Moran Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Moran Wealth Management, LLC reported 469 stock positions worth $3.2 billion. Its top holding was Broadcom (AVGO) at 2.3% of the portfolio, followed by Parker Hannifin (PH, 1.8%) and Trane Technologies (TT, 1.8%). Compared with Q1 2025, it opened 83 new positions, sold out of 47, added to 161 and reduced 225. The biggest buy was a new position in Visa Class A (V) and the biggest sale an exit from Northrop Grumman (NOC).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.2B (Q2 2025)
- SEC Filing
- 0001667731-25-000988 ↗ filed Jul 28, 2025
Holdings Value
Holdings 469 stocks · $3.2B
| AVGO Broadcom Inc. | 2.34% | 274,334 | $75.6M | Reduce -4.1% |
| PH Parker Hannifin Corp. | 1.81% | 83,615 | $58.4M | Reduce -4.3% |
| TT Trane Technologies PLC | 1.81% | 133,392 | $58.3M | Reduce -27.2% |
| MSFT Microsoft Corp. | 1.68% | 108,815 | $54.1M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.51% | 307,947 | $48.7M | Reduce -0.2% |
| CDNS Cadence Design SYS Inc. | 1.40% | 147,147 | $45.3M | Reduce -2.8% |
| HWM Howmet Aerospace Inc. | 1.38% | 238,851 | $44.5M | Reduce -4.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.32% | 187,797 | $42.5M | Reduce -3.1% |
| PGR Progressive Corp. | 1.30% | 157,136 | $41.9M | Add +9.2% |
| AMP Ameriprise Financial Inc. | 1.29% | 77,993 | $41.6M | Reduce -3.5% |
| LMT Lockheed Martin Corp. | 1.17% | 81,375 | $37.7M | Reduce -1.5% |
| GRMN Garmin Ltd. | 1.15% | 178,135 | $37.2M | Add +35.8% |
| WSM Williams-Sonoma Inc. | 1.13% | 223,034 | $36.4M | Reduce -21.7% |
| LIN Linde PLC | 1.02% | 70,115 | $32.9M | Reduce -1.3% |
| EOG EOG Resources Inc. | 1.01% | 271,414 | $32.5M | Reduce -3.9% |
| RSP Invesco S&P 500 Equal Weight | 0.99% | 175,294 | $31.9M | Reduce -0.2% |
| NTAP Netapp Inc. | 0.93% | 282,888 | $30.1M | Add +39.1% |
| JPM JPMorgan Chase & Co. | 0.93% | 103,297 | $29.9M | Reduce -28.3% |
| T AT&T Inc. | 0.92% | 1,020,492 | $29.5M | Reduce -0.7% |
| INTU Intuit Inc. | 0.91% | 37,460 | $29.5M | Reduce -2.5% |
| SPOT Spotify Technology SA | 0.87% | 36,580 | $28.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 45,192 | $27.9M | Add +10.0% |
| BX Blackstone Inc. | 0.85% | 183,473 | $27.4M | Reduce -1.7% |
| PAG Penske Automotive Group Inc. | 0.81% | 151,910 | $26.1M | Reduce -1.1% |
| TXN Texas Instruments Inc. | 0.80% | 123,779 | $25.7M | Reduce -2.4% |
| AFL Aflac Inc. | 0.77% | 236,432 | $24.9M | Reduce -2.4% |
| PCAR Paccar Inc. | 0.73% | 249,480 | $23.7M | Add +6.1% |
| SFM Sprouts Farmers Market Inc. | 0.73% | 142,648 | $23.5M | Reduce -10.7% |
| CAT Caterpillar Inc. | 0.73% | 60,362 | $23.4M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.72% | 65,469 | $23.4M | Reduce -0.1% |
| MSI Motorola Solutions Inc. | 0.71% | 54,840 | $23.1M | Reduce -12.8% |
| META Meta Platforms Inc. Class A | 0.70% | 30,525 | $22.5M | Add +1.5% |
| COR Cencora Inc. | 0.68% | 73,444 | $22.0M | Reduce -3.3% |
| PWR Quanta Services Inc. | 0.68% | 58,093 | $22.0M | Reduce -10.0% |
| FDX FedEx Corp. | 0.67% | 94,437 | $21.5M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.66% | 308,048 | $21.4M | Reduce -4.4% |
| CME Cme Group Inc. | 0.66% | 77,114 | $21.3M | Reduce -7.4% |
| BSX Boston Scientific Corp. | 0.65% | 195,416 | $21.0M | Reduce -0.5% |
