Moran Wealth Management, LLC Top Holdings and 13F Report (2025)

About Moran Wealth Management, LLC

Investment Activity

Moran Wealth Management, LLC has $2.97 billion in total holdings as of March 31, 2025.
Moran Wealth Management, LLC owns shares of 433 different stocks, but just 148 companies or ETFs make up 80% of its holdings.
Approximately 18.14% of the portfolio was purchased this quarter.
About 20.11% of the portfolio was sold this quarter.
This quarter, Moran Wealth Management, LLC has purchased 411 new stocks and bought additional shares in 143 stocks.
Moran Wealth Management, LLC sold shares of 200 stocks and completely divested from 68 stocks this quarter.

Largest Holdings

Trane Technologies: $61,728,629
Parker-Hannifin: $53,088,418
Broadcom: $47,898,106
Williams-Sonoma: $45,032,472
Microsoft: $41,407,404

Largest New Holdings this Quarter

040413205 - ARISTA NETWORKS INC: $15,096,978 Holding
501044101 - Kroger: $13,963,702 Holding
609207105 - Mondelez International: $11,070,609 Holding
761152107 - ResMed: $10,574,003 Holding
860630102 - Stifel Financial: $10,199,780 Holding

Largest Purchases this Quarter

Progressive: 67,455 shares (about $19.09M)
ARISTA NETWORKS INC: 194,850 shares (about $15.10M)
Kroger: 206,289 shares (about $13.96M)
Reliance: 40,899 shares (about $11.81M)
Mondelez International: 163,163 shares (about $11.07M)

