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
$252B
$5.55 Million 0.18% of portfolio
20,346
Q2 2025 Reduced 13.06%
$6.19B
$5.6 Million 0.18% of portfolio
56,381
Q2 2025 Reduced 7.2%
$26.3B
$5.63 Million 0.18% of portfolio
12,043
Q2 2025 Reduced 21.69%
$79.5B
$5.55 Million 0.18% of portfolio
44,350
Q2 2025 Added 2.12%
$318B
$5.69 Million 0.18% of portfolio
18,708
Q2 2025 Added 0.43%
$80.4B
$5.48 Million 0.18% of portfolio
438,047
Q2 2025 Added 8.01%
$20.2B
$5.61 Million 0.18% of portfolio
10,988
Q2 2025 Added 0.2%
$68.5B
$5.62 Million 0.18% of portfolio
828,255
Q2 2025 Added 0.55%
$5.43B
$5.45 Million 0.18% of portfolio
68,518
Q2 2025 Reduced 4.6%
$13.6B
$5.66 Million 0.18% of portfolio
32,248
Q2 2025 New
$7.94B
$5.61 Million 0.18% of portfolio
17,187
Q2 2025 Reduced 7.15%
$82.4B
$5.18 Million 0.17% of portfolio
105,208
Q2 2025 Added 0.04%
$61.8B
$5.22 Million 0.17% of portfolio
40,527
Q2 2025 Reduced 48.18%
$123B
$5.41 Million 0.17% of portfolio
17,526
Q2 2025 Added 32.06%
$17.2B
$5.14 Million 0.17% of portfolio
672,124
Q2 2025 Added 1.63%
$9.92B
$5.32 Million 0.17% of portfolio
92,365
Q2 2025 Reduced 0.27%
$35.7B
$5.28 Million 0.17% of portfolio
17,225
Q2 2025 Reduced 10.0%
$6.51B
$5.29 Million 0.17% of portfolio
50,783
Q2 2025 Reduced 6.57%
$90B
$5.32 Million 0.17% of portfolio
23,261
Q2 2025 Reduced 0.86%
$11.4B
$5.38 Million 0.17% of portfolio
109,657
Q2 2025 Added 0.21%
$41.6B
$5.27 Million 0.17% of portfolio
41,544
Q2 2025 New
$148B
$5.3 Million 0.17% of portfolio
148,409
Q2 2025 New
$293B
$5.18 Million 0.17% of portfolio
73,247
Q2 2025 Added 13.47%
$0
$5.05 Million 0.16% of portfolio
63,007
Q2 2025 Added 4.53%
$160B
$4.86 Million 0.16% of portfolio
79,405
Q2 2025 Added 2.74%
$8.87B
$5.05 Million 0.16% of portfolio
25,650
Q2 2025 Added 54.22%
$59.9B
$4.72 Million 0.15% of portfolio
160,662
Q2 2025 Added 2.45%
$114B
$4.69 Million 0.15% of portfolio
310,086
Q2 2025 Added 2.82%
$41.8B
$4.59 Million 0.15% of portfolio
49,510
Q2 2025 Added 2.18%
$302B
$4.58 Million 0.15% of portfolio
19,239
Q2 2025 Added 0.38%
$34.9B
$4.55 Million 0.15% of portfolio
1,886,937
Q2 2025 Added 1.27%
$163B
$4.58 Million 0.15% of portfolio
37,054
Q2 2025 Added 601.38%
$15.1B
$4.66 Million 0.15% of portfolio
14,854
Q2 2025 Reduced 12.25%
$192B
$4.74 Million 0.15% of portfolio
345,664
Q2 2025 Added 1.53%
$8.21B
$4.78 Million 0.15% of portfolio
30,748
Q2 2025 Added 1.91%
$41.7B
$4.7 Million 0.15% of portfolio
57,776
Q2 2025 Reduced 77.28%
$320B
$4.71 Million 0.15% of portfolio
5,875
Q2 2025 Added 4.59%
$12.5B
$4.78 Million 0.15% of portfolio
39,006
Q2 2025 New
$14.8B
$4.27 Million 0.14% of portfolio
149,551
Q2 2025 Added 1.38%
$59.8B
$4.24 Million 0.14% of portfolio
42,017
Q2 2025 Added 6.59%
$12.3B
$4.2 Million 0.14% of portfolio
95,312
Q2 2025 Added 2.19%
$51.7B
$4.34 Million 0.14% of portfolio
34,049
Q2 2025 New
$111B
$4.42 Million 0.14% of portfolio
131,489
Q2 2025 Added 1.64%
$0
$4.35 Million 0.14% of portfolio
164,167
Q2 2025 Added 9.64%
$11.7B
$4.24 Million 0.14% of portfolio
47,238
Q2 2025 New
$2.23B
$4.4 Million 0.14% of portfolio
128,498
Q2 2025 Reduced 7.32%
$4.53B
$4.08 Million 0.13% of portfolio
54,381
Q2 2025 Reduced 10.46%
$2.61B
$4.06 Million 0.13% of portfolio
21,547
Q2 2025 Reduced 6.65%
$562B
$4.03 Million 0.13% of portfolio
3,013
Q2 2025 Added 9.96%

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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