Moran Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 491 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.3M, Spdr S&P 500 ETF Trust with a value of $63.8M, Parker Hannifin Corp with a value of $60.7M, Nvidia Corp with a value of $59.4M, and Microsoft Corp with a value of $55.5M.
Examining the 13F form we can see an increase of $52M in the current position value, from $3.11B to 3.16B.
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
$3.16 Billion
Technology: $734 Million
Industrials: $562 Million
Financial Services: $401 Million
Consumer Cyclical: $295 Million
Healthcare: $264 Million
ETFs: $247 Million
Consumer Defensive: $233 Million
Communication Services: $173 Million
Other: $250 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
