Moran Wealth Management, LLC Top Holdings and 13F Report (2025) About Moran Wealth Management, LLCInvestment ActivityMoran Wealth Management, LLC has $3.13 billion in total holdings as of December 31, 2024.Moran Wealth Management, LLC owns shares of 411 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 11.67% of the portfolio was purchased this quarter.About 13.11% of the portfolio was sold this quarter.This quarter, Moran Wealth Management, LLC has purchased 402 new stocks and bought additional shares in 173 stocks.Moran Wealth Management, LLC sold shares of 174 stocks and completely divested from 54 stocks this quarter.Largest Holdings Trane Technologies $69,102,967Broadcom $61,434,215Williams-Sonoma $57,952,700Parker-Hannifin $57,631,314JPMorgan Chase & Co. $55,815,275 Largest New Holdings this Quarter GoDaddy $14,800,776 HoldingPenske Automotive Group $14,157,255 HoldingSBA Communications $13,706,365 HoldingMasco $11,870,710 HoldingLowe's Companies $11,778,530 Holding Largest Purchases this Quarter Fidelity National Information Services 188,047 shares (about $15.19M)GoDaddy 74,990 shares (about $14.80M)Penske Automotive Group 92,871 shares (about $14.16M)SBA Communications 67,254 shares (about $13.71M)American Express 44,987 shares (about $13.35M) Largest Sales this Quarter AvalonBay Communities 103,381 shares (about $22.74M)Garmin 104,470 shares (about $21.55M)Prologis 143,723 shares (about $15.19M)Deckers Outdoor 71,692 shares (about $14.56M)BHP Group 245,584 shares (about $11.99M) 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$69,102,967$6,749,149 ▲10.8%187,0932.2%ConstructionAVGOBroadcom$61,434,215$1,563,531 ▼-2.5%264,9852.0%Computer and TechnologyWSMWilliams-Sonoma$57,952,700$856,088 ▲1.5%312,9531.8%Retail/WholesalePHParker-Hannifin$57,631,314$1,709,013 ▼-2.9%90,6111.8%Industrial ProductsJPMJPMorgan Chase & Co.$55,815,275$99,959 ▼-0.2%232,8451.8%FinanceLMTLockheed Martin$51,084,928$1,355,773 ▼-2.6%105,1261.6%AerospaceCDNSCadence Design Systems$47,155,995$1,049,507 ▼-2.2%156,9461.5%Computer and TechnologyMSFTMicrosoft$44,896,494$164,807 ▼-0.4%106,5161.4%Computer and TechnologyAMPAmeriprise Financial$43,348,853$1,853,921 ▲4.5%81,4171.4%FinanceTSMTaiwan Semiconductor Manufacturing$36,697,394$1,249,717 ▼-3.3%185,8191.2%Computer and TechnologyEOGEOG Resources$34,728,966$311,966 ▼-0.9%283,3171.1%Oils/EnergyNVDANVIDIA$33,996,319$518,494 ▼-1.5%253,1561.1%Computer and TechnologyBXBlackstone$33,027,482$1,325,734 ▼-3.9%191,5531.1%FinanceSPYSPDR S&P 500 ETF Trust$32,304,324$3,192,982 ▲11.0%55,1191.0%FinanceNVONovo Nordisk A/S$32,059,052$4,898,151 ▼-13.3%372,6931.0%MedicalCSCOCisco Systems$31,534,134$3,174,542 ▲11.2%532,6711.