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CIK: 0001965334
Total reported value
$3.7B
$3.7B
433 檔
6.8%
The Q1 2025 SEC filing reveals that Moran Wealth Management, LLC held a total portfolio value of $3.7B, covering 433 public equity positions.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q1 2025, establishing 12 new positions while fully exiting 11 holdings and trimming 17 positions.
Showing top 200 holdings (of 433 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | Stock-Industrials | 2.08% | — | -2.07% | |
| 2 | PH | Parker Hannifin CORP | Stock-Industrials | 1.79% | -0.13% | -3.61% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.01% | +7.96% | |
| 4 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.51% | +0.07% | -8.98% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.05% | +3.56% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 1.37% | -0.39% | +88.23% | |
| 7 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.32% | -0.11% | -0.76% | |
| 8 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.29% | +0.08% | -3.52% | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | -0.30% | -21.44% | |
| 10 | EOG | Eog Resources Inc | Stock-Energy | 1.22% | -0.37% | -0.36% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | — | -38.17% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.04% | +21.89% | |
| 13 | LIN | Linde plc | Stock-Materials | 1.11% | -0.09% | -1.99% | |
| 14 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.09% | -0.03% | +5.92% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.08% | +4.31% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | -0.07% | -2.14% | |
| 17 | T | At&t Inc | Stock-Comm Services | 0.98% | -0.44% | -2.21% | |
| 18 | GRMN | Garmin Ltd. | Stock-Tech | 0.96% | -0.07% | -2.59% | |
| 19 | MSI | Motorola Solutions Inc | Stock-Tech | 0.93% | -0.12% | -2.26% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 0.91% | -0.62% | -1.61% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 0.88% | -0.05% | -2.54% | |
| 22 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.82% | -0.02% | -5.20% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.79% | -0.48% | EXIT | |
| 24 | FDX | Fedex CORP | Stock-Industrials | 0.79% | -0.15% | +75.38% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | — | -25.44% | |
| 26 | PCAR | Paccar Inc | Stock-Industrials | 0.77% | -0.41% | +28.76% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | +0.15% | -1.52% | |
| 28 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.74% | +0.02% | +65.40% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 0.74% | -0.24% | +16.25% | |
| 30 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.72% | -0.03% | -3.30% | |
| 31 | COR | Cencora Inc | Stock-Healthcare | 0.71% | -0.13% | -1.45% | |
| 32 | RSG | Republic Services Inc | Stock-Industrials | 0.70% | -0.11% | -1.28% | |
| 33 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.69% | — | -0.85% | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.69% | -0.08% | -6.01% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | +0.11% | +11.57% | |
| 36 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.68% | -0.10% | -2.82% | |
| 37 | OC | Owens Corning | Stock-Industrials | 0.68% | -0.21% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.09% | -39.52% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.67% | -0.25% | EXIT | |
| 40 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.66% | -0.01% | -23.19% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.04% | -12.70% | |
| 42 | FIS | Fidelity National Info Serv | Stock-Tech | 0.64% | +0.01% | +6.42% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.63% | — | -30.79% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.04% | -3.55% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.61% | -0.02% | -1.67% | |
