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
+25.33%
+17.49%
96,511.0
Construction
PH 		Parker Hannifin Corp
87,338
53,088.4
-3.61%
1.790
-0.07%
0.070
+2.46%
+5.05%
84,935.3
Industrial Products
AVGO 		Broadcom Inc
286,078
47,898.1
+7.96%
1.610
+0.12%
0.010
+37.50%
+11.12%
1,207,695.5
Semiconductors
WSM 		Williams-Sonoma Inc
284,835
45,032.5
-8.98%
1.510
-0.17%
0.230
-13.52%
-12.09%
19,951.7
Retail - Cyclical
MSFT 		Microsoft Corp
110,305
41,407.4
+3.56%
1.390
+0.05%
0.000
+19.39%
+10.26%
3,441,044.8
Software
PGR 		Progressive Corp
143,905
40,726.6
+88.23%
1.370
+0.64%
0.020
+0.80%
+22.23%
168,392.7
Insurance
AMP 		Ameriprise Financial Inc
80,796
39,114.2
-0.76%
1.320
-0.01%
0.080
-3.19%
-3.02%
48,872.1
Asset Management
CDNS 		Cadence Design Systems Inc
151,419
38,510.4
-3.52%
1.290
-0.05%
0.060
+21.34%
-2.37%
80,091.4
Software
LMT 		Lockheed Martin Corp
82,591
36,894.2
-21.44%
1.240
-0.35%
0.040
+6.98%
+0.23%
112,501.9
Aerospace & Defense
EOG 		EOG Resources Inc
282,305
36,202.8
-0.36%
1.220
0%
0.050
-5.55%
-6.46%
61,575.7
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 Ltd2025-03-31Sold Out
-0.71%
●
257.71 ($277.87) 301.99
$296.41
6.67%
Sold Out
0
-80,843
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.68%
●
225.19 ($254.94) 279.95
$266.27
4.44%
Reduce -38.17%
143,976
-88,869
ATO 		Atmos Energy Corp2025-03-31Reduce
-0.65%
●
136.51 ($145.88) 154.58
$154.61
5.98%
Reduce -87.22%
21,252
-145,024
TTE 		TotalEnergies SE2025-03-31Reduce
-0.65%
●
55.08 ($60.33) 65.18
$60.07
-0.43%
Reduce -79.82%
94,572
-374,129
PGR 		Progressive Corp2025-03-31Add
+0.64%
●
235.61 ($261.55) 291.22
$287.25
9.83%
Add 88.23%
143,905
67,455
CHE 		Chemed Corp2025-03-31Sold Out
-0.58%
●
521.84 ($568.39) 615.32
$568.39
0%
Sold Out
0
-34,043
ANET 		Arista Networks Inc2025-03-31New Buy
+0.51%
●
77.48 ($101.39) 129.82
$94.50
-6.80%
New holding
194,850
194,850
UBS 		UBS Group AG2025-03-31Sold Out
-0.48%
●
30.28 ($33.35) 35.78
$33.45
0.30%
Sold Out
0
-491,187
KR 		The Kroger Co2025-03-31New Buy
+0.47%
●
58.36 ($63.37) 67.72
$67.08
5.85%
New holding
206,289
206,289
MRK 		Merck & Co Inc2025-03-31Reduce
-0.46%
●
83.01 ($93.37) 101.02
$77.14
-17.38%
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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