Moran Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Moran Wealth Management, LLC reported 491 stock positions worth $3.3 billion. Its top holding was Broadcom (AVGO) at 2.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 1.9%) and Parker Hannifin (PH, 1.8%). Compared with Q2 2025, it opened 71 new positions, sold out of 50, added to 182 and reduced 238. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +112%) and the biggest sale an exit from H&R Block (HRB).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001965334
- Portfolio Value
- $3.3B (Q3 2025)
- SEC Filing
- 0002085853-25-000149 ↗ filed Oct 23, 2025
Holdings Value
Holdings 491 stocks · $3.3B
| AVGO Broadcom Inc. | 2.27% | 228,189 | $75.3M | Reduce -16.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.92% | 95,796 | $63.8M | Add +112.0% |
| PH Parker Hannifin Corp. | 1.83% | 80,027 | $60.7M | Reduce -4.3% |
| NVDA Nvidia Corp. | 1.79% | 318,471 | $59.4M | Add +3.4% |
| MSFT Microsoft Corp. | 1.67% | 107,203 | $55.5M | Reduce -1.5% |
| TT Trane Technologies PLC | 1.62% | 126,971 | $53.6M | Reduce -4.8% |
| CDNS Cadence Design SYS Inc. | 1.49% | 140,775 | $49.4M | Reduce -4.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.48% | 175,168 | $48.9M | Reduce -6.7% |
| GRMN Garmin Ltd. | 1.43% | 192,113 | $47.3M | Add +7.8% |
| HWM Howmet Aerospace Inc. | 1.27% | 214,365 | $42.1M | Reduce -10.3% |
| WSM Williams-Sonoma Inc. | 1.25% | 212,664 | $41.6M | Reduce -4.7% |
| AMP Ameriprise Financial Inc. | 1.03% | 69,282 | $34.0M | Reduce -11.2% |
| PGR Progressive Corp. | 1.00% | 133,675 | $33.0M | Reduce -14.9% |
| NTAP Netapp Inc. | 0.97% | 271,739 | $32.2M | Reduce -3.9% |
| LIN Linde PLC | 0.97% | 67,724 | $32.2M | Reduce -3.4% |
| EOG EOG Resources Inc. | 0.92% | 272,887 | $30.6M | Add +0.5% |
| T AT&T Inc. | 0.88% | 1,029,605 | $29.1M | Add +0.9% |
| NOBL Proshares S&P 500 Dividend A | 0.87% | 279,302 | $28.8M | New |
| CAT Caterpillar Inc. | 0.85% | 59,357 | $28.3M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.85% | 89,133 | $28.1M | Reduce -13.7% |
| ANET Arista Networks Inc. | 0.84% | 191,832 | $28.0M | Reduce -1.7% |
| PAG Penske Automotive Group Inc. | 0.80% | 152,898 | $26.6M | Add +0.7% |
| APH Amphenol Corp. Class A | 0.78% | 208,579 | $25.8M | Add +96.4% |
| SPOT Spotify Technology SA | 0.75% | 35,706 | $24.9M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.75% | 102,156 | $24.9M | Reduce -7.5% |
| BX Blackstone Inc. | 0.75% | 145,619 | $24.9M | Reduce -20.6% |
| INTU Intuit Inc. | 0.74% | 35,879 | $24.5M | Reduce -4.2% |
| MSI Motorola Solutions Inc. | 0.73% | 52,902 | $24.2M | Reduce -3.5% |
| PCAR Paccar Inc. | 0.73% | 245,087 | $24.1M | Reduce -1.8% |
| LMT Lockheed Martin Corp. | 0.72% | 48,128 | $24.0M | Reduce -40.9% |
| ETN Eaton Corp. PLC | 0.72% | 63,587 | $23.8M | Reduce -2.9% |
| IWS iShares Russell Mid-Cap Valu | 0.72% | 170,086 | $23.8M | New |
| PHM Pultegroup Inc. | 0.70% | 176,391 | $23.3M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.69% | 31,350 | $23.0M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 0.69% | 94,493 | $23.0M | Reduce -1.6% |
| AFL Aflac Inc. | 0.69% | 204,122 | $22.8M | Reduce -13.7% |
| TXN Texas Instruments Inc. | 0.68% | 123,018 | $22.6M | Reduce -0.6% |
| COR Cencora Inc. | 0.66% | 70,264 | $22.0M | Reduce -4.3% |
| FDX FedEx Corp. | 0.66% | 92,677 | $21.9M | Reduce -1.9% |
