Moran Wealth Management, LLC
RIA/Wealth
Moran Wealth Management, LLC is a RIA/Wealth based in Naples, FL led by Thomas Michael Moran, reporting $4.7B in AUM as of Q3 2025 with AVGO as the largest holding (2% allocation).
Managing PartnerThomas Michael Moran
- Portfolio Value
- $3.3B
- Positions
- 491
- Top Holding
- AVGO at 2.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Moran Wealth Management, LLC's portfolio (16.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $75.3M | 2.27% | -$15.2M Sold | 0.00% 228.2K shares | |
ETF ETF | $63.8M | 1.92% | +$33.7M Bought | — 95.8K shares | |
Industrial - Machinery Industrials | $60.7M | 1.83% | -$2.7M Sold | 0.06% 80.0K shares | |
Semiconductors Technology | $59.4M | 1.79% | +$2.0M Bought | 0.00% 318.5K shares | |
Software - Infrastructure Technology | $55.5M | 1.67% | -$834.9K Sold | 0.00% 107.2K shares | |
Construction Industrials | $53.6M | 1.62% | -$2.7M Sold | 0.06% 127.0K shares | |
Software - Application Technology | $49.4M | 1.49% | -$2.2M Sold | 0.05% 140.8K shares | |
Semiconductors Technology | $48.9M | 1.48% | -$3.5M Sold | — 175.2K shares | |
Hardware, Equipment & Parts Technology | $47.3M | 1.43% | +$3.4M Bought | 0.10% 192.1K shares | |
Industrial - Machinery Industrials | $42.1M | 1.27% | -$4.8M Sold | 0.05% 214.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Moran Wealth Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Moran Wealth Management, LLC
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