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.
Portfolio value
$3.11 Billion
Technology: $708 Million
Industrials: $562 Million
Financial Services: $465 Million
Consumer Cyclical: $320 Million
Healthcare: $258 Million
Consumer Defensive: $228 Million
Communication Services: $159 Million
ETFs: $144 Million
Other: $264 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
