Moran Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Moran Wealth Management, LLC reported 433 stock positions worth $3.0 billion. Its top holding was Trane Technologies (TT) at 2.1% of the portfolio, followed by Parker Hannifin (PH, 1.8%) and Broadcom (AVGO, 1.6%). Compared with Q4 2024, it opened 90 new positions, sold out of 68, added to 143 and reduced 200. The biggest buy was Progressive (PGR, shares +88%) and the biggest sale an exit from Chubb (CB).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.0B (Q1 2025)
- SEC Filing
- 0001667731-25-000498 ↗ filed Apr 23, 2025
Holdings Value
Holdings 433 stocks · $3.0B
| TT Trane Technologies PLC | 2.08% | 183,214 | $61.7M | Reduce -2.1% |
| PH Parker Hannifin Corp. | 1.78% | 87,338 | $53.1M | Reduce -3.6% |
| AVGO Broadcom Inc. | 1.61% | 286,078 | $47.9M | Add +8.0% |
| WSM Williams-Sonoma Inc. | 1.51% | 284,835 | $45.0M | Reduce -9.0% |
| MSFT Microsoft Corp. | 1.39% | 110,305 | $41.4M | Add +3.6% |
| PGR Progressive Corp. | 1.37% | 143,905 | $40.7M | Add +88.2% |
| AMP Ameriprise Financial Inc. | 1.32% | 80,796 | $39.1M | Reduce -0.8% |
| CDNS Cadence Design SYS Inc. | 1.29% | 151,419 | $38.5M | Reduce -3.5% |
| LMT Lockheed Martin Corp. | 1.24% | 82,591 | $36.9M | Reduce -21.4% |
| EOG EOG Resources Inc. | 1.22% | 282,305 | $36.2M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.19% | 143,976 | $35.3M | Reduce -38.2% |
| NVDA Nvidia Corp. | 1.12% | 308,564 | $33.4M | Add +21.9% |
| LIN Linde PLC | 1.11% | 71,017 | $33.1M | Reduce -2.0% |
| HWM Howmet Aerospace Inc. | 1.09% | 251,027 | $32.6M | Add +5.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.08% | 193,832 | $32.2M | Add +4.3% |
| RSP Invesco S&P 500 Equal Weight | 1.02% | 175,657 | $30.4M | Reduce -2.1% |
| T AT&T Inc. | 0.98% | 1,027,581 | $29.1M | Reduce -2.2% |
| GRMN Garmin Ltd. | 0.96% | 131,133 | $28.5M | Reduce -2.6% |
| MSI Motorola Solutions Inc. | 0.93% | 62,908 | $27.5M | Reduce -2.3% |
| AFL Aflac Inc. | 0.91% | 242,353 | $26.9M | Reduce -1.6% |
| BX Blackstone Inc. | 0.88% | 186,679 | $26.1M | Reduce -2.5% |
| SFM Sprouts Farmers Market Inc. | 0.82% | 159,741 | $24.4M | Reduce -5.2% |
| INTU Intuit Inc. | 0.79% | 38,423 | $23.6M | Reduce -1.6% |
| FDX FedEx Corp. | 0.79% | 95,962 | $23.4M | Add +75.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 41,096 | $23.0M | Reduce -25.4% |
| PCAR Paccar Inc. | 0.77% | 235,167 | $22.9M | Add +28.8% |
| TXN Texas Instruments Inc. | 0.77% | 126,787 | $22.8M | Reduce -1.5% |
| PAG Penske Automotive Group Inc. | 0.74% | 153,605 | $22.1M | Add +65.4% |
| CME Cme Group Inc. | 0.74% | 83,296 | $22.1M | Add +16.3% |
| MUSA Murphy USA Inc. | 0.72% | 45,687 | $21.5M | Reduce -3.3% |
| COR Cencora Inc. | 0.71% | 75,959 | $21.1M | Reduce -1.4% |
| RSG Republic Services Inc. | 0.70% | 86,133 | $20.9M | Reduce -1.3% |
| MOH Molina Healthcare Inc. | 0.69% | 62,360 | $20.5M | Reduce -0.8% |
| SPOT Spotify Technology SA | 0.69% | 37,043 | $20.4M | Reduce -6.0% |
| CAT Caterpillar Inc. | 0.68% | 61,230 | $20.2M | Add +11.6% |
| SSNC Ss&c Technologies Holdings | 0.68% | 241,718 | $20.2M | Reduce -2.8% |
| OC Owens Corning | 0.68% | 140,568 | $20.1M | Add +31.4% |
| CSCO Cisco Systems Inc. | 0.67% | 322,181 | $19.9M | Reduce -39.5% |
