Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $2.89 Billion
  • Q1 2025

Moran Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.89 Billion distributed in 574 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $61.7M, Parker Hannifin Corp with a value of $53.1M, Broadcom Inc. with a value of $47.9M, Williams Sonoma Inc with a value of $45M, and Microsoft Corp with a value of $41.4M.

Examining the 13F form we can see an decrease of $193M in the current position value, from $3.08B to 2.89B.

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 $2.89 Billion
Technology: $599 Million
Industrials: $554 Million
Financial Services: $424 Million
Consumer Cyclical: $317 Million
Healthcare: $288 Million
Consumer Defensive: $185 Million
Communication Services: $143 Million
ETFs: $114 Million
Other: $266 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.8B
$9.41 Million 0.33% of portfolio
97,778
Q1 2025 New
$53.1B
$9.46 Million 0.33% of portfolio
38,466
Q1 2025 Added 1,375.49%
$19.3B
$9.62 Million 0.33% of portfolio
71,299
Q1 2025 Added 2.6%
$0
$9.25 Million 0.32% of portfolio
218,476
Q1 2025 Reduced 3.0%
$31.4B
$9.16 Million 0.32% of portfolio
15,788
Q1 2025 Added 0.7%
$82B
$9.1 Million 0.31% of portfolio
139,448
Q1 2025 New
$75.7B
$8.93 Million 0.31% of portfolio
32,776
Q1 2025 Reduced 43.27%
$8.86B
$8.8 Million 0.3% of portfolio
87,764
Q1 2025 Added 3,244.66%
$0
$8.25 Million 0.29% of portfolio
347,062
Q1 2025 New
$9.43B
$8.25 Million 0.29% of portfolio
93,618
Q1 2025 Added 72.19%
$42.7B
$8.13 Million 0.28% of portfolio
793,848
Q1 2025 Added 7.46%
$11.7B
$8.14 Million 0.28% of portfolio
149,375
Q1 2025 Added 105.28%
$20.8B
$8.07 Million 0.28% of portfolio
87,875
Q1 2025 New
$710B
$7.81 Million 0.27% of portfolio
9,453
Q1 2025 Added 1.44%
$16.8B
$7.84 Million 0.27% of portfolio
138,465
Q1 2025 New
$0
$7.84 Million 0.27% of portfolio
461,800
Q1 2025 New
$11.2B
$7.49 Million 0.26% of portfolio
81,837
Q1 2025 Added 946.78%
$10.8B
$7.38 Million 0.26% of portfolio
173,530
Q1 2025 New
$22.4B
$7.63 Million 0.26% of portfolio
20,655
Q1 2025 Added 72.87%
$13.9B
$7.44 Million 0.26% of portfolio
94,656
Q1 2025 Added 1.06%
$2.79B
$7.47 Million 0.26% of portfolio
66,808
Q1 2025 Added 0.44%
$41.6B
$7.46 Million 0.26% of portfolio
97,496
Q1 2025 New
$15.6B
$7.59 Million 0.26% of portfolio
105,100
Q1 2025 New
$220B
$7.19 Million 0.25% of portfolio
1,561
Q1 2025 Added 0.52%
$0
$7.17 Million 0.25% of portfolio
260,842
Q1 2025 New
$32.1B
$7.31 Million 0.25% of portfolio
122,232
Q1 2025 Added 4.42%
$31.1B
$7.19 Million 0.25% of portfolio
164,971
Q1 2025 Added 97.53%
$17.7B
$6.9 Million 0.24% of portfolio
105,351
Q1 2025 New
$19.2B
$6.68 Million 0.23% of portfolio
201,886
Q1 2025 Added 114.68%
$15.4B
$6.57 Million 0.23% of portfolio
89,218
Q1 2025 Added 10.58%
$102B
$6.59 Million 0.23% of portfolio
159,215
Q1 2025 Reduced 3.82%
$9.1B
$6.57 Million 0.23% of portfolio
48,584
Q1 2025 Added 3,117.48%
$24.5B
$6.62 Million 0.23% of portfolio
29,238
Q1 2025 Reduced 11.42%
$262B
$6.28 Million 0.22% of portfolio
23,402
Q1 2025 Added 0.6%
$8.23B
$6.45 Million 0.22% of portfolio
24,503
Q1 2025 Reduced 1.78%
$5.9B
$6.5 Million 0.22% of portfolio
60,755
Q1 2025 Reduced 7.37%
$34.3B
$6.47 Million 0.22% of portfolio
19,138
Q1 2025 Added 0.13%
$173B
$6.49 Million 0.22% of portfolio
94,572
Q1 2025 Reduced 79.82%
$14.4B
$6.31 Million 0.22% of portfolio
76,060
Q1 2025 New
$0
$6.49 Million 0.22% of portfolio
80,350
Q1 2025 Reduced 8.76%
$43B
$6.04 Million 0.21% of portfolio
57,872
Q1 2025 Added 10.81%
$125B
$5.97 Million 0.21% of portfolio
123,037
Q1 2025 Reduced 42.24%
$12.1B
$6.19 Million 0.21% of portfolio
109,431
Q1 2025 Added 1.77%
$3.61B
$6.01 Million 0.21% of portfolio
46,896
Q1 2025 Reduced 8.68%
$22.6B
$6.01 Million 0.21% of portfolio
22,869
Q1 2025 New
$144B
$6.05 Million 0.21% of portfolio
16,248
Q1 2025 Added 79.36%
$22.6B
$5.94 Million 0.21% of portfolio
43,630
Q1 2025 Added 94.58%
$33.2B
$6.18 Million 0.21% of portfolio
112,870
Q1 2025 New
$75.7B
$5.82 Million 0.2% of portfolio
405,562
Q1 2025 Added 3.25%

Summary

  • Portfolio
  • No. of Stocks 574
  • Current Value $2.89 Billion
  • Prior Value $3.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 90 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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