Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024

Moran Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.08 Billion distributed in 412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $69.1M, Broadcom Inc. with a value of $61.4M, Williams Sonoma Inc with a value of $58M, Parker Hannifin Corp with a value of $57.6M, and Jpmorgan Chase & CO with a value of $55.8M.

Examining the 13F form we can see an decrease of $97.8M in the current position value, from $3.18B to 3.08B.

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 $3.08 Billion
Industrials: $638 Million
Technology: $607 Million
Financial Services: $447 Million
Consumer Cyclical: $339 Million
Healthcare: $317 Million
ETFs: $135 Million
Energy: $132 Million
Consumer Defensive: $131 Million
Other: $336 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$17.8 Million 0.58% of portfolio
199,624
Q4 2024 Added 0.31%
$9B
$18 Million 0.58% of portfolio
34,043
Q4 2024 Added 0.06%
$1.31T
$18 Million 0.58% of portfolio
30,554
Q4 2024 Added 2.16%
$18.6B
$17.7 Million 0.57% of portfolio
78,642
Q4 2024 Reduced 2.66%
$45.3B
$17.5 Million 0.57% of portfolio
125,084
Q4 2024 Added 80.49%
$74.1B
$17.6 Million 0.57% of portfolio
87,248
Q4 2024 Added 0.75%
$113B
$17.6 Million 0.57% of portfolio
39,410
Q4 2024 Added 9.72%
$960B
$17.6 Million 0.57% of portfolio
92,907
Q4 2024 Added 0.97%
$33.1B
$16.9 Million 0.55% of portfolio
187,264
Q4 2024 Reduced 2.21%
$13.7B
$16.5 Million 0.54% of portfolio
110,322
Q4 2024 Added 102.18%
$8.39B
$16.5 Million 0.54% of portfolio
313,013
Q4 2024 Reduced 0.3%
$95.4B
$16.6 Million 0.54% of portfolio
71,653
Q4 2024 Added 226.48%
$12.8B
$16.4 Million 0.53% of portfolio
38,684
Q4 2024 Reduced 6.3%
$47.3B
$15.8 Million 0.51% of portfolio
7,946
Q4 2024 Reduced 3.14%
$64.3B
$15.4 Million 0.5% of portfolio
54,717
Q4 2024 Reduced 0.64%
$73.6B
$15.2 Million 0.49% of portfolio
57,771
Q4 2024 Added 0.01%
$4.63B
$15 Million 0.49% of portfolio
188,881
Q4 2024 Reduced 2.62%
$44.3B
$14.7 Million 0.48% of portfolio
84,850
Q4 2024 Reduced 2.15%
$105B
$14.9 Million 0.48% of portfolio
491,187
Q4 2024 Reduced 1.84%
$97.9B
$14.7 Million 0.48% of portfolio
53,377
Q4 2024 Added 379.23%
$28.4B
$14.8 Million 0.48% of portfolio
74,990
Q4 2024 New
$24.6B
$14.4 Million 0.47% of portfolio
85,121
Q4 2024 Reduced 3.78%
$481B
$14.4 Million 0.47% of portfolio
133,811
Q4 2024 Added 14.91%
$234B
$14.6 Million 0.47% of portfolio
161,415
Q4 2024 Added 0.16%
$10.7B
$14.2 Million 0.46% of portfolio
92,871
Q4 2024 New
$471B
$14.3 Million 0.46% of portfolio
28,229
Q4 2024 Reduced 1.7%
$38.4B
$14.3 Million 0.46% of portfolio
77,074
Q4 2024 Added 0.76%
$72.1B
$14 Million 0.45% of portfolio
19,678
Q4 2024 Reduced 11.42%
$161B
$13.9 Million 0.45% of portfolio
27,865
Q4 2024 Reduced 0.47%
$33.3B
$13.6 Million 0.44% of portfolio
64,664
Q4 2024 Added 3.04%
$23.7B
$13.7 Million 0.44% of portfolio
67,254
Q4 2024 New
$3.16B
$13.5 Million 0.44% of portfolio
66,518
Q4 2024 Reduced 51.87%
$18B
$13.3 Million 0.43% of portfolio
36,096
Q4 2024 Reduced 3.0%
$95.4B
$13.4 Million 0.43% of portfolio
23,473
Q4 2024 Added 212.51%
$426B
$12.3 Million 0.4% of portfolio
85,165
Q4 2024 Reduced 2.68%
$45.6B
$12.3 Million 0.4% of portfolio
20,574
Q4 2024 Added 2.24%
$132B
$12.1 Million 0.39% of portfolio
29,944
Q4 2024 Added 2.98%
$9.85B
$11.9 Million 0.39% of portfolio
87,292
Q4 2024 Reduced 2.29%
$8.04B
$12.1 Million 0.39% of portfolio
49,095
Q4 2024 Reduced 1.45%
$16.2B
$11.9 Million 0.39% of portfolio
163,576
Q4 2024 New
$11.3B
$11.8 Million 0.38% of portfolio
82,883
Q4 2024 Reduced 1.63%
$58.3B
$11.8 Million 0.38% of portfolio
307,130
Q4 2024 Reduced 0.57%
$16.7B
$11.8 Million 0.38% of portfolio
24,510
Q4 2024 Added 2.78%
$140B
$11.8 Million 0.38% of portfolio
47,725
Q4 2024 New
$51.9B
$11.4 Million 0.37% of portfolio
38,043
Q4 2024 Reduced -0.0%
$400B
$11.2 Million 0.36% of portfolio
12,205
Q4 2024 Added 18.53%
$29.7B
$11.2 Million 0.36% of portfolio
44,101
Q4 2024 Added 2.89%
$122B
$10.7 Million 0.35% of portfolio
134,125
Q4 2024 Reduced 39.5%
$76.7B
$10.9 Million 0.35% of portfolio
66,596
Q4 2024 Added 2.09%

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $3.08 Billion
  • Prior Value $3.18 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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