| BSX Boston Scientific Corp. | 0.67% | 196,374 | $19.8M | Reduce -1.6% |
| PHM Pultegroup Inc. | 0.66% | 190,627 | $19.6M | Reduce -23.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 36,158 | $19.3M | Reduce -12.7% |
| FIS Fidelity National Info Serv | 0.64% | 254,320 | $19.0M | Add +6.4% |
| NOC Northrop Grumman Corp. | 0.63% | 36,724 | $18.8M | Reduce -30.8% |
| MA Mastercard Inc. Class A | 0.62% | 33,536 | $18.4M | Reduce -3.5% |
| AXP American Express Co. | 0.61% | 67,688 | $18.2M | Reduce -1.7% |
| DVA Davita Inc. | 0.60% | 117,204 | $17.9M | Add +6.2% |
| NTAP Netapp Inc. | 0.60% | 203,345 | $17.9M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.60% | 65,553 | $17.8M | Reduce -1.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.60% | 205,990 | $17.7M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.58% | 111,193 | $17.4M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.58% | 30,076 | $17.3M | Reduce -1.6% |
| AMCR Amcor PLC | 0.58% | 1,786,756 | $17.3M | Add +67.2% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.57% | 310,397 | $17.0M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.56% | 101,280 | $16.8M | Add +18.9% |
| PWR Quanta Services Inc. | 0.55% | 64,575 | $16.4M | Reduce -4.5% |
| CI The Cigna Group | 0.55% | 49,785 | $16.4M | Reduce -6.7% |
| MCK McKesson Corp. | 0.54% | 23,646 | $15.9M | Add +0.7% |
| SBAC SBA Communications Corp. | 0.52% | 70,553 | $15.5M | Add +4.9% |
| HSY The Hershey Co. | 0.52% | 89,801 | $15.4M | Add +5.5% |
| ANET Arista Networks Inc. | 0.51% | 194,850 | $15.1M | New |
| IR Ingersoll-Rand Inc. | 0.49% | 183,927 | $14.7M | Reduce -1.8% |
| DFS Discover Financial Services | 0.49% | 84,991 | $14.5M | Add +0.2% |
| FICO Fair Isaac Corp. | 0.49% | 7,848 | $14.5M | Reduce -1.2% |
| EVR Evercore Inc. Class A | 0.48% | 72,033 | $14.4M | Reduce -1.1% |
| MDT Medtronic PLC | 0.48% | 159,727 | $14.4M | Add +19.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.48% | 206,374 | $14.3M | Reduce -44.6% |
| GOOGL Alphabet Inc. Class A | 0.48% | 91,919 | $14.2M | Reduce -1.1% |
| WMT Walmart Inc. | 0.48% | 161,183 | $14.2M | Reduce -0.1% |
| WAB Wabtec Corp. | 0.47% | 77,356 | $14.0M | Reduce -2.3% |
| KR Kroger Co. | 0.47% | 206,289 | $14.0M | New |
| BRO Brown & Brown Inc. | 0.47% | 111,317 | $13.8M | Add +282.8% |
| SPGI S&P Global Inc. | 0.46% | 27,120 | $13.8M | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 0.46% | 58,929 | $13.7M | Add +23.5% |
| CTAS Cintas Corp. | 0.46% | 66,226 | $13.6M | Reduce -39.1% |
| GDDY GoDaddy Inc. Class A | 0.44% | 72,919 | $13.1M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.44% | 68,976 | $13.1M | Add +254.4% |
| RS Reliance Inc. | 0.42% | 43,751 | $12.6M | Add +1434.0% |
| REGN Regeneron Pharmaceuticals | 0.42% | 19,801 | $12.6M | Add +0.6% |
| PKG Packaging Corp. of America | 0.41% | 62,300 | $12.3M | Reduce -20.8% |
| CSL Carlisle Cos Inc. | 0.41% | 35,737 | $12.2M | Reduce -1.0% |
| MAS Masco Corp. | 0.40% | 170,557 | $11.9M | Add +4.3% |
| IT Gartner Inc. | 0.38% | 27,197 | $11.4M | Reduce -50.6% |
| MDLZ Mondelez International Inc. Class A | 0.37% | 163,163 | $11.1M | New |
| COST Costco Wholesale Corp. | 0.37% | 11,576 | $10.9M | Reduce -5.2% |
| ZTS Zoetis Inc. | 0.36% | 65,795 | $10.8M | Reduce -1.2% |
| TXRH Texas Roadhouse Inc. | 0.36% | 63,991 | $10.7M | Add +27.0% |
