Moran Wealth Management, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$3.2B
Holdings
471
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (471 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 274,334 | $75.6M | 2.33% | |
| 2 | PHPARKER-HANNIFIN CORP | 83,615 | $58.4M | 1.80% | |
| 3 | TTTRANE TECHNOLOGIES PLC | 133,392 | $58.3M | 1.80% | |
| 4 | MSFTMICROSOFT CORP | 108,815 | $54.1M | 1.67% | |
| 5 | NVDANVIDIA CORPORATION | 307,947 | $48.7M | 1.50% | |
| 6 | CDNSCADENCE DESIGN SYSTEM INC | 147,147 | $45.3M | 1.40% | |
| 7 | HWMHOWMET AEROSPACE INC | 238,851 | $44.5M | 1.37% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 187,797 | $42.5M | 1.31% | |
| 9 | PGRPROGRESSIVE CORP | 157,136 | $41.9M | 1.29% | |
| 10 | A4SAMERIPRISE FINL INC | 77,993 | $41.6M | 1.28% | |
| 11 | LMTLOCKHEED MARTIN CORP | 81,375 | $37.7M | 1.16% | |
| 12 | GRMNGARMIN LTD | 178,135 | $37.2M | 1.15% | |
| 13 | WSMWILLIAMS SONOMA INC | 223,034 | $36.4M | 1.12% | |
| 14 | LINLINDE PLC | 70,115 | $32.9M | 1.01% | |
| 15 | EOGEOG RES INC | 271,414 | $32.5M | 1.00% | |
| 16 | RSPINVESCO EXCHANGE TRADED FD T | 175,294 | $31.9M | 0.98% | |
| 17 | NTAPNETAPP INC | 282,888 | $30.1M | 0.93% | |
| 18 | JPMJPMORGAN CHASE & CO. | 103,297 | $29.9M | 0.92% | |
| 19 | TAT&T INC | 1,020,492 | $29.5M | 0.91% | |
| 20 | INTUINTUIT | 37,460 | $29.5M | 0.91% | |
| 21 | SPOTSPOTIFY TECHNOLOGY S A | 36,580 | $28.1M | 0.87% | |
| 22 | SPYSPDR S&P 500 ETF TR | 45,192 | $27.9M | 0.86% | |
| 23 | BXBLACKSTONE INC | 183,473 | $27.4M | 0.85% | |
| 24 | PAGPENSKE AUTOMOTIVE GRP INC | 151,910 | $26.1M | 0.80% | |
| 25 | TXNTEXAS INSTRS INC | 123,779 | $25.7M | 0.79% | |
| 26 | AFLAFLAC INC | 236,432 | $24.9M | 0.77% | |
| 27 | PCARPACCAR INC | 249,480 | $23.7M | 0.73% | |
| 28 | SFMSPROUTS FMRS MKT INC | 142,648 | $23.5M | 0.72% | |
| 29 | CATCATERPILLAR INC | 60,362 | $23.4M | 0.72% | |
| 30 | ETNEATON CORP PLC | 65,469 | $23.4M | 0.72% | |
| 31 | MSIMOTOROLA SOLUTIONS INC | 54,840 | $23.1M | 0.71% | |
| 32 | METAMETA PLATFORMS INC | 30,525 | $22.5M | 0.69% | |
| 33 | ABGCENCORA INC | 73,444 | $22.0M | 0.68% | |
| 34 | PWRQUANTA SVCS INC | 58,093 | $22.0M | 0.68% | |
| 35 | FDXFEDEX CORP | 94,437 | $21.5M | 0.66% | |
| 36 | CSCOCISCO SYS INC | 308,048 | $21.4M | 0.66% | |
| 37 | CMECME GROUP INC | 77,114 | $21.3M | 0.65% | |
| 38 | BSXBOSTON SCIENTIFIC CORP | 195,416 | $21.0M | 0.65% | |
| 39 | AXPAMERICAN EXPRESS CO | 65,703 | $21.0M | 0.65% | |
| 40 | IRMIRON MTN INC DEL | 204,196 | $20.9M | 0.65% | |
| 41 | RSGREPUBLIC SVCS INC | 83,376 | $20.6M | 0.63% | |
| 42 | ANETARISTA NETWORKS INC | 195,097 | $20.0M | 0.62% | |
| 43 | SSNCSS&C TECHNOLOGIES HLDGS INC | 240,456 | $19.9M | 0.61% | |
| 44 | GOOGALPHABET INC | 110,413 | $19.6M | 0.60% | |
| 45 | PHMPULTE GROUP INC | 181,339 | $19.1M | 0.59% | |
| 46 | MUSAMURPHY USA INC | 46,848 | $19.1M | 0.59% | |
