Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

Moran Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 491 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.3M, Spdr S&P 500 ETF Trust with a value of $63.8M, Parker Hannifin Corp with a value of $60.7M, Nvidia Corp with a value of $59.4M, and Microsoft Corp with a value of $55.5M.

Examining the 13F form we can see an increase of $52M in the current position value, from $3.11B to 3.16B.

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 $3.16 Billion
Technology: $734 Million
Industrials: $562 Million
Financial Services: $401 Million
Consumer Cyclical: $295 Million
Healthcare: $264 Million
ETFs: $247 Million
Consumer Defensive: $233 Million
Communication Services: $173 Million
Other: $250 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.1B
$5.77 Million 0.18% of portfolio
10,215
Q3 2025 Reduced 7.03%
$7.05B
$5.57 Million 0.18% of portfolio
45,581
Q3 2025 Reduced 2.91%
$3.81B
$5.71 Million 0.18% of portfolio
39,486
Q3 2025 Reduced 9.84%
$266B
$5.63 Million 0.18% of portfolio
19,966
Q3 2025 Reduced 3.06%
$17.8B
$5.28 Million 0.17% of portfolio
696,496
Q3 2025 Added 3.63%
$120B
$5.36 Million 0.17% of portfolio
320,272
Q3 2025 Added 3.28%
$8.06B
$5.49 Million 0.17% of portfolio
14,141
Q3 2025 Reduced 69.82%
$405B
$5.36 Million 0.17% of portfolio
5,534
Q3 2025 Reduced 5.8%
$55.7B
$5.18 Million 0.16% of portfolio
33,977
Q3 2025 Reduced 0.21%
$170B
$5.19 Million 0.16% of portfolio
35,904
Q3 2025 Reduced 3.1%
$5.58B
$5.06 Million 0.16% of portfolio
54,076
Q3 2025 Reduced 4.09%
$279B
$5.18 Million 0.16% of portfolio
19,401
Q3 2025 Added 3.7%
$9.92B
$5.15 Million 0.16% of portfolio
89,420
Q3 2025 Reduced 3.19%
$21B
$4.98 Million 0.16% of portfolio
210,427
Q3 2025 Added 80.25%
$104B
$5.18 Million 0.16% of portfolio
17,634
Q3 2025 Added 0.62%
$181B
$4.98 Million 0.16% of portfolio
50,837
Q3 2025 Added 24.53%
$0
$4.9 Million 0.16% of portfolio
70,241
Q3 2025 Reduced 14.35%
$7.09B
$5.18 Million 0.16% of portfolio
30,916
Q3 2025 Added 0.55%
$14.1B
$5.11 Million 0.16% of portfolio
31,499
Q3 2025 Reduced 2.32%
$6.2B
$4.59 Million 0.15% of portfolio
42,570
Q3 2025 Reduced 1.49%
$11.3B
$4.83 Million 0.15% of portfolio
38,039
Q3 2025 Reduced 2.48%
$2.2B
$4.89 Million 0.15% of portfolio
48,271
Q3 2025 Reduced 53.57%
$76.2B
$4.68 Million 0.15% of portfolio
74,860
Q3 2025 Reduced 54.68%
$120B
$4.89 Million 0.15% of portfolio
155,545
Q3 2025 Added 4.81%
$26.5B
$4.65 Million 0.15% of portfolio
32,477
Q3 2025 Added 15.41%
$0
$4.86 Million 0.15% of portfolio
177,998
Q3 2025 Added 8.42%
$150B
$4.88 Million 0.15% of portfolio
82,288
Q3 2025 Added 3.63%
$61.6B
$4.46 Million 0.14% of portfolio
157,611
Q3 2025 Reduced 1.9%
$14.2B
$4.58 Million 0.14% of portfolio
126,221
Q3 2025 Added 4.27%
$5.2B
$4.4 Million 0.14% of portfolio
60,125
Q3 2025 Reduced 1.22%
$269B
$4.49 Million 0.14% of portfolio
18,746
Q3 2025 Reduced 2.56%
$593B
$4.49 Million 0.14% of portfolio
15,978
Q3 2025 Added 11.2%
$56.3B
$4.46 Million 0.14% of portfolio
278,284
Q3 2025 Added 13.61%
$82.8B
$4.37 Million 0.14% of portfolio
15,153
Q3 2025 Reduced 68.98%
$41.3B
$4.35 Million 0.14% of portfolio
48,083
Q3 2025 Reduced 2.88%
$16.1B
$4.3 Million 0.14% of portfolio
35,431
Q3 2025 Added 1.01%
$40.1B
$4.38 Million 0.14% of portfolio
1,963,724
Q3 2025 Added 4.07%
$3.47B
$3.97 Million 0.13% of portfolio
52,158
Q3 2025 Reduced 4.09%
$8.03B
$4.11 Million 0.13% of portfolio
21,482
Q3 2025 Reduced 65.17%
$109B
$4.17 Million 0.13% of portfolio
137,857
Q3 2025 Added 4.84%
$1.67B
$4 Million 0.13% of portfolio
100,392
Q3 2025 Reduced 3.78%
$17.1B
$4.01 Million 0.13% of portfolio
113,764
Q3 2025 Added 34.58%
$17.4B
$4.25 Million 0.13% of portfolio
98,157
Q3 2025 Reduced 2.25%
$4.02B
$4.17 Million 0.13% of portfolio
36,209
Q3 2025 Reduced 3.29%
$39.1B
$4.06 Million 0.13% of portfolio
61,579
Q3 2025 Added 6.58%
$13.7B
$4.16 Million 0.13% of portfolio
158,024
Q3 2025 Added 5.67%
$53B
$4.16 Million 0.13% of portfolio
43,625
Q3 2025 Added 3.83%
$78.2B
$4.1 Million 0.13% of portfolio
12,677
Q3 2025 Reduced 34.76%
$744M
$3.88 Million 0.12% of portfolio
88,946
Q3 2025 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $3.16 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 72 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 237 stocks
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