Moran Wealth Management, LLC Portfolio Holdings
Moran Wealth Management, LLC
- $2.97 Billion
- Q2 2024
Moran Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.97 Billion distributed in 387 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Novo Nordisk A S with a value of $62.1M, Trane Technologies PLC with a value of $57.6M, Cadence Design Systems Inc with a value of $50.8M, Lockheed Martin Corp with a value of $49.8M, and Microsoft Corp with a value of $49.1M.
Examining the 13F form we can see an decrease of $45.2M in the current position value, from $3.02B to 2.97B.
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
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 387
- Current Value $2.97 Billion
- Prior Value $3.02 Billion
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 32 stocks
- Additional Purchases 227 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks