Moran Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Moran Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 433 holdings worth $2.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 433
Total Value: 2127878595
Accession Number: 0001667731-25-000498
Form Type: 13F-HR
CIK: 0001965334
Manager Name: Moran Wealth Management, LLC

Data Enrichment

94% identified

406 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

433 positions • $2,127,878.595K total value

433 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 22

Sort by:

Trane Technologies plc

TT|G8994E103

183212(-2.1%)

Value:

$61.7B(-10.7%)

Parker-Hannifin Corp

PH|701094104

87337(-3.6%)

Value:

$53.1B(-7.9%)

MICROSOFT CORP

MSFT|594918104

110242(+3.5%)

Value:

$41.4B(-7.8%)

PROGRESSIVE CORP/OH/

PGR|743315103

143900(+88.2%)

Value:

$40.7B(+122.3%)

EOG RESOURCES INC

EOG|26875P101

282300(-0.3%)

Value:

$36.2B(+4.2%)

JPMORGAN CHASE & CO

JPM|46625H100

143953(-38.2%)

Value:

$35.3B(-36.7%)

NVIDIA CORP

NVDA|67066G104

308354(+21.8%)

Value:

$33.4B(-1.7%)

Howmet Aerospace Inc.

HWM|443201108

251023(+5.9%)

Value:

$32.6B(+25.6%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

193832(+4.3%)

Value:

$32.2B(-12.3%)

46137V357

RSP|46137V357

175657(-2.1%)

Value:

$30.4B(-3.3%)

GARMIN LTD

GRMN|H2906T109

131133(-2.6%)

Value:

$28.5B(+2.5%)

Blackstone Inc.

BX|09260D107

186672(-2.5%)

Value:

$26.1B(-21.0%)

Sprouts Farmers Market, Inc.

SFM|85208M102

159741(-5.2%)

Value:

$24.4B(+13.9%)

INTUIT INC.

INTU|461202103

38421(-1.6%)

Value:

$23.6B(-3.9%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

41096(-25.4%)

Value:

$23.0B(-28.8%)

PACCAR INC

PCAR|693718108

235161(+28.8%)

Value:

$22.9B(+20.5%)

PENSKE AUTOMOTIVE GROUP, INC.

PAG|70959W103

153605(+65.4%)

Value:

$22.1B(+56.2%)

CME GROUP INC.

CME|12572Q105

83293(+16.2%)

Value:

$22.1B(+32.8%)

Murphy USA Inc.

MUSA|626755102

45687(-3.3%)

Value:

$21.5B(-9.4%)

03073E105

75959(-1.4%)

Value:

$21.1B(+22.0%)

