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
$2.03B
$5.82 Million 0.2% of portfolio
198,893
Q1 2025 Reduced 7.6%
$97.3B
$5.74 Million 0.2% of portfolio
95,506
Q1 2025 Reduced 0.77%
$15.2B
$5.76 Million 0.2% of portfolio
122,091
Q1 2025 New
$27.3B
$5.36 Million 0.19% of portfolio
49,020
Q1 2025 Added 16.21%
$5.78B
$5.42 Million 0.19% of portfolio
54,354
Q1 2025 Reduced 6.73%
$25.1B
$5.64 Million 0.19% of portfolio
15,378
Q1 2025 Added 2.25%
$92.6B
$5.43 Million 0.19% of portfolio
23,462
Q1 2025 Added 3.31%
$79.5B
$5.44 Million 0.19% of portfolio
43,428
Q1 2025 New
$4.88B
$5.47 Million 0.19% of portfolio
71,821
Q1 2025 Reduced 61.98%
$38.8B
$5.16 Million 0.18% of portfolio
22,264
Q1 2025 Reduced 65.57%
$7.18B
$5.28 Million 0.18% of portfolio
18,510
Q1 2025 Reduced 8.12%
$2.43B
$5.13 Million 0.18% of portfolio
138,648
Q1 2025 New
$34.3B
$5.11 Million 0.18% of portfolio
36,814
Q1 2025 Added 12.31%
$9.92B
$5.33 Million 0.18% of portfolio
92,617
Q1 2025 New
$98.3B
$5.1 Million 0.18% of portfolio
45,582
Q1 2025 Reduced 0.13%
$282B
$5.11 Million 0.18% of portfolio
19,166
Q1 2025 Added 3.54%
$24.3B
$5 Million 0.17% of portfolio
31,189
Q1 2025 Added 14.38%
$253B
$4.85 Million 0.17% of portfolio
19,501
Q1 2025 Added 2.9%
$361B
$5 Million 0.17% of portfolio
18,627
Q1 2025 Reduced 6.98%
$75.6B
$4.95 Million 0.17% of portfolio
105,168
Q1 2025 New
$9.38B
$4.86 Million 0.17% of portfolio
178,973
Q1 2025 Added 26.21%
$1.5B
$5.03 Million 0.17% of portfolio
83,276
Q1 2025 New
$4.29B
$5.05 Million 0.17% of portfolio
60,734
Q1 2025 Reduced 2.39%
$1.23B
$4.84 Million 0.17% of portfolio
112,693
Q1 2025 New
$6.9B
$4.74 Million 0.16% of portfolio
30,171
Q1 2025 Added 3.48%
$22.7B
$4.73 Million 0.16% of portfolio
539,573
Q1 2025 Added 3.32%
$5.01B
$4.69 Million 0.16% of portfolio
43,900
Q1 2025 Added 51.36%
$152B
$4.6 Million 0.16% of portfolio
77,290
Q1 2025 Reduced 23.66%
$305B
$4.62 Million 0.16% of portfolio
64,554
Q1 2025 Added 54.25%
$63.2B
$4.53 Million 0.16% of portfolio
823,756
Q1 2025 Added 16.0%
$101B
$4.66 Million 0.16% of portfolio
301,575
Q1 2025 Reduced 15.93%
$165B
$4.64 Million 0.16% of portfolio
340,440
Q1 2025 Reduced 6.1%
$25.1B
$4.67 Million 0.16% of portfolio
29,230
Q1 2025 Added 12.24%
$19.2B
$4.76 Million 0.16% of portfolio
10,966
Q1 2025 Added 3.78%
$18.8B
$4.73 Million 0.16% of portfolio
661,347
Q1 2025 Added 7.23%
$2.11B
$4.27 Million 0.15% of portfolio
45,025
Q1 2025 Reduced 6.52%
$11.8B
$4.38 Million 0.15% of portfolio
14,353
Q1 2025 Reduced 19.22%
$37.2B
$4.2 Million 0.15% of portfolio
216,194
Q1 2025 Added 0.73%
$43.9B
$4.22 Million 0.15% of portfolio
48,452
Q1 2025 Added 5.05%
$37.5B
$4.34 Million 0.15% of portfolio
1,863,326
Q1 2025 Added 9.25%
$0
$4.44 Million 0.15% of portfolio
60,276
Q1 2025 Reduced 1.15%
$61.8B
$4.47 Million 0.15% of portfolio
156,813
Q1 2025 Added 3.77%
$933M
$4.42 Million 0.15% of portfolio
95,417
Q1 2025 Reduced 1.0%
$7.07B
$4.02 Million 0.14% of portfolio
35,220
Q1 2025 New
$0
$4.19 Million 0.14% of portfolio
149,732
Q1 2025 Reduced 0.79%
$13.6B
$3.99 Million 0.14% of portfolio
38,396
Q1 2025 Added 1.16%
$2.68B
$4.02 Million 0.14% of portfolio
23,082
Q1 2025 Reduced 3.61%
$16.3B
$3.91 Million 0.14% of portfolio
97,470
Q1 2025 Added 5.18%
$9.46B
$3.98 Million 0.14% of portfolio
58,072
Q1 2025 New

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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