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
$11.7B
$5.67 Million 0.18% of portfolio
31,624
Q4 2024 Added 82.02%
$103B
$5.66 Million 0.18% of portfolio
96,246
Q4 2024 Reduced 18.32%
$4.74B
$5.68 Million 0.18% of portfolio
62,218
Q4 2024 Added 0.16%
$19B
$5.42 Million 0.18% of portfolio
11,948
Q4 2024 Reduced 0.16%
$9.9B
$5.53 Million 0.18% of portfolio
17,769
Q4 2024 Reduced 1.32%
$14.1B
$5.29 Million 0.17% of portfolio
507,731
Q4 2024 New
$31.5B
$5.09 Million 0.17% of portfolio
32,779
Q4 2024 New
$112B
$5.2 Million 0.17% of portfolio
358,736
Q4 2024 Added 7.65%
$0
$5.36 Million 0.17% of portfolio
101,781
Q4 2024 Reduced 2.38%
$2.44B
$5.3 Million 0.17% of portfolio
48,164
Q4 2024 Added 1.16%
$20.9B
$5.26 Million 0.17% of portfolio
522,239
Q4 2024 Added 49.94%
$104B
$4.82 Million 0.16% of portfolio
45,640
Q4 2024 Reduced 75.9%
$317B
$4.93 Million 0.16% of portfolio
20,024
Q4 2024 Reduced 4.71%
$91.5B
$5.05 Million 0.16% of portfolio
392,808
Q4 2024 Reduced 4.95%
$6.88B
$4.83 Million 0.16% of portfolio
29,156
Q4 2024 Reduced 2.25%
$30.6B
$5.05 Million 0.16% of portfolio
83,518
Q4 2024 New
$11B
$4.96 Million 0.16% of portfolio
54,369
Q4 2024 New
$26.2B
$4.81 Million 0.16% of portfolio
25,836
Q4 2024 Reduced 11.63%
$23.4B
$4.75 Million 0.15% of portfolio
27,269
Q4 2024 Reduced 3.79%
$93.3B
$4.58 Million 0.15% of portfolio
22,710
Q4 2024 Added 2.39%
$60.6B
$4.76 Million 0.15% of portfolio
37,427
Q4 2024 Reduced 5.53%
$3.96B
$4.69 Million 0.15% of portfolio
39,420
Q4 2024 Added 47.93%
$1.99T
$4.27 Million 0.14% of portfolio
19,461
Q4 2024 Added 6.78%
$12.6B
$4.45 Million 0.14% of portfolio
37,954
Q4 2024 Added 6.73%
$0
$4.34 Million 0.14% of portfolio
23,456
Q4 2024 New
$0
$4.41 Million 0.14% of portfolio
37,542
Q4 2024 New
$226B
$4.17 Million 0.14% of portfolio
18,951
Q4 2024 Added 2.73%
$176B
$4.25 Million 0.14% of portfolio
362,548
Q4 2024 Reduced 2.01%
$12.1B
$4.37 Million 0.14% of portfolio
34,674
Q4 2024 Added 5.43%
$15B
$4.19 Million 0.14% of portfolio
10,567
Q4 2024 Added 3.82%
$28B
$4.27 Million 0.14% of portfolio
26,042
Q4 2024 Added 1.08%
$3.09B
$4.1 Million 0.13% of portfolio
23,947
Q4 2024 Added 1.76%
$10.4B
$3.97 Million 0.13% of portfolio
141,805
Q4 2024 New
$323B
$4.09 Million 0.13% of portfolio
18,510
Q4 2024 Added 0.76%
$111B
$3.93 Million 0.13% of portfolio
46,696
Q4 2024 Added 258.9%
$0
$4.12 Million 0.13% of portfolio
150,921
Q4 2024 Added 326.7%
$0
$3.91 Million 0.13% of portfolio
93,217
Q4 2024 New
$292B
$3.86 Million 0.13% of portfolio
5,572
Q4 2024 Reduced 0.38%
$20B
$4.09 Million 0.13% of portfolio
28,625
Q4 2024 Added 1.71%
$107B
$3.95 Million 0.13% of portfolio
132,239
Q4 2024 Reduced 3.39%
$62.6B
$4.14 Million 0.13% of portfolio
151,115
Q4 2024 Added 0.79%
$1.93B
$3.93 Million 0.13% of portfolio
77,258
Q4 2024 Added 1.07%
$17.1B
$4 Million 0.13% of portfolio
616,775
Q4 2024 Reduced 12.12%
$4.72B
$4.13 Million 0.13% of portfolio
44,751
Q4 2024 Added 3.78%
$0
$4.14 Million 0.13% of portfolio
60,980
Q4 2024 Reduced 0.07%
$8.53B
$3.98 Million 0.13% of portfolio
25,697
Q4 2024 Added 5.12%
$3.91B
$3.94 Million 0.13% of portfolio
190,708
Q4 2024 New
$77.9B
$3.64 Million 0.12% of portfolio
166,245
Q4 2024 Reduced 4.54%
$16.3B
$3.61 Million 0.12% of portfolio
94,039
Q4 2024 New

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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