Instrument	Shares		Other Manager	Value
Trane Technologies Plc(TTcusipG8994E103)	183.2K	QoQ -2.07% (-3.9K) YoY -0.24% (-455)	All Managers (Combined)	$61.7M	QoQ -10.67% (-$7.4M) YoY +11.95% (-$6.6M)
Parker-Hannifin Corp(PHcusip701094104)	87.3K	QoQ -3.61% (-3.3K) YoY -9.91% (-9.6K)	All Managers (Combined)	$53.1M	QoQ -7.88% (-$4.5M) YoY -1.47% (-$794.9K)
Microsoft Corp(MSFTcusip594918104)	110.2K	QoQ +3.49% (-3.7K) YoY -0.52% (-581)	All Managers (Combined)	$41.4M	QoQ -7.82% (-$3.5M) YoY -11.24% (-$5.2M)
Progressive Corp/Oh/(PGRcusip743315103)	143.9K	QoQ +88.22% (+67.5K) YoY +504.41% (+120.1K)	All Managers (Combined)	$40.7M	QoQ +122.32% (+$22.4M) YoY +727.07% (+$35.8M)
Eog Resources Inc(EOGcusip26875P101)	282.3K	QoQ -0.35% (-1.0K) YoY -5.73% (-17.2K)	All Managers (Combined)	$36.2M	QoQ +4.24% (-$1.5M) YoY -5.44% (-$2.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	144.0K	QoQ -38.17% (-88.9K) YoY -37.17% (-85.2K)	All Managers (Combined)	$35.3M	QoQ -36.73% (-$20.5M) YoY -23.06% (-$10.6M)
Nvidia Corp(NVDAcusip67066G104)	308.4K	QoQ +21.80% (-55.2K) YoY +1048.56% (+281.5K)	All Managers (Combined)	$33.4M	QoQ -1.69% (-$576.9K) YoY +37.76% (+$9.2M)
Howmet Aerospace Inc.(HWMcusip443201108)	251.0K	QoQ +5.91% (+14.0K) YoY +0.52% (+1.3K)	All Managers (Combined)	$32.6M	QoQ +25.63% (+$6.6M) YoY +90.57% (+$15.5M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	193.8K	QoQ +4.31% (-8.0K) YoY -4.10% (-8.3K)	All Managers (Combined)	$32.2M	QoQ -12.32% (-$4.5M) YoY +17.00% (-$4.7M)
(RSPcusip46137V357)	175.7K	QoQ -2.13% (-3.8K) YoY NEW(+175.7K)	All Managers (Combined)	$30.4M	QoQ -3.25% (-$1.0M) YoY NEW(+$30.4M)
Garmin Ltd(GRMNcusipH2906T109)	131.1K	QoQ -2.58% (-3.5K) YoY -10.48% (-15.4K)	All Managers (Combined)	$28.5M	QoQ +2.54% (-$707.4K) YoY +30.56% (-$6.7M)
Blackstone Inc.(BXcusip09260D107)	186.7K	QoQ -2.54% (-4.9K) YoY -9.12% (-18.7K)	All Managers (Combined)	$26.1M	QoQ -20.99% (-$6.9M) YoY -3.30% (-$891.4K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	159.7K	QoQ -5.20% (-8.8K) YoY -21.99% (-45.0K)	All Managers (Combined)	$24.4M	QoQ +13.87% (-$3.0M) YoY +84.65% (-$11.2M)
Intuit Inc.(INTUcusip461202103)	38.4K	QoQ -1.62% (-633) YoY -1.25% (-487)	All Managers (Combined)	$23.6M	QoQ -3.89% (-$955.3K) YoY -6.72% (-$1.7M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	41.1K	QoQ -25.44% (-14.0K) YoY -12.77% (-6.0K)	All Managers (Combined)	$23.0M	QoQ -28.83% (-$9.3M) YoY -6.71% (-$1.7M)
Paccar Inc(PCARcusip693718108)	235.2K	QoQ +28.75% (+52.5K) YoY +15.87% (-32.2K)	All Managers (Combined)	$22.9M	QoQ +20.52% (+$3.9M) YoY -8.93% (-$2.2M)
Penske Automotive Group, Inc.(PAGcusip70959W103)	153.6K	QoQ +65.39% (+60.7K) YoY NEW(+153.6K)	All Managers (Combined)	$22.1M	QoQ +56.21% (+$8.0M) YoY NEW(+$22.1M)
Cme Group Inc.(CMEcusip12572Q105)	83.3K	QoQ +16.24% (+11.6K) YoY +378.80% (+65.9K)	All Managers (Combined)	$22.1M	QoQ +32.79% (+$5.5M) YoY +490.00% (+$18.4M)
Murphy Usa Inc.(MUSAcusip626755102)	45.7K	QoQ -3.30% (-1.6K) YoY -6.10% (-3.0K)	All Managers (Combined)	$21.5M	QoQ -9.45% (-$2.2M) YoY +5.23% (-$1.1M)
(cusip03073E105)✕	76.0K	QoQ -1.44% (-1.1K) YoY +3.87% (+2.8K)	All Managers (Combined)	$21.1M	QoQ +21.98% (-$3.8M) YoY +18.88% (+$3.4M)