Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $2.97 Billion
  • Q2 2024

Moran Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.97 Billion distributed in 387 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Novo Nordisk A S with a value of $62.1M, Trane Technologies PLC with a value of $57.6M, Cadence Design Systems Inc with a value of $50.8M, Lockheed Martin Corp with a value of $49.8M, and Microsoft Corp with a value of $49.1M.

Examining the 13F form we can see an decrease of $45.2M in the current position value, from $3.02B to 2.97B.

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 $2.97 Billion
Industrials: $630 Million
Technology: $613 Million
Healthcare: $343 Million
Financial Services: $331 Million
Consumer Cyclical: $308 Million
Energy: $194 Million
Basic Materials: $148 Million
Real Estate: $106 Million
Other: $301 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.6B
$9.84 Million 0.33% of portfolio
91,944
Q2 2024 Reduced 0.3%
$80.6B
$9.87 Million 0.33% of portfolio
167,107
Q2 2024 Added 59.63%
$66.1B
$9.83 Million 0.33% of portfolio
69,722
Q2 2024 Added 1.38%
$17.5B
$9.61 Million 0.32% of portfolio
23,549
Q2 2024 Added 1.06%
$4.73B
$9.66 Million 0.32% of portfolio
39,483
Q2 2024 Added 9.97%
$46.1B
$9.59 Million 0.32% of portfolio
19,903
Q2 2024 Reduced 51.19%
$5.42B
$9.34 Million 0.31% of portfolio
55,726
Q2 2024 Added 1.18%
$2.47B
$9.28 Million 0.31% of portfolio
45,389
Q2 2024 Reduced 0.64%
$40.3B
$9.21 Million 0.31% of portfolio
112,898
Q2 2024 Reduced 3.72%
$20.6B
$8.93 Million 0.3% of portfolio
12,758
Q2 2024 Reduced 1.86%
$11.7B
$8.99 Million 0.3% of portfolio
52,376
Q2 2024 Reduced 0.67%
$126B
$9.05 Million 0.3% of portfolio
16,698
Q2 2024 Added 3.05%
$48.5B
$8.81 Million 0.3% of portfolio
5,920
Q2 2024 New
$392B
$8.96 Million 0.3% of portfolio
10,540
Q2 2024 Reduced 2.69%
$173B
$8.6 Million 0.29% of portfolio
27,520
Q2 2024 Added 41.35%
$24.7B
$8.75 Million 0.29% of portfolio
75,898
Q2 2024 Added 1.02%
$0
$8.26 Million 0.28% of portfolio
230,472
Q2 2024 Added 0.45%
$6.99B
$8.36 Million 0.28% of portfolio
59,403
Q2 2024 Added 3.6%
$7.45B
$7.9 Million 0.27% of portfolio
48,798
Q2 2024 Added 0.22%
$96.3B
$7.93 Million 0.27% of portfolio
219,648
Q2 2024 Added 0.71%
$78.4B
$8.13 Million 0.27% of portfolio
41,332
Q2 2024 Added 137.59%
$0
$7.99 Million 0.27% of portfolio
120,952
Q2 2024 Added 0.17%
$9.04B
$8.08 Million 0.27% of portfolio
50,709
Q2 2024 Added 1.42%
$10.5B
$7.75 Million 0.26% of portfolio
31,444
Q2 2024 Added 1.37%
$7.33B
$7.7 Million 0.26% of portfolio
78,643
Q2 2024 Reduced 0.16%
$834B
$7.83 Million 0.26% of portfolio
8,647
Q2 2024 Added 5.26%
$42.2B
$7.44 Million 0.25% of portfolio
112,180
Q2 2024 Added 59.63%
$8.09B
$7.5 Million 0.25% of portfolio
66,946
Q2 2024 Reduced 1.82%
$117B
$7.42 Million 0.25% of portfolio
21,167
Q2 2024 Added 3.16%
$6.8B
$7.55 Million 0.25% of portfolio
59,120
Q2 2024 Reduced 0.14%
$0
$7.54 Million 0.25% of portfolio
241,532
Q2 2024 New
$0
$7.06 Million 0.24% of portfolio
24,354
Q2 2024 Reduced 1.92%
$17.2B
$7.19 Million 0.24% of portfolio
73,325
Q2 2024 Added 22.17%
$7.15B
$7.07 Million 0.24% of portfolio
39,760
Q2 2024 Reduced 1.28%
$13.3B
$7.18 Million 0.24% of portfolio
18,642
Q2 2024 Reduced 1.3%
$21.1B
$7.03 Million 0.24% of portfolio
56,338
Q2 2024 Reduced 66.34%
$220B
$7.01 Million 0.24% of portfolio
23,096
Q2 2024 Reduced 50.5%
$3.66T
$6.9 Million 0.23% of portfolio
32,754
Q2 2024 Added 5.49%
$61.5B
$6.74 Million 0.23% of portfolio
70,532
Q2 2024 Added 3.1%
$8.69B
$6.35 Million 0.21% of portfolio
26,286
Q2 2024 Reduced 2.16%
$26B
$6.25 Million 0.21% of portfolio
185,060
Q2 2024 Added 88.95%
$169B
$6.16 Million 0.21% of portfolio
1,555
Q2 2024 Added 109.85%
$21.5B
$6.16 Million 0.21% of portfolio
36,208
Q2 2024 Added 8.75%
$22.7B
$6.38 Million 0.21% of portfolio
58,805
Q2 2024 Added 6.13%
$1.55B
$6.16 Million 0.21% of portfolio
98,063
Q2 2024 Added 0.62%
$21.8B
$6.32 Million 0.21% of portfolio
720,908
Q2 2024 Reduced 1.56%
$166B
$5.84 Million 0.2% of portfolio
106,153
Q2 2024 Reduced 0.14%
$12.4B
$5.81 Million 0.2% of portfolio
107,221
Q2 2024 Added 132.47%
$83.4B
$6.05 Million 0.2% of portfolio
451,199
Q2 2024 Reduced 14.6%

Summary

  • Portfolio
  • No. of Stocks 387
  • Current Value $2.97 Billion
  • Prior Value $3.02 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 32 stocks
  • Additional Purchases 227 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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