Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.18 Billion
  • Q3 2024

Moran Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.18 Billion distributed in 402 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $65.6M, Lockheed Martin Corp with a value of $63.1M, Parker Hannifin Corp with a value of $58.9M, Novo Nordisk A S with a value of $51.2M, and Jpmorgan Chase & CO with a value of $49.2M.

Examining the 13F form we can see an increase of $208M in the current position value, from $2.97B to 3.18B.

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 $3.18 Billion
Industrials: $674 Million
Technology: $608 Million
Financial Services: $395 Million
Healthcare: $353 Million
Consumer Cyclical: $340 Million
Energy: $158 Million
Basic Materials: $156 Million
Real Estate: $126 Million
Other: $371 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.3B
$5.91 Million 0.19% of portfolio
701,800
Q3 2024 Reduced 2.65%
$13.6B
$5.66 Million 0.18% of portfolio
108,030
Q3 2024 Added 0.75%
$21B
$5.61 Million 0.18% of portfolio
14,406
Q3 2024 Added 18.11%
$2.82B
$5.63 Million 0.18% of portfolio
765,126
Q3 2024 Reduced 0.23%
$7.03B
$5.88 Million 0.18% of portfolio
20,288
Q3 2024 Added 1.45%
$35.7B
$5.62 Million 0.18% of portfolio
19,085
Q3 2024 Reduced 4.11%
$7.19B
$5.7 Million 0.18% of portfolio
29,827
Q3 2024 Added 0.77%
$6.06B
$5.56 Million 0.17% of portfolio
39,721
Q3 2024 Reduced 0.1%
$2.85B
$5.38 Million 0.17% of portfolio
47,612
Q3 2024 Added 1.16%
$235B
$5.47 Million 0.17% of portfolio
52,465
Q3 2024 Reduced 0.71%
$26.3B
$5.46 Million 0.17% of portfolio
28,145
Q3 2024 Reduced 0.97%
$49.9B
$5.51 Million 0.17% of portfolio
17,027
Q3 2024 Reduced 15.27%
$68.7B
$5.56 Million 0.17% of portfolio
39,618
Q3 2024 Reduced 0.72%
$10.2B
$5.22 Million 0.16% of portfolio
130,905
Q3 2024 Added 1.88%
$55.5B
$5.05 Million 0.16% of portfolio
758,677
Q3 2024 Reduced 0.67%
$20.9B
$5.15 Million 0.16% of portfolio
11,967
Q3 2024 Reduced 0.42%
$15.4B
$5.08 Million 0.16% of portfolio
32,887
Q3 2024 Reduced 0.28%
$3.27B
$4.68 Million 0.15% of portfolio
23,533
Q3 2024 Added 2.09%
$40.6B
$4.87 Million 0.15% of portfolio
20,484
Q3 2024 Added 0.59%
$283B
$4.66 Million 0.15% of portfolio
5,593
Q3 2024 Added 7.02%
$256B
$4.9 Million 0.15% of portfolio
27,433
Q3 2024 Added 62.44%
$324B
$4.81 Million 0.15% of portfolio
21,014
Q3 2024 Reduced 0.39%
$4.8B
$4.76 Million 0.15% of portfolio
36,518
Q3 2024 Reduced 34.47%
$83.6B
$4.84 Million 0.15% of portfolio
21,947
Q3 2024 Reduced 46.9%
$26B
$4.33 Million 0.14% of portfolio
29,236
Q3 2024 Reduced 0.58%
$28.6B
$4.43 Million 0.14% of portfolio
1,814,299
Q3 2024 Reduced 1.03%
$30.4B
$4.44 Million 0.14% of portfolio
25,764
Q3 2024 Reduced 12.15%
$0
$4.48 Million 0.14% of portfolio
61,021
Q3 2024 Reduced 2.6%
$7.75B
$4.59 Million 0.14% of portfolio
46,898
Q3 2024 Reduced 40.37%
$989M
$4.55 Million 0.14% of portfolio
132,297
Q3 2024 Reduced 0.01%
$0
$4.41 Million 0.14% of portfolio
132,798
Q3 2024 Reduced 1.94%
$86B
$4.6 Million 0.14% of portfolio
22,180
Q3 2024 Reduced 0.32%
$12.3B
$3.98 Million 0.13% of portfolio
17,374
Q3 2024 New
$205B
$4.08 Million 0.13% of portfolio
18,447
Q3 2024 Added 1.38%
$99.8B
$4.09 Million 0.13% of portfolio
136,874
Q3 2024 Reduced 0.77%
$28.2B
$4.19 Million 0.13% of portfolio
210,568
Q3 2024 Reduced 0.41%
$5.91B
$4.03 Million 0.13% of portfolio
43,119
Q3 2024 Added 4.89%
$105B
$4.21 Million 0.13% of portfolio
333,233
Q3 2024 Reduced 26.15%
$13.6B
$4.27 Million 0.13% of portfolio
35,561
Q3 2024 New
$7.55B
$4.21 Million 0.13% of portfolio
31,677
Q3 2024 New
$49B
$4.27 Million 0.13% of portfolio
50,932
Q3 2024 Reduced 14.86%
$14.1B
$4.23 Million 0.13% of portfolio
53,923
Q3 2024 New
$15.6B
$3.82 Million 0.12% of portfolio
10,178
Q3 2024 Added 0.81%
$82.7B
$3.82 Million 0.12% of portfolio
4,308
Q3 2024 Reduced 0.12%
$4.98B
$3.76 Million 0.12% of portfolio
26,647
Q3 2024 Reduced 2.61%
$92.5B
$3.86 Million 0.12% of portfolio
11,138
Q3 2024 Added 1.44%
$34.6B
$3.85 Million 0.12% of portfolio
34,384
Q3 2024 Reduced 3.97%
$157B
$3.76 Million 0.12% of portfolio
369,980
Q3 2024 Reduced 0.47%
$22.6B
$3.77 Million 0.12% of portfolio
20,888
Q3 2024 Reduced 71.56%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $3.18 Billion
  • Prior Value $2.97 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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