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
$33.5B
$2.52 Million 0.08% of portfolio
33,983
Q2 2025 Reduced 30.13%
$4.87B
$2.37 Million 0.08% of portfolio
37,159
Q2 2025 Reduced 18.31%
$47.3B
$2.37 Million 0.08% of portfolio
26,343
Q2 2025 Reduced 3.5%
$59.7B
$2.41 Million 0.08% of portfolio
4,590
Q2 2025 Reduced 76.82%
$252B
$2.49 Million 0.08% of portfolio
17,569
Q2 2025 Added 28.08%
$6.81B
$2.46 Million 0.08% of portfolio
25,149
Q2 2025 Reduced 12.32%
$3.34B
$2.55 Million 0.08% of portfolio
60,531
Q2 2025 Added 281.49%
$30.3B
$2.43 Million 0.08% of portfolio
42,545
Q2 2025 Reduced 3.43%
$1.66B
$2.15 Million 0.07% of portfolio
32,743
Q2 2025 New
$5.15B
$2.03 Million 0.07% of portfolio
81,809
Q2 2025 New
$58.7B
$2.11 Million 0.07% of portfolio
13,107
Q2 2025 Reduced 0.29%
$2.39B
$2.17 Million 0.07% of portfolio
90,688
Q2 2025 Reduced 26.64%
$0
$2.09 Million 0.07% of portfolio
28,662
Q2 2025 New
$69.5B
$2.19 Million 0.07% of portfolio
18,404
Q2 2025 Added 13.12%
$3.13B
$2.16 Million 0.07% of portfolio
48,623
Q2 2025 Reduced 12.09%
$3.58B
$2.14 Million 0.07% of portfolio
67,089
Q2 2025 New
$4.5B
$2.05 Million 0.07% of portfolio
28,295
Q2 2025 New
$4.95B
$2.13 Million 0.07% of portfolio
40,131
Q2 2025 Reduced 13.01%
$3.47B
$2.17 Million 0.07% of portfolio
46,376
Q2 2025 Reduced 11.12%
$1.75B
$1.85 Million 0.06% of portfolio
63,172
Q2 2025 Reduced 11.02%
$3.29B
$1.78 Million 0.06% of portfolio
58,069
Q2 2025 Reduced 1.36%
$50.9B
$1.87 Million 0.06% of portfolio
6,357
Q2 2025 Reduced 3.99%
$5.18B
$1.75 Million 0.06% of portfolio
17,376
Q2 2025 Reduced 1.28%
$4.68B
$1.95 Million 0.06% of portfolio
116,315
Q2 2025 Reduced 12.0%
$12.8B
$1.8 Million 0.06% of portfolio
67,630
Q2 2025 Reduced 2.35%
$4.27B
$1.74 Million 0.06% of portfolio
54,430
Q2 2025 Reduced 1.12%
$27.3B
$1.47 Million 0.05% of portfolio
7,201
Q2 2025 Added 0.18%
$41.8B
$1.56 Million 0.05% of portfolio
15,787
Q2 2025 Reduced 72.72%
$6.77B
$1.43 Million 0.05% of portfolio
29,747
Q2 2025 New
$4.34B
$1.51 Million 0.05% of portfolio
50,155
Q2 2025 Reduced 0.23%
$12.1B
$1.44 Million 0.05% of portfolio
8,121
Q2 2025 Reduced 1.94%
$0
$1.5 Million 0.05% of portfolio
30,780
Q2 2025 Added 8.3%
$62.7B
$1.53 Million 0.05% of portfolio
35,359
Q2 2025 Reduced 0.52%
$1.36B
$1.55 Million 0.05% of portfolio
70,778
Q2 2025 Reduced 11.45%
$1.96B
$1.44 Million 0.05% of portfolio
52,701
Q2 2025 New
$60.3B
$1.5 Million 0.05% of portfolio
25,754
Q2 2025 Reduced 2.05%
$12.4B
$1.66 Million 0.05% of portfolio
23,250
Q2 2025 Reduced 0.85%
$37.6B
$1.3 Million 0.04% of portfolio
7,935
Q2 2025 Reduced 0.91%
$7.19B
$1.12 Million 0.04% of portfolio
6,707
Q2 2025 Added 2.85%
$189B
$1.31 Million 0.04% of portfolio
1,274
Q2 2025 Added 8.33%
$3.04B
$1.37 Million 0.04% of portfolio
237,899
Q2 2025 Added 0.56%
$11.5B
$1.11 Million 0.04% of portfolio
17,995
Q2 2025 Added 1.24%
$92.4B
$1.3 Million 0.04% of portfolio
2,532
Q2 2025 Added 2.51%
$25.2B
$1.25 Million 0.04% of portfolio
18,538
Q2 2025 Added 0.23%
$3.01B
$1.14 Million 0.04% of portfolio
24,905
Q2 2025 Added 2.18%
$7.15B
$1.1 Million 0.04% of portfolio
7,589
Q2 2025 Reduced 7.21%
$0
$1.19 Million 0.04% of portfolio
9,250
Q2 2025 Added 337.56%
$4.36B
$1.09 Million 0.04% of portfolio
19,434
Q2 2025 Added 1.79%
$165B
$1.35 Million 0.04% of portfolio
2,476
Q2 2025 Added 44.04%

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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