Moran Wealth Management, LLC Portfolio Holdings
Q3 2025•491 long positions•$3.3B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding541 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $75.3M 2.27% | -$15.2M Sold | 0.005% 228.2K shares | 274.3K → 228.2K −$15.2M | -16.82% | $1.56T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $63.8M 1.92% | +$33.7M Bought | — 95.8K shares | 45.2K → 95.8K +$33.7M | +111.98% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $60.7M 1.83% | -$2.7M Sold | 0.063% 80.0K shares | 83.6K → 80.0K −$2.7M | -4.29% | $95.9B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $59.4M 1.79% | +$2.0M Bought | 0.001% 318.5K shares | 307.9K → 318.5K +$2.0M | +3.42% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $55.5M 1.67% | -$834.9K Sold | 0.001% 107.2K shares | 108.8K → 107.2K −$834.9K | -1.48% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Construction Industrials | $53.6M 1.62% | -$2.7M Sold | 0.057% 127.0K shares | 133.4K → 127.0K −$2.7M | -4.81% | $93.9B Large Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $49.4M 1.49% | -$2.2M Sold | 0.052% 140.8K shares | 147.1K → 140.8K −$2.2M | -4.33% | $95.7B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $48.9M 1.48% | -$3.5M Sold | — 175.2K shares | 187.8K → 175.2K −$3.5M | -6.72% | — — | Q4 2022 Held for 2y 11m | |
Hardware, Equipment & Parts Technology | $47.3M 1.43% | +$3.4M Bought | 0.1% 192.1K shares | 178.1K → 192.1K +$3.4M | +7.85% | $47.4B Large Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $42.1M 1.27% | -$4.8M Sold | 0.053% 214.4K shares | 238.9K → 214.4K −$4.8M | -10.25% | $79.1B Large Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $41.6M 1.25% | -$2.0M Sold | 0.175% 212.7K shares | 223.0K → 212.7K −$2.0M | -4.65% | $23.8B Large Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $34.0M 1.03% | -$4.3M Sold | 0.073% 69.3K shares | 78.0K → 69.3K −$4.3M | -11.17% | $46.3B Large Cap | Q4 2022 Held for 2y 11m | |
Insurance - Property & Casualty Financial Services | $33.0M 0.996% | -$5.8M Sold | 0.023% 133.7K shares | 157.1K → 133.7K −$5.8M | -14.93% | $144.81B Large Cap | Q4 2022 Held for 2y 11m | |
Computer Hardware Technology | $32.2M 0.971% | -$1.3M Sold | 0.136% 271.7K shares | 282.9K → 271.7K −$1.3M | -3.94% | $23.6B Large Cap | Q3 2023 Held for 2y 2m | |
Chemicals - Specialty Basic Materials | $32.2M 0.97% | -$1.1M Sold | 0.014% 67.7K shares | 70.1K → 67.7K −$1.1M | -3.41% | $222.73B Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Exploration & Production Energy | $30.6M 0.923% | +$165.2K Bought | 0.05% 272.9K shares | 271.4K → 272.9K +$165.2K | +0.54% | $61.2B Large Cap | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $29.1M 0.877% | +$257.4K Bought | 0.014% 1.0M shares | 1.0M → 1.0M +$257.4K | +0.89% | $201.93B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.8M 0.868% | +$28.8M New | — 279.3K shares | 0 → 279.3K +$28.8M | New | — — | Q3 2025 Held for 2 months | |
Agricultural - Machinery Industrials | $28.3M 0.854% | -$479.5K Sold | 0.013% 59.4K shares | 60.4K → 59.4K −$479.5K | -1.66% | $223.53B Mega Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $28.1M 0.848% | -$4.5M Sold | 0.003% 89.1K shares | 103.3K → 89.1K −$4.5M | -13.71% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
Computer Hardware Technology | $28.0M 0.843% | -$475.7K Sold | 0.015% 191.8K shares | 195.1K → 191.8K −$475.7K | -1.67% | $183.14B Large Cap | Q4 2023 Held for 1y 11m | |
Auto - Dealerships Consumer Cyclical | $26.6M 0.802% | +$171.8K Bought | 0.232% 152.9K shares | 151.9K → 152.9K +$171.8K | +0.65% | $11.5B Large Cap | Q4 2024 Held for 11 months | |
Hardware, Equipment & Parts Technology | $25.8M 0.779% | +$12.7M Bought | 0.017% 208.6K shares | 106.2K → 208.6K +$12.7M | +96.37% | $151.09B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $24.9M 0.752% | -$610.1K Sold | 0.017% 35.7K shares | 36.6K → 35.7K −$610.1K | -2.39% | $143.63B Large Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $24.9M 0.75% | -$2.0M Sold | 0.001% 102.2K shares | 110.4K → 102.2K −$2.0M | -7.48% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $24.9M 0.75% | -$6.5M Sold | 0.019% 145.6K shares | 183.5K → 145.6K −$6.5M | -20.63% | $133.37B Large Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $24.5M 0.739% | -$1.1M Sold | 0.013% 35.9K shares | 37.5K → 35.9K −$1.1M | -4.22% | $190.40B Large Cap | Q4 2022 Held for 2y 11m | |