| AXP American Express Co. | 0.64% | 64,114 | $21.3M | Reduce -2.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.62% | 202,788 | $20.7M | Reduce -0.7% |
| SSNC Ss&c Technologies Holdings | 0.62% | 230,424 | $20.5M | Reduce -4.2% |
| DGX Quest Diagnostics Inc. | 0.60% | 105,151 | $20.0M | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.60% | 292,481 | $20.0M | Reduce -5.0% |
| PG The Procter & Gamble Co. | 0.60% | 129,826 | $19.9M | Add +222.0% |
| CME Cme Group Inc. | 0.60% | 73,605 | $19.9M | Reduce -4.5% |
| PWR Quanta Services Inc. | 0.60% | 47,762 | $19.8M | Reduce -17.8% |
| V Visa Inc. Class A | 0.58% | 56,615 | $19.3M | Add +7.2% |
| RSG Republic Services Inc. | 0.58% | 83,843 | $19.2M | Add +0.6% |
| BSX Boston Scientific Corp. | 0.55% | 188,115 | $18.4M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.54% | 214,812 | $18.0M | New |
| KR Kroger Co. | 0.54% | 267,076 | $18.0M | Add +32.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 35,484 | $17.8M | Reduce -0.5% |
| MCK McKesson Corp. | 0.54% | 23,046 | $17.8M | Reduce -2.2% |
| ROL Rollins Inc. | 0.53% | 301,163 | $17.7M | Add +42.3% |
| FIX Comfort Systems USA Inc. | 0.53% | 21,165 | $17.5M | Reduce -23.3% |
| MA Mastercard Inc. Class A | 0.52% | 30,390 | $17.3M | Reduce -6.6% |
| HSY The Hershey Co. | 0.52% | 91,757 | $17.2M | Add +3.8% |
| WMT Walmart Inc. | 0.50% | 160,664 | $16.6M | Add +1.8% |
| EME Emcor Group Inc. | 0.49% | 25,220 | $16.4M | Add +27.4% |
| LOW Lowe's Cos Inc. | 0.49% | 65,140 | $16.4M | Add +10.9% |
| AMZN Amazon.com Inc. | 0.48% | 72,463 | $15.9M | Add +2.0% |
| MTZ Mastec Inc. | 0.48% | 74,452 | $15.8M | Reduce -5.8% |
| NFLX Netflix Inc. | 0.48% | 13,199 | $15.8M | Add +338.1% |
| CL Colgate-Palmolive Co. | 0.47% | 196,019 | $15.7M | Add +17.0% |
| RSP Invesco S&P 500 Equal Weight | 0.47% | 82,257 | $15.6M | Reduce -53.1% |
| IR Ingersoll-Rand Inc. | 0.47% | 188,651 | $15.6M | Add +3.6% |
| JNJ Johnson & Johnson | 0.46% | 82,894 | $15.4M | Reduce -16.5% |
| SF Stifel Financial Corp. | 0.46% | 133,462 | $15.1M | Add +22.1% |
| CVX Chevron Corp. | 0.45% | 96,270 | $14.9M | Add +0.0% |
| WAB Wabtec Corp. | 0.45% | 73,823 | $14.8M | Reduce -1.9% |
| MDT Medtronic PLC | 0.44% | 154,662 | $14.7M | Reduce -0.1% |
| SFM Sprouts Farmers Market Inc. | 0.44% | 135,245 | $14.7M | Reduce -5.2% |
| SYY Sysco Corp. | 0.44% | 177,197 | $14.6M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.44% | 70,837 | $14.5M | Add +7.7% |
| MPWR Monolithic Power Systems Inc. | 0.43% | 15,550 | $14.3M | Reduce -1.3% |
| KLAC KLA Corp. | 0.42% | 12,944 | $14.0M | New |
| PANW Palo Alto Networks Inc. | 0.40% | 65,263 | $13.3M | Add +2.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.40% | 129,238 | $13.3M | Add +44.2% |
| IWD iShares Russell 1000 Value E | 0.40% | 65,120 | $13.3M | Add +4495.6% |
| CTAS Cintas Corp. | 0.40% | 63,934 | $13.1M | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.38% | 26,094 | $12.7M | Reduce -2.8% |
| PKG Packaging Corp. of America | 0.38% | 58,087 | $12.7M | Reduce -2.8% |
| RMD Resmed Inc. | 0.38% | 46,214 | $12.7M | Reduce -1.8% |
| MNST Monster Beverage Corp. | 0.38% | 186,668 | $12.6M | Add +0.8% |
| ITT Itt Inc. | 0.38% | 70,274 | $12.6M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.38% | 88,788 | $12.5M | Add +2.0% |
| CELH Celsius Holdings Inc. | 0.37% | 215,982 | $12.4M | Add +26.1% |
| ADSK Autodesk Inc. | 0.36% | 37,573 | $11.9M | Reduce -1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 301,380 | $11.8M | Add +44.1% |
| LRCX Lam Research Corp. | 0.35% | 85,677 | $11.5M | Add +1309.9% |
| BLK BlackRock Inc. | 0.34% | 9,751 | $11.4M | Add +0.7% |
| EWI iShares MSCI Italy ETF | 0.34% | 218,777 | $11.4M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.34% | 12,087 | $11.2M | Add +3.3% |
| FLEX Flex Ltd. | 0.32% | 185,882 | $10.8M | Reduce -0.1% |
| CSL Carlisle Cos Inc. | 0.32% | 32,676 | $10.7M | Reduce -1.2% |
| TXRH Texas Roadhouse Inc. | 0.31% | 62,831 | $10.4M | Add +0.1% |
| AAPL Apple Inc. | 0.31% | 40,945 | $10.4M | Add +11.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.31% | 135,541 | $10.4M | New |
| DXCM Dexcom Inc. | 0.31% | 153,333 | $10.3M | Add +443.2% |
Portfolio Sells Q2 2025 → Q3 2025
| HRB H&R Block Inc. | Sold out | 0.00% | −0.53 |
| RSP Invesco S&P 500 Equal Weight | Reduce -53.1% | 0.47% | −0.52 |
| MOH Molina Healthcare Inc. | Reduce -65.2% | 0.12% | −0.45 |
| LMT Lockheed Martin Corp. | Reduce -40.9% | 0.72% | −0.44 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.44 |
| CINF Cincinnati Financial Corp. | Reduce -98.1% | 0.01% | −0.43 |
| MUSA Murphy USA Inc. | Reduce -69.8% | 0.17% | −0.42 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.39 |
| CI The Cigna Group | Reduce -69.0% | 0.13% | −0.37 |
| SBAC SBA Communications Corp. | Reduce -58.0% | 0.17% | −0.34 |
| MAS Masco Corp. | Sold out | 0.00% | −0.34 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.32 |
| GDDY GoDaddy Inc. Class A | Reduce -68.3% | 0.09% | −0.31 |
| TW Tradeweb Markets Inc. Class A | Sold out | 0.00% | −0.31 |
| PGR Progressive Corp. | Reduce -14.9% | 1.00% | −0.30 |
| SFM Sprouts Farmers Market Inc. | Reduce -5.2% | 0.44% | −0.28 |
| AXS Axis Capital Holdings Ltd. | Sold out | 0.00% | −0.28 |
| COF Capital One Financial Corp. | Reduce -51.4% | 0.24% | −0.27 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.27 |
| AMP Ameriprise Financial Inc. | Reduce -11.2% | 1.03% | −0.26 |
| AMCR Amcor PLC | Reduce -76.6% | 0.07% | −0.26 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.24 |
| CTSH Cognizant Tech Solutions-A | Reduce -95.6% | 0.01% | −0.21 |
| MDLZ Mondelez International Inc. Class A | Reduce -54.7% | 0.14% | −0.20 |
| TT Trane Technologies PLC | Reduce -4.8% | 1.62% | −0.19 |
| DVA Davita Inc. | Sold out | 0.00% | −0.19 |
| YEAR AB Ultra Short Income ETF | Reduce -63.4% | 0.10% | −0.19 |
| DECK Deckers Outdoor Corp. | Reduce -53.6% | 0.15% | −0.18 |
| INTU Intuit Inc. | Reduce -4.2% | 0.74% | −0.18 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.16 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.16 |
| LKQ LKQ Corp. | Reduce -58.5% | 0.06% | −0.12 |
| ATR Aptargroup Inc. | Sold out | 0.00% | −0.12 |
| SPOT Spotify Technology SA | Reduce -2.4% | 0.75% | −0.12 |
| LULU Lululemon Athletica Inc. | Reduce -48.2% | 0.07% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 0.68% | −0.11 |
| ELV Elevance Health Inc. | Reduce -34.8% | 0.12% | −0.11 |
| HWM Howmet Aerospace Inc. | Reduce -10.3% | 1.27% | −0.11 |
| IT Gartner Inc. | Sold out | 0.00% | −0.11 |
| LBRDA Liberty Broadband-A | Sold out | 0.00% | −0.10 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -32.9% | 0.19% | −0.10 |
| BX Blackstone Inc. | Reduce -20.6% | 0.75% | −0.10 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.10 |
| PPC Pilgrim's Pride Corp. | Reduce -43.4% | 0.10% | −0.10 |
| BSX Boston Scientific Corp. | Reduce -3.7% | 0.55% | −0.10 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.09 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.09 |
| OC Owens Corning | Reduce -33.3% | 0.18% | −0.09 |
| AFL Aflac Inc. | Reduce -13.7% | 0.69% | −0.09 |
| OMC Omnicom Group | Reduce -56.8% | 0.08% | −0.08 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +112.0% | 1.92% | +1.06 |
| NOBL Proshares S&P 500 Dividend A | New | 0.87% | +0.87 |
| IWS iShares Russell Mid-Cap Valu | New | 0.72% | +0.72 |
| MRK Merck & Co. Inc. | New | 0.54% | +0.54 |
| APH Amphenol Corp. Class A | Add +96.4% | 0.78% | +0.45 |
| KLAC KLA Corp. | New | 0.42% | +0.42 |
| PG The Procter & Gamble Co. | Add +222.0% | 0.60% | +0.40 |
| IWD iShares Russell 1000 Value E | Add +4495.6% | 0.40% | +0.39 |
| NFLX Netflix Inc. | Add +338.1% | 0.48% | +0.35 |
| LRCX Lam Research Corp. | Add +1309.9% | 0.35% | +0.33 |
| WRB WR Berkley Corp. | New | 0.31% | +0.31 |
| OTIS Otis Worldwide Corp. | New | 0.30% | +0.30 |
| NVDA Nvidia Corp. | Add +3.4% | 1.79% | +0.28 |
| GRMN Garmin Ltd. | Add +7.8% | 1.43% | +0.27 |
| IQV Iqvia Holdings Inc. | New | 0.24% | +0.24 |
| DXCM Dexcom Inc. | Add +443.2% | 0.31% | +0.23 |
| IDXX Idexx Laboratories Inc. | New | 0.23% | +0.23 |
| TOL Toll Brothers Inc. | Add +129.3% | 0.31% | +0.19 |
| EME Emcor Group Inc. | Add +27.4% | 0.49% | +0.17 |
| ROL Rollins Inc. | Add +42.3% | 0.53% | +0.16 |
| TROW T Rowe Price Group Inc. | Add +44.2% | 0.40% | +0.13 |
| CELH Celsius Holdings Inc. | Add +26.1% | 0.37% | +0.13 |
| MU Micron Technology Inc. | Add +62.0% | 0.24% | +0.13 |
| TKO Tko Group Holdings Inc. | Add +95.2% | 0.24% | +0.13 |
| CRM Salesforce Inc. | Add +95.6% | 0.28% | +0.11 |
| LHX L3HARRIS Technologies Inc. | New | 0.11% | +0.11 |
| ECL Ecolab Inc. | New | 0.11% | +0.11 |
| SF Stifel Financial Corp. | Add +22.1% | 0.46% | +0.10 |
| DRI Darden Restaurants Inc. | New | 0.10% | +0.10 |
| ODFL Old Dominion Freight Line | Add +827.4% | 0.11% | +0.10 |
| DUK Duke Energy Corp. | New | 0.09% | +0.09 |
| KR Kroger Co. | Add +32.3% | 0.54% | +0.09 |
| ICE Intercontinental Exchange Inc. | Add +445.5% | 0.12% | +0.09 |
| HCI Hci Group Inc. | New | 0.09% | +0.09 |
| LOW Lowe's Cos Inc. | Add +10.9% | 0.49% | +0.09 |
| ACIW Aci Worldwide Inc. | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +11.0% | 0.31% | +0.08 |
| ADUS Addus Homecare Corp. | New | 0.07% | +0.07 |
| IWN iShares Russell 2000 Value E | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | Add +7.7% | 0.44% | +0.06 |
| EXLS Exlservice Holdings Inc. | New | 0.06% | +0.06 |
| PRI Primerica Inc. | New | 0.06% | +0.06 |
| HSY The Hershey Co. | Add +3.8% | 0.52% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | New | 0.06% | +0.06 |
| HALO Halozyme Therapeutics Inc. | Add +261.9% | 0.08% | +0.06 |
| CTRA Coterra Energy Inc. | Add +80.3% | 0.15% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +30.2% | 0.21% | +0.05 |
| DEM Wisdomtree Emerging Markets | New | 0.05% | +0.05 |
| EWK iShares MSCI Belgium ETF | New | 0.04% | +0.04 |
| EQX Equinox Gold Corp. | Add +2.1% | 0.08% | +0.04 |
Options Activity Q2 2025 → Q3 2025
| DUK Duke Energy Corp. | call | Sold out | 110,916 | $13.1Mbefore exit |
| CMS CMS Energy Corp. | call | Sold out | 62,858 | $4.4Mbefore exit |
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 |