Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.02 Billion
  • Q1 2024

Moran Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.02 Billion distributed in 409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Novo Nordisk A S with a value of $56.5M, Trane Technologies PLC with a value of $55.1M, Parker Hannifin Corp with a value of $53.9M, Williams Sonoma Inc with a value of $53.6M, and Cadence Design Systems Inc with a value of $52.8M.

Examining the 13F form we can see an increase of $253M in the current position value, from $2.77B to 3.02B.

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 $3.02 Billion
Industrials: $641 Million
Technology: $575 Million
Healthcare: $407 Million
Financial Services: $315 Million
Consumer Cyclical: $314 Million
Energy: $198 Million
Basic Materials: $169 Million
Consumer Defensive: $119 Million
Other: $280 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$322B
$56.5 Million 1.87% of portfolio
440,150
Q1 2024 Reduced 1.77%
$76.2B
$55.1 Million 1.83% of portfolio
183,667
Q1 2024 Reduced 3.06%
$65B
$53.9 Million 1.79% of portfolio
96,948
Q1 2024 Reduced 4.29%
$18.8B
$53.6 Million 1.78% of portfolio
168,927
Q1 2024 Reduced 5.74%
$84.4B
$52.8 Million 1.75% of portfolio
169,531
Q1 2024 Reduced 5.13%
$314B
$46.8 Million 1.55% of portfolio
354,676
Q1 2024 Reduced 13.05%
$3.33T
$46.6 Million 1.54% of portfolio
110,823
Q1 2024 Reduced 1.19%
$593B
$45.9 Million 1.52% of portfolio
229,140
Q1 2024 Added 18.68%
$73.8B
$38.3 Million 1.27% of portfolio
299,482
Q1 2024 Added 2.69%
$14.6B
$37.4 Million 1.24% of portfolio
217,606
Q1 2024 Reduced 0.13%
$650B
$37.3 Million 1.23% of portfolio
28,118
Q1 2024 Added 8.37%
$480B
$34.2 Million 1.13% of portfolio
294,217
Q1 2024 Reduced 1.44%
$122B
$33.3 Million 1.1% of portfolio
73,128
Q1 2024 Reduced 0.65%
$168B
$33 Million 1.09% of portfolio
479,703
Q1 2024 Added 20.1%
$901B
$27.5 Million 0.91% of portfolio
202,138
Q1 2024 Reduced 2.89%
$87.8B
$27 Million 0.89% of portfolio
205,408
Q1 2024 Reduced 2.76%
$144B
$26.2 Million 0.87% of portfolio
453,864
Q1 2024 Added 0.93%
$35.5B
$26.3 Million 0.87% of portfolio
55,253
Q1 2024 Reduced 0.89%
$17.4B
$25.8 Million 0.85% of portfolio
62,806
Q1 2024 Reduced 2.1%
$185B
$25.3 Million 0.84% of portfolio
38,908
Q1 2024 Reduced 0.88%
$35.8B
$25.1 Million 0.83% of portfolio
202,950
Q1 2024 Reduced 2.59%
$0
$24.6 Million 0.82% of portfolio
47,115
Q1 2024 Reduced 33.42%
$45.6B
$24.6 Million 0.81% of portfolio
56,016
Q1 2024 Reduced 2.06%
$8.09B
$24.4 Million 0.81% of portfolio
38,008
Q1 2024 Reduced 2.48%
$104B
$24.6 Million 0.81% of portfolio
188,611
Q1 2024 Added 7.58%
$64.4B
$24 Million 0.8% of portfolio
67,710
Q1 2024 Reduced 2.06%
$308B
$24.3 Million 0.8% of portfolio
26,847
Q1 2024 Added 14.46%
$106B
$23.4 Million 0.78% of portfolio
90,425
Q1 2024 Added 10.55%
$28B
$23.4 Million 0.77% of portfolio
222,516
Q1 2024 Reduced 3.34%
$67.1B
$23.1 Million 0.77% of portfolio
48,244
Q1 2024 Added 4.8%
$177B
$23.1 Million 0.76% of portfolio
132,403
Q1 2024 Added 0.0%
$38.5B
$22.9 Million 0.76% of portfolio
40,774
Q1 2024 Added 1.04%
$125B
$22.7 Million 0.75% of portfolio
72,567
Q1 2024 Reduced 4.43%
$195B
$22.6 Million 0.75% of portfolio
453,270
Q1 2024 Added 19.09%
$31.2B
$21.8 Million 0.72% of portfolio
146,485
Q1 2024 Reduced 1.7%
$101B
$21.5 Million 0.71% of portfolio
59,280
Q1 2024 Added 410.24%
$10.6B
$20.4 Million 0.68% of portfolio
48,656
Q1 2024 Added 123.14%
$28.9B
$20.6 Million 0.68% of portfolio
110,899
Q1 2024 Reduced 2.66%
$20.4B
$20.3 Million 0.67% of portfolio
167,378
Q1 2024 Added 1.48%
$36.3B
$20.2 Million 0.67% of portfolio
77,749
Q1 2024 Reduced 0.75%
$176B
$20.1 Million 0.67% of portfolio
54,778
Q1 2024 Added 0.24%
$5.41B
$20 Million 0.66% of portfolio
207,695
Q1 2024 Added 0.24%
$257B
$20 Million 0.66% of portfolio
66,536
Q1 2024 Reduced 0.28%
$36.6B
$19.2 Million 0.64% of portfolio
202,661
Q1 2024 Reduced 3.42%
$113B
$19.3 Million 0.64% of portfolio
20,094
Q1 2024 Reduced 2.08%
$30.3B
$19.4 Million 0.64% of portfolio
75,947
Q1 2024 Reduced 0.84%
$105B
$18.5 Million 0.61% of portfolio
212,660
Q1 2024 New
$25.1B
$17.7 Million 0.58% of portfolio
146,345
Q1 2024 Added 8.5%
$56.4B
$17.5 Million 0.58% of portfolio
203,593
Q1 2024 Reduced 2.1%

Summary

  • Portfolio
  • No. of Stocks 409
  • Current Value $3.02 Billion
  • Prior Value $2.77 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 41 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 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