Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

Moran Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 491 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.3M, Spdr S&P 500 ETF Trust with a value of $63.8M, Parker Hannifin Corp with a value of $60.7M, Nvidia Corp with a value of $59.4M, and Microsoft Corp with a value of $55.5M.

Examining the 13F form we can see an increase of $52M in the current position value, from $3.11B to 3.16B.

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 $3.16 Billion
Technology: $734 Million
Industrials: $562 Million
Financial Services: $401 Million
Consumer Cyclical: $295 Million
Healthcare: $264 Million
ETFs: $247 Million
Consumer Defensive: $233 Million
Communication Services: $173 Million
Other: $250 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.2B
$2.42 Million 0.08% of portfolio
12,892
Q3 2025 Reduced 1.64%
$9.82B
$2.66 Million 0.08% of portfolio
15,903
Q3 2025 Reduced 40.57%
$9.53B
$2.6 Million 0.08% of portfolio
35,445
Q3 2025 Added 261.94%
$3.06B
$2.15 Million 0.07% of portfolio
56,195
Q3 2025 Reduced 7.16%
$1.39B
$2.1 Million 0.07% of portfolio
65,024
Q3 2025 Added 2.93%
$20B
$2.32 Million 0.07% of portfolio
13,039
Q3 2025 Reduced 48.21%
$0
$2.08 Million 0.07% of portfolio
14,625
Q3 2025 New
$65.5B
$2.12 Million 0.07% of portfolio
25,140
Q3 2025 Reduced 2.38%
$9.37B
$2.12 Million 0.07% of portfolio
7,641
Q3 2025 New
$0
$2.36 Million 0.07% of portfolio
13,374
Q3 2025 New
$1.28B
$2.13 Million 0.07% of portfolio
48,417
Q3 2025 New
$3.14B
$2.28 Million 0.07% of portfolio
44,419
Q3 2025 Reduced 4.22%
$4.22B
$2.2 Million 0.07% of portfolio
33,984
Q3 2025 Reduced 8.54%
$0
$2.18 Million 0.07% of portfolio
29,687
Q3 2025 Added 3.58%
$3.17B
$2.11 Million 0.07% of portfolio
62,114
Q3 2025 Reduced 7.42%
$12.2B
$2.17 Million 0.07% of portfolio
265,189
Q3 2025 Reduced 76.63%
$3.45B
$1.96 Million 0.06% of portfolio
56,481
Q3 2025 Reduced 2.73%
$36B
$1.84 Million 0.06% of portfolio
8,254
Q3 2025 Added 4.02%
$8.11B
$2.03 Million 0.06% of portfolio
66,540
Q3 2025 Reduced 58.53%
$4.39B
$2 Million 0.06% of portfolio
38,294
Q3 2025 Reduced 4.58%
$1.52B
$1.89 Million 0.06% of portfolio
30,486
Q3 2025 Reduced 6.89%
$3.01B
$1.99 Million 0.06% of portfolio
45,916
Q3 2025 Reduced 5.57%
$4.07B
$2.02 Million 0.06% of portfolio
26,468
Q3 2025 Reduced 6.46%
$48.1B
$1.8 Million 0.06% of portfolio
6,230
Q3 2025 Reduced 2.0%
$0
$1.62 Million 0.05% of portfolio
35,142
Q3 2025 New
$4.28B
$1.53 Million 0.05% of portfolio
57,817
Q3 2025 Reduced 2.1%
$7.35B
$1.65 Million 0.05% of portfolio
146,856
Q3 2025 Reduced 2.21%
$11.3B
$1.64 Million 0.05% of portfolio
4,751
Q3 2025 Added 0.61%
$194B
$1.6 Million 0.05% of portfolio
3,573
Q3 2025 Added 44.31%
$1.84B
$1.48 Million 0.05% of portfolio
51,601
Q3 2025 Reduced 2.09%
$11.8B
$1.67 Million 0.05% of portfolio
22,911
Q3 2025 Reduced 1.46%
$114B
$1.54 Million 0.05% of portfolio
3,148
Q3 2025 Added 128.45%
$3.9B
$1.43 Million 0.05% of portfolio
49,479
Q3 2025 Reduced 1.35%
$4.2B
$1.57 Million 0.05% of portfolio
24,740
Q3 2025 Reduced 0.66%
$0
$1.66 Million 0.05% of portfolio
52,594
Q3 2025 Reduced 44.85%
$0
$1.58 Million 0.05% of portfolio
33,708
Q3 2025 Added 9.51%
$4.25B
$1.6 Million 0.05% of portfolio
53,849
Q3 2025 Reduced 1.07%
$1.36B
$1.7 Million 0.05% of portfolio
77,291
Q3 2025 Added 9.2%
$0
$1.52 Million 0.05% of portfolio
20,027
Q3 2025 Added 83.65%
$0
$1.71 Million 0.05% of portfolio
34,576
Q3 2025 Added 77.41%
$9.12B
$1.63 Million 0.05% of portfolio
17,785
Q3 2025 Added 0.2%
$6.74B
$1.46 Million 0.05% of portfolio
10,636
Q3 2025 Added 1.96%
$7.28B
$1.5 Million 0.05% of portfolio
29,122
Q3 2025 Reduced 2.1%
$0
$1.45 Million 0.05% of portfolio
10,520
Q3 2025 Added 13.73%
$8.3B
$1.27 Million 0.04% of portfolio
31,183
Q3 2025 Reduced 1.08%
$30B
$1.14 Million 0.04% of portfolio
19,457
Q3 2025 Added 8.18%
$37.5B
$1.18 Million 0.04% of portfolio
24,883
Q3 2025 Added 7.32%
$3.04B
$1.15 Million 0.04% of portfolio
7,722
Q3 2025 Added 1.75%
$9.66B
$1.2 Million 0.04% of portfolio
31,837
Q3 2025 Added 88.25%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $3.16 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 72 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 237 stocks
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