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 Market Cap. of $10 Billions to $200 Billions
