Moran Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Moran Wealth Management, LLC reported 411 stock positions worth $3.1 billion. Its top holding was Trane Technologies (TT) at 2.2% of the portfolio, followed by Broadcom (AVGO, 2.0%) and Williams-Sonoma (WSM, 1.8%). Compared with Q3 2024, it opened 63 new positions, sold out of 54, added to 173 and reduced 174. The biggest buy was Fidelity National Info Serv (FIS, shares +369%) and the biggest sale an exit from Celanese (CE).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.1B (Q4 2024)
- SEC Filing
- 0001667731-25-000219 ↗ filed Feb 7, 2025
Holdings Value
Holdings 411 stocks · $3.1B
| TT Trane Technologies PLC | 2.20% | 187,093 | $69.1M | Add +10.8% |
| AVGO Broadcom Inc. | 1.96% | 264,985 | $61.4M | Reduce -2.5% |
| WSM Williams-Sonoma Inc. | 1.85% | 312,953 | $58.0M | Add +1.5% |
| PH Parker Hannifin Corp. | 1.84% | 90,611 | $57.6M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 1.78% | 232,845 | $55.8M | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 1.63% | 105,126 | $51.1M | Reduce -2.6% |
| CDNS Cadence Design SYS Inc. | 1.50% | 156,946 | $47.2M | Reduce -2.2% |
| MSFT Microsoft Corp. | 1.43% | 106,516 | $44.9M | Reduce -0.4% |
| AMP Ameriprise Financial Inc. | 1.38% | 81,417 | $43.3M | Add +4.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.17% | 185,819 | $36.7M | Reduce -3.3% |
| EOG EOG Resources Inc. | 1.11% | 283,317 | $34.7M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.08% | 253,156 | $34.0M | Reduce -1.5% |
| BX Blackstone Inc. | 1.05% | 191,553 | $33.0M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 55,119 | $32.3M | Add +11.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.02% | 372,693 | $32.1M | Reduce -13.3% |
| CSCO Cisco Systems Inc. | 1.01% | 532,671 | $31.5M | Add +11.2% |
| RSP Invesco S&P 500 Equal Weight | 1.00% | 179,495 | $31.5M | Add +1.1% |
| LIN Linde PLC | 0.97% | 72,460 | $30.3M | Reduce -1.0% |
| MSI Motorola Solutions Inc. | 0.95% | 64,361 | $29.7M | Add +6.1% |
| GRMN Garmin Ltd. | 0.89% | 134,614 | $27.8M | Reduce -43.7% |
| PHM Pultegroup Inc. | 0.86% | 248,180 | $27.0M | Reduce -2.7% |
| IT Gartner Inc. | 0.85% | 55,024 | $26.7M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.83% | 262,371 | $26.1M | Add +0.8% |
| HWM Howmet Aerospace Inc. | 0.83% | 236,995 | $25.9M | Reduce -1.9% |
| TTE Totalenergies SE -Spon ADR | 0.81% | 468,701 | $25.5M | Reduce -1.3% |
| AFL Aflac Inc. | 0.81% | 246,323 | $25.5M | Reduce -0.9% |
| NOC Northrop Grumman Corp. | 0.79% | 53,064 | $24.9M | Add +7.3% |
| INTU Intuit Inc. | 0.78% | 39,054 | $24.5M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.77% | 128,747 | $24.1M | Reduce -0.5% |
| NTAP Netapp Inc. | 0.77% | 206,989 | $24.0M | Reduce -1.1% |
| T AT&T Inc. | 0.76% | 1,050,786 | $23.9M | Add +22.1% |
| MUSA Murphy USA Inc. | 0.76% | 47,247 | $23.7M | Reduce -0.0% |
| ATO Atmos Energy Corp. | 0.74% | 166,276 | $23.2M | Add +12.2% |
| CB Chubb Ltd. | 0.71% | 80,843 | $22.3M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.70% | 66,511 | $22.1M | Reduce -2.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.70% | 209,019 | $22.0M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.69% | 113,629 | $21.6M | Add +2.5% |
| SFM Sprouts Farmers Market Inc. | 0.68% | 168,507 | $21.4M | Reduce -6.7% |
| PWR Quanta Services Inc. | 0.68% | 67,582 | $21.4M | Reduce -4.1% |
| AXP American Express Co. | 0.65% | 68,841 | $20.4M | Add +188.6% |
