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
$135B
$4.05 Million 0.14% of portfolio
13,271
Q1 2025 Added 435.77%
$119B
$4.08 Million 0.14% of portfolio
129,372
Q1 2025 Reduced 2.17%
$61.9B
$4.13 Million 0.14% of portfolio
39,419
Q1 2025 Added 5.32%
$11.7B
$3.8 Million 0.13% of portfolio
35,943
Q1 2025 Added 3.66%
$2.97B
$3.85 Million 0.13% of portfolio
39,845
Q1 2025 New
$297B
$3.72 Million 0.13% of portfolio
5,617
Q1 2025 Added 0.81%
$1.68B
$3.66 Million 0.13% of portfolio
633,604
Q1 2025 Reduced 15.53%
$86.1B
$3.86 Million 0.13% of portfolio
2,691
Q1 2025 Added 1,482.94%
$1.91B
$3.89 Million 0.13% of portfolio
232,908
Q1 2025 Added 98.95%
$185B
$3.7 Million 0.13% of portfolio
81,525
Q1 2025 Reduced 1.42%
$16.9B
$3.67 Million 0.13% of portfolio
147,520
Q1 2025 Reduced 42.08%
$16.5B
$3.82 Million 0.13% of portfolio
30,604
Q1 2025 Added 6.91%
$25.4B
$3.69 Million 0.13% of portfolio
21,924
Q1 2025 Reduced 15.14%
$3.52B
$3.64 Million 0.13% of portfolio
191,278
Q1 2025 Added 0.3%
$3.36B
$3.7 Million 0.13% of portfolio
37,711
Q1 2025 Reduced 4.34%
$10.3B
$3.51 Million 0.12% of portfolio
23,640
Q1 2025 Added 7.19%
$10.8B
$3.38 Million 0.12% of portfolio
6,936
Q1 2025 Added 5.6%
$12.7B
$3.33 Million 0.12% of portfolio
117,385
Q1 2025 Added 1.36%
$13.8B
$3.44 Million 0.12% of portfolio
93,272
Q1 2025 Added 232.09%
$5.69B
$3.55 Million 0.12% of portfolio
61,181
Q1 2025 Reduced 1.19%
$3.87B
$3.48 Million 0.12% of portfolio
45,590
Q1 2025 Reduced 7.73%
$1.92B
$3.29 Million 0.11% of portfolio
123,621
Q1 2025 Added 485.16%
$21.6B
$3.29 Million 0.11% of portfolio
21,252
Q1 2025 Reduced 87.22%
$47.3B
$3.29 Million 0.11% of portfolio
78,607
Q1 2025 Reduced 74.41%
$7.7B
$3.09 Million 0.11% of portfolio
24,420
Q1 2025 Reduced 4.97%
$116B
$3.19 Million 0.11% of portfolio
13,089
Q1 2025 Added 12.58%
$1.84B
$3.12 Million 0.11% of portfolio
36,684
Q1 2025 Added 11.47%
$10.1B
$3.2 Million 0.11% of portfolio
7,491
Q1 2025 New
$3.04B
$3.09 Million 0.11% of portfolio
99,036
Q1 2025 Reduced 13.55%
$14.5B
$2.77 Million 0.1% of portfolio
88,991
Q1 2025 New
$259B
$2.96 Million 0.1% of portfolio
16,784
Q1 2025 Reduced 1.28%
$76.3B
$2.98 Million 0.1% of portfolio
163,052
Q1 2025 Reduced 1.92%
$0
$2.84 Million 0.1% of portfolio
69,648
Q1 2025 Reduced 2.37%
$2.88B
$2.93 Million 0.1% of portfolio
82,327
Q1 2025 Added 4.68%
$940M
$2.91 Million 0.1% of portfolio
265,516
Q1 2025 New
$6.88B
$2.79 Million 0.1% of portfolio
16,632
Q1 2025 New
$1.6B
$2.64 Million 0.09% of portfolio
60,311
Q1 2025 New
$542B
$2.56 Million 0.09% of portfolio
2,740
Q1 2025 Reduced 3.89%
$2.32B
$2.53 Million 0.09% of portfolio
32,544
Q1 2025 New
$4.24B
$2.63 Million 0.09% of portfolio
45,487
Q1 2025 Reduced 6.64%
$20.4B
$2.54 Million 0.09% of portfolio
34,425
Q1 2025 New
$0
$2.68 Million 0.09% of portfolio
87,328
Q1 2025 Reduced 0.37%
$3.85B
$2.68 Million 0.09% of portfolio
41,868
Q1 2025 New
$30.3B
$2.52 Million 0.09% of portfolio
44,056
Q1 2025 New
$18.4B
$2.52 Million 0.09% of portfolio
61,861
Q1 2025 Added 35.08%
$107B
$2.73 Million 0.09% of portfolio
31,474
Q1 2025 Reduced 32.6%
$0
$2.72 Million 0.09% of portfolio
35,861
Q1 2025 Added 2.65%
$3.67B
$2.41 Million 0.08% of portfolio
132,177
Q1 2025 New
$4.63B
$2.22 Million 0.08% of portfolio
46,131
Q1 2025 Reduced 5.2%

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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