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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.3B
$9.88 Million 0.32% of portfolio
67,505
Q2 2025 Reduced 0.37%
$53.1B
$9.37 Million 0.3% of portfolio
38,112
Q2 2025 Reduced 0.92%
$0
$9.24 Million 0.3% of portfolio
355,825
Q2 2025 Added 2.52%
$25.4B
$9.29 Million 0.3% of portfolio
186,056
Q2 2025 Reduced 7.84%
$12.3B
$9.05 Million 0.29% of portfolio
49,969
Q2 2025 Reduced 3.89%
$0
$8.92 Million 0.29% of portfolio
476,245
Q2 2025 Added 3.13%
$221B
$8.93 Million 0.29% of portfolio
1,542
Q2 2025 Reduced 1.22%
$88.2B
$8.94 Million 0.29% of portfolio
30,639
Q2 2025 Reduced 6.52%
$8.21B
$9.14 Million 0.29% of portfolio
88,018
Q2 2025 Added 0.29%
$461B
$9.1 Million 0.29% of portfolio
84,390
Q2 2025 Reduced 4.83%
$8.43B
$9.04 Million 0.29% of portfolio
44,713
Q2 2025 Reduced 6.3%
$13.9B
$8.55 Million 0.28% of portfolio
62,192
Q2 2025 Reduced 55.76%
$425B
$8.84 Million 0.28% of portfolio
24,115
Q2 2025 New
$23.3B
$8.56 Million 0.28% of portfolio
118,932
Q2 2025 Added 5.37%
$24.2B
$8.65 Million 0.28% of portfolio
89,611
Q2 2025 Added 1.98%
$17.1B
$8.49 Million 0.27% of portfolio
27,272
Q2 2025 Reduced 13.27%
$32.1B
$7.98 Million 0.26% of portfolio
97,775
Q2 2025 Reduced 5.9%
$17.5B
$8.06 Million 0.26% of portfolio
104,684
Q2 2025 Reduced 0.63%
$4.24B
$7.95 Million 0.26% of portfolio
171,268
Q2 2025 Added 108.03%
$713B
$7.66 Million 0.25% of portfolio
9,829
Q2 2025 Added 3.98%
$15.3B
$7.82 Million 0.25% of portfolio
89,449
Q2 2025 Reduced 5.5%
$0
$7.71 Million 0.25% of portfolio
267,477
Q2 2025 Added 2.54%
$17.9B
$7.55 Million 0.24% of portfolio
134,683
Q2 2025 Reduced 2.73%
$75.6B
$7.56 Million 0.24% of portfolio
19,432
Q2 2025 New
$126B
$7.4 Million 0.24% of portfolio
156,272
Q2 2025 Reduced 1.85%
$3.77T
$7.57 Million 0.24% of portfolio
36,882
Q2 2025 Added 7.8%
$36.6B
$7.05 Million 0.23% of portfolio
90,373
Q2 2025 Reduced 7.31%
$33.1B
$6.93 Million 0.22% of portfolio
76,069
Q2 2025 New
$14.6B
$6.73 Million 0.22% of portfolio
121,980
Q2 2025 Reduced 0.09%
$173B
$6.71 Million 0.22% of portfolio
97,754
Q2 2025 Added 3.36%
$0
$6.95 Million 0.22% of portfolio
82,007
Q2 2025 Added 2.06%
$378B
$6.42 Million 0.21% of portfolio
40,315
Q2 2025 New
$1.87B
$6.63 Million 0.21% of portfolio
184,294
Q2 2025 Reduced 7.34%
$10.6B
$6.62 Million 0.21% of portfolio
22,203
Q2 2025 Reduced 9.39%
$149B
$6.39 Million 0.21% of portfolio
16,143
Q2 2025 Reduced 0.65%
$39.7B
$6.31 Million 0.2% of portfolio
21,918
Q2 2025 Reduced 1.55%
$135B
$6.12 Million 0.2% of portfolio
127,299
Q2 2025 Added 3.46%
$8.33B
$6.37 Million 0.2% of portfolio
46,947
Q2 2025 Reduced 3.37%
$5.65B
$6.12 Million 0.2% of portfolio
110,374
Q2 2025 New
$232B
$6.07 Million 0.2% of portfolio
20,597
Q2 2025 Added 5.62%
$10.3B
$6.26 Million 0.2% of portfolio
139,099
Q2 2025 Reduced 6.88%
$12.5B
$6.17 Million 0.2% of portfolio
43,347
Q2 2025 Reduced 63.02%
$24.7B
$6.34 Million 0.2% of portfolio
27,183
Q2 2025 Reduced 7.03%
$24B
$5.82 Million 0.19% of portfolio
563,171
Q2 2025 Added 4.37%
$3.78B
$5.93 Million 0.19% of portfolio
43,795
Q2 2025 Reduced 6.61%
$0
$5.86 Million 0.19% of portfolio
65,801
Q2 2025 New
$8.73B
$5.94 Million 0.19% of portfolio
160,453
Q2 2025 Reduced 7.54%
$20.3B
$5.98 Million 0.19% of portfolio
25,176
Q2 2025 New
$100B
$5.82 Million 0.19% of portfolio
99,806
Q2 2025 Added 4.5%

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
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