| AXP American Express Co. | 0.65% | 65,703 | $21.0M | Reduce -2.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.65% | 204,196 | $20.9M | Reduce -0.9% |
| RSG Republic Services Inc. | 0.64% | 83,376 | $20.6M | Reduce -3.2% |
| ANET Arista Networks Inc. | 0.62% | 195,097 | $20.0M | Add +0.1% |
| SSNC Ss&c Technologies Holdings | 0.62% | 240,456 | $19.9M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.61% | 110,413 | $19.6M | Reduce -0.7% |
| PHM Pultegroup Inc. | 0.59% | 181,339 | $19.1M | Reduce -4.9% |
| MUSA Murphy USA Inc. | 0.59% | 46,848 | $19.1M | Add +2.5% |
| V Visa Inc. Class A | 0.58% | 52,827 | $18.8M | New |
| DGX Quest Diagnostics Inc. | 0.57% | 103,311 | $18.6M | New |
| MOH Molina Healthcare Inc. | 0.57% | 61,677 | $18.4M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.57% | 32,523 | $18.3M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 35,644 | $17.3M | Reduce -1.4% |
| MCK McKesson Corp. | 0.53% | 23,555 | $17.3M | Reduce -0.4% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.53% | 309,526 | $17.0M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.52% | 96,083 | $16.9M | Add +4.5% |
| COF Capital One Financial Corp. | 0.51% | 77,988 | $16.6M | New |
| SBAC SBA Communications Corp. | 0.51% | 70,456 | $16.5M | Reduce -0.1% |
| CI The Cigna Group | 0.50% | 48,846 | $16.1M | Reduce -1.9% |
| WAB Wabtec Corp. | 0.49% | 75,213 | $15.7M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.48% | 71,044 | $15.6M | Add +3.0% |
| WMT Walmart Inc. | 0.48% | 157,848 | $15.4M | Reduce -2.1% |
| CL Colgate-Palmolive Co. | 0.47% | 167,565 | $15.2M | Add +2126.5% |
| JNJ Johnson & Johnson | 0.47% | 99,312 | $15.2M | Reduce -1.9% |
| IR Ingersoll-Rand Inc. | 0.47% | 182,156 | $15.2M | Reduce -1.0% |
| FIX Comfort Systems USA Inc. | 0.46% | 27,577 | $14.8M | Reduce -9.2% |
| HSY The Hershey Co. | 0.45% | 88,419 | $14.7M | Reduce -1.5% |
| KR Kroger Co. | 0.45% | 201,906 | $14.5M | Reduce -2.1% |
| CTAS Cintas Corp. | 0.45% | 64,917 | $14.5M | Reduce -2.0% |
| FICO Fair Isaac Corp. | 0.44% | 7,792 | $14.2M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.44% | 26,837 | $14.2M | Reduce -1.0% |
| CINF Cincinnati Financial Corp. | 0.44% | 94,558 | $14.1M | New |
| CVX Chevron Corp. | 0.43% | 96,261 | $13.8M | New |
| SYY Sysco Corp. | 0.43% | 181,178 | $13.7M | Add +43.2% |
| MDT Medtronic PLC | 0.42% | 154,893 | $13.5M | Reduce -3.0% |
| MTZ Mastec Inc. | 0.42% | 78,993 | $13.5M | Reduce -4.9% |
| GDDY GoDaddy Inc. Class A | 0.40% | 72,415 | $13.0M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.40% | 63,688 | $13.0M | Add +3826.5% |
| LOW Lowe's Cos Inc. | 0.40% | 58,740 | $13.0M | Reduce -0.3% |
| BRO Brown & Brown Inc. | 0.39% | 113,137 | $12.5M | Add +1.6% |
| CSL Carlisle Cos Inc. | 0.38% | 33,079 | $12.4M | Reduce -7.4% |
| RMD Resmed Inc. | 0.38% | 47,049 | $12.1M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 0.37% | 65,752 | $12.0M | New |
| ROL Rollins Inc. | 0.37% | 211,648 | $11.9M | Add +1332.3% |
| ADSK Autodesk Inc. | 0.37% | 38,112 | $11.8M | Reduce -0.9% |
| TXRH Texas Roadhouse Inc. | 0.36% | 62,788 | $11.8M | Reduce -1.9% |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 209,178 | $11.7M | Add +0.3% |
| MNST Monster Beverage Corp. | 0.36% | 185,152 | $11.6M | New |
| COST Costco Wholesale Corp. | 0.36% | 11,704 | $11.6M | Add +1.1% |