Largest Sales this Quarter

TotalEnergies: 374,129 shares (about $24.20M)
Atmos Energy: 145,024 shares (about $22.42M)
JPMorgan Chase & Co.: 88,869 shares (about $21.80M)
Vertex Pharmaceuticals: 29,300 shares (about $14.21M)
Cisco Systems: 210,490 shares (about $12.99M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TT Trane Technologies	$61,728,629	$1,306,916 ▼	-2.1%	183,214	2.1%	Construction
PH Parker-Hannifin	$53,088,418	$1,989,494 ▼	-3.6%	87,338	1.8%	Industrials
AVGO Broadcom	$47,898,106	$3,531,606 ▲	8.0%	286,078	1.6%	Computer and Technology
WSM Williams-Sonoma	$45,032,472	$4,445,462 ▼	-9.0%	284,835	1.5%	Retail/Wholesale
MSFT Microsoft	$41,407,404	$1,422,353 ▲	3.6%	110,305	1.4%	Computer and Technology
PGR Progressive	$40,726,554	$19,090,440 ▲	88.2%	143,905	1.4%	Finance
AMP Ameriprise Financial	$39,114,158	$300,632 ▼	-0.8%	80,796	1.3%	Finance
CDNS Cadence Design Systems	$38,510,394	$1,405,682 ▼	-3.5%	151,419	1.3%	Computer and Technology
LMT Lockheed Martin	$36,894,242	$10,066,614 ▼	-21.4%	82,591	1.2%	Aerospace
EOG EOG Resources	$36,202,817	$129,779 ▼	-0.4%	282,305	1.2%	Energy
JPM JPMorgan Chase & Co.	$35,317,321	$21,799,571 ▼	-38.2%	143,976	1.2%	Finance
NVDA NVIDIA	$33,442,167	$6,005,119 ▲	21.9%	308,564	1.1%	Computer and Technology
LINDE PLC	$33,068,361	$671,919 ▼	-2.0%	71,017	1.1%	SHS
HWM Howmet Aerospace	$32,565,736	$1,820,372 ▲	5.9%	251,027	1.1%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$32,176,112	$1,330,158 ▲	4.3%	193,832	1.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$30,429,071	$664,857 ▼	-2.1%	175,657	1.0%	ETF
T AT&T	$29,059,982	$656,237 ▼	-2.2%	1,027,581	1.0%	Computer and Technology
GRMN Garmin	$28,472,915	$755,830 ▼	-2.6%	131,133	1.0%	Computer and Technology
MSI Motorola Solutions	$27,541,752	$636,138 ▼	-2.3%	62,908	0.9%	Computer and Technology
AFL Aflac	$26,947,186	$441,424 ▼	-1.6%	242,353	0.9%	Finance
BX Blackstone	$26,093,930	$681,286 ▼	-2.5%	186,679	0.9%	Finance
SFM Sprouts Farmers Market	$24,382,866	$1,338,042 ▼	-5.2%	159,741	0.8%	Retail/Wholesale
INTU Intuit	$23,591,338	$387,428 ▼	-1.6%	38,423	0.8%	Computer and Technology
FDX FedEx	$23,393,569	$10,054,686 ▲	75.4%	95,962	0.8%	Transportation
SPY SPDR S&P 500 ETF Trust	$22,988,871	$7,844,387 ▼	-25.4%	41,096	0.8%	Finance
PCAR PACCAR	$22,898,213	$5,114,360 ▲	28.8%	235,167	0.8%	Auto/Tires/Trucks
TXN Texas Instruments	$22,783,546	$352,211 ▼	-1.5%	126,787	0.8%	Computer and Technology
PAG Penske Automotive Group	$22,116,063	$8,744,487 ▲	65.4%	153,605	0.7%	Retail/Wholesale
CME CME Group	$22,097,624	$3,088,775 ▲	16.2%	83,296	0.7%	Finance
MUSA Murphy USA	$21,464,210	$732,904 ▼	-3.3%	45,687	0.7%	Retail/Wholesale
COR Cencora	$21,123,441	$310,070 ▼	-1.4%	75,959	0.7%	Medical
RSG Republic Services	$20,857,967	$270,008 ▼	-1.3%	86,133	0.7%	Business Services
MOH Molina Healthcare	$20,540,760	$176,553 ▼	-0.9%	62,360	0.7%	Medical
SPOT Spotify Technology	$20,374,761	$1,301,921 ▼	-6.0%	37,043	0.7%	Computer and Technology
CAT Caterpillar	$20,193,660	$2,094,890 ▲	11.6%	61,230	0.7%	Industrials
SSNC SS&C Technologies	$20,190,709	$586,297 ▼	-2.8%	241,718	0.7%	Computer and Technology
OC Owens Corning	$20,075,922	$4,803,179 ▲	31.4%	140,568	0.7%	Construction
CSCO Cisco Systems	$19,881,801	$12,989,345 ▼	-39.5%	322,181	0.7%	Computer and Technology
BSX Boston Scientific	$19,810,210	$327,860 ▼	-1.6%	196,374	0.7%	Medical
PHM PulteGroup	$19,596,456	$5,916,449 ▼	-23.2%	190,627	0.7%	Construction
BRK.B Berkshire Hathaway	$19,257,028	$2,802,436 ▼	-12.7%	36,158	0.6%	Finance
FIS Fidelity National Information Services	$18,992,591	$1,145,664 ▲	6.4%	254,320	0.6%	Business Services
NOC Northrop Grumman	$18,802,810	$8,366,134 ▼	-30.8%	36,724	0.6%	Aerospace
MA Mastercard	$18,381,758	$676,380 ▼	-3.5%	33,536	0.6%	Business Services
AXP American Express	$18,211,458	$310,215 ▼	-1.7%	67,688	0.6%	Finance
DVA DaVita	$17,928,696	$1,052,740 ▲	6.2%	117,204	0.6%	Medical
NTAP NetApp	$17,861,829	$320,089 ▼	-1.8%	203,345	0.6%	Computer and Technology
ETN Eaton	$17,819,275	$260,413 ▼	-1.4%	65,553	0.6%	Industrials
IRM Iron Mountain	$17,723,379	$260,615 ▼	-1.4%	205,990	0.6%	Business Services
GOOG Alphabet	$17,371,693	$380,577 ▼	-2.1%	111,193	0.6%	Computer and Technology
