Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.11 Billion
  • Q2 2025

Moran Wealth Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 660 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.6M, Trane Technologies PLC with a value of $58.3M, Parker Hannifin Corp with a value of $58.4M, Microsoft Corp with a value of $54.1M, and Nvidia Corp with a value of $48.7M.

Examining the 13F form we can see an increase of $217M in the current position value, from $2.89B to 3.11B.

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 $3.11 Billion
Technology: $708 Million
Industrials: $562 Million
Financial Services: $465 Million
Consumer Cyclical: $320 Million
Healthcare: $258 Million
Consumer Defensive: $228 Million
Communication Services: $159 Million
ETFs: $144 Million
Other: $264 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.4B
$16.6 Million 0.53% of portfolio
77,988
Q2 2025 New
$20.7B
$16.5 Million 0.53% of portfolio
70,456
Q2 2025 Reduced 0.14%
$92.1B
$16.1 Million 0.52% of portfolio
48,846
Q2 2025 Reduced 1.89%
$34.6B
$15.7 Million 0.51% of portfolio
75,213
Q2 2025 Reduced 2.77%
$278B
$15.4 Million 0.5% of portfolio
157,848
Q2 2025 Reduced 2.07%
$2.43T
$15.6 Million 0.5% of portfolio
71,044
Q2 2025 Added 3.0%
$463B
$15.2 Million 0.49% of portfolio
99,312
Q2 2025 Reduced 1.94%
$70.3B
$15.2 Million 0.49% of portfolio
167,565
Q2 2025 Added 2,126.48%
$32.1B
$15.2 Million 0.49% of portfolio
182,156
Q2 2025 Reduced 0.96%
$25.4B
$14.8 Million 0.48% of portfolio
27,577
Q2 2025 Reduced 9.17%
$48.4B
$14.5 Million 0.47% of portfolio
201,906
Q2 2025 Reduced 2.12%
$27.6B
$14.7 Million 0.47% of portfolio
88,419
Q2 2025 Reduced 1.54%
$20.5B
$14.5 Million 0.47% of portfolio
64,917
Q2 2025 Reduced 1.98%
$178B
$14.2 Million 0.46% of portfolio
26,837
Q2 2025 Reduced 1.04%
$15.6B
$14.2 Million 0.46% of portfolio
103,311
Q2 2025 New
$39.1B
$14.2 Million 0.46% of portfolio
7,792
Q2 2025 Reduced 0.71%
$41B
$13.7 Million 0.44% of portfolio
181,178
Q2 2025 Added 43.16%
$38.4B
$13.6 Million 0.44% of portfolio
73,444
Q2 2025 Reduced 3.31%
$303B
$13.8 Million 0.44% of portfolio
96,261
Q2 2025 New
$13.7B
$13.5 Million 0.43% of portfolio
78,993
Q2 2025 Reduced 4.88%
$125B
$13.5 Million 0.43% of portfolio
154,893
Q2 2025 Reduced 3.03%
$23.3B
$13 Million 0.42% of portfolio
72,415
Q2 2025 Reduced 0.69%
$167B
$13 Million 0.42% of portfolio
58,740
Q2 2025 Reduced 0.32%
$59.1B
$13 Million 0.42% of portfolio
63,688
Q2 2025 Added 3,826.51%
$19.8B
$12.4 Million 0.4% of portfolio
33,079
Q2 2025 Reduced 7.44%
$26.4B
$12.5 Million 0.4% of portfolio
113,137
Q2 2025 Added 1.63%
$40.9B
$12.1 Million 0.39% of portfolio
47,049
Q2 2025 Reduced 0.4%
$141B
$12 Million 0.39% of portfolio
65,752
Q2 2025 New
$28.2B
$11.9 Million 0.38% of portfolio
211,648
Q2 2025 Added 1,332.28%
$1.09B
$11.7 Million 0.38% of portfolio
209,178
Q2 2025 Added 0.32%
$11.2B
$11.8 Million 0.38% of portfolio
62,788
Q2 2025 Reduced 1.88%
$12B
$11.3 Million 0.37% of portfolio
109,344
Q2 2025 Added 1.05%
$197B
$11.5 Million 0.37% of portfolio
87,076
Q2 2025 New
$433B
$11.6 Million 0.37% of portfolio
11,704
Q2 2025 Added 1.11%
$33.4B
$11.6 Million 0.37% of portfolio
185,152
Q2 2025 New
$40.3B
$11.5 Million 0.37% of portfolio
15,748
Q2 2025 Reduced 0.25%
$85.8B
$11.1 Million 0.36% of portfolio
165,186
Q2 2025 Added 1.24%
$14.2B
$11.3 Million 0.36% of portfolio
72,012
Q2 2025 Reduced 4.62%
$20.1B
$11.3 Million 0.36% of portfolio
59,775
Q2 2025 Reduced 4.05%
$16.6B
$10.9 Million 0.35% of portfolio
169,515
Q2 2025 Reduced 0.61%
$29.7B
$10.6 Million 0.34% of portfolio
19,793
Q2 2025 Reduced 4.17%
$3.06B
$10.7 Million 0.34% of portfolio
103,964
Q2 2025 Added 55.62%
$69.5B
$10.5 Million 0.34% of portfolio
106,216
Q2 2025 New
$12.2B
$10.4 Million 0.34% of portfolio
1,134,746
Q2 2025 Reduced 36.49%
$0
$10.5 Million 0.34% of portfolio
217,954
Q2 2025 Reduced 0.24%
$78.3B
$10.6 Million 0.34% of portfolio
142,767
Q2 2025 Added 2.38%
$63B
$10.3 Million 0.33% of portfolio
97,207
Q2 2025 Reduced 0.58%
$70.1B
$10.4 Million 0.33% of portfolio
66,723
Q2 2025 Added 1.41%
$231B
$10.3 Million 0.33% of portfolio
75,711
Q2 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 660
  • Current Value $3.11 Billion
  • Prior Value $2.89 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 161 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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