfolio
116,330
Q3 2024 New
$63B
$2.4 Million 0.08% of portfolio
38,205
Q3 2024 Reduced 77.14%
$3.42B
$2.59 Million 0.08% of portfolio
70,557
Q3 2024 Added 3.5%
$4.95B
$2.65 Million 0.08% of portfolio
76,394
Q3 2024 New
$2.99B
$2.39 Million 0.08% of portfolio
109,388
Q3 2024 New
$3.96B
$2.54 Million 0.08% of portfolio
212,536
Q3 2024 New
$10.5B
$2.51 Million 0.08% of portfolio
13,059
Q3 2024 Reduced 0.71%
$5.12B
$2.64 Million 0.08% of portfolio
83,734
Q3 2024 New
$24.5B
$2.7 Million 0.08% of portfolio
92,881
Q3 2024 Reduced 49.81%
$2.98B
$2.4 Million 0.08% of portfolio
45,339
Q3 2024 Added 2.74%
$2.75B
$2.57 Million 0.08% of portfolio
59,261
Q3 2024 Added 2.14%
$1.6B
$2.58 Million 0.08% of portfolio
147,084
Q3 2024 New
$56B
$2.27 Million 0.07% of portfolio
13,407
Q3 2024 Added 0.1%
$131B
$2.1 Million 0.07% of portfolio
27,970
Q3 2024 Added 3.21%
$21.3B
$2.16 Million 0.07% of portfolio
45,137
Q3 2024 Reduced 4.16%

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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