Moran Wealth Management, LLC Portfolio Holdings
Moran Wealth Management, LLC
- $3.02 Billion
- Q1 2024
Moran Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.02 Billion distributed in 409 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Novo Nordisk A S with a value of $56.5M, Trane Technologies PLC with a value of $55.1M, Parker Hannifin Corp with a value of $53.9M, Williams Sonoma Inc with a value of $53.6M, and Cadence Design Systems Inc with a value of $52.8M.
Examining the 13F form we can see an increase of $253M in the current position value, from $2.77B to 3.02B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 409
- Current Value $3.02 Billion
- Prior Value $2.77 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 41 stocks
- Additional Purchases 212 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks