Moran Wealth Management, LLC
CIK: 0001965334Latest portfolio: $3.3B · Q4 2025
Holdings
485
Total Value
$3.3B
New Positions
485
Closed Positions
0
Top Holdings
View All 485 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 205,123 | $71.0M | 2.18% | NEW | |
| 2 | PHPARKER-HANNIFIN CORP | 73,069 | $64.2M | 1.97% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 316,914 | $59.1M | 1.81% | NEW | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 156,484 | $47.6M | 1.46% | NEW | |
| 5 | MSFTMICROSOFT CORP | 96,999 | $46.9M | 1.44% | NEW | |
| 6 | TTTRANE TECHNOLOGIES PLC | 119,149 | $46.4M | 1.42% | NEW | |
| 7 | PGRPROGRESSIVE CORP | 169,145 | $38.5M | 1.18% | NEW | |
| 8 | CDNSCADENCE DESIGN SYSTEM INC | 121,183 | $37.9M | 1.16% | NEW | |
| 9 | GRMNGARMIN LTD | 181,784 | $36.9M | 1.13% | NEW | |
| 10 | HWMHOWMET AEROSPACE INC | 177,308 | $36.4M | 1.11% | NEW | |
| 11 | WSMWILLIAMS SONOMA INC | 197,953 | $35.4M | 1.08% | NEW | |
| 12 | A4SAMERIPRISE FINL INC | 67,172 | $32.9M | 1.01% | NEW | |
| 13 | CATCATERPILLAR INC | 55,630 | $31.9M | 0.98% | NEW | |
| 14 | EOGEOG RES INC | 290,119 | $30.5M | 0.93% | NEW | |
| 15 | JPMJPMORGAN CHASE & CO. | 89,207 | $28.7M | 0.88% | NEW | |
| 16 | GOOGLALPHABET INC | 90,551 | $28.3M | 0.87% | NEW | |
| 17 | APHAMPHENOL CORP NEW | 204,745 | $27.7M | 0.85% | NEW | |
| 18 | GOOGALPHABET INC | 86,356 | $27.1M | 0.83% | NEW | |
| 19 | FIXCOMFORT SYS USA INC | 28,357 | $26.5M | 0.81% | NEW | |
| 20 | NTAPNETAPP INC | 243,199 | $26.0M | 0.80% | NEW | |
| 21 | PCARPACCAR INC | 237,209 | $26.0M | 0.80% | NEW | |
| 22 | TAT&T INC | 1,028,474 | $25.5M | 0.78% | NEW | |
| 23 | FDXFEDEX CORP | 88,367 | $25.5M | 0.78% | NEW | |
| 24 | ZTSZOETIS INC | 202,741 | $25.5M | 0.78% | NEW | |
| 25 | LINLINDE PLC | 59,752 | $25.5M | 0.78% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($InfinityT)
Industrials0.0% ($6.422346372363503e+245T)
Consumer Cyclical0.0% ($3.535123573220412e+178T)
Healthcare0.0% ($2.5508249431934917e+148T)
Real Estate0.0% ($1.618614755431226e+100T)
Basic Materials0.0% ($2.5477871486188354e+99T)
Consumer Defensive0.0% ($1.8194179931607616e+98T)
Unknown0.0% ($3.293617629128751e+78T)
Energy0.0% ($3.0464143539825716e+73T)
Communication Services0.0% ($2.8341270982554725e+68T)
Utilities0.0% ($411536022830424.3T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 26, 2026 | $3.3B | 764 |
| Q3 2025 | Oct 23, 2025 | $3.3T | 0 |
| Q2 2025 | Jul 28, 2025 | $3.2T | 660 |
| Q1 2025 | Apr 23, 2025 | $3.0T | 574 |
| Q4 2024 | Feb 7, 2025 | $3.1T | 412 |
| Q3 2024 | Nov 8, 2024 | $3250.2T | 402 |
| Q2 2024 | Aug 13, 2024 | $3038.8T | 387 |
| Q1 2024 | May 15, 2024 | $3085.9T | 409 |
| Q4 2023 | Feb 8, 2024 | $2810.9T | 415 |
| Q3 2023 | Nov 13, 2023 | $2583.0T | 366 |
| Q2 2023 | Aug 10, 2023 | $2664.8T | 380 |
| Q1 2023 | May 10, 2023 | $2643.6T | 355 |
| Q4 2022 | Feb 13, 2023 | $2634.0T | 339 |
Fund Information
Moran Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.3B across 485 holdings. The largest position is BROADCOM INC (AVGO), representing 2.2% of the portfolio. Compared to the previous quarter, the fund opened 485 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.