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
$5.77B
$1.39 Million 0.04% of portfolio
19,050
Q2 2025 Reduced 1.3%
$16.8B
$1.25 Million 0.04% of portfolio
8,449
Q2 2025 Reduced 0.84%
$6.48B
$1.34 Million 0.04% of portfolio
36,963
Q2 2025 Added 0.45%
$11.9B
$1.28 Million 0.04% of portfolio
11,333
Q2 2025 Reduced 0.36%
$12.5B
$1.13 Million 0.04% of portfolio
73,524
Q2 2025 Added 3.61%
$9.14B
$1.34 Million 0.04% of portfolio
31,522
Q2 2025 Added 0.86%
$7.84B
$862,000 0.03% of portfolio
24,255
Q2 2025 Added 7.23%
$2.76B
$871,000 0.03% of portfolio
15,761
Q2 2025 Reduced 0.84%
$2.66B
$792,000 0.03% of portfolio
59,055
Q2 2025 Added 3.01%
$3.06B
$889,000 0.03% of portfolio
5,768
Q2 2025 Reduced 4.77%
$3.87B
$840,000 0.03% of portfolio
3,739
Q2 2025 Added 34.21%
$6.02B
$813,000 0.03% of portfolio
10,432
Q2 2025 Added 8.0%
$3.07B
$900,000 0.03% of portfolio
46,624
Q2 2025 Reduced 2.11%
$6.04B
$1.08 Million 0.03% of portfolio
150,179
Q2 2025 New
$11.3B
$792,000 0.03% of portfolio
26,663
Q2 2025 Reduced 14.6%
$1.09B
$956,000 0.03% of portfolio
6,826
Q2 2025 Reduced 0.32%
$9.07B
$1.06 Million 0.03% of portfolio
4,722
Q2 2025 Added 20.83%
$0
$853,000 0.03% of portfolio
2,433
Q2 2025 New
$46.2B
$828,000 0.03% of portfolio
5,187
Q2 2025 Added 2.67%
$7.41B
$983,000 0.03% of portfolio
3,319
Q2 2025 Reduced 1.57%
$0
$824,000 0.03% of portfolio
10,905
Q2 2025 Added 80.94%
$46.1B
$808,000 0.03% of portfolio
5,838
Q2 2025 Added 3.68%
$14.7B
$980,000 0.03% of portfolio
12,139
Q2 2025 Reduced 15.95%
$27.1B
$992,000 0.03% of portfolio
2,648
Q2 2025 Added 1.42%
$16B
$890,000 0.03% of portfolio
11,432
Q2 2025 Reduced 17.41%
$42B
$974,000 0.03% of portfolio
23,185
Q2 2025 Added 5.01%
$30.4B
$1.05 Million 0.03% of portfolio
17,985
Q2 2025 Reduced 3.97%
$0
$851,000 0.03% of portfolio
19,489
Q2 2025 Added 89.31%
$11.1B
$1.03 Million 0.03% of portfolio
28,232
Q2 2025 Reduced 4.41%
$8.69B
$908,000 0.03% of portfolio
3,939
Q2 2025 Reduced 2.4%
$119B
$1.05 Million 0.03% of portfolio
402
Q2 2025 Added 0.75%
$78.2B
$517,000 0.02% of portfolio
3,367
Q2 2025 Added 37.2%
$0
$537,000 0.02% of portfolio
4,032
Q2 2025 Added 131.19%
$607M
$513,000 0.02% of portfolio
21,716
Q2 2025 Added 10.62%
$3.22B
$631,000 0.02% of portfolio
34,670
Q2 2025 Reduced 13.45%
$6.18B
$677,000 0.02% of portfolio
5,326
Q2 2025 Added 2.6%
$165B
$589,000 0.02% of portfolio
1,524
Q2 2025 Added 8.7%
$2.14B
$699,000 0.02% of portfolio
19,376
Q2 2025 Added 3.92%
$39.6B
$648,000 0.02% of portfolio
1,952
Q2 2025 Reduced 12.03%
$16.2B
$565,000 0.02% of portfolio
1,834
Q2 2025 Added 99.78%
$2.14B
$668,000 0.02% of portfolio
5,103
Q2 2025 Added 5.39%
$17B
$690,000 0.02% of portfolio
8,601
Q2 2025 Reduced 91.82%
$62.4B
$546,000 0.02% of portfolio
4,065
Q2 2025 Reduced 14.0%
$77.2B
$626,000 0.02% of portfolio
6,193
Q2 2025 Added 1.44%
$2.79B
$543,000 0.02% of portfolio
17,206
Q2 2025 New
$0
$469,000 0.02% of portfolio
16,079
Q2 2025 New
$0
$476,000 0.02% of portfolio
8,350
Q2 2025 New
$0
$591,000 0.02% of portfolio
8,567
Q2 2025 Added 88.37%
$10.5B
$603,000 0.02% of portfolio
6,618
Q2 2025 Reduced 91.91%

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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