Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$17.8 Million 0.56% of portfolio
23,046
Q3 2025 Reduced 2.16%
$528B
$17.3 Million 0.55% of portfolio
30,390
Q3 2025 Reduced 6.56%
$34.3B
$17.5 Million 0.55% of portfolio
21,165
Q3 2025 Reduced 23.25%
$24.6B
$17.2 Million 0.54% of portfolio
91,757
Q3 2025 Added 3.78%
$276B
$16.6 Million 0.52% of portfolio
160,664
Q3 2025 Added 1.78%
$31.2B
$16.4 Million 0.52% of portfolio
25,220
Q3 2025 Added 27.42%
$144B
$16.4 Million 0.52% of portfolio
65,140
Q3 2025 Added 10.9%
$488B
$15.8 Million 0.5% of portfolio
13,199
Q3 2025 Added 338.07%
$2.48T
$15.9 Million 0.5% of portfolio
72,463
Q3 2025 Added 2.0%
$64.5B
$15.7 Million 0.5% of portfolio
196,019
Q3 2025 Added 16.98%
$15.4B
$15.8 Million 0.5% of portfolio
74,452
Q3 2025 Reduced 5.75%
$0
$15.6 Million 0.49% of portfolio
82,257
Q3 2025 Reduced 53.07%
$489B
$15.4 Million 0.49% of portfolio
82,894
Q3 2025 Reduced 16.53%
$31.3B
$15.6 Million 0.49% of portfolio
188,651
Q3 2025 Added 3.57%
$12.8B
$15.1 Million 0.48% of portfolio
133,462
Q3 2025 Added 22.06%
$8.36B
$14.7 Million 0.47% of portfolio
135,245
Q3 2025 Reduced 5.19%
$299B
$14.9 Million 0.47% of portfolio
96,270
Q3 2025 Added 0.01%
$37.1B
$14.8 Million 0.47% of portfolio
73,823
Q3 2025 Reduced 1.85%
$36.9B
$14.6 Million 0.46% of portfolio
177,197
Q3 2025 Reduced 2.2%
$201B
$14.5 Million 0.46% of portfolio
70,837
Q3 2025 Added 7.73%
$15.6B
$14.4 Million 0.46% of portfolio
105,151
Q3 2025 Added 1.78%
$45B
$14.3 Million 0.45% of portfolio
15,550
Q3 2025 Reduced 1.26%
$171B
$14 Million 0.44% of portfolio
12,944
Q3 2025 New
$0
$13.3 Million 0.42% of portfolio
65,120
Q3 2025 Added 4,495.62%
$18.8B
$13.1 Million 0.42% of portfolio
63,934
Q3 2025 Reduced 1.51%
$63.2B
$13.3 Million 0.42% of portfolio
65,263
Q3 2025 Added 2.47%
$23.1B
$13.3 Million 0.42% of portfolio
129,238
Q3 2025 Added 44.22%
$38.4B
$13 Million 0.41% of portfolio
70,264
Q3 2025 Reduced 4.33%
$18.6B
$12.7 Million 0.4% of portfolio
58,087
Q3 2025 Reduced 2.82%
$36.1B
$12.7 Million 0.4% of portfolio
46,214
Q3 2025 Reduced 1.77%
$160B
$12.7 Million 0.4% of portfolio
26,094
Q3 2025 Reduced 2.77%
$34.9B
$12.6 Million 0.4% of portfolio
186,668
Q3 2025 Added 0.82%
$15.3B
$12.6 Million 0.4% of portfolio
70,274
Q3 2025 Reduced 2.41%
$195B
$12.5 Million 0.39% of portfolio
88,788
Q3 2025 Added 1.97%
$3.41B
$12.4 Million 0.39% of portfolio
215,982
Q3 2025 Added 26.11%
$847M
$11.8 Million 0.37% of portfolio
301,380
Q3 2025 Added 44.08%
$0
$11.4 Million 0.36% of portfolio
218,777
Q3 2025 Added 0.38%
$409B
$11.2 Million 0.35% of portfolio
12,087
Q3 2025 Added 3.27%
$28.7B
$10.8 Million 0.34% of portfolio
185,882
Q3 2025 Reduced 0.09%
$16.4B
$10.7 Million 0.34% of portfolio
32,676
Q3 2025 Reduced 1.22%
$10.7B
$10.4 Million 0.33% of portfolio
62,831
Q3 2025 Added 0.07%
$19.8B
$10.4 Million 0.33% of portfolio
135,541
Q3 2025 New
$4.34T
$10.4 Million 0.33% of portfolio
40,945
Q3 2025 Added 11.02%
$22.4B
$10.3 Million 0.33% of portfolio
153,333
Q3 2025 Added 443.18%
$15B
$10.2 Million 0.32% of portfolio
74,091
Q3 2025 Added 129.3%
$38B
$10.1 Million 0.32% of portfolio
109,986
Q3 2025 New
$378B
$10 Million 0.32% of portfolio
24,747
Q3 2025 Added 2.62%
$93.4B
$10.1 Million 0.32% of portfolio
29,745
Q3 2025 Reduced 2.92%
$0
$10.3 Million 0.32% of portfolio
362,312
Q3 2025 Added 1.82%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $3.16 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 72 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 237 stocks
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