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
$221B
$10.1 Million 0.32% of portfolio
75,255
Q3 2025 Reduced 0.6%
$7.63B
$10.3 Million 0.32% of portfolio
44,045
Q3 2025 Reduced 1.49%
$76.6B
$9.85 Million 0.31% of portfolio
146,871
Q3 2025 Added 2.87%
$56.3B
$9.7 Million 0.31% of portfolio
66,321
Q3 2025 Reduced 0.6%
$240B
$9.43 Million 0.3% of portfolio
39,796
Q3 2025 Added 95.6%
$53.1B
$9.24 Million 0.29% of portfolio
37,573
Q3 2025 Reduced 1.41%
$0
$9.19 Million 0.29% of portfolio
486,301
Q3 2025 Added 2.11%
$489B
$9.22 Million 0.29% of portfolio
81,762
Q3 2025 Reduced 3.11%
$28.8B
$9.04 Million 0.29% of portfolio
41,609
Q3 2025 Added 7.16%
$18.3B
$9.25 Million 0.29% of portfolio
26,701
Q3 2025 Reduced 2.09%
$20.1B
$8.42 Million 0.27% of portfolio
133,523
Q3 2025 Reduced 0.86%
$15.3B
$8.64 Million 0.27% of portfolio
88,039
Q3 2025 Reduced 1.58%
$196B
$8.31 Million 0.26% of portfolio
1,540
Q3 2025 Reduced 0.13%
$0
$8.17 Million 0.26% of portfolio
273,440
Q3 2025 Added 2.23%
$83.6B
$8.06 Million 0.26% of portfolio
37,933
Q3 2025 Reduced 51.36%
$122B
$8.13 Million 0.26% of portfolio
153,085
Q3 2025 Reduced 2.04%
$16.5B
$7.91 Million 0.25% of portfolio
103,250
Q3 2025 Reduced 1.37%
$39.1B
$7.94 Million 0.25% of portfolio
41,798
Q3 2025 New
$259B
$7.86 Million 0.25% of portfolio
46,967
Q3 2025 Added 61.96%
$18.3B
$7.45 Million 0.24% of portfolio
14,491
Q3 2025 Reduced 2.44%
$59B
$7.54 Million 0.24% of portfolio
11,807
Q3 2025 New
$11.6B
$7.42 Million 0.23% of portfolio
21,548
Q3 2025 Reduced 2.95%
$6.41B
$7.41 Million 0.23% of portfolio
107,690
Q3 2025 Reduced 2.43%
$140B
$7.18 Million 0.23% of portfolio
128,733
Q3 2025 Added 1.13%
$26.5B
$7.08 Million 0.22% of portfolio
12,954
Q3 2025 Added 7.56%
$15.1B
$6.88 Million 0.22% of portfolio
33,675
Q3 2025 Reduced 32.61%
$0
$6.95 Million 0.22% of portfolio
82,048
Q3 2025 Added 30.22%
$30.4B
$7.05 Million 0.22% of portfolio
96,593
Q3 2025 Reduced 1.21%
$33.1B
$6.74 Million 0.21% of portfolio
74,240
Q3 2025 Reduced 2.4%
$112B
$6.73 Million 0.21% of portfolio
101,930
Q3 2025 Added 2.13%
$27.2B
$6.57 Million 0.21% of portfolio
26,801
Q3 2025 Reduced 1.41%
$41.4B
$6.54 Million 0.21% of portfolio
21,939
Q3 2025 Added 0.1%
$6.09B
$6.52 Million 0.21% of portfolio
64,456
Q3 2025 Reduced 5.93%
$74.2B
$6.22 Million 0.2% of portfolio
847,447
Q3 2025 Added 2.32%
$8.71B
$6.27 Million 0.2% of portfolio
16,181
Q3 2025 Reduced 5.85%
$101B
$6.27 Million 0.2% of portfolio
102,906
Q3 2025 Reduced 2.19%
$32.6B
$6.38 Million 0.2% of portfolio
575,392
Q3 2025 Added 2.17%
$173B
$5.87 Million 0.19% of portfolio
85,582
Q3 2025 Reduced 12.45%
$135B
$5.92 Million 0.19% of portfolio
16,011
Q3 2025 Reduced 0.82%
$1.72B
$5.85 Million 0.19% of portfolio
175,334
Q3 2025 Reduced 4.86%
$6.64B
$6 Million 0.19% of portfolio
47,924
Q3 2025 Reduced 5.63%
$13.6B
$5.92 Million 0.19% of portfolio
122,123
Q3 2025 Added 0.12%
$0
$5.93 Million 0.19% of portfolio
64,899
Q3 2025 Reduced 1.37%
$9.91B
$6.06 Million 0.19% of portfolio
25,401
Q3 2025 Reduced 0.97%
$9.74B
$5.86 Million 0.19% of portfolio
41,457
Q3 2025 Reduced 33.34%
$21.3B
$5.72 Million 0.18% of portfolio
29,609
Q3 2025 Reduced 57.98%
$83.9B
$5.74 Million 0.18% of portfolio
453,477
Q3 2025 Added 3.52%
$186B
$5.64 Million 0.18% of portfolio
353,627
Q3 2025 Added 2.3%
$41.2B
$5.81 Million 0.18% of portfolio
43,579
Q3 2025 Added 4.9%

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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