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Home > Institutional Investor > Moran Wealth Management, Llc > Profile

Instuitional Investor - Moran Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Moran Wealth Management, Llc
Portfolio Value $3,244,888,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 274,334 $75,620,278 2.33%
2.
Parker-Hannifin Corp
 PH 83,615 $58,402,253 1.8%
3.
Trane Technologies Plc
 TT 133,392 $58,347,009 1.8%
4.
Microsoft Corp
 MSFT 108,815 $54,125,689 1.67%
5.
Nvidia Corp
 NVDA 307,947 $48,652,547 1.5%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)