| EVR Evercore Inc. Class A | 0.64% | 72,803 | $20.2M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.64% | 54,878 | $19.9M | Reduce -0.6% |
| CTAS Cintas Corp. | 0.63% | 108,837 | $19.9M | Reduce -3.5% |
| FIS Fidelity National Info Serv | 0.62% | 238,979 | $19.3M | Add +369.2% |
| PCAR Paccar Inc. | 0.61% | 182,642 | $19.0M | Reduce -17.2% |
| SSNC Ss&c Technologies Holdings | 0.60% | 248,737 | $18.8M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 41,420 | $18.8M | Add +1.3% |
| PGR Progressive Corp. | 0.58% | 76,450 | $18.3M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.58% | 34,770 | $18.3M | Add +0.0% |
| MOH Molina Healthcare Inc. | 0.58% | 62,896 | $18.3M | Add +1.1% |
| OC Owens Corning | 0.58% | 106,937 | $18.2M | Add +0.4% |
| CHE Chemed Corp. | 0.58% | 34,043 | $18.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.57% | 30,554 | $17.9M | Add +2.2% |
| BSX Boston Scientific Corp. | 0.57% | 199,624 | $17.8M | Add +0.3% |
| PKG Packaging Corp. of America | 0.56% | 78,642 | $17.7M | Reduce -2.7% |
| SPOT Spotify Technology SA | 0.56% | 39,410 | $17.6M | Add +9.7% |
| GOOGL Alphabet Inc. Class A | 0.56% | 92,907 | $17.6M | Add +1.0% |
| RSG Republic Services Inc. | 0.56% | 87,248 | $17.6M | Add +0.8% |
| DHI D.R. Horton Inc. | 0.56% | 125,084 | $17.5M | Add +80.5% |
| COR Cencora Inc. | 0.55% | 77,074 | $17.3M | Add +0.8% |
| IR Ingersoll-Rand Inc. | 0.54% | 187,264 | $16.9M | Reduce -2.2% |
| CME Cme Group Inc. | 0.53% | 71,653 | $16.6M | Add +226.5% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.53% | 313,013 | $16.5M | Reduce -0.3% |
| DVA Davita Inc. | 0.53% | 110,322 | $16.5M | Add +102.2% |
| FIX Comfort Systems USA Inc. | 0.52% | 38,684 | $16.4M | Reduce -6.3% |
| FICO Fair Isaac Corp. | 0.50% | 7,946 | $15.8M | Reduce -3.1% |
| FDX FedEx Corp. | 0.49% | 54,717 | $15.4M | Reduce -0.6% |
| GD General Dynamics Corp. | 0.49% | 57,771 | $15.2M | Add +0.0% |
| WAB Wabtec Corp. | 0.48% | 79,181 | $15.0M | Reduce -2.1% |
| MLI Mueller Industries Inc. | 0.48% | 188,881 | $15.0M | Reduce -2.6% |
| UBS UBS Group AG-Reg | 0.48% | 491,187 | $14.9M | Reduce -1.8% |
| GDDY GoDaddy Inc. Class A | 0.47% | 74,990 | $14.8M | New |
| CI The Cigna Group | 0.47% | 53,377 | $14.7M | Add +379.2% |
| DFS Discover Financial Services | 0.47% | 84,850 | $14.7M | Reduce -2.1% |
| WMT Walmart Inc. | 0.47% | 161,415 | $14.6M | Add +0.2% |
| HSY The Hershey Co. | 0.46% | 85,121 | $14.4M | Reduce -3.8% |
| XOM Exxon Mobil Corp. | 0.46% | 133,811 | $14.4M | Add +14.9% |
| UNH Unitedhealth Group Inc. | 0.46% | 28,229 | $14.3M | Reduce -1.7% |
| PAG Penske Automotive Group Inc. | 0.45% | 92,871 | $14.2M | New |
| REGN Regeneron Pharmaceuticals | 0.45% | 19,678 | $14.0M | Reduce -11.4% |
| SPGI S&P Global Inc. | 0.44% | 27,865 | $13.9M | Reduce -0.5% |
| SBAC SBA Communications Corp. | 0.44% | 67,254 | $13.7M | New |
| VEEV Veeva Systems Inc. Class A | 0.43% | 64,664 | $13.6M | Add +3.0% |
| DECK Deckers Outdoor Corp. | 0.43% | 66,518 | $13.5M | Reduce -51.9% |
| MCK McKesson Corp. | 0.43% | 23,473 | $13.4M | Add +212.5% |
| CSL Carlisle Cos Inc. | 0.42% | 36,096 | $13.3M | Reduce -3.0% |
| MSCI MSCI Inc. | 0.39% | 20,574 | $12.3M | Add +2.2% |
| JNJ Johnson & Johnson | 0.39% | 85,165 | $12.3M | Reduce -2.7% |
| EXP Eagle Materials Inc. | 0.39% | 49,095 | $12.1M | Reduce -1.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 29,944 | $12.1M | Add +3.0% |
| MTZ Mastec Inc. | 0.38% | 87,292 | $11.9M | Reduce -2.3% |
| MAS Masco Corp. | 0.38% | 163,576 | $11.9M | New |
| ITT Itt Inc. | 0.38% | 82,883 | $11.8M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.38% | 47,725 | $11.8M | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.38% | 307,130 | $11.8M | Reduce -0.6% |
| FDS Factset Research Systems Inc. | 0.38% | 24,510 | $11.8M | Add +2.8% |
| PSA Public Storage | 0.36% | 38,043 | $11.4M | Reduce 0.0% |
| EFX Equifax Inc. | 0.36% | 44,101 | $11.2M | Add +2.9% |
| COST Costco Wholesale Corp. | 0.36% | 12,205 | $11.2M | Add +18.5% |
| SNA Snap-on Inc. | 0.35% | 32,190 | $10.9M | Reduce -2.6% |
Portfolio Sells Q3 2024 → Q4 2024
| CE Celanese Corp. | Sold out | 0.00% | −0.91 |
| AVB Avalonbay Communities Inc. | Reduce -93.4% | 0.05% | −0.72 |
| PLD Prologis Inc. | Reduce -75.9% | 0.15% | −0.58 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -13.3% | 1.02% | −0.55 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -53.5% | 0.33% | −0.54 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.54 |
| GRMN Garmin Ltd. | Reduce -43.7% | 0.89% | −0.41 |
| ADBE Adobe Inc. | Reduce -94.5% | 0.02% | −0.36 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.34 |
| LMT Lockheed Martin Corp. | Reduce -2.6% | 1.63% | −0.31 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.30 |
| SNPS Synopsys Inc. | Reduce -88.2% | 0.04% | −0.29 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.29 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.28 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.27 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.27 |
| MDT Medtronic PLC | Reduce -39.5% | 0.34% | −0.27 |
| REGN Regeneron Pharmaceuticals | Reduce -11.4% | 0.45% | −0.27 |
| PHM Pultegroup Inc. | Reduce -2.7% | 0.86% | −0.26 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.25 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.25 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.25 |
| DECK Deckers Outdoor Corp. | Reduce -51.9% | 0.43% | −0.25 |
| EWY iShares MSCI South Korea ETF | Sold out | 0.00% | −0.24 |
| MS Morgan Stanley | Sold out | 0.00% | −0.17 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.16 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.15 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.14 |
| LHX L3HARRIS Technologies Inc. | Reduce -93.1% | 0.01% | −0.14 |
| LPG Dorian LPG Ltd. | Sold out | 0.00% | −0.14 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.13 |
| TTE Totalenergies SE -Spon ADR | Reduce -1.3% | 0.81% | −0.13 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −0.12 |
| PTC PTC Inc. | Sold out | 0.00% | −0.12 |
| EQIX Equinix Inc. | Reduce -94.6% | 0.01% | −0.11 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −0.11 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.11 |
| LIN Linde PLC | Reduce -1.0% | 0.97% | −0.11 |
| NSIT Insight Enterprises Inc. | Sold out | 0.00% | −0.10 |
| CAL Caleres Inc. | Sold out | 0.00% | −0.10 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -39.3% | 0.09% | −0.09 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.09 |
| CSL Carlisle Cos Inc. | Reduce -3.0% | 0.42% | −0.09 |
| GSL Global Ship Lease Inc. Class A | Sold out | 0.00% | −0.09 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.09 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.09 |
| HRB H&R Block Inc. | Reduce -0.3% | 0.53% | −0.09 |
