Moran Wealth Management, LLC Top Holdings and 13F Report (2025) About Moran Wealth Management, LLCInvestment ActivityMoran Wealth Management, LLC has $3.32 billion in total holdings as of September 30, 2025.Moran Wealth Management, LLC owns shares of 491 different stocks, but just 150 companies or ETFs make up 80% of its holdings.Approximately 11.40% of the portfolio was purchased this quarter.About 13.95% of the portfolio was sold this quarter.This quarter, Moran Wealth Management, LLC has purchased 471 new stocks and bought additional shares in 182 stocks.Moran Wealth Management, LLC sold shares of 238 stocks and completely divested from 51 stocks this quarter.Largest Holdings Broadcom $75,281,965SPDR S&P 500 ETF Trust $63,817,400Parker-Hannifin $60,672,143NVIDIA $59,420,320Microsoft $55,525,825 Largest New Holdings this Quarter 74348A467 - ProShares S&P 500 Aristocrats ETF $28,787,657 Holding464287473 - iShares Russell Mid-Cap Value ETF $23,755,912 Holding58933Y105 - Merck & Co., Inc. $18,029,171 Holding482480100 - KLA $13,961,398 Holding084423102 - W.R. Berkley $10,385,151 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 50,604 shares (about $33.71M)ProShares S&P 500 Aristocrats ETF 279,302 shares (about $28.79M)iShares Russell Mid-Cap Value ETF 170,086 shares (about $23.76M)Merck & Co., Inc. 214,812 shares (about $18.03M)KLA 12,944 shares (about $13.96M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 93,037 shares (about $17.65M)Lockheed Martin 33,247 shares (about $16.60M)Broadcom 46,145 shares (about $15.22M)Cincinnati Financial 92,742 shares (about $14.66M)Murphy USA 32,707 shares (about $12.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoran Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$75,281,965$15,223,724 ▼-16.8%228,1892.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$63,817,400$33,711,384 ▲112.0%95,7961.9%FinancePHParker-Hannifin$60,672,143$2,720,228 ▼-4.3%80,0271.8%IndustrialsNVDANVIDIA$59,420,320$1,963,568 ▲3.4%318,4711.8%Computer and TechnologyMSFTMicrosoft$55,525,825$834,936 ▼-1.5%107,2031.7%Computer and TechnologyTTTrane Technologies$53,576,520$2,709,397 ▼-4.8%126,9711.6%ConstructionCDNSCadence Design Systems$49,448,627$2,238,229 ▼-4.3%140,7751.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$48,922,694$3,527,155 ▼-6.7%175,1681.5%Computer and TechnologyGRMNGarmin$47,302,095$3,441,665 ▲7.8%192,1131.4%Computer and TechnologyHWMHowmet Aerospace$42,064,855$4,804,889 ▼-10.3%214,3651.3%AerospaceWSMWilliams-Sonoma$41,565,109$2,026,813 ▼-4.6%212,6641.3%Retail/WholesaleAMPAmeriprise Financial$34,034,805$4,279,282 ▼-11.2%69,2821.0%FinancePGRProgressive$33,011,042$5,793,694 ▼-14.9%133,6751.0%FinanceNTAPNetApp$32,190,163$1,320,709 ▼-3.9%271,7391.0%Computer and TechnologyLINDE PLC$32,168,914$1,135,725 ▼-3.4%67,7241.0%SHSEOGEOG Resources$30,596,038$165,152 ▲0.5%272,8870.9%EnergyTAT&T$29,076,043$257,351 ▲0.9%1,029,6050.9%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$28,787,657$28,787,657 ▲New Holding279,3020.9%ETFCATCaterpillar$28,322,220$479,536 ▼-1.7%59,3570.9%IndustrialsJPMJPMorgan Chase & Co.