Moran Wealth Management, LLC 13F Holdings
CIK 0001965334 · Naples, FL
As of Sep 30, 2025, Moran Wealth Management, LLC reported 491 positions worth $2.9B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 228,189 | $75.3M | 2.59% |
| SPDR S&P 500 ETF TRUST | SPY | — | 95,796 | $63.8M | 2.20% |
| PARKER-HANNIFIN CORP | PH | Industrials | 80,027 | $60.7M | 2.09% |
| NVIDIA CORP | NVDA | Technology | 318,471 | $59.4M | 2.04% |
| MICROSOFT CORP | MSFT | Technology | 107,203 | $55.5M | 1.91% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 126,971 | $53.6M | 1.84% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 140,775 | $49.4M | 1.70% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 175,168 | $48.9M | 1.68% |
| GARMIN LTD | GRMN | Technology | 192,113 | $47.3M | 1.63% |
| HOWMET AEROSPACE INC | HWM | Industrials | 214,365 | $42.1M | 1.45% |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 212,664 | $41.6M | 1.43% |
| AMERIPRISE FINANCIAL INC | AMP | Financial Services | 69,282 | $34.0M | 1.17% |
| PROGRESSIVE CORP | PGR | Financial Services | 133,675 | $33.0M | 1.14% |
| NETAPP INC | NTAP | Technology | 271,739 | $32.2M | 1.11% |
| LINDE PLC | LIN | Basic Materials | 67,724 | $32.2M | 1.11% |
| EOG RESOURCES INC | EOG | Energy | 272,887 | $30.6M | 1.05% |
| AT&T INC | T | Communication Services | 1,029,605 | $29.1M | 1.00% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 279,302 | $28.8M | 0.99% |
| CATERPILLAR INC | CAT | Industrials | 59,357 | $28.3M | 0.97% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 89,133 | $28.1M | 0.97% |
| ARISTA NETWORKS INC | ANET | Technology | 191,832 | $28.0M | 0.96% |
| PENSKE AUTOMOTIVE GROUP INC | PAG | Consumer Cyclical | 152,898 | $26.6M | 0.92% |
| AMPHENOL CORP-CL A | APH | Technology | 208,579 | $25.8M | 0.89% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 35,706 | $24.9M | 0.86% |
| ALPHABET INC | GOOG | Equity | 102,156 | $24.9M | 0.86% |