MW

Moran Wealth Management, LLC

13F
Moran Wealth Management, LLC
Last update 2025-04-23 433 Stocks (89 new)
Value $2.97 Bil Turnover 18 %
Countries:
Top Holdings: TT(2.08%)PH(1.79%)AVGO(1.61%)WSM(1.51%)MSFT(1.39%)
Summary Stock Picks Current Portfolio
Moran Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TT
Trane Technologies PLC
183,214
61,728.6
-2.07%
2.080
-0.05%
0.080
+37.27%
+25.17%
102,595.0
Construction
PH
Parker Hannifin Corp
87,338
53,088.4
-3.61%
1.790
-0.07%
0.070
+25.73%
+15.08%
93,046.7
Industrial Products
AVGO
Broadcom Inc
286,078
47,898.1
+7.96%
1.610
+0.12%
0.010
+59.44%
+22.03%
1,323,603.8
Semiconductors
WSM
Williams-Sonoma Inc
284,835
45,032.5
-8.98%
1.510
-0.17%
0.230
+26.22%
+0.20%
22,560.3
Retail - Cyclical
MSFT
Microsoft Corp
110,305
41,407.4
+3.56%
1.390
+0.05%
0.000
+35.10%
+20.24%
3,752,542.7
Software
PGR
Progressive Corp
143,905
40,726.6
+88.23%
1.370
+0.64%
0.020
-6.83%
+5.08%
144,697.6
Insurance
AMP
Ameriprise Financial Inc
80,796
39,114.2
-0.76%
1.320
-0.01%
0.080
+13.94%
+1.25%
51,023.2
Asset Management
CDNS
Cadence Design Systems Inc
151,419
38,510.4
-3.52%
1.290
-0.05%
0.060
+22.55%
+8.26%
88,812.4
Software
LMT
Lockheed Martin Corp
82,591
36,894.2
-21.44%
1.240
-0.35%
0.040
-8.43%
-12.01%
97,381.5
Aerospace & Defense
EOG
EOG Resources Inc
282,305
36,202.8
-0.36%
1.220
0%
0.050
+7.23%
-0.80%
64,763.1
Oil & Gas

Moran Wealth Management, LLC's Historical Top Holdings Breakdowns

Moran Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CB
Chubb Ltd
2025-03-31
Sold Out
Sold Out
-0.71%
●
257.71 ($277.87) 301.99
$267.55
-3.72%
Sold Out
0
-80,843
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.68%
●
225.19 ($254.94) 279.95
$296.35
16.24%
Reduce -38.17%
143,976
-88,869
ATO
Atmos Energy Corp
2025-03-31
Reduce
Reduce
-0.65%
●
136.51 ($145.88) 154.58
$156.52
7.29%
Reduce -87.22%
21,252
-145,024
TTE
TotalEnergies SE
2025-03-31
Reduce
Reduce
-0.65%
●
55.08 ($60.33) 65.18
$62.62
3.80%
Reduce -79.82%
94,572
-374,129
PGR
Progressive Corp
2025-03-31
Add
Add
+0.64%
●
235.61 ($261.55) 291.22
$246.84
-5.62%
Add 88.23%
143,905
67,455
CHE
Chemed Corp
2025-03-31
Sold Out
Sold Out
-0.58%
●
521.84 ($568.39) 615.32
$463.62
-18.43%
Sold Out
0
-34,043
ANET
Arista Networks Inc
2025-03-31
New Buy
New Buy
+0.51%
●
77.48 ($101.39) 129.82
$113.06
11.51%
New holding
194,850
194,850
UBS
UBS Group AG
2025-03-31
Sold Out
Sold Out
-0.48%
●
30.28 ($33.35) 35.78
$38.05
14.11%
Sold Out
0
-491,187
KR
The Kroger Co
2025-03-31
New Buy
New Buy
+0.47%
●
58.36 ($63.37) 67.72
$72.90
15.04%
New holding
206,289
206,289
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-0.46%
●
83.01 ($93.37) 101.02
$83.56
-10.50%
Reduce -54.97%
118,147
-144,224

Moran Wealth Management, LLC Total Holding History ($B)

To

Moran Wealth Management, LLC's Asset Allocation

To

Moran Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Moran Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Moran Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Moran Wealth Management, LLC's Holdings Heat Map

Size field:

Moran Wealth Management, LLC's Holdings Bubble Chart

Moran Wealth Management, LLC News

  • 1

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