| MRK Merck & Co. Inc. | 0.36% | 118,147 | $10.6M | Reduce -55.0% |
| SNA Snap-on Inc. | 0.36% | 31,446 | $10.6M | Reduce -2.3% |
| EXP Eagle Materials Inc. | 0.36% | 47,721 | $10.6M | Reduce -2.8% |
| RMD Resmed Inc. | 0.36% | 47,237 | $10.6M | New |
| XOM Exxon Mobil Corp. | 0.35% | 88,669 | $10.5M | Reduce -33.7% |
| CMG Chipotle Mexican Grill Inc. | 0.35% | 208,517 | $10.5M | Add +1558.7% |
| OKE Oneok Inc. | 0.35% | 103,910 | $10.3M | Reduce -0.9% |
| SF Stifel Financial Corp. | 0.34% | 108,209 | $10.2M | New |
| ADSK Autodesk Inc. | 0.34% | 38,466 | $10.1M | Add +1375.5% |
| TW Tradeweb Markets Inc. Class A | 0.34% | 67,754 | $10.1M | New |
| ABT Abbott Laboratories | 0.34% | 75,496 | $10.0M | New |
| DHI D.R. Horton Inc. | 0.33% | 78,201 | $9.9M | Reduce -37.5% |
| FIX Comfort Systems USA Inc. | 0.33% | 30,361 | $9.8M | Reduce -21.5% |
| UHS Universal Health Services-B | 0.33% | 51,994 | $9.8M | Add +64.4% |
Portfolio Sells Q4 2024 → Q1 2025
| CB Chubb Ltd. | Sold out | 0.00% | −0.71 |
| ATO Atmos Energy Corp. | Reduce -87.2% | 0.11% | −0.63 |
| TTE Totalenergies SE -Spon ADR | Reduce -79.8% | 0.21% | −0.61 |
| JPM JPMorgan Chase & Co. | Reduce -38.2% | 1.19% | −0.59 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.58 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -44.6% | 0.48% | −0.54 |
| MRK Merck & Co. Inc. | Reduce -55.0% | 0.36% | −0.48 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.48 |
| IT Gartner Inc. | Reduce -50.6% | 0.38% | −0.47 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.46 |
| LMT Lockheed Martin Corp. | Reduce -21.4% | 1.24% | −0.39 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.38 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -97.8% | 0.01% | −0.37 |
| MSCI MSCI Inc. | Reduce -93.9% | 0.02% | −0.37 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.36 |
| CSCO Cisco Systems Inc. | Reduce -39.5% | 0.67% | −0.34 |
| WSM Williams-Sonoma Inc. | Reduce -9.0% | 1.51% | −0.33 |
| RLI Rli Corp. | Sold out | 0.00% | −0.33 |
| PSA Public Storage | Reduce -82.6% | 0.07% | −0.30 |
| MLI Mueller Industries Inc. | Reduce -62.0% | 0.18% | −0.29 |
| SLB SLB Ltd. | Reduce -74.4% | 0.11% | −0.27 |
| AN Autonation Inc. | Sold out | 0.00% | −0.26 |
| VEEV Veeva Systems Inc. Class A | Reduce -65.6% | 0.17% | −0.26 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -25.4% | 0.77% | −0.26 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.26 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.25 |
| BC Brunswick Corp. | Sold out | 0.00% | −0.25 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.23 |
| EWP iShares MSCI Spain ETF | Sold out | 0.00% | −0.23 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.23 |
| DHI D.R. Horton Inc. | Reduce -37.5% | 0.33% | −0.22 |
| LEN Lennar Corp. Class A | Reduce -90.5% | 0.02% | −0.22 |
| CDNS Cadence Design SYS Inc. | Reduce -3.5% | 1.29% | −0.21 |
| PHM Pultegroup Inc. | Reduce -23.2% | 0.66% | −0.20 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.20 |
| BRC Brady Corporation Class A | Sold out | 0.00% | −0.20 |
| FIX Comfort Systems USA Inc. | Reduce -21.5% | 0.33% | −0.19 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.19 |
| CNC Centene Corp. | Sold out | 0.00% | −0.19 |
