Filed: 4/23/2025ACC: 0001667731-25-000498
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 433 equity positions with a total reported market value of $2.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
433
Positions
$2.97B
Total AUM (reported)
34.80M
Total Shares
Allocation by class
COM$2.13B71.7%
SHS$202.79M6.8%
CL A$141.59M4.8%
SPONSORED ADS$54.20M1.8%
COM NEW$54.05M1.8%
SPONSORED ADR$34.23M1.2%
S&P500 EQL WGT$30.43M1.0%
Portfolio Concentration
Top 3$162.72M5.5%
4–10$277.89M9.3%
11–25$429.47M14.4%
Rest$2.10B70.7%
Top 3 weight
5.5%
Top 10 weight
14.8%
Voting Authority Distribution
Total shares with voting rights: 34.80M
Sole
Full voting authority
34.78M
shares
% of voting shares99.9%
Shared
Joint voting authority
18.31K
shares
% of voting shares0.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole363
Shared0
Other70
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings433
Rows:
TRANE TECHNOLOGIES PLC
DFNDShares183.21K
TypeSH
Market value$61.73M
2.08%
Sole
183.21K
Shared
2.00
None
0.00
PARKER-HANNIFIN CORP
DFNDShares87.34K
TypeSH
Market value$53.09M
1.79%
Sole
87.34K
Shared
1.00
None
0.00
BROADCOM INC
SOLEShares286.08K
TypeSH
Market value$47.90M
1.61%
Sole
286.04K
Shared
40.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares284.83K
TypeSH
Market value$45.03M
1.51%
Sole
284.83K
Shared
2.00
None
0.00
MICROSOFT CORP
DFNDShares110.31K
TypeSH
Market value$41.41M
1.39%
Sole
110.24K
Shared
63.00
None
0.00
PROGRESSIVE CORP
DFNDShares143.91K
TypeSH
Market value$40.73M
1.37%
Sole
143.90K
Shared
5.00
None
0.00
AMERIPRISE FINL INC
SOLEShares80.80K
TypeSH
Market value$39.11M
1.32%
Sole
80.80K
Shared
1.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares151.42K
TypeSH
Market value$38.51M
1.29%
Sole
151.42K
Shared
3.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares82.59K
TypeSH
Market value$36.89M
1.24%
Sole
82.59K
Shared
2.00
None
0.00
EOG RES INC
DFNDShares282.31K
TypeSH
Market value$36.20M
1.22%
Sole
282.30K
Shared
5.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares143.98K
TypeSH
Market value$35.32M
1.19%
Sole
143.95K
Shared
23.00
None
0.00
NVIDIA CORPORATION
DFNDShares308.56K
TypeSH
Market value$33.44M
1.12%
Sole
308.35K
Shared
210.00
None
0.00
LINDE PLC
SOLEShares71.02K
TypeSH
Market value$33.07M
1.11%
Sole
71.01K
Shared
4.00
None
0.00
HOWMET AEROSPACE INC
DFNDShares251.03K
TypeSH
Market value$32.57M
1.09%
Sole
251.02K
Shared
4.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares193.83K
TypeSH
Market value$32.18M
1.08%
Sole
193.83K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares175.66K
TypeSH
Market value$30.43M
1.02%
Sole
175.66K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.03M
TypeSH
Market value$29.06M
0.98%
Sole
1.03M
Shared
61.00
None
0.00
GARMIN LTD
SOLEShares131.13K
TypeSH
Market value$28.47M
0.96%
Sole
131.13K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares62.91K
TypeSH
Market value$27.54M
0.93%
Sole
62.91K
Shared
1.00
None
0.00
AFLAC INC
SOLEShares242.35K
TypeSH
Market value$26.95M
0.91%
Sole
242.35K
Shared
5.00
None
0.00
BLACKSTONE INC
DFNDShares186.68K
TypeSH
Market value$26.09M
0.88%
Sole
186.67K
Shared
7.00
None
0.00
SPROUTS FMRS MKT INC
SOLEShares159.74K
TypeSH
Market value$24.38M
0.82%
Sole
159.74K
Shared
0.00
None
0.00
INTUIT
DFNDShares38.42K
TypeSH
Market value$23.59M
0.79%
Sole
38.42K
Shared
2.00
None
0.00
FEDEX CORP
SOLEShares95.96K
TypeSH
Market value$23.39M
0.79%
Sole
95.96K
Shared
2.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares41.10K
TypeSH
Market value$22.99M
0.77%
Sole
41.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANE TECHNOLOGIES PLCDFND | SHS | 183.21K | SH | $61.73M 2.08% | 183.21K | 2.00 | 0.00 |
PARKER-HANNIFIN CORPDFND | COM | 87.34K | SH | $53.09M 1.79% | 87.34K | 1.00 | 0.00 |
BROADCOM INCSOLE | COM | 286.08K | SH | $47.90M 1.61% | 286.04K | 40.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 284.83K | SH | $45.03M 1.51% | 284.83K | 2.00 | 0.00 |
MICROSOFT CORPDFND | COM | 110.31K | SH | $41.41M 1.39% | 110.24K | 63.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 143.91K | SH | $40.73M 1.37% | 143.90K | 5.00 | 0.00 |
AMERIPRISE FINL INCSOLE | COM | 80.80K | SH | $39.11M 1.32% | 80.80K | 1.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 151.42K | SH | $38.51M 1.29% | 151.42K | 3.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 82.59K | SH | $36.89M 1.24% | 82.59K | 2.00 | 0.00 |
EOG RES INCDFND | COM | 282.31K | SH | $36.20M 1.22% | 282.30K | 5.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 143.98K | SH | $35.32M 1.19% | 143.95K | 23.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 308.56K | SH | $33.44M 1.12% | 308.35K | 210.00 | 0.00 |
LINDE PLCSOLE | SHS | 71.02K | SH | $33.07M 1.11% | 71.01K | 4.00 | 0.00 |
HOWMET AEROSPACE INCDFND | COM | 251.03K | SH | $32.57M 1.09% | 251.02K | 4.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 193.83K | SH | $32.18M 1.08% | 193.83K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 175.66K | SH | $30.43M 1.02% | 175.66K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.03M | SH | $29.06M 0.98% | 1.03M | 61.00 | 0.00 |
GARMIN LTDSOLE | SHS | 131.13K | SH | $28.47M 0.96% | 131.13K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 62.91K | SH | $27.54M 0.93% | 62.91K | 1.00 | 0.00 |
AFLAC INCSOLE | COM | 242.35K | SH | $26.95M 0.91% | 242.35K | 5.00 | 0.00 |
BLACKSTONE INCDFND | COM | 186.68K | SH | $26.09M 0.88% | 186.67K | 7.00 | 0.00 |
SPROUTS FMRS MKT INCSOLE | COM | 159.74K | SH | $24.38M 0.82% | 159.74K | 0.00 | 0.00 |
INTUITDFND | COM | 38.42K | SH | $23.59M 0.79% | 38.42K | 2.00 | 0.00 |
FEDEX CORPSOLE | COM | 95.96K | SH | $23.39M 0.79% | 95.96K | 2.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 41.10K | SH | $22.99M 0.77% | 41.10K | 0.00 | 0.00 |
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