$28,115,253$4,467,755 ▼-13.7%89,1330.8%FinanceARISTA NETWORKS INC$27,951,841$475,743 ▼-1.7%191,8320.8%COM SHSPAGPenske Automotive Group$26,590,459$171,823 ▲0.7%152,8980.8%Retail/WholesaleAPHAmphenol$25,811,651$12,667,421 ▲96.4%208,5790.8%Computer and TechnologySPOTSpotify Technology$24,922,788$610,052 ▼-2.4%35,7060.8%Computer and TechnologyGOOGAlphabet$24,880,112$2,010,994 ▼-7.5%102,1560.8%Computer and TechnologyBXBlackstone$24,878,951$6,467,342 ▼-20.6%145,6190.8%FinanceINTUIntuit$24,502,141$1,079,681 ▼-4.2%35,8790.7%Computer and TechnologyMSIMotorola Solutions$24,191,563$886,228 ▼-3.5%52,9020.7%Computer and TechnologyPCARPACCAR$24,096,924$431,919 ▼-1.8%245,0870.7%Auto/Tires/TrucksLMTLockheed Martin$24,026,026$16,597,267 ▼-40.9%48,1280.7%AerospaceETNEaton$23,797,446$704,339 ▼-2.9%63,5870.7%IndustrialsIWSiShares Russell Mid-Cap Value ETF$23,755,912$23,755,912 ▲New Holding170,0860.7%ETFPHMPulteGroup$23,306,552$653,779 ▼-2.7%176,3910.7%ConstructionMETAMeta Platforms$23,022,823$605,864 ▲2.7%31,3500.7%Computer and TechnologyGOOGLAlphabet$22,971,251$386,529 ▼-1.7%94,4930.7%Computer and TechnologyAFLAflac$22,800,399$3,609,023 ▼-13.7%204,1220.7%FinanceTXNTexas Instruments$22,602,134$139,819 ▼-0.6%123,0180.7%Computer and TechnologyCORCencora$21,959,615$993,846 ▼-4.3%70,2640.7%MedicalFDXFedEx$21,854,163$415,026 ▼-1.9%92,6770.7%TransportationAXPAmerican Express$21,296,117$527,803 ▼-2.4%64,1140.6%FinanceIRMIron Mountain$20,672,230$143,532 ▼-0.7%202,7880.6%Business ServicesSSNCSS&C Technologies$20,452,447$890,441 ▼-4.2%230,4240.6%Computer and TechnologyDGXQuest Diagnostics$20,039,678$350,667 ▲1.8%105,1510.6%MedicalCSCOCisco Systems$20,011,523$1,065,093 ▼-5.1%292,4810.6%Computer and TechnologyPGProcter & Gamble$19,947,765$13,753,365 ▲222.0%129,8260.6%Consumer StaplesCMECME Group$19,887,335$948,097 ▼-4.6%73,6050.6%FinancePWRQuanta Services$19,793,529$4,281,373 ▼-17.8%47,7620.6%ConstructionVVisa$19,327,229$1,293,147 ▲7.2%56,6150.6%Business ServicesRSGRepublic Services$19,240,295$107,167 ▲0.6%83,8430.6%Business ServicesBSXBoston Scientific$18,365,667$712,797 ▼-3.7%188,1150.6%MedicalMRKMerck & Co., Inc.$18,029,171$18,029,171 ▲New Holding214,8120.5%MedicalKRKroger$18,003,593$4,393,110 ▲32.3%267,0760.5%Retail/WholesaleBRK.BBerkshire Hathaway$17,839,226$80,438 ▼-0.4%35,4840.5%FinanceMCKMcKesson$17,803,971$393,223 ▼-2.2%23,0460.5%MedicalROLRollins$17,690,315$5,258,111 ▲42.3%301,1630.5%ConstructionFIXComfort Systems USA$17,464,937$5,291,055 ▼-23.3%21,1650.5%ConstructionMAMastercard$17,286,152$1,213,273 ▼-6.6%30,3900.5%Business ServicesHSYHershey$17,163,089$624,371 ▲3.8%91,7570.5%Consumer StaplesWMTWalmart$16,557,980$290,216 ▲1.8%160,6640.5%Retail/WholesaleEMEEMCOR