| IRM Iron Mountain Inc. | Reduce -2.9% | 0.70% | −0.09 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.09 |
| WLK Westlake Corp. | Reduce -5.6% | 0.25% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| FIS Fidelity National Info Serv | Add +369.2% | 0.62% | +0.48 |
| GDDY GoDaddy Inc. Class A | New | 0.47% | +0.47 |
| AXP American Express Co. | Add +188.6% | 0.65% | +0.45 |
| PAG Penske Automotive Group Inc. | New | 0.45% | +0.45 |
| SBAC SBA Communications Corp. | New | 0.44% | +0.44 |
| CME Cme Group Inc. | Add +226.5% | 0.53% | +0.38 |
| WSM Williams-Sonoma Inc. | Add +1.5% | 1.85% | +0.38 |
| MAS Masco Corp. | New | 0.38% | +0.38 |
| LOW Lowe's Cos Inc. | New | 0.38% | +0.38 |
| CI The Cigna Group | Add +379.2% | 0.47% | +0.35 |
| AMCR Amcor PLC | New | 0.32% | +0.32 |
| MCK McKesson Corp. | Add +212.5% | 0.43% | +0.31 |
| AMP Ameriprise Financial Inc. | Add +4.5% | 1.38% | +0.26 |
| DVA Davita Inc. | Add +102.2% | 0.53% | +0.25 |
| GIS General Mills Inc. | New | 0.24% | +0.24 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +4617.6% | 0.24% | +0.24 |
| IWV iShares Russell 3000 ETF | Add +2515.7% | 0.23% | +0.23 |
| CSCO Cisco Systems Inc. | Add +11.2% | 1.01% | +0.22 |
| TT Trane Technologies PLC | Add +10.8% | 2.20% | +0.19 |
| CNH CNH Industrial NV | New | 0.18% | +0.18 |
| T AT&T Inc. | Add +22.1% | 0.76% | +0.18 |
| YEAR AB Ultra Short Income ETF | New | 0.17% | +0.17 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.17% | +0.17 |
| RJF Raymond James Financial Inc. | New | 0.16% | +0.16 |
| DAL Delta Air Lines Inc. | New | 0.16% | +0.16 |
| PPG PPG Industries Inc. | New | 0.16% | +0.16 |
| EMN Eastman Chemical Co. | New | 0.16% | +0.16 |
| SPOT Spotify Technology SA | Add +9.7% | 0.56% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.0% | 1.03% | +0.15 |
| DHI D.R. Horton Inc. | Add +80.5% | 0.56% | +0.15 |
| ACWI iShares MSCI Acwi ETF | New | 0.14% | +0.14 |
| IWD iShares Russell 1000 Value E | New | 0.14% | +0.14 |
| IPG Interpublic Group of Cos Inc. | New | 0.13% | +0.13 |
| FLO Flowers Foods Inc. | New | 0.13% | +0.13 |
| EZA iShares MSCI South Africa Et | New | 0.12% | +0.12 |
| PFGC Performance Food Group Co. | Add +73.7% | 0.25% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.69% | +0.12 |
| FLEX Flex Ltd. | New | 0.12% | +0.12 |
| MBIN Merchants Bancorp | New | 0.11% | +0.11 |
| MSI Motorola Solutions Inc. | Add +6.1% | 0.95% | +0.11 |
| ATO Atmos Energy Corp. | Add +12.2% | 0.74% | +0.11 |
| DOCS Doximity Inc. Class A | New | 0.11% | +0.11 |
| JBL Jabil Inc. | New | 0.10% | +0.10 |
| VCTR Victory Capital Holding - A | New | 0.10% | +0.10 |
| PPC Pilgrim's Pride Corp. | Add +1259.1% | 0.11% | +0.10 |
| KNSL Kinsale Capital Group Inc. | New | 0.10% | +0.10 |
| BG Bunge Global SA | Add +571.5% | 0.12% | +0.10 |
| EEFT Euronet Worldwide Inc. | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.56% | +0.09 |
| MU Micron Technology Inc. | Add +258.9% | 0.13% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 479 | $3.7B | AVGO, NVDA, PH, TT, LRCX |
| Q1 2026 | 474 | $3.3B | AVGO, PH, NVDA, TT, EOG |
| Q4 2025 | 485 | $3.3B | AVGO, PH, NVDA, TSM, MSFT |
| Q3 2025 | 491 | $3.3B | AVGO, SPY, PH, NVDA, MSFT |
| Q2 2025 | 469 | $3.2B | AVGO, PH, TT, MSFT, NVDA |
| Q1 2025 | 433 | $3.0B | TT, PH, AVGO, WSM, MSFT |
| Q4 2024 | 411 | $3.1B | TT, AVGO, WSM, PH, JPM |
| Q3 2024 | 402 | $3.3B | TT, LMT, PH, NVO, JPM |
| Q2 2024 | 387 | $3.0B | NVO, TT, CDNS, LMT, MSFT |
| Q1 2024 | 409 | $3.1B | NVO, TT, PH, WSM, CDNS |