Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024

Moran Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.08 Billion distributed in 412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $69.1M, Broadcom Inc. with a value of $61.4M, Williams Sonoma Inc with a value of $58M, Parker Hannifin Corp with a value of $57.6M, and Jpmorgan Chase & CO with a value of $55.8M.

Examining the 13F form we can see an decrease of $97.8M in the current position value, from $3.18B to 3.08B.

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 $3.08 Billion
Industrials: $638 Million
Technology: $607 Million
Financial Services: $447 Million
Consumer Cyclical: $339 Million
Healthcare: $317 Million
ETFs: $135 Million
Energy: $132 Million
Consumer Defensive: $131 Million
Other: $336 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$10.9 Million 0.35% of portfolio
32,190
Q4 2024 Reduced 2.65%
$3.63B
$10.4 Million 0.34% of portfolio
62,899
Q4 2024 Added 3.12%
$44B
$10.5 Million 0.34% of portfolio
104,859
Q4 2024 Reduced 2.55%
$124B
$10.4 Million 0.34% of portfolio
213,007
Q4 2024 Reduced 53.55%
$14.4B
$10.1 Million 0.33% of portfolio
1,068,698
Q4 2024 New
$18.3B
$10 Million 0.32% of portfolio
69,494
Q4 2024 Added 33.57%
$27.2B
$9.28 Million 0.3% of portfolio
15,679
Q4 2024 Added 3.49%
$11.4B
$9.09 Million 0.29% of portfolio
50,393
Q4 2024 Reduced 3.03%
$1.55B
$8.58 Million 0.28% of portfolio
215,258
Q4 2024 Reduced 2.58%
$7.89B
$8.29 Million 0.27% of portfolio
48,827
Q4 2024 Added 0.62%
$3.5T
$8.47 Million 0.27% of portfolio
33,837
Q4 2024 Added 3.37%
$12B
$7.92 Million 0.26% of portfolio
93,667
Q4 2024 Added 73.71%
$7.92B
$8 Million 0.26% of portfolio
22,376
Q4 2024 Reduced 2.59%
$3.54B
$8.04 Million 0.26% of portfolio
51,353
Q4 2024 Reduced 2.02%
$0
$8.1 Million 0.26% of portfolio
225,236
Q4 2024 Reduced 1.52%
$12.7B
$7.86 Million 0.25% of portfolio
68,539
Q4 2024 Reduced 5.62%
$36.9B
$7.65 Million 0.25% of portfolio
738,727
Q4 2024 Added 4,617.59%
$184B
$7.72 Million 0.25% of portfolio
1,553
Q4 2024 Reduced 1.4%
$3.98B
$7.83 Million 0.25% of portfolio
121,082
Q4 2024 Reduced 6.16%
$29B
$7.52 Million 0.24% of portfolio
55,149
Q4 2024 Added 0.86%
$0
$7.34 Million 0.24% of portfolio
21,946
Q4 2024 Added 2,515.73%
$35.1B
$7.46 Million 0.24% of portfolio
117,056
Q4 2024 New
$0
$7.28 Million 0.24% of portfolio
88,062
Q4 2024 Reduced 7.42%
$3.79B
$7.38 Million 0.24% of portfolio
49,407
Q4 2024 Added 24.39%
$6.55B
$7.39 Million 0.24% of portfolio
65,589
Q4 2024 Reduced 1.67%
$8.42B
$7.29 Million 0.24% of portfolio
24,948
Q4 2024 Reduced 1.04%
$47.7B
$7.06 Million 0.23% of portfolio
52,224
Q4 2024 Added 27.77%
$17.2B
$6.99 Million 0.23% of portfolio
71,220
Q4 2024 Reduced 0.85%
$2.57B
$7.11 Million 0.23% of portfolio
46,207
Q4 2024 Reduced 1.39%
$0
$7.13 Million 0.23% of portfolio
229,592
Q4 2024 Reduced 4.05%
$782B
$7.19 Million 0.23% of portfolio
9,319
Q4 2024 Added 5.57%
$16.3B
$6.92 Million 0.22% of portfolio
80,684
Q4 2024 Added 29.24%
$1.04B
$6.88 Million 0.22% of portfolio
96,381
Q4 2024 Reduced 2.02%
$18.4B
$6.54 Million 0.21% of portfolio
15,039
Q4 2024 Added 4.39%
$23.6B
$6.45 Million 0.21% of portfolio
33,009
Q4 2024 Reduced 8.47%
$164B
$6.15 Million 0.2% of portfolio
23,598
Q4 2024 Reduced 11.72%
$6.18B
$6.18 Million 0.2% of portfolio
20,145
Q4 2024 Reduced 0.7%
$13.1B
$6.17 Million 0.2% of portfolio
107,528
Q4 2024 Reduced 0.46%
$2.01B
$6.11 Million 0.2% of portfolio
750,103
Q4 2024 Reduced 1.96%
$19.6B
$6.27 Million 0.2% of portfolio
56,621
Q4 2024 Reduced 0.01%
$90.8B
$6.01 Million 0.2% of portfolio
165,543
Q4 2024 Reduced 2.83%
$3.26B
$6.14 Million 0.2% of portfolio
83,133
Q4 2024 Reduced 0.26%
$37.6B
$6.14 Million 0.2% of portfolio
80,290
Q4 2024 Reduced 0.69%
$14.5B
$5.77 Million 0.19% of portfolio
254,710
Q4 2024 Added 9.14%
$34B
$5.89 Million 0.19% of portfolio
97,207
Q4 2024 Reduced 11.08%
$150B
$5.74 Million 0.19% of portfolio
101,239
Q4 2024 Reduced 3.23%
$44.3B
$5.89 Million 0.19% of portfolio
16,910
Q4 2024 Reduced 0.69%
$5.57B
$5.8 Million 0.19% of portfolio
58,274
Q4 2024 Added 0.49%
$36.9B
$5.96 Million 0.19% of portfolio
19,113
Q4 2024 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $3.08 Billion
  • Prior Value $3.18 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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