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
$4.54B
$1.74 Million 0.06% of portfolio
55,725
Q4 2024 Reduced 7.76%
$1.36B
$1.83 Million 0.06% of portfolio
83,412
Q4 2024 New
$787M
$1.87 Million 0.06% of portfolio
175,081
Q4 2024 New
$4.13B
$1.79 Million 0.06% of portfolio
168,659
Q4 2024 Reduced 20.64%
$12.3B
$1.75 Million 0.06% of portfolio
23,686
Q4 2024 Reduced 0.93%
$29.5B
$1.6 Million 0.05% of portfolio
7,253
Q4 2024 Reduced 93.44%
$0
$1.43 Million 0.05% of portfolio
29,705
Q4 2024 Added 1.16%
$2.83B
$1.6 Million 0.05% of portfolio
59,256
Q4 2024 Reduced 0.73%
$34.4B
$1.6 Million 0.05% of portfolio
28,399
Q4 2024 Added 39.16%
$4.51B
$1.55 Million 0.05% of portfolio
50,693
Q4 2024 Reduced 1.14%
$171B
$1.62 Million 0.05% of portfolio
13,413
Q4 2024 Added 20.56%
$13.1B
$1.45 Million 0.05% of portfolio
30,211
Q4 2024 Reduced 1.12%
$68.9B
$1.23 Million 0.04% of portfolio
2,538
Q4 2024 Reduced 88.16%
$171B
$1.19 Million 0.04% of portfolio
1,120
Q4 2024 Reduced 4.6%
$9.42B
$1.34 Million 0.04% of portfolio
31,194
Q4 2024 Reduced 1.0%
$6.35B
$1.23 Million 0.04% of portfolio
36,363
Q4 2024 Reduced 3.51%
$17.2B
$1.33 Million 0.04% of portfolio
14,816
Q4 2024 Added 16.94%
$2.48B
$1.21 Million 0.04% of portfolio
22,327
Q4 2024 Reduced 6.46%
$12.8B
$1.32 Million 0.04% of portfolio
11,400
Q4 2024 Reduced 0.31%
$10.3B
$1.35 Million 0.04% of portfolio
73,229
Q4 2024 Reduced 9.81%
$0
$1.24 Million 0.04% of portfolio
23,789
Q4 2024 New
$18.7B
$1.32 Million 0.04% of portfolio
8,567
Q4 2024 Reduced 0.16%
$5.65B
$1.13 Million 0.04% of portfolio
13,628
Q4 2024 Reduced 0.47%
$80.4B
$1.22 Million 0.04% of portfolio
4,369
Q4 2024 Added 70.53%
$26.4B
$1.33 Million 0.04% of portfolio
18,514
Q4 2024 Reduced 0.25%
$5.01B
$1.12 Million 0.04% of portfolio
19,015
Q4 2024 Reduced 0.36%
$16.3B
$1.19 Million 0.04% of portfolio
16,259
Q4 2024 Added 25.94%
$10.8B
$1.22 Million 0.04% of portfolio
69,739
Q4 2024 Reduced 3.3%
$6.07B
$1.37 Million 0.04% of portfolio
19,454
Q4 2024 Reduced 0.81%
$48B
$1.25 Million 0.04% of portfolio
16,039
Q4 2024 Reduced 8.85%
$2.11B
$1.23 Million 0.04% of portfolio
245,910
Q4 2024 Reduced 6.92%
$12.7B
$1.18 Million 0.04% of portfolio
17,671
Q4 2024 Reduced 0.28%
$57.8B
$1.24 Million 0.04% of portfolio
32,513
Q4 2024 Reduced 6.75%
$2.23B
$1.27 Million 0.04% of portfolio
17,357
Q4 2024 New
$0
$930,000 0.03% of portfolio
13,491
Q4 2024 New
$10.6B
$856,000 0.03% of portfolio
23,800
Q4 2024 Reduced 7.2%
$4.51B
$816,000 0.03% of portfolio
8,115
Q4 2024 Added 2.72%
$7.52B
$840,000 0.03% of portfolio
21,752
Q4 2024 Reduced 4.1%
$174B
$928,000 0.03% of portfolio
1,778
Q4 2024 Added 1.66%
$544M
$1.06 Million 0.03% of portfolio
7,954
Q4 2024 Reduced 0.95%
$1.62B
$784,000 0.03% of portfolio
3,207
Q4 2024 Added 10.28%
$29B
$863,000 0.03% of portfolio
1,240
Q4 2024 Reduced 3.5%
$199B
$812,000 0.03% of portfolio
7,019
Q4 2024 Added 2.86%
$10.2B
$948,000 0.03% of portfolio
7,190
Q4 2024 Reduced 8.28%
$108B
$878,000 0.03% of portfolio
4,135
Q4 2024 Added 2.96%
$38.1B
$929,000 0.03% of portfolio
24,980
Q4 2024 Reduced 12.21%
$6.26B
$797,000 0.03% of portfolio
2,429
Q4 2024 Added 3.41%
$6.55B
$791,000 0.03% of portfolio
4,086
Q4 2024 Added 3.29%
$2.01B
$1.07 Million 0.03% of portfolio
51,040
Q4 2024 Added 30.82%

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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