Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.18 Billion
  • Q3 2024

Moran Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.18 Billion distributed in 402 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $65.6M, Lockheed Martin Corp with a value of $63.1M, Parker Hannifin Corp with a value of $58.9M, Novo Nordisk A S with a value of $51.2M, and Jpmorgan Chase & CO with a value of $49.2M.

Examining the 13F form we can see an increase of $208M in the current position value, from $2.97B to 3.18B.

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 $3.18 Billion
Industrials: $674 Million
Technology: $608 Million
Financial Services: $395 Million
Healthcare: $353 Million
Consumer Cyclical: $340 Million
Energy: $158 Million
Basic Materials: $156 Million
Real Estate: $126 Million
Other: $371 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.3B
$65.6 Million 2.06% of portfolio
168,820
Q3 2024 Reduced 3.55%
$140B
$63.1 Million 1.98% of portfolio
107,916
Q3 2024 Added 1.25%
$88.7B
$58.9 Million 1.85% of portfolio
93,298
Q3 2024 Reduced 1.77%
$238B
$51.2 Million 1.61% of portfolio
429,635
Q3 2024 Reduced 1.19%
$706B
$49.2 Million 1.55% of portfolio
233,262
Q3 2024 Reduced 0.21%
$11.7B
$47.8 Million 1.5% of portfolio
308,330
Q3 2024 Added 91.79%
$66.1B
$46.9 Million 1.47% of portfolio
271,729
Q3 2024 Added 876.95%
$3.1T
$46 Million 1.45% of portfolio
106,907
Q3 2024 Reduced 2.64%
$83.4B
$43.5 Million 1.37% of portfolio
160,439
Q3 2024 Reduced 2.71%
$39.4B
$42.1 Million 1.32% of portfolio
239,084
Q3 2024 Added 64.93%
$59.9B
$36.6 Million 1.15% of portfolio
77,935
Q3 2024 Added 39.53%
$29.2B
$36.6 Million 1.15% of portfolio
255,086
Q3 2024 Reduced 2.38%
$79.8B
$35.1 Million 1.1% of portfolio
285,862
Q3 2024 Reduced 4.62%
$977B
$33.4 Million 1.05% of portfolio
192,147
Q3 2024 Reduced 3.1%
$173B
$32.6 Million 1.02% of portfolio
474,768
Q3 2024 Reduced 0.4%
$0
$31.8 Million 1.0% of portfolio
177,561
Q3 2024 Added 78.5%
$131B
$30.5 Million 0.96% of portfolio
199,242
Q3 2024 Reduced 2.06%
$247B
$29.6 Million 0.93% of portfolio
260,248
Q3 2024 Reduced 26.44%
$7.9B
$29.6 Million 0.93% of portfolio
217,523
Q3 2024 Added 0.05%
$132B
$28.5 Million 0.9% of portfolio
458,591
Q3 2024 Added 0.27%
$0
$28.5 Million 0.9% of portfolio
49,671
Q3 2024 Added 0.19%
$41B
$27.9 Million 0.88% of portfolio
55,074
Q3 2024 Reduced 0.27%
$69.7B
$27.8 Million 0.87% of portfolio
248,585
Q3 2024 Reduced 1.47%
$82.2B
$27.3 Million 0.86% of portfolio
60,676
Q3 2024 Reduced 5.86%
$75.7B
$26.1 Million 0.82% of portfolio
49,431
Q3 2024 Added 0.59%
$26.8B
$25.8 Million 0.81% of portfolio
209,177
Q3 2024 Reduced 4.11%
$33.8B
$25.6 Million 0.8% of portfolio
215,147
Q3 2024 Reduced 4.21%
$236B
$25.5 Million 0.8% of portfolio
479,047
Q3 2024 Added 3.32%
$177B
$25.2 Million 0.79% of portfolio
129,417
Q3 2024 Reduced 1.5%
$31.9B
$24.9 Million 0.78% of portfolio
110,634
Q3 2024 Reduced 0.35%
$183B
$24.3 Million 0.76% of portfolio
39,087
Q3 2024 Added 0.75%
$49.1B
$24.2 Million 0.76% of portfolio
241,700
Q3 2024 Reduced 1.03%
$106B
$23.9 Million 0.75% of portfolio
189,363
Q3 2024 Reduced 0.09%
$117B
$23.3 Million 0.73% of portfolio
80,750
Q3 2024 Reduced 0.69%
$22.2B
$23.2 Million 0.73% of portfolio
112,722
Q3 2024 Added 783.54%
$11.9B
$23.3 Million 0.73% of portfolio
47,254
Q3 2024 Reduced 1.63%
$79.7B
$23.4 Million 0.73% of portfolio
22,216
Q3 2024 Added 13.09%
$144B
$22.6 Million 0.71% of portfolio
68,207
Q3 2024 Reduced 2.46%
$4.68B
$22 Million 0.69% of portfolio
138,210
Q3 2024 Added 647.53%
$38.2B
$21.8 Million 0.68% of portfolio
220,702
Q3 2024 Reduced 25.22%
$201B
$21.6 Million 0.68% of portfolio
55,199
Q3 2024 Reduced 0.2%
$17.2B
$21.4 Million 0.67% of portfolio
62,221
Q3 2024 Reduced 0.45%
$47.5B
$21 Million 0.66% of portfolio
70,445
Q3 2024 Reduced 4.87%
$20.6B
$20.6 Million 0.65% of portfolio
148,251
Q3 2024 Added 0.21%
$8.24B
$20.4 Million 0.64% of portfolio
34,023
Q3 2024 Added 0.19%
$8.97B
$20 Million 0.63% of portfolio
313,944
Q3 2024 Reduced 1.8%
$15.3B
$19.9 Million 0.63% of portfolio
180,687
Q3 2024 Reduced 6.55%
$112B
$20 Million 0.63% of portfolio
221,689
Q3 2024 Reduced 0.43%
$150B
$19.5 Million 0.61% of portfolio
76,692
Q3 2024 Added 225.48%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $3.18 Billion
  • Prior Value $2.97 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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