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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.8 Million 1.0% of portfolio
177,561
Q3 2024 Added 78.5%
$0
$28.5 Million 0.9% of portfolio
49,671
Q3 2024 Added 0.19%
$0
$8.91 Million 0.28% of portfolio
228,704
Q3 2024 Reduced 0.77%
$0
$8.44 Million 0.27% of portfolio
239,277
Q3 2024 Reduced 0.93%
$0
$7.64 Million 0.24% of portfolio
119,505
Q3 2024 Reduced 1.2%
$0
$6.31 Million 0.2% of portfolio
95,118
Q3 2024 Reduced 0.85%
$0
$6.1 Million 0.19% of portfolio
104,265
Q3 2024 Reduced 0.14%
$0
$4.48 Million 0.14% of portfolio
61,021
Q3 2024 Reduced 2.6%
$0
$4.41 Million 0.14% of portfolio
132,798
Q3 2024 Reduced 1.94%
$0
$2.99 Million 0.09% of portfolio
35,369
Q3 2024 Reduced 3.12%
$0
$2.96 Million 0.09% of portfolio
36,450
Q3 2024 Reduced 2.26%
$0
$2.95 Million 0.09% of portfolio
71,736
Q3 2024 Reduced 2.4%
$0
$1.59 Million 0.05% of portfolio
16,336
Q3 2024 Reduced 5.57%
$0
$1.65 Million 0.05% of portfolio
9,500
Q3 2024 Reduced 4.86%
$0
$1.38 Million 0.04% of portfolio
29,363
Q3 2024 Reduced 2.66%
$0
$679,000 0.02% of portfolio
10,039
Q3 2024 New
$0
$274,000 0.01% of portfolio
839
Q2 2024 Reduced 87.42%

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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