Group$16,381,074$3,524,984 ▲27.4%25,2200.5%ConstructionLOWLowe's Companies$16,370,352$1,608,386 ▲10.9%65,1400.5%Retail/WholesaleAMZNAmazon.com$15,910,701$311,570 ▲2.0%72,4630.5%Retail/WholesaleMTZMasTec$15,844,130$966,370 ▼-5.7%74,4520.5%ConstructionNFLXNetflix$15,824,545$12,212,199 ▲338.1%13,1990.5%Consumer DiscretionaryCLColgate-Palmolive$15,669,759$2,274,613 ▲17.0%196,0190.5%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$15,604,180$17,649,150 ▼-53.1%82,2570.5%ETFIRIngersoll Rand$15,586,346$536,617 ▲3.6%188,6510.5%IndustrialsJNJJohnson & Johnson$15,370,245$3,044,233 ▼-16.5%82,8940.5%MedicalSFStifel Financial$15,143,933$2,736,669 ▲22.1%133,4620.5%FinanceCVXChevron$14,949,768$1,398 ▲0.0%96,2700.5%EnergyWABWabtec$14,799,300$278,653 ▼-1.8%73,8230.4%TransportationMDTMedtronic$14,730,009$22,000 ▼-0.1%154,6620.4%MedicalSFMSprouts Farmers Market$14,714,602$805,443 ▼-5.2%135,2450.4%Retail/WholesaleSYYSysco$14,590,401$327,796 ▼-2.2%177,1970.4%Consumer StaplesAMATApplied Materials$14,503,167$1,041,103 ▲7.7%70,8370.4%Computer and TechnologyMPWRMonolithic Power Systems$14,315,979$182,287 ▼-1.3%15,5500.4%Computer and TechnologyKLACKLA$13,961,398$13,961,398 ▲New Holding12,9440.4%Computer and TechnologyPANWPalo Alto Networks$13,288,852$320,701 ▲2.5%65,2630.4%Computer and TechnologyTROWT. Rowe Price Group$13,264,988$4,067,315 ▲44.2%129,2380.4%FinanceIWDiShares Russell 1000 Value ETF$13,257,781$12,969,294 ▲4,495.6%65,1200.4%ETFCTASCintas$13,123,097$201,771 ▼-1.5%63,9340.4%Business ServicesSPGIS&P Global$12,700,214$361,626 ▼-2.8%26,0940.4%FinancePKGPackaging Corporation of America$12,658,900$367,866 ▼-2.8%58,0870.4%IndustrialsRMDResMed$12,650,158$228,565 ▼-1.8%46,2140.4%MedicalMNSTMonster Beverage$12,564,623$102,042 ▲0.8%186,6680.4%Consumer StaplesITTITT$12,562,096$310,683 ▼-2.4%70,2740.4%Multi-Sector ConglomeratesPEPPepsiCo$12,469,387$240,433 ▲2.0%88,7880.4%Consumer StaplesCELHCelsius$12,416,805$2,570,608 ▲26.1%215,9820.4%Consumer StaplesADSKAutodesk$11,935,815$171,224 ▼-1.4%37,5730.4%Computer and TechnologyCMGChipotle Mexican Grill$11,811,082$3,613,396 ▲44.1%301,3800.4%Retail/WholesaleLAM RESEARCH CORP$11,472,150$10,658,440 ▲1,309.9%85,6770.3%COM NEWBLACKROCK INC$11,368,398$79,279 ▲0.7%9,7510.3%COMEWIiShares MSCI Italy ETF$11,365,445$42,755 ▲0.4%218,7770.3%ETFCOSTCostco Wholesale$11,188,090$354,516 ▲3.3%12,0870.3%Retail/WholesaleFLEXFlex$10,775,580$10,087 ▼-0.1%185,8820.3%Computer and TechnologyCSLCarlisle Companies$10,749,105$132,571 ▼-1.2%32,6760.3%Multi-Sector ConglomeratesTXRHTexas Roadhouse$10,439,382$7,144 ▲0.1%62,8310.3%Retail/WholesaleAAPLApple$10,425,795$1,034,559 ▲11.0%40,9450.3%Computer and TechnologyWRBW.R. Berkley$10,385,151$10,385,151 ▲New Holding135,5410.3%FinanceDXCMDexCom$10,317,778$8,418,249 ▲443.2%153,3330.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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