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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.1B
$653,000 0.02% of portfolio
2,807
Q3 2024 Added 63.67%
$16.9B
$724,000 0.02% of portfolio
2,574
Q3 2024 Reduced 0.62%
$91.3B
$636,000 0.02% of portfolio
2,562
Q3 2024 Added 2.11%
$14.7B
$689,000 0.02% of portfolio
2,636
Q3 2024 Reduced 0.26%
$11.1B
$777,000 0.02% of portfolio
29,946
Q3 2024 Added 59.06%
$29.8B
$605,000 0.02% of portfolio
8,027
Q3 2024 Added 2.05%
$12.5B
$668,000 0.02% of portfolio
3,786
Q3 2024 Added 0.75%
$24.6B
$783,000 0.02% of portfolio
15,497
Q3 2024 Added 56.49%
$32.7B
$629,000 0.02% of portfolio
2,342
Q3 2024 Added 2.09%
$78.7B
$698,000 0.02% of portfolio
6,041
Q3 2024 Reduced 4.94%
$145B
$706,000 0.02% of portfolio
6,710
Q3 2024 Reduced 1.37%
$58B
$304,000 0.01% of portfolio
3,258
Q3 2024 Reduced 95.38%
$23.7B
$309,000 0.01% of portfolio
2,867
Q3 2024 Reduced 95.12%
$194B
$243,000 0.01% of portfolio
1,290
Q3 2024 New
$17.4B
$324,000 0.01% of portfolio
3,777
Q3 2024 Reduced 6.51%
$65.8B
$200,000 0.01% of portfolio
3,685
Q3 2024 New
$13.6B
$232,000 0.01% of portfolio
2,109
Q3 2024 New
$90.2B
$309,000 0.01% of portfolio
9,853
Q3 2024 Reduced 95.51%
$16.6B
$343,000 0.01% of portfolio
2,064
Q3 2024 Added 7.89%
$24.1B
$367,000 0.01% of portfolio
7,028
Q3 2024 Reduced 5.13%
$45.6B
$276,000 0.01% of portfolio
23,684
Q3 2024 Reduced 6.09%
$48.6B
$213,000 0.01% of portfolio
15,659
Q3 2024 Added 1.29%

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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