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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$75.6 Million 2.43% of portfolio
274,334
Q2 2025 Reduced 4.11%
$102B
$58.3 Million 1.88% of portfolio
133,392
Q2 2025 Reduced 27.19%
$96.6B
$58.4 Million 1.88% of portfolio
83,615
Q2 2025 Reduced 4.26%
$3.95T
$54.1 Million 1.74% of portfolio
108,815
Q2 2025 Reduced 1.35%
$456B
$48.7 Million 1.57% of portfolio
307,947
Q2 2025 Reduced 0.2%
$97B
$45.3 Million 1.46% of portfolio
147,147
Q2 2025 Reduced 2.82%
$75.1B
$44.5 Million 1.43% of portfolio
238,851
Q2 2025 Reduced 4.85%
$1.27T
$42.5 Million 1.37% of portfolio
187,797
Q2 2025 Reduced 3.11%
$142B
$41.9 Million 1.35% of portfolio
157,136
Q2 2025 Added 9.19%
$55.2B
$41.6 Million 1.34% of portfolio
77,993
Q2 2025 Reduced 3.47%
$113B
$37.7 Million 1.21% of portfolio
81,375
Q2 2025 Reduced 1.47%
$44.6B
$37.2 Million 1.2% of portfolio
178,135
Q2 2025 Added 35.84%
$13.8B
$36.4 Million 1.17% of portfolio
223,034
Q2 2025 Reduced 21.7%
$69.2B
$32.5 Million 1.04% of portfolio
271,414
Q2 2025 Reduced 3.86%
$23.4B
$30.1 Million 0.97% of portfolio
282,888
Q2 2025 Added 39.12%
$859B
$29.9 Million 0.96% of portfolio
103,297
Q2 2025 Reduced 28.25%
$201B
$29.5 Million 0.95% of portfolio
37,460
Q2 2025 Reduced 2.51%
$133B
$28.1 Million 0.9% of portfolio
36,580
Q2 2025 Reduced 1.25%
$123B
$27.4 Million 0.88% of portfolio
183,473
Q2 2025 Reduced 1.72%
$12.9B
$26.1 Million 0.84% of portfolio
151,910
Q2 2025 Reduced 1.1%
$65.4B
$24.9 Million 0.8% of portfolio
236,432
Q2 2025 Reduced 2.44%
$177B
$24.1 Million 0.78% of portfolio
123,779
Q2 2025 Reduced 2.37%
$15.9B
$23.5 Million 0.76% of portfolio
142,648
Q2 2025 Reduced 10.7%
$34.4B
$23.7 Million 0.76% of portfolio
249,480
Q2 2025 Added 6.09%
$145B
$23.4 Million 0.75% of portfolio
65,469
Q2 2025 Reduced 0.13%
$218B
$23.4 Million 0.75% of portfolio
60,362
Q2 2025 Reduced 1.42%
$78.6B
$23.1 Million 0.74% of portfolio
54,840
Q2 2025 Reduced 12.83%
$1.78T
$22.5 Million 0.73% of portfolio
30,525
Q2 2025 Added 1.49%
$56B
$22 Million 0.71% of portfolio
58,093
Q2 2025 Reduced 10.04%
$293B
$21.4 Million 0.69% of portfolio
308,048
Q2 2025 Reduced 4.39%
$60B
$21.5 Million 0.69% of portfolio
94,437
Q2 2025 Reduced 1.59%
$99.2B
$21.3 Million 0.68% of portfolio
77,114
Q2 2025 Reduced 7.42%
$147B
$21 Million 0.68% of portfolio
195,416
Q2 2025 Reduced 0.49%
$227B
$21 Million 0.67% of portfolio
65,703
Q2 2025 Reduced 2.93%
$26.8B
$20.9 Million 0.67% of portfolio
204,196
Q2 2025 Reduced 0.87%
$73.8B
$20.6 Million 0.66% of portfolio
83,376
Q2 2025 Reduced 3.2%
$22B
$19.9 Million 0.64% of portfolio
240,456
Q2 2025 Reduced 0.52%
$1.24T
$19.6 Million 0.63% of portfolio
110,413
Q2 2025 Reduced 0.7%
$28.1B
$19.1 Million 0.62% of portfolio
181,339
Q2 2025 Reduced 4.87%
$8.77B
$19.1 Million 0.61% of portfolio
46,848
Q2 2025 Added 2.54%
$551B
$18.8 Million 0.6% of portfolio
52,827
Q2 2025 New
$9.19B
$18.4 Million 0.59% of portfolio
61,677
Q2 2025 Reduced 1.1%
$548B
$18.3 Million 0.59% of portfolio
32,523
Q2 2025 Reduced 3.02%
$621B
$17.3 Million 0.56% of portfolio
35,644
Q2 2025 Reduced 1.42%
$94.7B
$17.3 Million 0.56% of portfolio
23,555
Q2 2025 Reduced 0.38%
$8.16B
$17 Million 0.55% of portfolio
309,526
Q2 2025 Reduced 0.28%
$1.21T
$16.9 Million 0.54% of portfolio
96,083
Q2 2025 Added 4.53%
$83.2B
$16.6 Million 0.53% of portfolio
77,988
Q2 2025 New
$23.5B
$16.5 Million 0.53% of portfolio
70,456
Q2 2025 Reduced 0.14%

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
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