| 46 | DVA | Davita Inc | Stock-Healthcare | 0.60% | -0.01% | EXIT | |
| 47 | NTAP | Netapp Inc | Stock-Tech | 0.60% | +0.17% | -1.76% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.01% | -1.44% | |
| 49 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.60% | +0.02% | -1.45% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.03% | -2.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.8% | +88.23% | Add |
| 2 | ANET | Arista Networks Inc | +0.5% | NEW | New buy |
| 3 | KR | Kroger Co | +0.5% | NEW | New buy |
| 4 | RS | Reliance Inc | +0.4% | +1434.05% | Add |
| 5 | BRO | Brown & Brown Inc | +0.4% | +282.76% | Add |
| 6 | MDLZ | Mondelez International Inc-a | +0.4% | NEW | New buy |
| 7 | RMD | Resmed Inc | +0.4% | NEW | New buy |
| 8 | SF | Stifel Financial CORP | +0.3% | NEW | New buy |
| 9 | TW | Tradeweb Markets Inc-class A | +0.3% | NEW | New buy |
| 10 | ABT | Abbott Laboratories | +0.3% | NEW | New buy |
| 11 | CMG | Chipotle Mexican Grill Inc | +0.3% | +1558.71% | Add |
| 12 | FISV | Fiserv Inc | +0.3% | NEW | New buy |
| 13 | FTNT | Fortinet Inc | +0.3% | NEW | New buy |
| 14 | ADSK | Autodesk Inc | +0.3% | +1375.49% | Add |
| 15 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | +0.3% | +254.43% | Add |
| 17 | FDX | Fedex CORP | +0.3% | +75.38% | Add |
| 18 | AXS | AXIS Capital Holdings Limited | +0.3% | +3244.66% | Add |
| 19 | PAG | Penske Automotive Group Inc | +0.3% | +65.40% | Add |
| 20 | EWS | Ishares Msci Singapore ETF | +0.3% | NEW | New buy |
| 21 | TROW | T Rowe Price Group Inc | +0.3% | NEW | New buy |
| 22 | CDNS | Cadence Design Sys Inc | -0.2% | -3.52% | Trim |
| 23 | WLK | Westlake CORP | -0.3% | EXIT | Sold out |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -25.44% | Trim |
| 25 | VEEV | Veeva Systems Inc-class A | -0.3% | -65.57% | Trim |
| 26 | AN | Autonation Inc | -0.3% | EXIT | Sold out |
| 27 | STLD | Steel Dynamics Inc | -0.3% | EXIT | Sold out |
| 28 | LAD | Lithia Motors Inc | -0.3% | EXIT | Sold out |
| 29 | SLB | Slb LTD | -0.3% | -74.41% | Trim |
| 30 | PSA | Public Storage | -0.3% | -82.60% | Trim |
| 31 | MLI | Mueller Industries Inc | -0.3% | -61.98% | Trim |
| 32 | RLI | Rli CORP | -0.3% | EXIT | Sold out |
| 33 | WSM | Williams-sonoma Inc | -0.3% | -8.98% | Trim |
| 34 | CSCO | Cisco Systems Inc | -0.3% | -39.52% | Trim |
| 35 | AVGO | Broadcom Inc | -0.4% | +7.96% | Add |
| 36 | EFX | Equifax Inc | -0.4% | EXIT | Sold out |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -97.85% | Trim |
| 38 | MSCI | Msci Inc | -0.4% | -93.88% | Trim |
| 39 | FDS | Factset Research Systems Inc | -0.4% | EXIT | Sold out |
| 40 | LMT | Lockheed Martin CORP | -0.4% | -21.44% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.5% | EXIT | Sold out |
| 42 | MRK | Merck & Co. Inc. | -0.5% | -54.97% | Trim |
| 43 | IT | Gartner Inc | -0.5% | -50.57% | Trim |
| 44 | UBS | UBS Group AG | -0.5% | EXIT | Sold out |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -44.63% | Trim |
| 46 | CHE | Chemed CORP | -0.6% | EXIT | Sold out |
| 47 | JPM | Jpmorgan Chase & Co | -0.6% | -38.17% | Trim |
| 48 | TTEN | Totalenergies Se -spon Adr | -0.6% | -79.82% | Trim |
| 49 | ATO | Atmos Energy CORP | -0.6% | -87.22% | Trim |
| 50 | CB | Chubb Limited | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 433 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TT, PH, AVGO) accounted for 6.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
ANET
市值: $15.1M
Top Position Liquidated / Trimmed
CB
前期市值: $22.3M
During Q1 2025, Moran Wealth Management, LLC's top holdings by market value included TT (2.1%)、PH (1.8%)、AVGO (1.6%). The largest single position, TT, represented 2.1% of total portfolio value.
In Q1 2025, Moran Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 10 positions, trimming 17 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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