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

About Moran Wealth Management, LLC

Investment Activity

Moran Wealth Management, LLC has $3.24 billion in total holdings as of June 30, 2025.
Moran Wealth Management, LLC owns shares of 471 different stocks, but just 154 companies or ETFs make up 80% of its holdings.
Approximately 12.97% of the portfolio was purchased this quarter.
About 12.90% of the portfolio was sold this quarter.
This quarter, Moran Wealth Management, LLC has purchased 433 new stocks and bought additional shares in 161 stocks.
Moran Wealth Management, LLC sold shares of 224 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

Broadcom: $75,620,278
Parker-Hannifin: $58,402,253
Trane Technologies: $58,347,009
Microsoft: $54,125,689
NVIDIA: $48,652,547

Largest New Holdings this Quarter

92826C839 - Visa: $18,756,226 Holding
74834L100 - Quest Diagnostics: $18,557,755 Holding
14040H105 - Capital One Financial: $16,592,727 Holding
172062101 - Cincinnati Financial: $14,081,578 Holding
166764100 - Chevron: $13,783,612 Holding

Largest Purchases this Quarter

Visa: 52,827 shares (about $18.76M)
Quest Diagnostics: 103,311 shares (about $18.56M)
Capital One Financial: 77,988 shares (about $16.59M)
Colgate-Palmolive: 160,039 shares (about $14.55M)
Cincinnati Financial: 94,558 shares (about $14.08M)

Largest Sales this Quarter

Trane Technologies: 49,822 shares (about $21.79M)
Fidelity National Information Services: 196,544 shares (about $16.00M)
JPMorgan Chase & Co.: 40,679 shares (about $11.79M)
Owens Corning: 78,376 shares (about $10.78M)
DaVita: 73,857 shares (about $10.52M)

