Moran Wealth Management, LLC Portfolio Holdings

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024

Moran Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.08 Billion distributed in 412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trane Technologies PLC with a value of $69.1M, Broadcom Inc. with a value of $61.4M, Williams Sonoma Inc with a value of $58M, Parker Hannifin Corp with a value of $57.6M, and Jpmorgan Chase & CO with a value of $55.8M.

Examining the 13F form we can see an decrease of $97.8M in the current position value, from $3.18B to 3.08B.

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 $3.08 Billion
Industrials: $638 Million
Technology: $607 Million
Financial Services: $447 Million
Consumer Cyclical: $339 Million
Healthcare: $317 Million
ETFs: $135 Million
Energy: $132 Million
Consumer Defensive: $131 Million
Other: $336 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.4B
$298,000 0.01% of portfolio
1,419
Q4 2024 Reduced 93.07%
$7.58B
$269,000 0.01% of portfolio
2,037
Q4 2024 New
Corpay Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.63%
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q4 2024 Added 571.5%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.71%
$23.9B
$0 0.0% of portfolio
-
Q4 2024 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
Atlanta Braves Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 8.28%
Skyward Specialty Ins Group
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.96%
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $3.08 Billion
  • Prior Value $3.18 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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