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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.2B
$849,000 0.03% of portfolio
31,220
Q1 2025 Reduced 9.44%
$32.4B
$930,000 0.03% of portfolio
18,729
Q1 2025 Added 36.5%
$29.9B
$854,000 0.03% of portfolio
2,611
Q1 2025 Reduced 4.08%
$88.6B
$991,000 0.03% of portfolio
4,162
Q1 2025 Reduced 4.74%
$120B
$778,000 0.03% of portfolio
399
Q1 2025 Reduced 3.39%
$2.29B
$776,000 0.03% of portfolio
57,328
Q1 2025 Added 12.32%
$11.8B
$1.01 Million 0.03% of portfolio
70,962
Q1 2025 Added 1.75%
$181B
$851,000 0.03% of portfolio
1,719
Q1 2025 Reduced 3.32%
$101B
$816,000 0.03% of portfolio
4,732
Q1 2025 Reduced 8.1%
$17B
$775,000 0.03% of portfolio
1,688
Q1 2025 Reduced 1.69%
$6.72B
$807,000 0.03% of portfolio
3,908
Q1 2025 Reduced 4.36%
$168B
$509,000 0.02% of portfolio
1,024
Q1 2025 Reduced 5.97%
$146B
$643,000 0.02% of portfolio
5,283
Q1 2025 Reduced 7.88%
$12.6B
$584,000 0.02% of portfolio
3,090
Q1 2025 Reduced 76.5%
$6.42B
$556,000 0.02% of portfolio
3,372
Q1 2025 Reduced 0.85%
$31B
$437,000 0.02% of portfolio
30,185
Q1 2025 Reduced 9.45%
$1.27B
$509,000 0.02% of portfolio
6,848
Q1 2025 New
$3.57B
$687,000 0.02% of portfolio
47,630
Q1 2025 Reduced 3.92%
$17.2B
$661,000 0.02% of portfolio
2,476
Q1 2025 Reduced 7.85%
$6.05B
$554,000 0.02% of portfolio
2,277
Q1 2025 Reduced 6.26%
$29.3B
$672,000 0.02% of portfolio
17,148
Q1 2025 New
$8.28B
$527,000 0.02% of portfolio
18,415
Q1 2025 Added 3.06%
$7.5B
$456,000 0.02% of portfolio
4,036
Q1 2025 Added 58.59%
$30.2B
$601,000 0.02% of portfolio
5,240
Q1 2025 Reduced 90.5%
$543M
$628,000 0.02% of portfolio
19,631
Q1 2025 New
$1.67B
$580,000 0.02% of portfolio
4,842
Q1 2025 New
$2.17B
$571,000 0.02% of portfolio
18,645
Q1 2025 Reduced 2.25%
$5.27B
$522,000 0.02% of portfolio
5,191
Q1 2025 New
$1.67B
$517,000 0.02% of portfolio
11,593
Q1 2025 Added 0.46%
$13.2B
$651,000 0.02% of portfolio
3,566
Q1 2025 Reduced 7.88%
$26.4B
$685,000 0.02% of portfolio
1,200
Q1 2025 Reduced 3.23%
$173B
$537,000 0.02% of portfolio
1,402
Q1 2025 Added 6.53%
$18.7B
$588,000 0.02% of portfolio
4,897
Q1 2025 Reduced 91.35%
$47.1B
$571,000 0.02% of portfolio
57,297
Q1 2025 Added 161.53%
$68.6B
$540,000 0.02% of portfolio
12,802
Q1 2025 Added 4.87%
$9.75B
$672,000 0.02% of portfolio
9,334
Q1 2025 Added 21.71%
$600M
$691,000 0.02% of portfolio
7,828
Q1 2025 Reduced 1.58%
$7.4B
$517,000 0.02% of portfolio
17,441
Q1 2025 Added 2.99%
$3.55B
$658,000 0.02% of portfolio
25,092
Q1 2025 Reduced 2.17%
$23.5B
$661,000 0.02% of portfolio
1,138
Q1 2025 Reduced 8.96%
$55.9B
$624,000 0.02% of portfolio
4,727
Q1 2025 Reduced 3.47%
$10.4B
$542,000 0.02% of portfolio
6,328
Q1 2025 Reduced 41.04%
$74B
$705,000 0.02% of portfolio
7,526
Q1 2025 Reduced 1.48%
$3.32B
$529,000 0.02% of portfolio
10,643
Q1 2025 Added 2.16%
$9.28B
$672,000 0.02% of portfolio
16,833
Q1 2025 Reduced 29.27%
$34.6B
$608,000 0.02% of portfolio
7,681
Q1 2025 Reduced 6.41%
$4.69B
$554,000 0.02% of portfolio
9,659
Q1 2025 New
$118B
$693,000 0.02% of portfolio
6,599
Q1 2025 Reduced 4.91%
$36.9B
$568,000 0.02% of portfolio
4,727
Q1 2025 Reduced 0.82%

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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