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
AVGO Broadcom	$75,620,278	$3,237,238 ▼	-4.1%	274,334	2.3%	Computer and Technology
PH Parker-Hannifin	$58,402,253	$2,600,390 ▼	-4.3%	83,615	1.8%	Industrials
TT Trane Technologies	$58,347,009	$21,792,646 ▼	-27.2%	133,392	1.8%	Construction
MSFT Microsoft	$54,125,689	$741,141 ▼	-1.4%	108,815	1.7%	Computer and Technology
NVDA NVIDIA	$48,652,547	$97,480 ▼	-0.2%	307,947	1.5%	Computer and Technology
CDNS Cadence Design Systems	$45,343,348	$1,316,417 ▼	-2.8%	147,147	1.4%	Computer and Technology
HWM Howmet Aerospace	$44,457,344	$2,266,319 ▼	-4.9%	238,851	1.4%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$42,534,154	$1,366,868 ▼	-3.1%	187,797	1.3%	Computer and Technology
PGR Progressive	$41,933,314	$3,530,825 ▲	9.2%	157,136	1.3%	Finance
AMP Ameriprise Financial	$41,627,220	$1,496,046 ▼	-3.5%	77,993	1.3%	Finance
LMT Lockheed Martin	$37,688,051	$563,179 ▼	-1.5%	81,375	1.2%	Aerospace
GRMN Garmin	$37,180,355	$9,810,262 ▲	35.8%	178,135	1.1%	Computer and Technology
WSM Williams-Sonoma	$36,437,136	$10,096,449 ▼	-21.7%	223,034	1.1%	Retail/Wholesale
LINDE PLC	$32,896,565	$423,200 ▼	-1.3%	70,115	1.0%	SHS
EOG EOG Resources	$32,463,840	$1,302,673 ▼	-3.9%	271,414	1.0%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$31,857,949	$65,972 ▼	-0.2%	175,294	1.0%	ETF
NTAP NetApp	$30,141,675	$8,475,295 ▲	39.1%	282,888	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$29,946,855	$11,793,257 ▼	-28.3%	103,297	0.9%	Finance
T AT&T	$29,533,047	$205,156 ▼	-0.7%	1,020,492	0.9%	Computer and Technology
INTU Intuit	$29,504,629	$758,488 ▼	-2.5%	37,460	0.9%	Computer and Technology
SPOT Spotify Technology	$28,069,297	$355,278 ▼	-1.2%	36,580	0.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$27,922,081	$2,530,732 ▲	10.0%	45,192	0.9%	Finance
BX Blackstone	$27,443,835	$479,552 ▼	-1.7%	183,473	0.8%	Finance
PAG Penske Automotive Group	$26,099,608	$291,217 ▼	-1.1%	151,910	0.8%	Retail/Wholesale
TXN Texas Instruments	$25,699,024	$624,522 ▼	-2.4%	123,779	0.8%	Computer and Technology
AFL Aflac	$24,934,084	$624,428 ▼	-2.4%	236,432	0.8%	Finance
PCAR PACCAR	$23,715,532	$1,360,592 ▲	6.1%	249,480	0.7%	Auto/Tires/Trucks
SFM Sprouts Farmers Market	$23,485,484	$2,814,182 ▼	-10.7%	142,648	0.7%	Retail/Wholesale
CAT Caterpillar	$23,433,148	$336,967 ▼	-1.4%	60,362	0.7%	Industrials
ETN Eaton	$23,371,786	$29,987 ▼	-0.1%	65,469	0.7%	Industrials
MSI Motorola Solutions	$23,058,029	$3,392,272 ▼	-12.8%	54,840	0.7%	Computer and Technology
META Meta Platforms	$22,530,204	$331,403 ▲	1.5%	30,525	0.7%	Computer and Technology
COR Cencora	$22,022,189	$754,123 ▼	-3.3%	73,444	0.7%	Medical
PWR Quanta Services	$21,963,802	$2,450,715 ▼	-10.0%	58,093	0.7%	Construction
FDX FedEx	$21,466,430	$346,647 ▼	-1.6%	94,437	0.7%	Transportation
CSCO Cisco Systems	$21,372,402	$980,549 ▼	-4.4%	308,048	0.7%	Computer and Technology
CME CME Group	$21,254,161	$1,703,883 ▼	-7.4%	77,114	0.7%	Finance
BSX Boston Scientific	$20,989,633	$102,899 ▼	-0.5%	195,416	0.6%	Medical
AXP American Express	$20,957,950	$633,176 ▼	-2.9%	65,703	0.6%	Finance
IRM Iron Mountain	$20,944,395	$184,011 ▼	-0.9%	204,196	0.6%	Business Services
RSG Republic Services	$20,561,359	$679,904 ▼	-3.2%	83,376	0.6%	Business Services
ARISTA NETWORKS INC	$19,960,374	$25,271 ▲	0.1%	195,097	0.6%	COM SHS
SSNC SS&C Technologies	$19,909,765	$104,494 ▼	-0.5%	240,456	0.6%	Computer and Technology
GOOG Alphabet	$19,586,171	$138,364 ▼	-0.7%	110,413	0.6%	Computer and Technology
PHM PulteGroup	$19,124,014	$979,513 ▼	-4.9%	181,339	0.6%	Construction
MUSA Murphy USA	$19,057,769	$472,295 ▲	2.5%	46,848	0.6%	Retail/Wholesale
V Visa	$18,756,226	$18,756,226 ▲	New Holding	52,827	0.6%	Business Services
DGX Quest Diagnostics	$18,557,755	$18,557,755 ▲	New Holding	103,311	0.6%	Medical
MOH Molina Healthcare	$18,373,578	$203,466 ▼	-1.1%	61,677	0.6%	Medical
MA Mastercard	$18,275,985	$569,246 ▼	-3.0%	32,523	0.6%	Business Services
