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CIK: 0001965334
Total reported value
$3.7B
$3.7B
485 檔
7.9%
The Q4 2025 SEC filing reveals that Moran Wealth Management, LLC held a total portfolio value of $3.7B, covering 485 public equity positions.
Moran Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 9 holdings and trimming 17 positions.
Showing top 200 holdings (of 485 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 2.18% | +0.01% | -10.11% | |
| 2 | PH | Parker Hannifin CORP | Stock-Industrials | 1.97% | -0.13% | -8.69% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.04% | -0.49% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.46% | +0.08% | -10.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.05% | -9.52% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 1.42% | — | -6.16% | |
| 7 | PGR | Progressive CORP | Stock-Financials | 1.18% | -0.39% | +26.53% | |
| 8 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.16% | +0.08% | -13.92% | |
| 9 | GRMN | Garmin Ltd. | Stock-Tech | 1.13% | -0.07% | -5.38% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.11% | -0.03% | -17.29% | |
| 11 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.08% | +0.07% | -6.92% | |
| 12 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.01% | -0.11% | -3.05% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 0.98% | +0.11% | -6.28% | |
| 14 | EOG | Eog Resources Inc | Stock-Energy | 0.93% | -0.37% | +6.31% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | — | +0.08% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.09% | -4.17% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 0.85% | +0.14% | -1.84% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.03% | -15.47% | |
| 19 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.81% | +0.09% | +33.98% | |
| 20 | NTAP | Netapp Inc | Stock-Tech | 0.80% | +0.17% | -10.50% | |
| 21 | PCAR | Paccar Inc | Stock-Industrials | 0.80% | -0.41% | -3.21% | |
| 22 | T | At&t Inc | Stock-Comm Services | 0.78% | -0.44% | -0.11% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 0.78% | -0.15% | -4.65% | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 0.78% | -0.10% | +205.70% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.78% | -0.09% | -11.77% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.07% | +10.31% | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 0.75% | +0.11% | -2.49% | |
| 28 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.72% | +0.02% | -2.60% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.71% | -0.48% | EXIT | |
| 30 | AXP | American Express Co | Stock-Financials | 0.69% | -0.02% | -4.98% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.03% | +8.73% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.30% | -3.66% | |
| 33 | RSG | Republic Services Inc | Stock-Industrials | 0.68% | -0.11% | +24.39% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.03% | +11.12% | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 0.68% | -0.13% | -7.12% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.67% | -0.62% | -2.87% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.05% | -3.03% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.09% | -6.15% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | +0.15% | -2.22% | |
| 40 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.63% | -0.08% | -0.85% | |
| 41 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.61% | -0.01% | -3.17% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.01% | -3.47% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.59% | -0.15% | +2.36% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.05% | +14.80% | |
| 45 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.59% | -0.10% | -4.81% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.57% | +0.06% | -8.54% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.03% | +1.65% | |
| 48 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.55% | -0.05% | -1.03% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.08% | -3.29% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.54% | -0.24% | -12.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +0.5% | +205.70% | Add |
| 2 | SBAC | Sba Communications CORP | +0.3% | +157.64% | Add |
| 3 | FIX | Comfort Systems USA Inc | +0.3% | +33.98% | Add |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.3% | +561.15% | Add |
| 5 | CCL1EUR | Carnival CORP LTD | +0.3% | +2940.90% | Add |
| 6 | CTSH | Cognizant Tech Solutions-a | +0.2% | +2327.19% | Add |
| 7 | CI | THE Cigna Group | +0.2% | +187.51% | Add |
| 8 | ELV | Elevance Health Inc | +0.2% | +154.81% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +10.31% | Add |
| 10 | EWK | Ishares Msci Belgium ETF | +0.2% | +388.10% | Add |
| 11 | PGR | Progressive CORP | +0.2% | +26.53% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.17% | Trim |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.2% | +56.02% | Add |
| 14 | IRM | Iron Mountain Inc | -0.1% | -3.77% | Trim |
| 15 | SFM | Sprouts Farmers Market Inc | -0.1% | -4.68% | Trim |
| 16 | HWM | Howmet Aerospace Inc | -0.2% | -17.29% | Trim |
| 17 | WSM | Williams-sonoma Inc | -0.2% | -6.92% | Trim |
| 18 | NTAP | Netapp Inc | -0.2% | -10.50% | Trim |
| 19 | LIN | Linde plc | -0.2% | -11.77% | Trim |
| 20 | TT | Trane Technologies plc | -0.2% | -6.16% | Trim |
| 21 | MSFT | Microsoft CORP | -0.2% | -9.52% | Trim |
| 22 | MSI | Motorola Solutions Inc | -0.2% | -21.56% | Trim |
| 23 | ABT | Abbott Laboratories | -0.3% | -97.73% | Trim |
| 24 | GRMN | Garmin Ltd. | -0.3% | -5.38% | Trim |
| 25 | CDNS | Cadence Design Sys Inc | -0.3% | -13.92% | Trim |
| 26 | IWD | Ishares Russell 1000 Value E | -0.4% | -87.46% | Trim |
| 27 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -94.25% | Trim |
| 28 | IWS | Ishares Russell Mid-cap Valu | -0.7% | -98.84% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -88.66% | Trim |
| 30 | NOBL | Proshares S&p 500 Dividend A | — | EXIT | Sold out |
| 31 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 32 | GIS | General Mills Inc | — | NEW | New buy |
| 33 | EWS | Ishares Msci Singapore ETF | — | EXIT | Sold out |
| 34 | EWZ | Ishares Msci Brazil ETF | — | NEW | New buy |
| 35 | UAE | Ishares Msci Uae ETF | — | EXIT | Sold out |
| 36 | FTNT | Fortinet Inc | — | NEW | New buy |
| 37 | TW | Tradeweb Markets Inc-class A | — | NEW | New buy |
| 38 | EWP | Ishares Msci Spain ETF | — | NEW | New buy |
| 39 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 40 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 41 | HLNE | Hamilton Lane Inc-class A | — | NEW | New buy |
| 42 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 43 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 44 | PODD | Insulet CORP | — | NEW | New buy |
| 45 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 46 | ARGT | Global X Msci Argentina ETF | — | EXIT | Sold out |
| 47 | UL | Unilever PLC | — | EXIT | Sold out |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 49 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 50 | DOCS | Doximity Inc-class A | — | 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 485 disclosed positions in Q4 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, NVDA) accounted for 7.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
GIS
市值: $11.0M
Top Position Liquidated / Trimmed
NOBL
前期市值: $28.8M
During Q4 2025, Moran Wealth Management, LLC's top holdings by market value included AVGO (2.2%)、PH (2.0%)、NVDA (1.8%). The largest single position, AVGO, represented 2.2% of total portfolio value.
In Q4 2025, Moran Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 17 holdings, and fully liquidating 9 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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