| GD General Dynamics Corp. | Reduce -43.3% | 0.30% | −0.19 |
| CNH CNH Industrial NV | Sold out | 0.00% | −0.18 |
| EXPD Expeditors Intl Wash Inc. | Reduce -91.3% | 0.02% | −0.18 |
| CTAS Cintas Corp. | Reduce -39.1% | 0.46% | −0.18 |
| BX Blackstone Inc. | Reduce -2.5% | 0.88% | −0.18 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.17 |
| YEAR AB Ultra Short Income ETF | Sold out | 0.00% | −0.17 |
| DUSB Dimension Ultrashort Fi ETF | Sold out | 0.00% | −0.17 |
| NTAP Netapp Inc. | Reduce -1.8% | 0.60% | −0.17 |
| NOC Northrop Grumman Corp. | Reduce -30.8% | 0.63% | −0.16 |
Portfolio Buys Q4 2024 → Q1 2025
| PGR Progressive Corp. | Add +88.2% | 1.37% | +0.78 |
| ANET Arista Networks Inc. | New | 0.51% | +0.51 |
| KR Kroger Co. | New | 0.47% | +0.47 |
| RS Reliance Inc. | Add +1434.0% | 0.42% | +0.40 |
| MDLZ Mondelez International Inc. Class A | New | 0.37% | +0.37 |
| BRO Brown & Brown Inc. | Add +282.8% | 0.47% | +0.37 |
| RMD Resmed Inc. | New | 0.36% | +0.36 |
| SF Stifel Financial Corp. | New | 0.34% | +0.34 |
| TW Tradeweb Markets Inc. Class A | New | 0.34% | +0.34 |
| ABT Abbott Laboratories | New | 0.34% | +0.34 |
| CMG Chipotle Mexican Grill Inc. | Add +1558.7% | 0.35% | +0.33 |
| FISV Fiserv Inc. | New | 0.32% | +0.32 |
| FTNT Fortinet Inc. | New | 0.32% | +0.32 |
| ADSK Autodesk Inc. | Add +1375.5% | 0.34% | +0.31 |
| PYPL PayPal Holdings Inc. | New | 0.31% | +0.31 |
| AMZN Amazon.com Inc. | Add +254.4% | 0.44% | +0.30 |
| FDX FedEx Corp. | Add +75.4% | 0.79% | +0.30 |
| PAG Penske Automotive Group Inc. | Add +65.4% | 0.74% | +0.29 |
| AXS Axis Capital Holdings Ltd. | Add +3244.7% | 0.30% | +0.29 |
| EWS iShares MSCI Singapore ETF | New | 0.28% | +0.28 |
| TROW T Rowe Price Group Inc. | New | 0.27% | +0.27 |
| HWM Howmet Aerospace Inc. | Add +5.9% | 1.09% | +0.27 |
| FOXA Fox Corp. Class A | New | 0.26% | +0.26 |
| UAE iShares MSCI Uae ETF | New | 0.26% | +0.26 |
| AMCR Amcor PLC | Add +67.2% | 0.58% | +0.26 |
| TXT Textron Inc. | New | 0.26% | +0.26 |
| CTSH Cognizant Tech Solutions-A | New | 0.25% | +0.25 |
| LKQ LKQ Corp. | New | 0.25% | +0.25 |
| COLO Global X MSCI Colombia ETF | New | 0.24% | +0.24 |
| TEL Te Connectivity PLC | New | 0.24% | +0.24 |
| USFD US Foods Holding Corp. | New | 0.23% | +0.23 |
| DOX Amdocs Ltd. | Add +946.8% | 0.25% | +0.23 |
| INGR Ingredion Inc. | Add +3117.5% | 0.22% | +0.21 |
| CME Cme Group Inc. | Add +16.3% | 0.74% | +0.21 |
| OMC Omnicom Group | New | 0.21% | +0.21 |
| TTD Trade Desk Inc./the Class A | New | 0.21% | +0.21 |
| PODD Insulet Corp. | New | 0.20% | +0.20 |
| DT Dynatrace Inc. | New | 0.19% | +0.19 |
| SGI Somnigroup International Inc. | New | 0.19% | +0.19 |
| CNR Core Natural Resources Inc. | New | 0.18% | +0.18 |
| MEDP Medpace Holdings Inc. | New | 0.17% | +0.17 |
| YELP Yelp Inc. | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | Add +18.9% | 0.56% | +0.17 |
| CNMD Conmed Corp. | New | 0.17% | +0.17 |
| PPC Pilgrim's Pride Corp. | Add +105.3% | 0.27% | +0.17 |
| GM General Motors Co. | New | 0.17% | +0.17 |
| PCAR Paccar Inc. | Add +28.8% | 0.77% | +0.16 |
| ANDE The Andersons Inc. | New | 0.16% | +0.16 |
| FERG Ferguson Enterprises Inc. | New | 0.15% | +0.15 |
| UHS Universal Health Services-B | Add +64.4% | 0.33% | +0.15 |
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 |