Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.03 Billion
  • Q4 2025

Moran Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.03 Billion distributed in 764 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $70.3M, Parker Hannifin Corp with a value of $60.8M, Nvidia Corp with a value of $59.1M, Trane Technologies PLC with a value of $49.8M, and Microsoft Corp with a value of $49.2M.

Examining the 13F form we can see an decrease of $124M in the current position value, from $3.16B to 3.03B.

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 $3.03 Billion
Technology: $696 Million
Industrials: $556 Million
Financial Services: $427 Million
Healthcare: $297 Million
Consumer Cyclical: $295 Million
Consumer Defensive: $209 Million
Communication Services: $163 Million
ETFs: $129 Million
Other: $262 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.82B
$2.36 Million 0.08% of portfolio
23,497
Q4 2025 Reduced 7.41%
$3.27B
$2.38 Million 0.08% of portfolio
18,353
Q4 2025 New
$3.5B
$2.5 Million 0.08% of portfolio
35,450
Q4 2025 Reduced 9.64%
$9.75B
$2.49 Million 0.08% of portfolio
35,596
Q4 2025 Added 0.43%
$59.8B
$2.41 Million 0.08% of portfolio
13,174
Q4 2025 Added 2.19%
$3.09B
$2.36 Million 0.08% of portfolio
38,142
Q4 2025 New
$5.36B
$2.25 Million 0.07% of portfolio
47,821
Q4 2025 Reduced 7.01%
$1.37B
$2.04 Million 0.07% of portfolio
44,395
Q4 2025 Reduced 6.51%
$115B
$2.24 Million 0.07% of portfolio
4,176
Q4 2025 Added 32.66%
$10.1B
$2.04 Million 0.07% of portfolio
53,476
Q4 2025 Added 67.97%
$1.31B
$2.07 Million 0.07% of portfolio
52,243
Q4 2025 Added 7.9%
$3.98B
$2.15 Million 0.07% of portfolio
29,888
Q4 2025 Reduced 10.66%
$12.2B
$2.04 Million 0.07% of portfolio
10,953
Q4 2025 Added 13.39%
$37.7B
$2.06 Million 0.07% of portfolio
10,457
Q4 2025 Added 26.69%
$4.15B
$2.13 Million 0.07% of portfolio
73,614
Q4 2025 Added 27.32%
$0
$2.03 Million 0.07% of portfolio
31,812
Q4 2025 Added 27.96%
$0
$2.14 Million 0.07% of portfolio
29,728
Q4 2025 Added 0.14%
$4.34B
$2 Million 0.07% of portfolio
31,503
Q4 2025 Reduced 7.3%
$3.1B
$1.9 Million 0.06% of portfolio
41,468
Q4 2025 Reduced 6.64%
$57.4B
$1.87 Million 0.06% of portfolio
46,594
Q4 2025 Added 34.46%
$7.86B
$1.8 Million 0.06% of portfolio
162,020
Q4 2025 Added 10.33%
$69.1B
$1.68 Million 0.06% of portfolio
19,346
Q4 2025 Reduced 23.05%
$3.18B
$1.95 Million 0.06% of portfolio
51,958
Q4 2025 Reduced 7.54%
$3.22B
$1.89 Million 0.06% of portfolio
59,023
Q4 2025 Reduced 4.98%
$0
$1.94 Million 0.06% of portfolio
41,308
Q4 2025 Added 17.55%
$39.8B
$1.68 Million 0.06% of portfolio
39,307
Q4 2025 Added 57.97%
$0
$1.67 Million 0.06% of portfolio
8,163
Q4 2025 Reduced 87.46%
$2.85B
$1.69 Million 0.06% of portfolio
40,067
Q4 2025 Reduced 12.74%
$10.4B
$1.8 Million 0.06% of portfolio
21,032
Q4 2025 Added 89.39%
$3.48B
$1.94 Million 0.06% of portfolio
54,202
Q4 2025 Reduced 4.03%
$0
$1.76 Million 0.06% of portfolio
24,437
Q4 2025 Added 58.28%
$0
$1.89 Million 0.06% of portfolio
61,243
Q4 2025 Added 16.44%
$0
$1.91 Million 0.06% of portfolio
40,590
Q4 2025 Added 20.42%
$6.76B
$1.86 Million 0.06% of portfolio
49,516
Q4 2025 New
$3.89B
$1.94 Million 0.06% of portfolio
152,038
Q4 2025 Reduced 37.42%
$0
$1.86 Million 0.06% of portfolio
37,007
Q4 2025 Added 7.03%
$1.75B
$1.97 Million 0.06% of portfolio
18,046
Q4 2025 Reduced 11.99%
$0
$1.68 Million 0.06% of portfolio
36,603
Q4 2025 Added 63.28%
$5.67B
$1.49 Million 0.05% of portfolio
8,035
Q4 2025 New
$48.1B
$1.6 Million 0.05% of portfolio
5,830
Q4 2025 Reduced 6.42%
$6.89B
$1.4 Million 0.05% of portfolio
36,430
Q4 2025 Reduced 0.16%
$7.36B
$1.64 Million 0.05% of portfolio
29,493
Q4 2025 Added 1.27%
$0
$1.66 Million 0.05% of portfolio
46,000
Q4 2025 Added 57.8%
$32B
$1.54 Million 0.05% of portfolio
25,921
Q4 2025 Added 33.22%
$1.9B
$1.5 Million 0.05% of portfolio
53,304
Q4 2025 Added 3.3%
$0
$1.58 Million 0.05% of portfolio
52,415
Q4 2025 Added 58.44%
$1.55B
$1.62 Million 0.05% of portfolio
27,515
Q4 2025 Reduced 9.75%
$23.5B
$1.52 Million 0.05% of portfolio
42,521
Q4 2025 Added 34.09%
$1.29T
$1.41 Million 0.05% of portfolio
3,450
Q4 2025 Added 60.09%

Summary

  • Portfolio
  • No. of Stocks 764
  • Current Value $3.03 Billion
  • Prior Value $3.16 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 55 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
Track This Portfolio

Track Moran Wealth Management, LLC Portfolio

Follow Moran Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email