META Meta Platforms	$17,334,606	$275,500 ▼	-1.6%	30,076	0.6%	Computer and Technology
AMCR Amcor	$17,331,533	$6,965,163 ▲	67.2%	1,786,756	0.6%	Industrials
HRB H&R Block	$17,043,899	$143,645 ▼	-0.8%	310,397	0.6%	Consumer Discretionary
JNJ Johnson & Johnson	$16,796,287	$2,672,513 ▲	18.9%	101,280	0.6%	Medical
PWR Quanta Services	$16,413,673	$764,319 ▼	-4.4%	64,575	0.6%	Construction
CI Cigna Group	$16,379,265	$1,181,768 ▼	-6.7%	49,785	0.6%	Medical
MCK McKesson	$15,913,525	$116,427 ▲	0.7%	23,646	0.5%	Medical
SBAC SBA Communications	$15,522,372	$725,813 ▲	4.9%	70,553	0.5%	Finance
HSY Hershey	$15,358,590	$800,416 ▲	5.5%	89,801	0.5%	Consumer Staples
ARISTA NETWORKS INC	$15,096,978	$15,096,978 ▲	New Holding	194,850	0.5%	COM SHS
IR Ingersoll Rand	$14,719,678	$267,060 ▼	-1.8%	183,927	0.5%	Industrials
DFS Discover Financial Services	$14,507,969	$24,069 ▲	0.2%	84,991	0.5%	Finance
FICO Fair Isaac	$14,472,046	$180,716 ▼	-1.2%	7,848	0.5%	Computer and Technology
EVR Evercore	$14,386,434	$153,784 ▼	-1.1%	72,033	0.5%	Finance
MDT Medtronic	$14,353,068	$2,300,596 ▲	19.1%	159,727	0.5%	Medical
NVO Novo Nordisk A/S	$14,330,611	$11,549,192 ▼	-44.6%	206,374	0.5%	Medical
GOOGL Alphabet	$14,214,355	$152,784 ▼	-1.1%	91,919	0.5%	Computer and Technology
WMT Walmart	$14,150,242	$20,367 ▼	-0.1%	161,183	0.5%	Retail/Wholesale
WAB Wabtec	$14,028,512	$330,964 ▼	-2.3%	77,356	0.5%	Transportation
KR Kroger	$13,963,702	$13,963,702 ▲	New Holding	206,289	0.5%	Retail/Wholesale
BRO Brown & Brown	$13,847,835	$10,229,910 ▲	282.8%	111,317	0.5%	Finance
SPGI S&P Global	$13,779,674	$378,535 ▼	-2.7%	27,120	0.5%	Finance
LOW Lowe's Companies	$13,744,016	$2,613,110 ▲	23.5%	58,929	0.5%	Retail/Wholesale
CTAS Cintas	$13,611,433	$8,757,841 ▼	-39.2%	66,226	0.5%	Business Services
GDDY GoDaddy	$13,135,629	$373,070 ▼	-2.8%	72,919	0.4%	Computer and Technology
AMZN Amazon.com	$13,123,374	$9,420,724 ▲	254.4%	68,976	0.4%	Retail/Wholesale
RS Reliance	$12,633,101	$11,809,586 ▲	1,434.0%	43,751	0.4%	Basic Materials
REGN Regeneron Pharmaceuticals	$12,558,392	$78,010 ▲	0.6%	19,801	0.4%	Medical
PKG Packaging Corporation of America	$12,336,646	$3,236,043 ▼	-20.8%	62,300	0.4%	Industrials
CSL Carlisle Companies	$12,168,378	$122,239 ▼	-1.0%	35,737	0.4%	Multi-Sector Conglomerates
MAS Masco	$11,860,539	$485,459 ▲	4.3%	170,557	0.4%	Construction
IT Gartner	$11,415,669	$11,680,105 ▼	-50.6%	27,197	0.4%	Business Services
MDLZ Mondelez International	$11,070,609	$11,070,609 ▲	New Holding	163,163	0.4%	Consumer Staples
COST Costco Wholesale	$10,948,349	$594,896 ▼	-5.2%	11,576	0.4%	Retail/Wholesale
ZTS Zoetis	$10,833,157	$131,885 ▼	-1.2%	65,795	0.4%	Medical
TXRH Texas Roadhouse	$10,662,824	$2,265,836 ▲	27.0%	63,991	0.4%	Retail/Wholesale
MRK Merck & Co., Inc.	$10,604,874	$12,945,545 ▼	-55.0%	118,147	0.4%	Medical
SNA Snap-On	$10,597,616	$250,735 ▼	-2.3%	31,446	0.4%	Consumer Discretionary
EXP Eagle Materials	$10,590,722	$304,932 ▼	-2.8%	47,721	0.4%	Construction
RMD ResMed	$10,574,003	$10,574,003 ▲	New Holding	47,237	0.4%	Medical
XOM Exxon Mobil	$10,545,344	$5,368,707 ▼	-33.7%	88,669	0.4%	Energy
CMG Chipotle Mexican Grill	$10,469,639	$9,838,449 ▲	1,558.7%	208,517	0.4%	Retail/Wholesale
OKE ONEOK	$10,309,950	$94,160 ▼	-0.9%	103,910	0.3%	Energy
SF Stifel Financial	$10,199,780	$10,199,780 ▲	New Holding	108,209	0.3%	Finance
ADSK Autodesk	$10,070,399	$9,387,886 ▲	1,375.5%	38,466	0.3%	Computer and Technology
TW Tradeweb Markets	$10,058,759	$10,058,759 ▲	New Holding	67,754	0.3%	Finance
ABT Abbott Laboratories	$10,014,545	$10,014,545 ▲	New Holding	75,496	0.3%	Medical
DHI D.R. Horton	$9,941,700	$5,960,240 ▼	-37.5%	78,201	0.3%	Construction
FIX Comfort Systems USA	$9,786,262	$2,682,753 ▼	-21.5%	30,361	0.3%	Construction
UHS Universal Health Services	$9,769,674	$3,827,524 ▲	64.4%	51,994	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Moran Wealth Management, LLC Top Holdings and 13F Report (2025)

About Moran Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Moran Wealth Management, LLC Top Holdings and 13F Report (2025)

About Moran Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoran Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools