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CIK: 0001965334
Total reported value
$3.7B
$3.7B
471 檔
8.0%
According to the latest 13F quarterly dataset, Moran Wealth Management, LLC managed an equity portfolio of $3.7B at the end of Q2 2025, spanning 471 distinct U.S. exchange-listed positions.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 18 new positions while fully exiting 11 holdings and trimming 16 positions.
Showing top 200 holdings (of 471 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.01% | -4.11% | |
| 2 | PH | Parker Hannifin CORP | Stock-Industrials | 1.80% | -0.13% | -4.26% | |
| 3 | TT | Trane Technologies plc | Stock-Industrials | 1.80% | — | -27.19% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.05% | -1.35% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.04% | -0.20% | |
| 6 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.40% | +0.08% | -2.82% | |
| 7 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.37% | -0.03% | -4.85% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.31% | +0.08% | -3.11% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 1.29% | -0.39% | +9.19% | |
| 10 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.28% | -0.11% | -3.47% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.16% | -0.30% | -1.47% | |
| 12 | GRMN | Garmin Ltd. | Stock-Tech | 1.15% | -0.07% | +35.84% | |
| 13 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.12% | +0.07% | -21.70% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.01% | -0.09% | -1.27% | |
| 15 | EOG | Eog Resources Inc | Stock-Energy | 1.00% | -0.37% | -3.86% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.07% | -0.21% | |
| 17 | NTAP | Netapp Inc | Stock-Tech | 0.93% | +0.17% | +39.12% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | — | -28.25% | |
| 19 | T | At&t Inc | Stock-Comm Services | 0.91% | -0.44% | -0.69% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 0.91% | -0.48% | EXIT | |
| 21 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.87% | -0.08% | -1.25% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | +9.97% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.85% | -0.05% | -1.72% | |
| 24 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.80% | +0.02% | -1.10% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.79% | +0.15% | -2.37% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 0.77% | -0.62% | -2.44% | |
| 27 | PCAR | Paccar Inc | Stock-Industrials | 0.73% | -0.41% | +6.09% | |
| 28 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.72% | -0.02% | -10.70% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.11% | -1.42% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.01% | -0.13% | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 0.71% | -0.12% | -12.83% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.03% | +1.49% | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.68% | -0.13% | -3.31% | |
| 34 | PWR | Quanta Services Inc | Stock-Industrials | 0.68% | +0.06% | -10.04% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.66% | -0.15% | -1.59% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.09% | -4.39% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.66% | -0.24% | -7.42% | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.65% | -0.25% | EXIT | |
| 39 | AXP | American Express Co | Stock-Financials | 0.65% | -0.02% | -2.93% | |
| 40 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.65% | +0.02% | -0.87% | |
| 41 | RSG | Republic Services Inc | Stock-Industrials | 0.63% | -0.11% | -3.20% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.62% | +0.11% | +0.13% | |
| 43 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.61% | -0.10% | -0.52% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.03% | -0.70% | |
| 45 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.59% | -0.01% | -4.87% | |
| 46 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.59% | -0.03% | +2.54% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.03% | — | |
| 48 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.57% | -0.05% | — | |
| 49 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.57% | — | -1.10% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.04% | -3.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | -4.11% | Trim |
| 2 | V | Visa Inc-class A Shares | +0.6% | NEW | New buy |
| 3 | DGX | Quest Diagnostics Inc | +0.6% | NEW | New buy |
| 4 | COF | Capital One Financial CORP | +0.5% | NEW | New buy |
| 5 | CL | Colgate-palmolive Co | +0.5% | +2126.48% | Add |
| 6 | CINF | Cincinnati Financial CORP | +0.4% | NEW | New buy |
| 7 | CVX | Chevron CORP | +0.4% | NEW | New buy |
| 8 | DUK | Duke Energy CORP | +0.4% | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | +0.4% | +3826.51% | Add |
| 10 | NVDA | Nvidia CORP | +0.4% | -0.20% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.4% | NEW | New buy |
| 12 | MNST | Monster Beverage CORP | +0.4% | NEW | New buy |
| 13 | PEP | Pepsico Inc | +0.4% | NEW | New buy |
| 14 | ROL | Rollins Inc | +0.3% | +1332.28% | Add |
| 15 | NTAP | Netapp Inc | +0.3% | +39.12% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.3% | NEW | New buy |
| 17 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 18 | YEAR | AB Ultra Short Income ETF | +0.3% | NEW | New buy |
| 19 | DUSB | Dimension Ultrashort Fi ETF | +0.3% | NEW | New buy |
| 20 | MSFT | Microsoft CORP | +0.3% | -1.35% | Trim |
| 21 | HWM | Howmet Aerospace Inc | +0.3% | -4.85% | Trim |
| 22 | HD | Home Depot Inc | +0.3% | NEW | New buy |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.11% | Trim |
| 24 | ELV | Elevance Health Inc | +0.2% | NEW | New buy |
| 25 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | New buy |
| 26 | PG | Procter & Gamble Co/the | +0.2% | NEW | New buy |
| 27 | GRMN | Garmin Ltd. | +0.2% | +35.84% | Add |
| 28 | IBKR | Interactive Brokers Gro-cl A | +0.2% | NEW | New buy |
| 29 | SPOT | Spotify Technology S.A. | +0.2% | -1.25% | Trim |
| 30 | CDNS | Cadence Design Sys Inc | +0.1% | -2.82% | Trim |
| 31 | BBY | Best Buy Co Inc | -0.2% | EXIT | Sold out |
| 32 | DOX | Amdocs Limited | -0.2% | -91.91% | Trim |
| 33 | DAL | Delta Air Lines Inc | -0.2% | EXIT | Sold out |
| 34 | TXT | Textron Inc | -0.2% | -91.82% | Trim |
| 35 | GIS | General Mills Inc | -0.3% | EXIT | Sold out |
| 36 | AMCR | Amcor plc | -0.3% | -36.49% | Trim |
| 37 | IT | Gartner Inc | -0.3% | -68.61% | Trim |
| 38 | EMN | Eastman Chemical Co | -0.3% | EXIT | Sold out |
| 39 | LDOS | Leidos Holdings Inc | -0.3% | EXIT | Sold out |
| 40 | REGN | Regeneron Pharmaceuticals | -0.4% | -76.82% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.4% | EXIT | Sold out |
| 42 | WSM | Williams-sonoma Inc | -0.4% | -21.70% | Trim |
| 43 | DVA | Davita Inc | -0.4% | -63.02% | Trim |
| 44 | RS | Reliance Inc | -0.4% | EXIT | Sold out |
| 45 | OC | Owens Corning | -0.4% | -55.76% | Trim |
| 46 | EVR | Evercore Inc - A | -0.5% | EXIT | Sold out |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | EXIT | Sold out |
| 48 | DFSEUR | Discover Financial Services | -0.5% | EXIT | Sold out |
| 49 | FIS | Fidelity National Info Serv | -0.5% | -77.28% | Trim |
| 50 | NOC | Northrop Grumman CORP | -0.6% | 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 471 disclosed positions in Q2 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 AVGO, PH, TT) accounted for 8.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
V
市值: $18.8M
Top Position Liquidated / Trimmed
NOC
前期市值: $18.8M
During Q2 2025, Moran Wealth Management, LLC's top holdings by market value included AVGO (2.3%)、PH (1.8%)、TT (1.8%). The largest single position, AVGO, represented 2.3% of total portfolio value.
In Q2 2025, Moran Wealth Management, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 5 positions, trimming 16 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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