| MPWR Monolithic Power Systems Inc. | 0.36% | 15,748 | $11.5M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.36% | 87,076 | $11.5M | New |
| SF Stifel Financial Corp. | 0.35% | 109,344 | $11.3M | Add +1.1% |
| ITT Itt Inc. | 0.35% | 72,012 | $11.3M | Reduce -4.6% |
| PKG Packaging Corp. of America | 0.35% | 59,775 | $11.3M | Reduce -4.0% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 165,186 | $11.1M | Add +1.2% |
| MAS Masco Corp. | 0.34% | 169,515 | $10.9M | Reduce -0.6% |
| DECK Deckers Outdoor Corp. | 0.33% | 103,964 | $10.7M | Add +55.6% |
| PYPL PayPal Holdings Inc. | 0.33% | 142,767 | $10.6M | Add +2.4% |
| EME Emcor Group Inc. | 0.33% | 19,793 | $10.6M | Reduce -4.2% |
| EWI iShares MSCI Italy ETF | 0.33% | 217,954 | $10.5M | Reduce -0.2% |
| APH Amphenol Corp. Class A | 0.33% | 106,216 | $10.5M | New |
| AMCR Amcor PLC | 0.32% | 1,134,746 | $10.4M | Reduce -36.5% |
Options reported separately and not counted above: DUK calls ($13.1M), CMS calls ($4.4M).
Portfolio Sells Q1 2025 → Q2 2025
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.63 |
| FIS Fidelity National Info Serv | Reduce -77.3% | 0.15% | −0.49 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.49 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.48 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.48 |
| RS Reliance Inc. | Sold out | 0.00% | −0.42 |
| DVA Davita Inc. | Reduce -63.0% | 0.19% | −0.41 |
| OC Owens Corning | Reduce -55.8% | 0.27% | −0.41 |
| WSM Williams-Sonoma Inc. | Reduce -21.7% | 1.13% | −0.39 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.36 |
| REGN Regeneron Pharmaceuticals | Reduce -76.8% | 0.07% | −0.35 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.32 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.28 |
| IT Gartner Inc. | Reduce -68.6% | 0.11% | −0.28 |
| TT Trane Technologies PLC | Reduce -27.2% | 1.81% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -28.3% | 0.93% | −0.26 |
| AMCR Amcor PLC | Reduce -36.5% | 0.32% | −0.26 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.25 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.24 |
| TXT Textron Inc. | Reduce -91.8% | 0.02% | −0.23 |
| DOX Amdocs Ltd. | Reduce -91.9% | 0.02% | −0.23 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.22 |
| MSI Motorola Solutions Inc. | Reduce -12.8% | 0.71% | −0.21 |
| EOG EOG Resources Inc. | Reduce -3.9% | 1.01% | −0.21 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.20 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.18 |
| DHI D.R. Horton Inc. | Reduce -48.2% | 0.16% | −0.17 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.17 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -69.1% | 0.10% | −0.17 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.16 |
| CDW CDW Corp. | Reduce -95.6% | 0.01% | −0.16 |
| TGT Target Corp. | Reduce -72.7% | 0.05% | −0.15 |
| CNR Core Natural Resources Inc. | Reduce -73.3% | 0.04% | −0.14 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.14 |
| SNX TD Synnex Corp. | Sold out | 0.00% | −0.13 |
| AFL Aflac Inc. | Reduce -2.4% | 0.77% | −0.13 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.12 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.12 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −0.12 |
