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
$6.92B
$1.29 Million 0.04% of portfolio
36,488
Q3 2025 Reduced 1.29%
$86.3B
$1.25 Million 0.04% of portfolio
6,970
Q3 2025 Added 223.13%
$11.8B
$1.34 Million 0.04% of portfolio
3,936
Q3 2025 Reduced 0.08%
$22.2B
$1.2 Million 0.04% of portfolio
18,474
Q3 2025 Reduced 0.35%
$0
$1.18 Million 0.04% of portfolio
15,439
Q3 2025 Added 80.21%
$8.13B
$1.33 Million 0.04% of portfolio
3,340
Q3 2025 Added 0.63%
$0
$1.11 Million 0.04% of portfolio
22,417
Q3 2025 Added 84.06%
$7.6B
$1.13 Million 0.04% of portfolio
6,662
Q3 2025 Reduced 0.67%
$24.5B
$1.38 Million 0.04% of portfolio
7,121
Q3 2025 Reduced 1.11%
$10.6B
$1.21 Million 0.04% of portfolio
11,308
Q3 2025 Reduced 0.22%
$55.2B
$1.36 Million 0.04% of portfolio
34,653
Q3 2025 Reduced 2.0%
$0
$1.38 Million 0.04% of portfolio
59,313
Q3 2025 New
$12.4B
$1.23 Million 0.04% of portfolio
72,120
Q3 2025 Reduced 1.91%
$14.7B
$1.18 Million 0.04% of portfolio
8,465
Q3 2025 Added 0.19%
$0
$1.11 Million 0.04% of portfolio
33,081
Q3 2025 Added 81.16%
$0
$1.14 Million 0.04% of portfolio
29,150
Q3 2025 Added 82.82%
$4.42B
$1.41 Million 0.04% of portfolio
21,697
Q3 2025 Added 58.91%
$0
$1.41 Million 0.04% of portfolio
24,861
Q3 2025 Added 76.8%
$21.2B
$1.11 Million 0.04% of portfolio
31,710
Q3 2025 New
$0
$1.05 Million 0.03% of portfolio
28,758
Q3 2025 Added 71.61%
$0
$803,000 0.03% of portfolio
5,317
Q3 2025 Added 77.23%
$0
$1.09 Million 0.03% of portfolio
20,803
Q3 2025 Added 88.93%
$0
$868,000 0.03% of portfolio
27,052
Q3 2025 Added 74.45%
$106B
$797,000 0.03% of portfolio
6,571
Q3 2025 Added 6.1%
$11.3B
$1.09 Million 0.03% of portfolio
17,892
Q3 2025 Reduced 0.57%
$0
$991,000 0.03% of portfolio
20,809
Q3 2025 Added 55.33%
$0
$913,000 0.03% of portfolio
28,628
Q3 2025 Added 78.05%
$5.1B
$900,000 0.03% of portfolio
1,551
Q3 2025 Added 5.15%
$1.41T
$958,000 0.03% of portfolio
2,155
Q3 2025 Added 69.55%
$4.46B
$1.09 Million 0.03% of portfolio
19,190
Q3 2025 Reduced 1.26%
$3.88B
$1.08 Million 0.03% of portfolio
16,212
Q3 2025 Added 2.86%
$4.76B
$981,000 0.03% of portfolio
3,938
Q3 2025 Added 5.32%
$1.73B
$818,000 0.03% of portfolio
38,703
Q3 2025 Added 4.48%
$4.32B
$877,000 0.03% of portfolio
5,682
Q3 2025 Added 6.68%
$13.4B
$980,000 0.03% of portfolio
3,299
Q3 2025 Added 79.88%
$10.7B
$802,000 0.03% of portfolio
9,895
Q3 2025 Added 4.36%
$7.5B
$977,000 0.03% of portfolio
23,789
Q3 2025 Reduced 1.92%
$2.47B
$1.09 Million 0.03% of portfolio
83,294
Q3 2025 Reduced 53.85%
$2.33B
$873,000 0.03% of portfolio
20,559
Q3 2025 Added 6.11%
$0
$911,000 0.03% of portfolio
13,589
Q3 2025 Added 62.74%
$0
$1 Million 0.03% of portfolio
7,109
Q3 2025 Added 76.31%
$10.4B
$952,000 0.03% of portfolio
11,105
Q3 2025 Added 76.52%
$0
$843,000 0.03% of portfolio
20,780
Q3 2025 Added 72.96%
$2.79B
$1.07 Million 0.03% of portfolio
13,868
Q3 2025 Reduced 60.9%
$0
$806,000 0.03% of portfolio
17,359
Q3 2025 Added 82.13%
$8.6B
$1.07 Million 0.03% of portfolio
30,913
Q3 2025 Added 9.5%
$648M
$1.05 Million 0.03% of portfolio
8,011
Q3 2025 Added 3.0%
$0
$798,000 0.03% of portfolio
5,937
Q3 2025 Added 81.78%
$0
$874,000 0.03% of portfolio
2,680
Q3 2025 Added 70.59%

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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