BRK.B Berkshire Hathaway	$17,314,786	$249,686 ▼	-1.4%	35,644	0.5%	Finance
MCK McKesson	$17,260,642	$66,683 ▼	-0.4%	23,555	0.5%	Medical
HRB H&R Block	$16,989,889	$47,809 ▼	-0.3%	309,526	0.5%	Consumer Discretionary
GOOGL Alphabet	$16,932,708	$733,822 ▲	4.5%	96,083	0.5%	Computer and Technology
COF Capital One Financial	$16,592,727	$16,592,727 ▲	New Holding	77,988	0.5%	Finance
SBAC SBA Communications	$16,545,902	$22,780 ▼	-0.1%	70,456	0.5%	Finance
CI Cigna Group	$16,147,511	$310,415 ▼	-1.9%	48,846	0.5%	Medical
WAB Wabtec	$15,745,843	$448,637 ▼	-2.8%	75,213	0.5%	Transportation
AMZN Amazon.com	$15,586,343	$453,699 ▲	3.0%	71,044	0.5%	Retail/Wholesale
WMT Walmart	$15,434,411	$326,097 ▼	-2.1%	157,848	0.5%	Retail/Wholesale
CL Colgate-Palmolive	$15,231,659	$14,547,546 ▲	2,126.5%	167,565	0.5%	Consumer Staples
JNJ Johnson & Johnson	$15,169,930	$300,612 ▼	-1.9%	99,312	0.5%	Medical
IR Ingersoll Rand	$15,151,737	$147,312 ▼	-1.0%	182,156	0.5%	Industrials
FIX Comfort Systems USA	$14,787,065	$1,492,809 ▼	-9.2%	27,577	0.5%	Construction
HSY Hershey	$14,673,071	$229,342 ▼	-1.5%	88,419	0.5%	Consumer Staples
KR Kroger	$14,482,717	$314,393 ▼	-2.1%	201,906	0.4%	Retail/Wholesale
CTAS Cintas	$14,468,054	$291,737 ▼	-2.0%	64,917	0.4%	Business Services
FICO Fair Isaac	$14,242,550	$102,359 ▼	-0.7%	7,792	0.4%	Computer and Technology
SPGI S&P Global	$14,150,883	$149,223 ▼	-1.0%	26,837	0.4%	Finance
CINF Cincinnati Financial	$14,081,578	$14,081,578 ▲	New Holding	94,558	0.4%	Finance
CVX Chevron	$13,783,612	$13,783,612 ▲	New Holding	96,261	0.4%	Energy
SYY Sysco	$13,722,422	$4,137,222 ▲	43.2%	181,178	0.4%	Consumer Staples
MDT Medtronic	$13,502,023	$421,380 ▼	-3.0%	154,893	0.4%	Medical
MTZ MasTec	$13,462,777	$691,264 ▼	-4.9%	78,993	0.4%	Construction
DUK Duke Energy	$13,088,088	$13,088,088 ▲	New Holding	110,916	0.4%	Utilities
GDDY GoDaddy	$13,039,045	$90,750 ▼	-0.7%	72,415	0.4%	Computer and Technology
PANW Palo Alto Networks	$13,033,113	$12,701,187 ▲	3,826.5%	63,688	0.4%	Computer and Technology
LOW Lowe's Companies	$13,032,655	$41,933 ▼	-0.3%	58,740	0.4%	Retail/Wholesale
BRO Brown & Brown	$12,543,499	$201,783 ▲	1.6%	113,137	0.4%	Finance
CSL Carlisle Companies	$12,351,624	$992,491 ▼	-7.4%	33,079	0.4%	Multi-Sector Conglomerates
RMD ResMed	$12,138,642	$48,504 ▼	-0.4%	47,049	0.4%	Medical
AMAT Applied Materials	$12,037,219	$12,037,219 ▲	New Holding	65,752	0.4%	Computer and Technology
ROL Rollins	$11,941,180	$11,107,462 ▲	1,332.3%	211,648	0.4%	Construction
ADSK Autodesk	$11,798,332	$109,588 ▼	-0.9%	38,112	0.4%	Computer and Technology
TXRH Texas Roadhouse	$11,767,108	$225,454 ▼	-1.9%	62,788	0.4%	Retail/Wholesale
CMG Chipotle Mexican Grill	$11,745,345	$37,115 ▲	0.3%	209,178	0.4%	Retail/Wholesale
MNST Monster Beverage	$11,597,921	$11,597,921 ▲	New Holding	185,152	0.4%	Consumer Staples
COST Costco Wholesale	$11,586,258	$126,712 ▲	1.1%	11,704	0.4%	Retail/Wholesale
MPWR Monolithic Power Systems	$11,517,784	$29,255 ▼	-0.3%	15,748	0.4%	Computer and Technology
PEP PepsiCo	$11,497,515	$11,497,515 ▲	New Holding	87,076	0.4%	Consumer Staples
SF Stifel Financial	$11,347,720	$117,790 ▲	1.0%	109,344	0.3%	Finance
ITT ITT	$11,293,566	$547,647 ▼	-4.6%	72,012	0.3%	Multi-Sector Conglomerates
PKG Packaging Corporation of America	$11,264,599	$475,836 ▼	-4.1%	59,775	0.3%	Industrials
MDLZ Mondelez International	$11,140,144	$136,431 ▲	1.2%	165,186	0.3%	Consumer Staples
MAS Masco	$10,909,996	$67,063 ▼	-0.6%	169,515	0.3%	Construction
DECK Deckers Outdoor	$10,715,570	$3,829,669 ▲	55.6%	103,964	0.3%	Retail/Wholesale
PYPL PayPal	$10,610,443	$246,668 ▲	2.4%	142,767	0.3%	Business Services
EME EMCOR Group	$10,586,810	$461,064 ▼	-4.2%	19,793	0.3%	Construction
EWI iShares MSCI Italy ETF	$10,492,287	$25,129 ▼	-0.2%	217,954	0.3%	ETF
APH Amphenol	$10,488,831	$10,488,831 ▲	New Holding	106,216	0.3%	Computer and Technology

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