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
$4.53B
$4.11 Million 0.13% of portfolio
40,531
Q2 2025 Reduced 7.67%
$16.4B
$4.05 Million 0.13% of portfolio
100,412
Q2 2025 Added 3.02%
$3.79B
$4.18 Million 0.13% of portfolio
37,439
Q2 2025 Reduced 6.04%
$21.9B
$4.09 Million 0.13% of portfolio
35,076
Q2 2025 Added 14.61%
$13.6B
$4.15 Million 0.13% of portfolio
12,807
Q2 2025 Reduced 10.77%
$1.65B
$4.02 Million 0.13% of portfolio
77,201
Q2 2025 Reduced 7.3%
$6.71B
$3.89 Million 0.13% of portfolio
43,212
Q2 2025 Added 1,505.8%
$2.11B
$3.58 Million 0.12% of portfolio
42,603
Q2 2025 Reduced 5.38%
$147B
$3.57 Million 0.12% of portfolio
29,000
Q2 2025 Reduced 7.86%
$16.8B
$3.71 Million 0.12% of portfolio
121,052
Q2 2025 Added 3.12%
$7.68B
$3.73 Million 0.12% of portfolio
60,867
Q2 2025 Reduced 0.51%
$189B
$3.81 Million 0.12% of portfolio
40,823
Q2 2025 Added 22.34%
$16.4B
$3.69 Million 0.12% of portfolio
32,312
Q2 2025 Reduced 10.1%
$11.6B
$3.83 Million 0.12% of portfolio
26,758
Q2 2025 Added 9.57%
$9.21B
$3.74 Million 0.12% of portfolio
51,179
Q2 2025 Reduced 11.87%
$24.2B
$3.87 Million 0.12% of portfolio
28,140
Q2 2025 Reduced 3.73%
$8.95B
$3.83 Million 0.12% of portfolio
24,494
Q2 2025 Added 3.61%
$1.38B
$3.83 Million 0.12% of portfolio
104,333
Q2 2025 Reduced 7.42%
$10.1B
$3.47 Million 0.11% of portfolio
14,937
Q2 2025 New
$19.5B
$3.45 Million 0.11% of portfolio
8,537
Q2 2025 Reduced 68.61%
$23B
$3.36 Million 0.11% of portfolio
21,785
Q2 2025 Added 2.51%
$4.72B
$3.55 Million 0.11% of portfolio
42,884
Q2 2025 Reduced 5.94%
$103B
$3.56 Million 0.11% of portfolio
33,897
Q2 2025 Reduced 25.64%
$55.1B
$3.36 Million 0.11% of portfolio
244,951
Q2 2025 Reduced 69.14%
$50.7B
$3.41 Million 0.11% of portfolio
100,826
Q2 2025 Added 28.27%
$1.19B
$3.29 Million 0.11% of portfolio
33,673
Q2 2025 Reduced 8.21%
$71.3B
$3.31 Million 0.11% of portfolio
178,802
Q2 2025 Added 9.66%
$16B
$3.05 Million 0.1% of portfolio
84,533
Q2 2025 Reduced 5.01%
$10.1B
$3.18 Million 0.1% of portfolio
7,425
Q2 2025 Reduced 0.88%
$651B
$3.14 Million 0.1% of portfolio
14,369
Q2 2025 Added 19.63%
$1.69B
$3.21 Million 0.1% of portfolio
52,072
Q2 2025 Reduced 13.66%
$21.1B
$3.17 Million 0.1% of portfolio
60,552
Q2 2025 Reduced 2.12%
$3.51B
$3.08 Million 0.1% of portfolio
35,466
Q2 2025 Reduced 5.95%
$19B
$2.96 Million 0.1% of portfolio
116,743
Q2 2025 New
$25.5B
$3.15 Million 0.1% of portfolio
6,141
Q2 2025 New
$10.1B
$3.19 Million 0.1% of portfolio
6,602
Q2 2025 Reduced 4.82%
$275B
$3.08 Million 0.1% of portfolio
17,897
Q2 2025 Added 6.63%
$100B
$2.97 Million 0.1% of portfolio
13,566
Q2 2025 Added 3.64%
$0
$3.19 Million 0.1% of portfolio
75,027
Q2 2025 Added 7.72%
$2.19B
$2.72 Million 0.09% of portfolio
58,300
Q2 2025 Added 38.67%
$3.57B
$2.65 Million 0.09% of portfolio
28,382
Q2 2025 Reduced 12.79%
$3.14B
$2.88 Million 0.09% of portfolio
180,484
Q2 2025 Reduced 5.64%
$0
$2.95 Million 0.09% of portfolio
38,863
Q2 2025 Added 8.37%
$0
$2.93 Million 0.09% of portfolio
95,361
Q2 2025 Added 9.2%
$21.5B
$2.84 Million 0.09% of portfolio
36,442
Q2 2025 Added 5.86%
$4.7B
$2.66 Million 0.09% of portfolio
62,413
Q2 2025 Added 16.81%
$4.42B
$2.39 Million 0.08% of portfolio
36,273
Q2 2025 Reduced 13.36%
$30.3B
$2.46 Million 0.08% of portfolio
28,229
Q2 2025 New
$4.4B
$2.36 Million 0.08% of portfolio
37,832
Q2 2025 New

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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