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
$11B
$3.9 Million 0.12% of portfolio
45,963
Q3 2025 Reduced 2.7%
$1.99B
$3.79 Million 0.12% of portfolio
121,553
Q3 2025 Reduced 5.4%
$9.6B
$3.84 Million 0.12% of portfolio
14,693
Q3 2025 Reduced 1.63%
$272B
$3.65 Million 0.12% of portfolio
19,109
Q3 2025 Added 6.77%
$24.5B
$3.65 Million 0.12% of portfolio
21,380
Q3 2025 Reduced 1.86%
$14.8B
$3.72 Million 0.12% of portfolio
26,449
Q3 2025 Added 827.38%
$114B
$3.81 Million 0.12% of portfolio
33,265
Q3 2025 Reduced 1.86%
$13.6B
$3.68 Million 0.12% of portfolio
9,427
Q3 2025 Reduced 26.39%
$84.9B
$3.84 Million 0.12% of portfolio
22,781
Q3 2025 Added 445.52%
$0
$3.53 Million 0.11% of portfolio
79,269
Q3 2025 Added 5.65%
$1.84B
$3.42 Million 0.11% of portfolio
44,357
Q3 2025 Added 4.12%
$9.72B
$3.34 Million 0.11% of portfolio
50,255
Q3 2025 Reduced 1.81%
$21.3B
$3.47 Million 0.11% of portfolio
18,239
Q3 2025 New
$3.5B
$3.45 Million 0.11% of portfolio
39,233
Q3 2025 Reduced 3.2%
$388B
$3.41 Million 0.11% of portfolio
21,094
Q3 2025 Added 20.06%
$1.28B
$3.46 Million 0.11% of portfolio
73,477
Q3 2025 Reduced 4.82%
$2.43B
$3.61 Million 0.11% of portfolio
21,570
Q3 2025 Added 0.11%
$52.4B
$3.52 Million 0.11% of portfolio
102,281
Q3 2025 Added 1.44%
$55.4B
$3.59 Million 0.11% of portfolio
11,759
Q3 2025 New
$3.34B
$3.37 Million 0.11% of portfolio
68,607
Q3 2025 Added 17.68%
$3.45B
$3.45 Million 0.11% of portfolio
40,365
Q3 2025 Reduced 5.87%
$73.7B
$3.53 Million 0.11% of portfolio
12,875
Q3 2025 New
$96.4B
$3.15 Million 0.1% of portfolio
25,441
Q3 2025 New
$8.87B
$3.21 Million 0.1% of portfolio
78,711
Q3 2025 Reduced 43.41%
$2.82B
$3.04 Million 0.1% of portfolio
25,378
Q3 2025 Reduced 10.58%
$36.7B
$3.12 Million 0.1% of portfolio
37,179
Q3 2025 Added 9.4%
$20.3B
$3.14 Million 0.1% of portfolio
22,920
Q3 2025 Reduced 68.35%
$20.3B
$3.16 Million 0.1% of portfolio
64,170
Q3 2025 Added 5.98%
$10.1B
$3.14 Million 0.1% of portfolio
7,350
Q3 2025 Reduced 1.01%
$76.5B
$3.17 Million 0.1% of portfolio
18,799
Q3 2025 Added 2.15%
$306B
$3.12 Million 0.1% of portfolio
47,051
Q3 2025 Reduced 35.76%
$3.87B
$2.71 Million 0.09% of portfolio
37,988
Q3 2025 Added 0.41%
$5.36B
$2.71 Million 0.09% of portfolio
51,428
Q3 2025 New
$9.78B
$2.87 Million 0.09% of portfolio
63,776
Q3 2025 Reduced 41.84%
$47.1B
$2.89 Million 0.09% of portfolio
25,874
Q3 2025 Reduced 1.78%
$21.1B
$2.97 Million 0.09% of portfolio
36,055
Q3 2025 Reduced 1.06%
$3.89B
$2.73 Million 0.09% of portfolio
242,954
Q3 2025 Added 2.12%
$13.4B
$2.97 Million 0.09% of portfolio
71,817
Q3 2025 Reduced 24.65%
$3B
$2.79 Million 0.09% of portfolio
83,361
Q3 2025 Reduced 8.08%
$1.63B
$3 Million 0.09% of portfolio
15,627
Q3 2025 New
$3.98B
$2.67 Million 0.08% of portfolio
33,455
Q3 2025 Reduced 7.77%
$14.7B
$2.56 Million 0.08% of portfolio
31,399
Q3 2025 Reduced 56.75%
$13.1B
$2.43 Million 0.08% of portfolio
69,831
Q3 2025 Added 3.25%
$1.75B
$2.42 Million 0.08% of portfolio
20,504
Q3 2025 New
$9.27B
$2.59 Million 0.08% of portfolio
22,532
Q3 2025 Reduced 10.41%
$70.3B
$2.38 Million 0.08% of portfolio
146,065
Q3 2025 Reduced 18.31%
$74.3B
$2.53 Million 0.08% of portfolio
4,501
Q3 2025 Reduced 1.94%
$1.37B
$2.44 Million 0.08% of portfolio
47,488
Q3 2025 Reduced 8.8%
$30.3B
$2.4 Million 0.08% of portfolio
41,981
Q3 2025 Reduced 1.33%

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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