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CIK: 0001965334
Total reported value
$3.7B
$3.7B
491 檔
8.6%
During the Q3 2025 filing period, Moran Wealth Management, LLC (CIK: 0001965334) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 491 reported positions.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 16 new positions while fully exiting 12 holdings and trimming 13 positions.
Showing top 200 holdings (of 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 2.27% | +0.01% | -16.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | — | +111.98% | |
| 3 | PH | Parker Hannifin CORP | Stock-Industrials | 1.83% | -0.13% | -4.29% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.04% | +3.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.05% | -1.48% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 1.62% | — | -4.81% | |
| 7 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.49% | +0.08% | -4.33% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.48% | +0.08% | -6.72% | |
| 9 | GRMN | Garmin Ltd. | Stock-Tech | 1.43% | -0.07% | +7.85% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.27% | -0.03% | -10.25% | |
| 11 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.25% | +0.07% | -4.65% | |
| 12 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.03% | -0.11% | -11.17% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.00% | -0.39% | -14.93% | |
| 14 | NTAP | Netapp Inc | Stock-Tech | 0.97% | +0.17% | -3.94% | |
| 15 | LIN | Linde plc | Stock-Materials | 0.97% | -0.09% | -3.41% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 0.92% | -0.37% | +0.54% | |
| 17 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.44% | +0.89% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.87% | +0.36% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.11% | -1.67% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | — | -13.71% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 0.84% | +0.11% | -1.67% | |
| 22 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.80% | +0.02% | +0.65% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 0.78% | +0.14% | +96.37% | |
| 24 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.75% | -0.08% | -2.39% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.03% | -7.48% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.75% | -0.05% | -20.63% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 0.74% | -0.48% | EXIT | |
| 28 | MSI | Motorola Solutions Inc | Stock-Tech | 0.73% | -0.12% | -3.53% | |
| 29 | PCAR | Paccar Inc | Stock-Industrials | 0.73% | -0.41% | -1.76% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | -0.30% | -40.86% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.01% | -2.87% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.72% | +0.34% | — | |
| 33 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.70% | -0.01% | -2.73% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.03% | +2.70% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.09% | -1.65% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.69% | -0.62% | -13.67% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.15% | -0.61% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.66% | -0.13% | -4.33% | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.66% | -0.15% | -1.86% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.64% | -0.02% | -2.42% | |
| 41 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.62% | +0.02% | -0.69% | |
| 42 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.62% | -0.10% | -4.17% | |
| 43 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.60% | -0.05% | +1.78% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.09% | -5.05% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.08% | +222.03% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.24% | -4.55% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | +0.06% | -17.78% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.03% | +7.17% | |
| 49 | RSG | Republic Services Inc | Stock-Industrials | 0.58% | -0.11% | +0.56% | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.55% | -0.25% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +111.98% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +3.42% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | -16.82% | Trim |
| 4 | ROL | Rollins Inc | +0.5% | +42.29% | Add |
| 5 | GRMN | Garmin Ltd. | +0.5% | +7.85% | Add |
| 6 | CL | Colgate-palmolive Co | +0.5% | +16.98% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -6.72% | Trim |
| 8 | NFLX | Netflix Inc | +0.4% | +338.07% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.4% | +2.47% | Add |
| 10 | NTAP | Netapp Inc | +0.4% | -3.94% | Add |
| 11 | ANET | Arista Networks Inc | +0.3% | -1.67% | Trim |
| 12 | LRCX | Lam Research CORP | +0.3% | +1309.86% | Add |
| 13 | MSFT | Microsoft CORP | +0.3% | -1.48% | Trim |
| 14 | CDNS | Cadence Design Sys Inc | +0.2% | -4.33% | Trim |
| 15 | CI | THE Cigna Group | -0.4% | -68.98% | Trim |
| 16 | OC | Owens Corning | -0.5% | -33.34% | Trim |
| 17 | AMCR | Amcor plc | -0.5% | -76.63% | Trim |
| 18 | FIS | Fidelity National Info Serv | -0.5% | +6.58% | Trim |
| 19 | LMT | Lockheed Martin CORP | -0.5% | -40.86% | Trim |
| 20 | MUSA | Murphy USA Inc | -0.6% | -69.82% | Trim |
| 21 | RSP | Invesco S&p 500 Equal Weight | -0.6% | -53.07% | Trim |
| 22 | MOH | Molina Healthcare Inc | -0.6% | -65.17% | Trim |
| 23 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 24 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 25 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 26 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 30 | DVA | Davita Inc | — | EXIT | Sold out |
| 31 | HRB | H&r Block Inc | — | EXIT | Sold out |
| 32 | CVX | Chevron CORP | — | NEW | New buy |
| 33 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 34 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 35 | FICO | Fair Isaac CORP | — | EXIT | Sold out |
| 36 | EVR | Evercore Inc - A | — | EXIT | Sold out |
| 37 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 38 | KLAC | Kla CORP | — | NEW | New buy |
| 39 | BRO | Brown & Brown Inc | — | EXIT | Sold out |
| 40 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 41 | RS | Reliance Inc | — | EXIT | Sold out |
| 42 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 43 | PEP | Pepsico Inc | — | NEW | New buy |
| 44 | MAS | Masco CORP | — | EXIT | Sold out |
| 45 | IT | Gartner Inc | — | EXIT | Sold out |
| 46 | BLK | Blackrock Inc | — | NEW | New buy |
| 47 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 48 | DXCM | Dexcom Inc | — | NEW | New buy |
| 49 | TW | Tradeweb Markets Inc-class A | — | EXIT | Sold out |
| 50 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Moran Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.7B across 491 disclosed positions in Q3 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, SPY, PH) accounted for 8.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
NOBL
市值: $28.8M
Top Position Liquidated / Trimmed
NOC
前期市值: $18.8M
During Q3 2025, Moran Wealth Management, LLC's top holdings by market value included AVGO (2.3%)、SPY (1.9%)、PH (1.8%). The largest single position, AVGO, represented 2.3% of total portfolio value.
In Q3 2025, Moran Wealth Management, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 9 positions, trimming 13 holdings, and fully liquidating 12 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.
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