Filed: 7/28/2025ACC: 0001667731-25-000988
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 471 equity positions with a total reported market value of $3.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
471
Positions
$3.24B
Total AUM (reported)
33.58M
Total Shares
Allocation by class
COM$2.29B70.4%
SHS$213.66M6.6%
CL A$162.07M5.0%
SPONSORED ADS$65.79M2.0%
COM NEW$60.80M1.9%
COM CL A$43.23M1.3%
SPONSORED ADR$36.97M1.1%
Portfolio Concentration
Top 3$192.37M5.9%
4–10$318.67M9.8%
11–25$462.88M14.3%
Rest$2.27B70.0%
Top 3 weight
5.9%
Top 10 weight
15.7%
Voting Authority Distribution
Total shares with voting rights: 33.40M
Sole
Full voting authority
33.38M
shares
% of voting shares99.9%
Shared
Joint voting authority
19.86K
shares
% of voting shares0.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole379
Shared0
Other92
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings471
Rows:
BROADCOM INC
DFNDShares274.33K
TypeSH
Market value$75.62M
2.33%
Sole
274.27K
Shared
64.00
None
0.00
PARKER-HANNIFIN CORP
DFNDShares83.61K
TypeSH
Market value$58.40M
1.80%
Sole
83.61K
Shared
1.00
None
0.00
TRANE TECHNOLOGIES PLC
DFNDShares133.39K
TypeSH
Market value$58.35M
1.80%
Sole
133.39K
Shared
3.00
None
0.00
MICROSOFT CORP
SOLEShares108.81K
TypeSH
Market value$54.13M
1.67%
Sole
108.69K
Shared
122.00
None
0.00
NVIDIA CORPORATION
SOLEShares307.95K
TypeSH
Market value$48.65M
1.50%
Sole
307.54K
Shared
409.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares147.15K
TypeSH
Market value$45.34M
1.40%
Sole
147.14K
Shared
5.00
None
0.00
HOWMET AEROSPACE INC
DFNDShares238.85K
TypeSH
Market value$44.46M
1.37%
Sole
238.80K
Shared
51.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares187.80K
TypeSH
Market value$42.53M
1.31%
Sole
187.80K
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares157.14K
TypeSH
Market value$41.93M
1.29%
Sole
157.13K
Shared
9.00
None
0.00
AMERIPRISE FINL INC
DFNDShares77.99K
TypeSH
Market value$41.63M
1.28%
Sole
77.99K
Shared
1.00
None
0.00
LOCKHEED MARTIN CORP
DFNDShares81.38K
TypeSH
Market value$37.69M
1.16%
Sole
81.37K
Shared
3.00
None
0.00
GARMIN LTD
DFNDShares178.13K
TypeSH
Market value$37.18M
1.15%
Sole
178.13K
Shared
1.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares223.03K
TypeSH
Market value$36.44M
1.12%
Sole
223.03K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares70.11K
TypeSH
Market value$32.90M
1.01%
Sole
70.11K
Shared
7.00
None
0.00
EOG RES INC
DFNDShares271.41K
TypeSH
Market value$32.46M
1.00%
Sole
271.40K
Shared
11.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares175.29K
TypeSH
Market value$31.86M
0.98%
Sole
175.29K
Shared
0.00
None
0.00
NETAPP INC
SOLEShares282.89K
TypeSH
Market value$30.14M
0.93%
Sole
282.89K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares103.30K
TypeSH
Market value$29.95M
0.92%
Sole
103.25K
Shared
48.00
None
0.00
AT&T INC
SOLEShares1.02M
TypeSH
Market value$29.53M
0.91%
Sole
1.02M
Shared
103.00
None
0.00
INTUIT
DFNDShares37.46K
TypeSH
Market value$29.50M
0.91%
Sole
37.45K
Shared
13.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares36.58K
TypeSH
Market value$28.07M
0.87%
Sole
36.58K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares45.19K
TypeSH
Market value$27.92M
0.86%
Sole
45.19K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares183.47K
TypeSH
Market value$27.44M
0.85%
Sole
183.47K
Shared
5.00
None
0.00
PENSKE AUTOMOTIVE GRP INC
SOLEShares151.91K
TypeSH
Market value$26.10M
0.80%
Sole
151.91K
Shared
0.00
None
0.00
TEXAS INSTRS INC
DFNDShares123.78K
TypeSH
Market value$25.70M
0.79%
Sole
123.77K
Shared
6.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCDFND | COM | 274.33K | SH | $75.62M 2.33% | 274.27K | 64.00 | 0.00 |
PARKER-HANNIFIN CORPDFND | COM | 83.61K | SH | $58.40M 1.80% | 83.61K | 1.00 | 0.00 |
TRANE TECHNOLOGIES PLCDFND | SHS | 133.39K | SH | $58.35M 1.80% | 133.39K | 3.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 108.81K | SH | $54.13M 1.67% | 108.69K | 122.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 307.95K | SH | $48.65M 1.50% | 307.54K | 409.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | COM | 147.15K | SH | $45.34M 1.40% | 147.14K | 5.00 | 0.00 |
HOWMET AEROSPACE INCDFND | COM | 238.85K | SH | $44.46M 1.37% | 238.80K | 51.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 187.80K | SH | $42.53M 1.31% | 187.80K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 157.14K | SH | $41.93M 1.29% | 157.13K | 9.00 | 0.00 |
AMERIPRISE FINL INCDFND | COM | 77.99K | SH | $41.63M 1.28% | 77.99K | 1.00 | 0.00 |
LOCKHEED MARTIN CORPDFND | COM | 81.38K | SH | $37.69M 1.16% | 81.37K | 3.00 | 0.00 |
GARMIN LTDDFND | SHS | 178.13K | SH | $37.18M 1.15% | 178.13K | 1.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 223.03K | SH | $36.44M 1.12% | 223.03K | 0.00 | 0.00 |
LINDE PLCDFND | SHS | 70.11K | SH | $32.90M 1.01% | 70.11K | 7.00 | 0.00 |
EOG RES INCDFND | COM | 271.41K | SH | $32.46M 1.00% | 271.40K | 11.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 175.29K | SH | $31.86M 0.98% | 175.29K | 0.00 | 0.00 |
NETAPP INCSOLE | COM | 282.89K | SH | $30.14M 0.93% | 282.89K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 103.30K | SH | $29.95M 0.92% | 103.25K | 48.00 | 0.00 |
AT&T INCSOLE | COM | 1.02M | SH | $29.53M 0.91% | 1.02M | 103.00 | 0.00 |
INTUITDFND | COM | 37.46K | SH | $29.50M 0.91% | 37.45K | 13.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 36.58K | SH | $28.07M 0.87% | 36.58K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 45.19K | SH | $27.92M 0.86% | 45.19K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 183.47K | SH | $27.44M 0.85% | 183.47K | 5.00 | 0.00 |
PENSKE AUTOMOTIVE GRP INCSOLE | COM | 151.91K | SH | $26.10M 0.80% | 151.91K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 123.78K | SH | $25.70M 0.79% | 123.77K | 6.00 | 0.00 |
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