Moran Wealth Management, LLC Portfolio Holdings
Moran Wealth Management, LLC
- $3.11 Billion
- Q2 2025
Moran Wealth Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 660 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.6M, Trane Technologies PLC with a value of $58.3M, Parker Hannifin Corp with a value of $58.4M, Microsoft Corp with a value of $54.1M, and Nvidia Corp with a value of $48.7M.
Examining the 13F form we can see an increase of $217M in the current position value, from $2.89B to 3.11B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 660
- Current Value $3.11 Billion
- Prior Value $2.89 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 84 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 224 stocks