Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

Moran Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 491 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.3M, Spdr S&P 500 ETF Trust with a value of $63.8M, Parker Hannifin Corp with a value of $60.7M, Nvidia Corp with a value of $59.4M, and Microsoft Corp with a value of $55.5M.

Examining the 13F form we can see an increase of $52M in the current position value, from $3.11B to 3.16B.

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 $3.16 Billion
Technology: $734 Million
Industrials: $562 Million
Financial Services: $401 Million
Consumer Cyclical: $295 Million
Healthcare: $264 Million
ETFs: $247 Million
Consumer Defensive: $233 Million
Communication Services: $173 Million
Other: $250 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$75.3 Million 2.38% of portfolio
228,189
Q3 2025 Reduced 16.82%
$0
$63.8 Million 2.02% of portfolio
95,796
Q3 2025 Added 111.98%
$107B
$60.7 Million 1.92% of portfolio
80,027
Q3 2025 Reduced 4.29%
$469B
$59.4 Million 1.88% of portfolio
318,471
Q3 2025 Added 3.42%
$3.71T
$55.5 Million 1.76% of portfolio
107,203
Q3 2025 Reduced 1.48%
$101B
$53.6 Million 1.7% of portfolio
126,971
Q3 2025 Reduced 4.81%
$89B
$49.4 Million 1.57% of portfolio
140,775
Q3 2025 Reduced 4.33%
$1.5T
$48.9 Million 1.55% of portfolio
175,168
Q3 2025 Reduced 6.72%
$39.1B
$47.3 Million 1.5% of portfolio
192,113
Q3 2025 Added 7.85%
$85.5B
$42.1 Million 1.33% of portfolio
214,365
Q3 2025 Reduced 10.25%
$12.8B
$41.6 Million 1.32% of portfolio
212,664
Q3 2025 Reduced 4.65%
$48.8B
$34 Million 1.08% of portfolio
69,282
Q3 2025 Reduced 11.17%
$123B
$33 Million 1.04% of portfolio
133,675
Q3 2025 Reduced 14.93%
$24.7B
$32.2 Million 1.02% of portfolio
271,739
Q3 2025 Reduced 3.94%
$61.5B
$30.6 Million 0.97% of portfolio
272,887
Q3 2025 Added 0.54%
$176B
$29.1 Million 0.92% of portfolio
1,029,605
Q3 2025 Added 0.89%
$301B
$28.3 Million 0.9% of portfolio
59,357
Q3 2025 Reduced 1.66%
$919B
$28.1 Million 0.89% of portfolio
89,133
Q3 2025 Reduced 13.71%
$11B
$26.6 Million 0.84% of portfolio
152,898
Q3 2025 Added 0.65%
$82.2B
$25.8 Million 0.82% of portfolio
208,579
Q3 2025 Added 96.37%
$1.74T
$24.9 Million 0.79% of portfolio
102,156
Q3 2025 Reduced 7.48%
$119B
$24.9 Million 0.79% of portfolio
35,706
Q3 2025 Reduced 2.39%
$102B
$24.9 Million 0.79% of portfolio
145,619
Q3 2025 Reduced 20.63%
$184B
$24.5 Million 0.78% of portfolio
35,879
Q3 2025 Reduced 4.22%
$64.9B
$24.2 Million 0.77% of portfolio
52,902
Q3 2025 Reduced 3.53%
$34.2B
$24.1 Million 0.76% of portfolio
245,087
Q3 2025 Reduced 1.76%
$123B
$24 Million 0.76% of portfolio
48,128
Q3 2025 Reduced 40.86%
$177B
$23.9 Million 0.76% of portfolio
123,018
Q3 2025 Reduced 0.61%
$0
$23.8 Million 0.75% of portfolio
170,086
Q3 2025 New
$150B
$23.8 Million 0.75% of portfolio
63,587
Q3 2025 Reduced 2.87%
$27.1B
$23.3 Million 0.74% of portfolio
176,391
Q3 2025 Reduced 2.73%
$1.66T
$23 Million 0.73% of portfolio
94,493
Q3 2025 Reduced 1.65%
$1.43T
$23 Million 0.73% of portfolio
31,350
Q3 2025 Added 2.7%
$71.8B
$22.8 Million 0.72% of portfolio
204,122
Q3 2025 Reduced 13.67%
$67.4B
$21.9 Million 0.69% of portfolio
92,677
Q3 2025 Reduced 1.86%
$273B
$21.3 Million 0.67% of portfolio
64,114
Q3 2025 Reduced 2.42%
$21.5B
$20.5 Million 0.65% of portfolio
230,424
Q3 2025 Reduced 4.17%
$29.3B
$20.7 Million 0.65% of portfolio
202,788
Q3 2025 Reduced 0.69%
$292B
$20 Million 0.63% of portfolio
292,481
Q3 2025 Reduced 5.05%
$63.3B
$19.8 Million 0.63% of portfolio
47,762
Q3 2025 Reduced 17.78%
$346B
$19.9 Million 0.63% of portfolio
129,826
Q3 2025 Added 222.03%
$97.6B
$19.9 Million 0.63% of portfolio
73,605
Q3 2025 Reduced 4.55%
$64.5B
$19.2 Million 0.61% of portfolio
83,843
Q3 2025 Added 0.56%
$551B
$19.3 Million 0.61% of portfolio
56,615
Q3 2025 Added 7.17%
$142B
$18.4 Million 0.58% of portfolio
188,115
Q3 2025 Reduced 3.74%
$217B
$18 Million 0.57% of portfolio
214,812
Q3 2025 New
$45.4B
$18 Million 0.57% of portfolio
267,076
Q3 2025 Added 32.28%
$635B
$17.8 Million 0.56% of portfolio
35,484
Q3 2025 Reduced 0.45%
$28.9B
$17.7 Million 0.56% of portfolio
301,163
Q3 2025 Added 42.29%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $3.16 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 72 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 237 stocks
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