Moran Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.89 Billion distributed in 574 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $61.7M, Parker Hannifin Corp with a value of $53.1M, Broadcom Inc. with a value of $47.9M, Williams Sonoma Inc with a value of $45M, and Microsoft Corp with a value of $41.4M.
Examining the 13F form we can see an decrease of $193M in the current position value, from $3.08B to 2.89B.
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
$2.89 Billion
Technology: $599 Million
Industrials: $554 Million
Financial Services: $424 Million
Consumer Cyclical: $317 Million
Healthcare: $288 Million
Consumer Defensive: $185 Million
Communication Services: $143 Million
ETFs: $114 Million
Other: $266 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