| FDX FedEx Corp. | Reduce -1.6% | 0.67% | −0.12 |
| MOH Molina Healthcare Inc. | Reduce -1.1% | 0.57% | −0.12 |
| FSS Federal Signal Corp. | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.54% | −0.11 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.10 |
| OKE Oneok Inc. | Reduce -5.9% | 0.25% | −0.10 |
| SCS Steelcase Inc. Class A | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.47% | −0.09 |
| SNA Snap-on Inc. | Reduce -13.3% | 0.26% | −0.09 |
| LIN Linde PLC | Reduce -1.3% | 1.02% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| V Visa Inc. Class A | New | 0.58% | +0.58 |
| DGX Quest Diagnostics Inc. | New | 0.57% | +0.57 |
| COF Capital One Financial Corp. | New | 0.51% | +0.51 |
| CL Colgate-Palmolive Co. | Add +2126.5% | 0.47% | +0.45 |
| CINF Cincinnati Financial Corp. | New | 0.44% | +0.44 |
| CVX Chevron Corp. | New | 0.43% | +0.43 |
| PANW Palo Alto Networks Inc. | Add +3826.5% | 0.40% | +0.39 |
| AMAT Applied Materials Inc. | New | 0.37% | +0.37 |
| MNST Monster Beverage Corp. | New | 0.36% | +0.36 |
| PEP Pepsico Inc. | New | 0.36% | +0.36 |
| ROL Rollins Inc. | Add +1332.3% | 0.37% | +0.34 |
| NTAP Netapp Inc. | Add +39.1% | 0.93% | +0.33 |
| APH Amphenol Corp. Class A | New | 0.33% | +0.33 |
| BLK BlackRock Inc. | New | 0.31% | +0.31 |
| YEAR AB Ultra Short Income ETF | New | 0.29% | +0.29 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.29% | +0.29 |
| HD Home Depot Inc. | New | 0.27% | +0.27 |
| ELV Elevance Health Inc. | New | 0.23% | +0.23 |
| ACGL Arch Capital Group Ltd. | New | 0.21% | +0.21 |
| PG The Procter & Gamble Co. | New | 0.20% | +0.20 |
| GRMN Garmin Ltd. | Add +35.8% | 1.15% | +0.19 |
| IBKR Interactive Brokers Gro Class A | New | 0.19% | +0.19 |
| LULU Lululemon Athletica Inc. | New | 0.19% | +0.19 |
| VNQ Vanguard Real Estate ETF | New | 0.18% | +0.18 |
| AVY Avery Dennison Corp. | New | 0.18% | +0.18 |
| CMCSA Comcast Corp. Class A | New | 0.16% | +0.16 |
| HIG Hartford Insurance Group Inc. | New | 0.16% | +0.16 |
| EHC Encompass Health Corp. | New | 0.15% | +0.15 |
| CELH Celsius Holdings Inc. | Add +108.0% | 0.25% | +0.15 |
| ROST Ross Stores Inc. | New | 0.13% | +0.13 |
| SEIC Sei Investments Company | New | 0.13% | +0.13 |
| TJX TJX Companies Inc. | Add +601.4% | 0.14% | +0.12 |
| META Meta Platforms Inc. Class A | Add +1.5% | 0.70% | +0.12 |
| ANET Arista Networks Inc. | Add +0.1% | 0.62% | +0.11 |
| BF.B Brown-Forman Corp. Class B | New | 0.11% | +0.11 |
| AIT Applied Industrial Tech Inc. | New | 0.11% | +0.11 |
| SYY Sysco Corp. | Add +43.2% | 0.43% | +0.11 |
| TDY Teledyne Technologies Inc. | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.0% | 0.87% | +0.09 |
| CTRA Coterra Energy Inc. | New | 0.09% | +0.09 |
| DECK Deckers Outdoor Corp. | Add +55.6% | 0.33% | +0.08 |
| LAZ Lazard Inc. | New | 0.08% | +0.08 |
| DXCM Dexcom Inc. | New | 0.08% | +0.08 |
| MC Moelis & Co. Class A | New | 0.07% | +0.07 |
| CNXN PC Connection Inc. | New | 0.07% | +0.07 |
| TPH Tri Pointe Homes Inc. | New | 0.07% | +0.07 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.06% | +0.06 |
| GFF Griffon Corp. | New | 0.06% | +0.06 |
| CHX Championx Corp. | New | 0.06% | +0.06 |
| AMG Affiliated Managers Group | Add +54.2% | 0.16% | +0.06 |
Options Activity Q1 2025 → Q2 2025
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |