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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$9.58 Million 0.3% of portfolio
33,065
Q3 2024 Reduced 63.62%
$4.63B
$9.49 Million 0.3% of portfolio
40,341
Q3 2024 Added 2.17%
$6.49B
$9.61 Million 0.3% of portfolio
46,858
Q3 2024 Reduced 3.98%
$7.96B
$9.45 Million 0.3% of portfolio
60,997
Q3 2024 Added 2.68%
$20.8B
$9.18 Million 0.29% of portfolio
383,221
Q3 2024 Reduced 0.73%
$13.1B
$9.18 Million 0.29% of portfolio
51,970
Q3 2024 Reduced 0.78%
$407B
$9.13 Million 0.29% of portfolio
10,297
Q3 2024 Reduced 2.31%
$14.4B
$8.95 Million 0.28% of portfolio
54,566
Q3 2024 Added 3,487.51%
$96.2B
$8.87 Million 0.28% of portfolio
17,063
Q3 2024 Added 2.19%
$8.52B
$8.86 Million 0.28% of portfolio
122,566
Q3 2024 New
$149B
$8.61 Million 0.27% of portfolio
26,731
Q3 2024 Reduced 2.87%
$7.96B
$8.74 Million 0.27% of portfolio
66,700
Q3 2024 Reduced 0.37%
$21.7B
$8.48 Million 0.27% of portfolio
52,029
Q3 2024 New
$8.14B
$8.68 Million 0.27% of portfolio
48,524
Q3 2024 Reduced 4.31%
$26.8B
$8.17 Million 0.26% of portfolio
74,965
Q3 2024 Reduced 1.23%
$114B
$8.17 Million 0.26% of portfolio
21,280
Q3 2024 Added 0.53%
$33.3B
$8.23 Million 0.26% of portfolio
109,317
Q3 2024 Reduced 2.55%
$101B
$8.39 Million 0.26% of portfolio
117,834
Q3 2024 Reduced 44.85%
$691B
$7.82 Million 0.25% of portfolio
8,827
Q3 2024 Added 2.08%
$3.66T
$7.62 Million 0.24% of portfolio
32,733
Q3 2024 Reduced 0.06%
$19.7B
$7.44 Million 0.23% of portfolio
56,628
Q3 2024 Added 0.51%
$5.65B
$7.2 Million 0.23% of portfolio
57,990
Q3 2024 Reduced 1.91%
$11.4B
$7.33 Million 0.23% of portfolio
18,007
Q3 2024 Reduced 3.41%
$10.2B
$7.3 Million 0.23% of portfolio
22,971
Q3 2024 Added 0.48%
$21.8B
$7.36 Million 0.23% of portfolio
36,063
Q3 2024 Reduced 0.4%
$4.32B
$7.17 Million 0.23% of portfolio
52,412
Q3 2024 Added 3.95%
$6.13B
$6.94 Million 0.22% of portfolio
62,116
Q3 2024 Added 0.29%
$17.2B
$7.05 Million 0.22% of portfolio
71,834
Q3 2024 Reduced 2.03%
$10.4B
$6.94 Million 0.22% of portfolio
25,211
Q3 2024 Reduced 4.09%
$1.81B
$6.89 Million 0.22% of portfolio
98,367
Q3 2024 Added 0.31%
$199B
$6.63 Million 0.21% of portfolio
1,575
Q3 2024 Added 1.29%
$147B
$6.8 Million 0.21% of portfolio
104,622
Q3 2024 Reduced 1.44%
$72.1B
$6.37 Million 0.2% of portfolio
40,873
Q3 2024 New
$20B
$6.45 Million 0.2% of portfolio
62,429
Q3 2024 New
$38.4B
$6.31 Million 0.2% of portfolio
80,849
Q3 2024 New
$24.1B
$6.41 Million 0.2% of portfolio
28,342
Q3 2024 Reduced 63.26%
$82.3B
$6.23 Million 0.2% of portfolio
170,372
Q3 2024 Reduced 1.42%
$3.25B
$6.39 Million 0.2% of portfolio
83,349
Q3 2024 Added 0.66%
$213B
$6.47 Million 0.2% of portfolio
23,854
Q3 2024 New
$322B
$6.45 Million 0.2% of portfolio
23,552
Q3 2024 Reduced 70.29%
$94.2B
$5.96 Million 0.19% of portfolio
413,270
Q3 2024 Reduced 1.64%
$11.1B
$5.94 Million 0.19% of portfolio
190,673
Q3 2024 Reduced 0.89%
$17.3B
$5.91 Million 0.19% of portfolio
701,800
Q3 2024 Reduced 2.65%
$13.5B
$5.66 Million 0.18% of portfolio
108,030
Q3 2024 Added 0.75%
$18.1B
$5.61 Million 0.18% of portfolio
14,406
Q3 2024 Added 18.11%
$2.88B
$5.63 Million 0.18% of portfolio
765,126
Q3 2024 Reduced 0.23%
$7.26B
$5.88 Million 0.18% of portfolio
20,288
Q3 2024 Added 1.45%
$33.8B
$5.62 Million 0.18% of portfolio
19,085
Q3 2024 Reduced 4.11%
$7.72B
$5.7 Million 0.18% of portfolio
29,827
Q3 2024 Added 0.77%

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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