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
$1.19B
$1.83 Million 0.06% of portfolio
21,071
Q3 2024 Reduced 10.68%
$514B
$1.88 Million 0.06% of portfolio
11,047
Q3 2024 New
$4.78B
$2.06 Million 0.06% of portfolio
60,414
Q3 2024 Added 0.22%
$41.3B
$1.8 Million 0.06% of portfolio
127,997
Q3 2024 Reduced 75.5%
$22.3B
$2.04 Million 0.06% of portfolio
68,573
Q3 2024 Added 0.93%
$222B
$1.83 Million 0.06% of portfolio
11,126
Q3 2024 Reduced 5.66%
$2.97B
$1.84 Million 0.06% of portfolio
59,689
Q3 2024 Reduced 0.19%
$2.47B
$1.96 Million 0.06% of portfolio
50,901
Q3 2024 Reduced 9.56%
$393B
$1.89 Million 0.06% of portfolio
2,666
Q3 2024 Added 3.49%
$12.8B
$1.73 Million 0.05% of portfolio
23,909
Q3 2024 Reduced 0.09%
$173B
$1.64 Million 0.05% of portfolio
9,636
Q3 2024 Added 8.34%
$4.71B
$1.51 Million 0.05% of portfolio
51,278
Q3 2024 Added 0.29%
$10.8B
$1.7 Million 0.05% of portfolio
31,510
Q3 2024 Reduced 0.12%
$6.45B
$1.47 Million 0.05% of portfolio
37,684
Q3 2024 Added 0.32%
$1.67B
$1.61 Million 0.05% of portfolio
264,203
Q3 2024 Reduced 5.42%
$6.15B
$1.48 Million 0.05% of portfolio
19,613
Q3 2024 Added 0.06%
$0
$1.59 Million 0.05% of portfolio
16,336
Q3 2024 Reduced 5.57%
$13B
$1.57 Million 0.05% of portfolio
30,554
Q3 2024 Added 0.23%
$3.61B
$1.53 Million 0.05% of portfolio
23,868
Q3 2024 Reduced 4.77%
$0
$1.65 Million 0.05% of portfolio
9,500
Q3 2024 Reduced 4.86%
$3.2B
$1.68 Million 0.05% of portfolio
88,266
Q3 2024 Reduced 58.57%
$34.1B
$1.52 Million 0.05% of portfolio
28,454
Q3 2024 Reduced 7.11%
$7.35B
$1.62 Million 0.05% of portfolio
81,197
Q3 2024 Reduced 5.72%
$2.95B
$1.6 Million 0.05% of portfolio
11,867
Q3 2024 Reduced 7.27%
$23.3B
$1.15 Million 0.04% of portfolio
9,244
Q3 2024 Reduced 6.4%
$7.83B
$1.14 Million 0.04% of portfolio
22,682
Q3 2024 Added 0.3%
$37.7B
$1.42 Million 0.04% of portfolio
17,597
Q3 2024 Reduced 5.12%
$4.53B
$1.28 Million 0.04% of portfolio
19,083
Q3 2024 Added 0.72%
$18.2B
$1.36 Million 0.04% of portfolio
8,581
Q3 2024 Added 0.53%
$107B
$1.35 Million 0.04% of portfolio
13,011
Q3 2024 Added 14.9%
$0
$1.38 Million 0.04% of portfolio
29,363
Q3 2024 Reduced 2.66%
$2.41B
$1.33 Million 0.04% of portfolio
13,045
Q3 2024 Reduced 63.77%
$12.5B
$1.27 Million 0.04% of portfolio
72,122
Q3 2024 Added 0.41%
$28.4B
$1.25 Million 0.04% of portfolio
20,408
Q3 2024 Reduced 5.45%
$13.2B
$1.26 Million 0.04% of portfolio
17,721
Q3 2024 Added 0.81%
$27.9B
$1.38 Million 0.04% of portfolio
18,560
Q3 2024 Added 0.58%
$12.8B
$1.41 Million 0.04% of portfolio
11,436
Q3 2024 Added 0.42%
$7.45B
$1.21 Million 0.04% of portfolio
6,457
Q3 2024 Added 0.72%
$47.4B
$1.14 Million 0.04% of portfolio
22,062
Q3 2024 Reduced 5.89%
$18.5B
$806,000 0.03% of portfolio
2,789
Q3 2024 Reduced 1.34%
$45.7B
$801,000 0.03% of portfolio
5,900
Q3 2024 Reduced 5.89%
$78.3B
$803,000 0.03% of portfolio
7,738
Q3 2024 Added 53.11%
$11.2B
$910,000 0.03% of portfolio
34,201
Q3 2024 Reduced 3.26%
$4.92B
$842,000 0.03% of portfolio
13,215
Q3 2024 Reduced 1.63%
$191B
$859,000 0.03% of portfolio
1,749
Q3 2024 Added 24.22%
$3.29B
$1.02 Million 0.03% of portfolio
20,801
Q3 2024 Reduced 2.69%
$6.44B
$979,000 0.03% of portfolio
13,693
Q3 2024 Reduced 6.17%
$175B
$826,000 0.03% of portfolio
6,824
Q3 2024 Reduced 1.6%
$9.75B
$1.1 Million 0.03% of portfolio
7,839
Q3 2024 Reduced 5.77%

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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