Moran Wealth Management, LLC Top Holdings and 13F Report (2025) About Moran Wealth Management, LLCInvestment ActivityMoran 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 $61,728,629Parker-Hannifin $53,088,418Broadcom $47,898,106Williams-Sonoma $45,032,472Microsoft $41,407,404 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $15,096,978 Holding501044101 - Kroger $13,963,702 Holding609207105 - Mondelez International $11,070,609 Holding761152107 - ResMed $10,574,003 Holding860630102 - 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 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 PortfolioSectorTTTrane Technologies$61,728,629$1,306,916 ▼-2.1%183,2142.1%ConstructionPHParker-Hannifin$53,088,418$1,989,494 ▼-3.6%87,3381.8%IndustrialsAVGOBroadcom$47,898,106$3,531,606 ▲8.0%286,0781.6%Computer and TechnologyWSMWilliams-Sonoma$45,032,472$4,445,462 ▼-9.0%284,8351.5%Retail/WholesaleMSFTMicrosoft$41,407,404$1,422,353 ▲3.6%110,3051.4%Computer and TechnologyPGRProgressive$40,726,554$19,090,440 ▲88.2%143,9051.4%FinanceAMPAmeriprise Financial$39,114,158$300,632 ▼-0.8%80,7961.3%FinanceCDNSCadence Design Systems$38,510,394$1,405,682 ▼-3.5%151,4191.3%Computer and TechnologyLMTLockheed Martin$36,894,242$10,066,614 ▼-21.4%82,5911.2%AerospaceEOGEOG Resources$36,202,817$129,779 ▼-0.4%282,3051.2%EnergyJPMJPMorgan Chase & Co.$35,317,321$21,799,571 ▼-38.2%143,9761.2%FinanceNVDANVIDIA$33,442,167$6,005,119 ▲21.9%308,5641.1%Computer and TechnologyLINDE PLC$33,068,361$671,919 ▼-2.0%71,0171.1%SHSHWMHowmet Aerospace$32,565,736$1,820,372 ▲5.9%251,0271.1%AerospaceTSMTaiwan Semiconductor Manufacturing$32,176,112$1,330,158 ▲4.3%193,8321.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$30,429,071$664,857 ▼-2.1%175,6571.0%ETFTAT&T$29,059,982$656,237 ▼-2.2%1,027,5811.0%Computer and TechnologyGRMNGarmin$28,472,915$755,830 ▼-2.6%131,1331.0%Computer and TechnologyMSIMotorola Solutions$27,541,752$636,138 ▼-2.3%62,9080.9%Computer and TechnologyAFLAflac$26,947,186$441,424 ▼-1.6%242,3530.9%FinanceBXBlackstone$26,093,930$681,286 ▼-2.5%186,6790.9%FinanceSFMSprouts Farmers Market$24,382,866$1,338,042 ▼-5.2%159,7410.8%Retail/WholesaleINTUIntuit$23,591,338$387,428 ▼-1.6%38,4230.8%Computer and TechnologyFDXFedEx$23,393,569$10,054,686 ▲75.4%95,9620.8%TransportationSPYSPDR S&P 500 ETF Trust$22,988,871$7,844,387 ▼-25.4%41,0960.8%FinancePCARPACCAR$22,898,213$5,114,360 ▲28.8%235,1670.8%Auto/Tires/TrucksTXNTexas Instruments$22,783,546$352,211 ▼-1.5%126,7870.8%Computer and TechnologyPAGPenske Automotive Group$22,116,063$8,744,487 ▲65.4%153,6050.7%Retail/WholesaleCMECME Group$22,097,624$3,088,775 ▲16.2%83,2960.7%FinanceMUSAMurphy USA$21,464,210$732,904 ▼-3.3%45,6870.7%Retail/WholesaleCORCencora$21,123,441$310,070 ▼-1.4%75,9590.7%MedicalRSGRepublic Services$20,857,967$270,008 ▼-1.3%86,1330.7%Business ServicesMOHMolina Healthcare$20,540,760$176,553 ▼-0.9%62,3600.7%MedicalSPOTSpotify Technology$20,374,761$1,301,921 ▼-6.0%37,0430.7%Business ServicesCATCaterpillar$20,193,660$2,094,890 ▲11.6%61,2300.7%IndustrialsSSNCSS&C Technologies$20,190,709$586,297 ▼-2.8%241,7180.7%Computer and TechnologyOCOwens Corning$20,075,922$4,803,179 ▲31.4%140,5680.7%ConstructionCSCOCisco Systems$19,881,801$12,989,345 ▼-39.5%322,1810.7%Computer and TechnologyBSXBoston Scientific$19,810,210$327,860 ▼-1.6%196,3740.7%MedicalPHMPulteGroup$19,596,456$5,916,449 ▼-23.2%190,6270.7%ConstructionBRK.BBerkshire Hathaway$19,257,028$2,802,436 ▼-12.7%36,1580.6%FinanceFISFidelity National Information Services$18,992,591$1,145,664 ▲6.4%254,3200.6%Business ServicesNOCNorthrop Grumman$18,802,810$8,366,134 ▼-30.8%36,7240.6%AerospaceMAMastercard$18,381,758$676,380 ▼-3.5%33,5360.6%Business ServicesAXPAmerican Express$18,211,458$310,215 ▼-1.7%67,6880.6%FinanceDVADaVita$17,928,696$1,052,740 ▲6.2%117,2040.6%MedicalNTAPNetApp$17,861,829$320,089 ▼-1.8%203,3450.6%Computer and TechnologyETNEaton$17,819,275$260,413 ▼-1.4%65,5530.6%IndustrialsIRMIron Mountain$17,723,379$260,615 ▼-1.4%205,9900.6%Business ServicesGOOGAlphabet$17,371,693$380,577 ▼-2.1%111,1930.6%Computer and TechnologyMETAMeta Platforms$17,334,606$275,500 ▼-1.6%30,0760.6%Computer and TechnologyAMCRAmcor$17,331,533$6,965,163 ▲67.2%1,786,7560.6%IndustrialsHRBH&R Block$17,043,899$143,645 ▼-0.8%310,3970.6%Consumer DiscretionaryJNJJohnson & Johnson$16,796,287$2,672,513 ▲18.9%101,2800.6%MedicalPWRQuanta Services$16,413,673$764,319 ▼-4.4%64,5750.6%ConstructionCIThe Cigna Group$16,379,265$1,181,768 ▼-6.7%49,7850.6%MedicalMCKMcKesson$15,913,525$116,427 ▲0.7%23,6460.5%MedicalSBACSBA Communications$15,522,372$725,813 ▲4.9%70,5530.5%FinanceHSYHershey$15,358,590$800,416 ▲5.5%89,8010.5%Consumer StaplesARISTA NETWORKS INC$15,096,978$15,096,978 ▲New Holding194,8500.5%COM SHSIRIngersoll Rand$14,719,678$267,060 ▼-1.8%183,9270.5%IndustrialsDFSDiscover Financial Services$14,507,969$24,069 ▲0.2%84,9910.5%FinanceFICOFair Isaac$14,472,046$180,716 ▼-1.2%7,8480.5%Computer and TechnologyEVREvercore$14,386,434$153,784 ▼-1.1%72,0330.5%FinanceMDTMedtronic$14,353,068$2,300,596 ▲19.1%159,7270.5%MedicalNVONovo Nordisk A/S$14,330,611$11,549,192 ▼-44.6%206,3740.5%MedicalGOOGLAlphabet$14,214,355$152,784 ▼-1.1%91,9190.5%Computer and TechnologyWMTWalmart$14,150,242$20,367 ▼-0.1%161,1830.5%Retail/WholesaleWABWestinghouse Air Brake Technologies$14,028,512$330,964 ▼-2.3%77,3560.5%TransportationKRKroger$13,963,702$13,963,702 ▲New Holding206,2890.5%Retail/WholesaleBROBrown & Brown$13,847,835$10,229,910 ▲282.8%111,3170.5%FinanceSPGIS&P Global$13,779,674$378,535 ▼-2.7%27,1200.5%Business ServicesLOWLowe's Companies$13,744,016$2,613,110 ▲23.5%58,9290.5%Retail/WholesaleCTASCintas$13,611,433$8,757,841 ▼-39.2%66,2260.5%Business ServicesGDDYGoDaddy$13,135,629$373,070 ▼-2.8%72,9190.4%Computer and TechnologyAMZNAmazon.com$13,123,374$9,420,724 ▲254.4%68,9760.4%Retail/WholesaleRSReliance$12,633,101$11,809,586 ▲1,434.0%43,7510.4%Basic MaterialsREGNRegeneron Pharmaceuticals$12,558,392$78,010 ▲0.6%19,8010.4%MedicalPKGPackaging Co. of America$12,336,646$3,236,043 ▼-20.8%62,3000.4%IndustrialsCSLCarlisle Companies$12,168,378$122,239 ▼-1.0%35,7370.4%Multi-Sector ConglomeratesMASMasco$11,860,539$485,459 ▲4.3%170,5570.4%ConstructionITGartner$11,415,669$11,680,105 ▼-50.6%27,1970.4%Business ServicesMDLZMondelez International$11,070,609$11,070,609 ▲New Holding163,1630.4%Consumer StaplesCOSTCostco Wholesale$10,948,349$594,896 ▼-5.2%11,5760.4%Retail/WholesaleZTSZoetis$10,833,157$131,885 ▼-1.2%65,7950.4%MedicalTXRHTexas Roadhouse$10,662,824$2,265,836 ▲27.0%63,9910.4%Retail/WholesaleMRKMerck & Co., Inc.$10,604,874$12,945,545 ▼-55.0%118,1470.4%MedicalSNASnap-on$10,597,616$250,735 ▼-2.3%31,4460.4%Consumer DiscretionaryEXPEagle Materials$10,590,722$304,932 ▼-2.8%47,7210.4%ConstructionRMDResMed$10,574,003$10,574,003 ▲New Holding47,2370.4%MedicalXOMExxon Mobil$10,545,344$5,368,707 ▼-33.7%88,6690.4%EnergyCMGChipotle Mexican Grill$10,469,639$9,838,449 ▲1,558.7%208,5170.4%Retail/WholesaleOKEONEOK$10,309,950$94,160 ▼-0.9%103,9100.3%EnergySFStifel Financial$10,199,780$10,199,780 ▲New Holding108,2090.3%FinanceADSKAutodesk$10,070,399$9,387,886 ▲1,375.5%38,4660.3%Computer and TechnologyTWTradeweb Markets$10,058,759$10,058,759 ▲New Holding67,7540.3%FinanceABTAbbott Laboratories$10,014,545$10,014,545 ▲New Holding75,4960.3%MedicalDHID.R. Horton$9,941,700$5,960,240 ▼-37.5%78,2010.3%ConstructionFIXComfort Systems USA$9,786,262$2,682,753 ▼-21.5%30,3610.3%ConstructionUHSUniversal Health Services$9,769,674$3,827,524 ▲64.4%51,9940.3%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. 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