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$31,452,909$338,895 ▲1.1%179,4951.0%ETFLINDE PLC$30,336,828$293,488 ▼-1.0%72,4601.0%SHSMSIMotorola Solutions$29,749,585$1,703,318 ▲6.1%64,3610.9%Computer and TechnologyGRMNGarmin$27,765,484$21,547,982 ▼-43.7%134,6140.9%Computer and TechnologyPHMPulteGroup$27,026,802$752,063 ▼-2.7%248,1800.9%ConstructionITGartner$26,657,477$24,223 ▼-0.1%55,0240.9%Business ServicesMRKMerck & Co., Inc.$26,100,648$211,196 ▲0.8%262,3710.8%MedicalHWMHowmet Aerospace$25,920,143$514,586 ▼-1.9%236,9950.8%AerospaceTTETotalEnergies$25,544,177$330,651 ▼-1.3%468,7010.8%Oils/EnergyAFLAflac$25,479,599$233,981 ▼-0.9%246,3230.8%FinanceNOCNorthrop Grumman$24,902,170$1,704,915 ▲7.3%53,0640.8%AerospaceINTUIntuit$24,545,439$20,741 ▼-0.1%39,0540.8%Computer and TechnologyTXNTexas Instruments$24,141,256$125,631 ▼-0.5%128,7470.8%Computer and TechnologyNTAPNetApp$24,027,283$253,983 ▼-1.0%206,9890.8%Computer and TechnologyTAT&T$23,926,397$4,331,241 ▲22.1%1,050,7860.8%Computer and TechnologyMUSAMurphy USA$23,706,182$3,512 ▼0.0%47,2470.8%Retail/WholesaleATOAtmos Energy$23,157,189$2,510,334 ▲12.2%166,2760.7%UtilitiesCBChubb$22,336,783$25,696 ▲0.1%80,8430.7%FinanceETNEaton$22,073,006$562,852 ▼-2.5%66,5110.7%Industrial ProductsIRMIron Mountain$21,969,987$644,114 ▼-2.8%209,0190.7%Business ServicesGOOGAlphabet$21,639,507$528,852 ▲2.5%113,6290.7%Computer and TechnologySFMSprouts Farmers Market$21,412,184$1,547,713 ▼-6.7%168,5070.7%Retail/WholesalePWRQuanta Services$21,359,291$904,851 ▼-4.1%67,5820.7%ConstructionAXPAmerican Express$20,431,320$13,351,691 ▲188.6%68,8410.7%FinanceEVREvercore$20,180,264$625,063 ▼-3.0%72,8030.6%FinanceCATCaterpillar$19,907,543$116,446 ▼-0.6%54,8780.6%Industrial ProductsCTASCintas$19,884,520$709,790 ▼-3.4%108,8370.6%Business ServicesFISFidelity National Information Services$19,302,334$15,188,556 ▲369.2%238,9790.6%Business ServicesPCARPACCAR$18,998,421$3,959,001 ▼-17.2%182,6420.6%Auto/Tires/TrucksSSNCSS&C Technologies$18,849,290$106,622 ▼-0.6%248,7370.6%Computer and TechnologyBRK.BBerkshire Hathaway$18,774,858$236,159 ▲1.3%41,4200.6%FinancePGRProgressive$18,318,185$57,986 ▼-0.3%76,4500.6%FinanceMAMastercard$18,308,839$5,266 ▲0.0%34,7700.6%Business ServicesMOHMolina Healthcare$18,305,881$196,459 ▲1.1%62,8960.6%MedicalOCOwens Corning$18,213,510$66,425 ▲0.4%106,9370.6%ConstructionCHEChemed$18,035,981$10,596 ▲0.1%34,0430.6%MedicalMETAMeta Platforms$17,889,673$378,239 ▲2.2%30,5540.6%Computer and TechnologyBSXBoston Scientific$17,830,416$55,646 ▲0.3%199,6240.6%MedicalPKGPackaging Co. of America$17,704,673$484,029 ▼-2.7%78,6420.6%Industrial ProductsSPOTSpotify Technology$17,631,246$1,561,356 ▲9.7%39,4100.6%Business ServicesGOOGLAlphabet$17,587,295$169,802 ▲1.0%92,9070.6%Computer and TechnologyRSGRepublic Services$17,552,553$130,163 ▲0.7%87,2480.6%Business ServicesDHID.R. Horton$17,489,245$7,799,579 ▲80.5%125,0840.6%ConstructionCORCencora$17,316,986$131,213 ▲0.8%77,0740.6%MedicalIRIngersoll Rand$16,939,901$383,369 ▼-2.2%187,2640.5%Industrial ProductsCMECME Group$16,639,976$11,543,224 ▲226.5%71,6530.5%FinanceHRBH&R Block$16,539,607$49,194 ▼-0.3%313,0130.5%Consumer DiscretionaryDVADaVita$16,498,655$8,338,310 ▲102.2%110,3220.5%MedicalFIXComfort Systems USA$16,404,337$1,103,828 ▼-6.3%38,6840.5%ConstructionFICOFair Isaac$15,819,930$513,660 ▼-3.1%7,9460.5%Computer and TechnologyFDXFedEx$15,393,478$99,872 ▼-0.6%54,7170.5%TransportationGDGeneral Dynamics$15,222,081$1,581 ▲0.0%57,7710.5%AerospaceWABWestinghouse Air Brake Technologies$15,011,926$323,251 ▼-2.1%79,1810.5%TransportationMLIMueller Industries$14,989,596$402,514 ▼-2.6%188,8810.5%Industrial ProductsUBSUBS Group$14,892,790$279,550 ▼-1.8%491,1870.5%FinanceGDDYGoDaddy$14,800,776$14,800,776 ▲New Holding74,9900.5%Computer and TechnologyCIThe Cigna Group$14,739,525$11,663,878 ▲379.2%53,3770.5%MedicalDFSDiscover Financial Services$14,698,566$323,420 ▼-2.2%84,8500.5%FinanceWMTWalmart$14,583,831$23,491 ▲0.2%161,4150.5%Retail/WholesaleHSYHershey$14,415,157$566,134 ▼-3.8%85,1210.5%Consumer StaplesXOMExxon Mobil$14,393,995$1,868,161 ▲14.9%133,8110.5%Oils/EnergyUNHUnitedHealth Group$14,279,922$246,860 ▼-1.7%28,2290.5%MedicalPAGPenske Automotive Group$14,157,255$14,157,255 ▲New Holding92,8710.5%Retail/WholesaleREGNRegeneron Pharmaceuticals$14,017,230$1,807,894 ▼-11.4%19,6780.4%MedicalSPGIS&P Global$13,877,606$65,242 ▼-0.5%27,8650.4%Business ServicesSBACSBA Communications$13,706,365$13,706,365 ▲New Holding67,2540.4%FinanceVEEVVeeva Systems$13,595,606$400,737 ▲3.0%64,6640.4%MedicalDECKDeckers Outdoor$13,509,141$14,559,929 ▼-51.9%66,5180.4%Retail/WholesaleMCKMcKesson$13,377,497$9,096,903 ▲212.5%23,4730.4%MedicalCSLCarlisle Companies$13,313,569$411,623 ▼-3.0%36,0960.4%Multi-Sector ConglomeratesMSCIMSCI$12,344,606$270,605 ▲2.2%20,5740.4%FinanceJNJJohnson & Johnson$12,316,562$339,712 ▼-2.7%85,1650.4%MedicalEXPEagle Materials$12,114,682$178,654 ▼-1.5%49,0950.4%ConstructionVRTXVertex Pharmaceuticals$12,058,449$348,738 ▲3.0%29,9440.4%MedicalMTZMasTec$11,883,933$278,951 ▼-2.3%87,2920.4%ConstructionMASMasco$11,870,710$11,870,710 ▲New Holding163,5760.4%ConstructionITTITT$11,842,323$196,317 ▼-1.6%82,8830.4%Multi-Sector ConglomeratesLOWLowe's Companies$11,778,530$11,778,530 ▲New Holding47,7250.4%Retail/WholesaleSLBSchlumberger$11,775,364$67,708 ▼-0.6%307,1300.4%Oils/EnergyFDSFactSet Research Systems$11,771,663$317,945 ▲2.8%24,5100.4%Business ServicesPSAPublic Storage$11,391,596$299 ▼0.0%38,0430.4%FinanceEFXEquifax$11,239,140$315,504 ▲2.9%44,1010.4%Business ServicesCOSTCostco Wholesale$11,183,075$1,748,243 ▲18.5%12,2050.4%Retail/WholesaleSNASnap-on$10,927,861$297,045 ▼-2.6%32,1900.3%Consumer DiscretionaryShowing largest 100 holdings. 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