Latest Moran Wealth Management, LLC Stock Portfolio

Moran Wealth Management, LLC Performance:

2025 Q3: 3.73%YTD: 7.58%2024: 11.15%

Performance for 2025 Q3 is 3.73%, and YTD is 7.58%, and 2024 is 11.15%.

About Moran Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Moran Wealth Management, LLC reported an equity portfolio of $3.3 Billions as of 30 Sep, 2025.

The top stock holdings of Moran Wealth Management, LLC are AVGO, SPY, PH. The fund has invested 2.3% of it's portfolio in BROADCOM INC and 1.9% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off BLOCK H & R INC (HRB), FAIR ISAAC CORP (FICO) and BROWN & BROWN INC (BRO) stocks. They significantly reduced their stock positions in CINCINNATI FINL CORP (CINF), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and RENAISSANCERE HLDGS LTD (RNR). Moran Wealth Management, LLC opened new stock positions in PROSHARES TR (BZQ), ISHARES TR (IJR) and MERCK & CO INC (MRK). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), LAM RESEARCH CORP (LRCX) and OLD DOMINION FREIGHT LINE IN (ODFL).

Moran Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Moran Wealth Management, LLC made a return of 3.73% in the last quarter. In trailing 12 months, it's portfolio return was 6.29%.

New Buys

Ticker	$ Bought
proshares tr	28,787,700
ishares tr	23,755,900
merck & co inc	18,029,200
kla corp	13,961,400
berkley w r corp	10,385,200
otis worldwide corp	10,056,000
iqvia hldgs inc	7,939,110
idexx labs inc	7,543,370

New stocks bought by Moran Wealth Management, LLC

Additions

Ticker	% Inc.
ishares tr	4,495
lam research corp	1,309
old dominion freight line in	827
intercontinental exchange in	445
dexcom inc	443
netflix inc	338
halozyme therapeutics inc	261
sea ltd	223

Additions to existing portfolio by Moran Wealth Management, LLC

Reductions

Ticker	% Reduced
cincinnati finl corp	-98.08
cognizant technology solutio	-95.6
renaissancere hldgs ltd	-90.63
amcor plc	-76.63
mercadolibre inc	-75.62
servicenow inc	-75.27
electronic arts inc	-73.22
dominos pizza inc	-71.93

Moran Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
axis cap hldgs ltd	-9,138,030
ardagh metal packaging s a	-229,061
vanguard scottsdale fds	-2,949,700
willis towers watson plc ltd	-5,279,460
unum group	-980,346
ibex ltd	-225,525
valero energy corp	-546,417
urban outfitters inc	-263,683

Moran Wealth Management, LLC got rid off the above stocks

Sector Distribution

Moran Wealth Management, LLC has about 21.3% of it's holdings in Technology sector.

Sector	%
Technology	21.3
Others	17
Industrials	16.9
Financial Services	10.6
Consumer Cyclical	8.9
Healthcare	7.7
Consumer Defensive	6.3
Communication Services	4.2
Energy	2.6
Basic Materials	2.3
Real Estate	1.8

Market Cap. Distribution

Moran Wealth Management, LLC has about 73% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	55.6
MEGA-CAP	17.4
UNALLOCATED	16.3
MID-CAP	9.4
SMALL-CAP	1.1

Stocks belong to which Index?

About 70.4% of the stocks held by Moran Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.8
Others	29.7
RUSSELL 2000	5.6

Top 5 Winners (%)		%
BTU	peabody energy corp	97.6 %
KTOS	kratos defense & sec solutio	96.3 %
PRIM	primoris svcs corp	73.7 %
MEDP	medpace hldgs inc	63.8 %
FIX	comfort sys usa inc	53.9 %

Top 5 Winners ($)		$
AVGO	broadcom inc	14.9 M
NVDA	nvidia corporation	8.8 M
ANET	arista networks inc	8.5 M
FIX	comfort sys usa inc	8.0 M
GOOG	alphabet inc	7.3 M

Top 5 Losers (%)		%
MOH	molina healthcare inc	-35.8 %
SFM	sprouts fmrs mkt inc	-33.9 %
DSP	viant technology inc	-30.8 %
EAT	brinker intl inc	-29.8 %
LMB	limbach hldgs inc	-29.5 %

Top 5 Losers ($)		$
SFM	sprouts fmrs mkt inc	-8.0 M
MOH	molina healthcare inc	-6.6 M
INTU	intuit	-3.9 M
CMG	chipotle mexican grill inc	-3.5 M
AMP	ameriprise finl inc	-3.3 M

Moran Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Moran Wealth Management, LLC

Moran Wealth Management, LLC has 489 stocks in it's portfolio. About 16.8% of the portfolio is in top 10 stocks. SFM proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Moran Wealth Management, LLC last quarter.

Last Reported on: 23 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.31	40,945	10,425,800	added	11.02

AAXJ	ishares tr	0.05	52,594	1,663,020	reduced	-44.85

AAXJ	ishares tr	0.04	10,520	1,454,280	added	13.73

ABC	cencora inc	0.66	70,264	21,959,600	reduced	-4.33

ABT	abbott labs	0.30	75,255	10,079,700	reduced	-0.6

ACES	alps etf tr	0.05	33,708	1,581,920	added	9.51

ACES	alps etf tr	0.02	17,187	667,870	added	72.2

ACGL	arch cap group ltd	0.20	74,240	6,735,800	reduced	-2.4

ACIO	etf ser solutions	0.04	20,780	1,281,710	added	72.96

ACIW	aci worldwide inc	0.08	51,428	2,713,860	new

ACWF	ishares tr	0.28	486,301	9,186,230	added	2.11

ACWV	ishares inc	0.04	59,313	1,377,640	new

ADC	agree rlty corp	0.04	18,890	1,341,950	reduced	-0.84

ADP	automatic data processing in	0.16	17,634	5,175,580	added	0.62

ADSK	autodesk inc	0.36	37,573	11,935,800	reduced	-1.41

ADUS	addus homecare corp	0.07	20,504	2,419,270	new

AFK	vaneck etf trust	0.03	2,680	874,645	added	70.59

AFL	aflac inc	0.69	204,122	22,800,400	reduced	-13.67

AFRM	affirm hldgs inc	0.01	5,741	419,552	added	62.96

AGNG	global x fds	0.27	273,440	8,977,040	added	2.23