Filed: 10/23/2025ACC: 0002085853-25-000149
📋 What this filing means
MORAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 491 equity positions with a total reported market value of $3.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
491
Positions
$3.32B
Total AUM (reported)
32.18M
Total Shares
Allocation by class
COM$2.25B67.9%
SHS$201.79M6.1%
CL A$137.04M4.1%
COM NEW$82.21M2.5%
SPONSORED ADS$73.90M2.2%
TR UNIT$63.82M1.9%
SPONSORED ADR$38.87M1.2%
Portfolio Concentration
Top 3$199.77M6.0%
4–10$356.26M10.7%
11–25$448.02M13.5%
Rest$2.31B69.7%
Top 3 weight
6.0%
Top 10 weight
16.8%
Voting Authority Distribution
Total shares with voting rights: 32.18M
Sole
Full voting authority
32.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole491
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings491
Rows:
BROADCOM INC
SOLEShares228.19K
TypeSH
Market value$75.28M
2.27%
Sole
228.19K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares95.80K
TypeSH
Market value$63.82M
1.92%
Sole
95.80K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares80.03K
TypeSH
Market value$60.67M
1.83%
Sole
80.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares318.47K
TypeSH
Market value$59.42M
1.79%
Sole
318.47K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares107.20K
TypeSH
Market value$55.53M
1.67%
Sole
107.20K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares126.97K
TypeSH
Market value$53.58M
1.62%
Sole
126.97K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares140.78K
TypeSH
Market value$49.45M
1.49%
Sole
140.78K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares175.17K
TypeSH
Market value$48.92M
1.48%
Sole
175.17K
Shared
0.00
None
0.00
GARMIN LTD
SOLEShares192.11K
TypeSH
Market value$47.30M
1.43%
Sole
192.11K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares214.37K
TypeSH
Market value$42.06M
1.27%
Sole
214.37K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares212.66K
TypeSH
Market value$41.57M
1.25%
Sole
212.66K
Shared
0.00
None
0.00
AMERIPRISE FINL INC
SOLEShares69.28K
TypeSH
Market value$34.03M
1.03%
Sole
69.28K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares133.68K
TypeSH
Market value$33.01M
1.00%
Sole
133.68K
Shared
0.00
None
0.00
NETAPP INC
SOLEShares271.74K
TypeSH
Market value$32.19M
0.97%
Sole
271.74K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares67.72K
TypeSH
Market value$32.17M
0.97%
Sole
67.72K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares272.89K
TypeSH
Market value$30.60M
0.92%
Sole
272.89K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.03M
TypeSH
Market value$29.08M
0.88%
Sole
1.03M
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares279.30K
TypeSH
Market value$28.79M
0.87%
Sole
279.30K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares59.36K
TypeSH
Market value$28.32M
0.85%
Sole
59.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares89.13K
TypeSH
Market value$28.12M
0.85%
Sole
89.13K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares191.83K
TypeSH
Market value$27.95M
0.84%
Sole
191.83K
Shared
0.00
None
0.00
PENSKE AUTOMOTIVE GRP INC
SOLEShares152.90K
TypeSH
Market value$26.59M
0.80%
Sole
152.90K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares208.58K
TypeSH
Market value$25.81M
0.78%
Sole
208.58K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares35.71K
TypeSH
Market value$24.92M
0.75%
Sole
35.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares102.16K
TypeSH
Market value$24.88M
0.75%
Sole
102.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 228.19K | SH | $75.28M 2.27% | 228.19K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 95.80K | SH | $63.82M 1.92% | 95.80K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 80.03K | SH | $60.67M 1.83% | 80.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 318.47K | SH | $59.42M 1.79% | 318.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 107.20K | SH | $55.53M 1.67% | 107.20K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 126.97K | SH | $53.58M 1.62% | 126.97K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 140.78K | SH | $49.45M 1.49% | 140.78K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 175.17K | SH | $48.92M 1.48% | 175.17K | 0.00 | 0.00 |
GARMIN LTDSOLE | SHS | 192.11K | SH | $47.30M 1.43% | 192.11K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 214.37K | SH | $42.06M 1.27% | 214.37K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 212.66K | SH | $41.57M 1.25% | 212.66K | 0.00 | 0.00 |
AMERIPRISE FINL INCSOLE | COM | 69.28K | SH | $34.03M 1.03% | 69.28K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 133.68K | SH | $33.01M 1.00% | 133.68K | 0.00 | 0.00 |
NETAPP INCSOLE | COM | 271.74K | SH | $32.19M 0.97% | 271.74K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 67.72K | SH | $32.17M 0.97% | 67.72K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 272.89K | SH | $30.60M 0.92% | 272.89K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.03M | SH | $29.08M 0.88% | 1.03M | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 279.30K | SH | $28.79M 0.87% | 279.30K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 59.36K | SH | $28.32M 0.85% | 59.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 89.13K | SH | $28.12M 0.85% | 89.13K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 191.83K | SH | $27.95M 0.84% | 191.83K | 0.00 | 0.00 |
PENSKE AUTOMOTIVE GRP INCSOLE | COM | 152.90K | SH | $26.59M 0.80% | 152.90K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 208.58K | SH | $25.81M 0.78% | 208.58K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 35.71K | SH | $24.92M 0.75% | 35.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 102.16K | SH | $24.88M 0.75% | 102.16K | 0.00 | 0.00 |
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