Communication Equipment Technology | $24.2M 0.73% | -$886.2K Sold | 0.032% 52.9K shares | 54.8K → 52.9K −$886.2K | -3.53% | $76.2B Large Cap | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $24.1M 0.727% | -$431.9K Sold | 0.047% 245.1K shares | 249.5K → 245.1K −$431.9K | -1.76% | $51.6B Large Cap | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $24.0M 0.725% | -$16.6M Sold | 0.021% 48.1K shares | 81.4K → 48.1K −$16.6M | -40.86% | $116.55B Large Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $23.8M 0.718% | -$704.3K Sold | 0.016% 63.6K shares | 65.5K → 63.6K −$704.3K | -2.87% | $145.70B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $23.8M 0.717% | +$23.8M New | — 170.1K shares | 0 → 170.1K +$23.8M | New | — — | Q3 2025 Held for 2 months | |
Residential Construction Consumer Cyclical | $23.3M 0.703% | -$653.8K Sold | 0.089% 176.4K shares | 181.3K → 176.4K −$653.8K | -2.73% | $26.1B Large Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $23.0M 0.694% | +$605.9K Bought | 0.001% 31.4K shares | 30.5K → 31.4K +$605.9K | +2.7% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $23.0M 0.693% | -$386.5K Sold | 0.001% 94.5K shares | 96.1K → 94.5K −$386.5K | -1.65% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Life Financial Services | $22.8M 0.688% | -$3.6M Sold | 0.038% 204.1K shares | 236.4K → 204.1K −$3.6M | -13.67% | $59.7B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $22.6M 0.682% | -$139.8K Sold | 0.014% 123.0K shares | 123.8K → 123.0K −$139.8K | -0.61% | $167.04B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Distribution Healthcare | $22.0M 0.662% | -$993.8K Sold | — 70.3K shares | 73.4K → 70.3K −$993.8K | -4.33% | — — | Q4 2022 Held for 2y 11m | |
Integrated Freight & Logistics Industrials | $21.9M 0.659% | -$415.0K Sold | 0.039% 92.7K shares | 94.4K → 92.7K −$415.0K | -1.86% | $55.6B Large Cap | Q1 2023 Held for 2y 8m | |
Financial - Credit Services Financial Services | $21.3M 0.642% | -$527.8K Sold | 0.009% 64.1K shares | 65.7K → 64.1K −$527.8K | -2.42% | $231.14B Mega Cap | Q3 2024 Held for 1y 2m | |
REIT - Specialty Real Estate | $20.7M 0.624% | -$143.5K Sold | 0.069% 202.8K shares | 204.2K → 202.8K −$143.5K | -0.69% | $30.1B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $20.5M 0.617% | -$890.4K Sold | 0.094% 230.4K shares | 240.5K → 230.4K −$890.4K | -4.17% | $21.7B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Diagnostics & Research Healthcare | $20.0M 0.604% | +$350.7K Bought | 0.094% 105.2K shares | 103.3K → 105.2K +$350.7K | +1.78% | $21.3B Large Cap | Q2 2025 Held for 5 months | |
Communication Equipment Technology | $20.0M 0.604% | -$1.1M Sold | 0.007% 292.5K shares | 308.0K → 292.5K −$1.1M | -5.05% | $270.48B Mega Cap | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $19.9M 0.602% | +$13.8M Bought | 0.006% 129.8K shares | 40.3K → 129.8K +$13.8M | +222.03% | $359.62B Mega Cap | Q2 2025 Held for 5 months | |
Financial - Data & Stock Exchanges Financial Services | $19.9M 0.6% | -$948.1K Sold | 0.02% 73.6K shares | 77.1K → 73.6K −$948.1K | -4.55% | $97.4B Large Cap | Q4 2022 Held for 2y 11m | |
Engineering & Construction Industrials | $19.8M 0.597% | -$4.3M Sold | 0.032% 47.8K shares | 58.1K → 47.8K −$4.3M | -17.78% | $61.8B Large Cap | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $19.3M 0.583% | +$1.3M Bought | 0.003% 56.6K shares | 52.8K → 56.6K +$1.3M | +7.17% | $662.60B Mega Cap | Q2 2025 Held for 5 months | |
Waste Management Industrials | $19.2M 0.58% | +$107.2K Bought | 0.027% 83.8K shares | 83.4K → 83.8K +$107.2K | +0.56% | $71.6B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $18.4M 0.554% | -$712.8K Sold | 0.013% 188.1K shares | 195.4K → 188.1K −$712.8K | -3.74% | $144.66B Large Cap | Q2 2024 Held for 1y 5m |