| 47 | VVISA INC | 52,827 | $18.8M | 0.58% | |
| 48 | DGXQUEST DIAGNOSTICS INC | 103,311 | $18.6M | 0.57% | |
| 49 | MOHMOLINA HEALTHCARE INC | 61,677 | $18.4M | 0.57% | |
| 50 | MAMASTERCARD INCORPORATED | 32,523 | $18.3M | 0.56% | |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 35,644 | $17.3M | 0.53% | |
| 52 | MCKMCKESSON CORP | 23,555 | $17.3M | 0.53% | |
| 53 | HRBBLOCK H & R INC | 309,526 | $17.0M | 0.52% | |
| 54 | GOOGLALPHABET INC | 96,083 | $16.9M | 0.52% | |
| 55 | COFCAPITAL ONE FINL CORP | 77,988 | $16.6M | 0.51% | |
| 56 | SBACSBA COMMUNICATIONS CORP NEW | 70,456 | $16.5M | 0.51% | |
| 57 | CITHE CIGNA GROUP | 48,846 | $16.1M | 0.50% | |
| 58 | WABWABTEC | 75,213 | $15.7M | 0.49% | |
| 59 | AMZNAMAZON COM INC | 71,044 | $15.6M | 0.48% | |
| 60 | WMTWALMART INC | 157,848 | $15.4M | 0.48% | |
| 61 | CLCOLGATE PALMOLIVE CO | 167,565 | $15.2M | 0.47% | |
| 62 | JNJJOHNSON & JOHNSON | 99,312 | $15.2M | 0.47% | |
| 63 | IRINGERSOLL RAND INC | 182,156 | $15.2M | 0.47% | |
| 64 | FIXCOMFORT SYS USA INC | 27,577 | $14.8M | 0.46% | |
| 65 | HSYHERSHEY CO | 88,419 | $14.7M | 0.45% | |
| 66 | KRKROGER CO | 201,906 | $14.5M | 0.45% | |
| 67 | CITCINTAS CORP | 64,917 | $14.5M | 0.45% | |
| 68 | FICOFAIR ISAAC CORP | 7,792 | $14.2M | 0.44% | |
| 69 | SPGIS&P GLOBAL INC | 26,837 | $14.2M | 0.44% | |
| 70 | CINFCINCINNATI FINL CORP | 94,558 | $14.1M | 0.43% | |
| 71 | CVXCHEVRON CORP NEW | 96,261 | $13.8M | 0.42% | |
| 72 | SYYSYSCO CORP | 181,178 | $13.7M | 0.42% | |
| 73 | MDTMEDTRONIC PLC | 154,893 | $13.5M | 0.42% | |
| 74 | MTZMASTEC INC | 78,993 | $13.5M | 0.41% | |
| 75 | DUKDUKE ENERGY CORP NEW | 110,916 | $13.1M | 0.40% | Call |
| 76 | GDDYGODADDY INC | 72,415 | $13.0M | 0.40% | |
| 77 | PANWPALO ALTO NETWORKS INC | 63,688 | $13.0M | 0.40% | |
| 78 | LOWLOWES COS INC | 58,740 | $13.0M | 0.40% | |
| 79 | BROBROWN & BROWN INC | 113,137 | $12.5M | 0.39% | |
| 80 | CSLCARLISLE COS INC | 33,079 | $12.4M | 0.38% | |
| 81 | RMERESMED INC | 47,049 | $12.1M | 0.37% | |
| 82 | AMATAPPLIED MATLS INC | 65,752 | $12.0M | 0.37% | |
| 83 | ROLROLLINS INC | 211,648 | $11.9M | 0.37% | |
| 84 | ADSKAUTODESK INC | 38,112 | $11.8M | 0.36% | |
| 85 | TXRHTEXAS ROADHOUSE INC | 62,788 | $11.8M | 0.36% | |
| 86 | CMGCHIPOTLE MEXICAN GRILL INC | 209,178 | $11.7M | 0.36% | |
| 87 | MNSTMONSTER BEVERAGE CORP NEW | 185,152 | $11.6M | 0.36% | |
| 88 | COSTCOSTCO WHSL CORP NEW | 11,704 | $11.6M | 0.36% | |
| 89 | MPWRMONOLITHIC PWR SYS INC | 15,748 | $11.5M | 0.35% | |
| 90 | PEPPEPSICO INC | 87,076 | $11.5M | 0.35% | |
| 91 | SFSTIFEL FINL CORP | 109,344 | $11.3M | 0.35% | |
| 92 | ITTITT INC | 72,012 | $11.3M | 0.35% | |
| 93 | PKGPACKAGING CORP AMER | 59,775 | $11.3M | 0.35% | |
| 94 | MDLZMONDELEZ INTL INC | 165,186 | $11.1M | 0.34% | |
| 95 | MASMASCO CORP | 169,515 | $10.9M | 0.34% | |
| 96 | DECKDECKERS OUTDOOR CORP | 103,964 | $10.7M | 0.33% | |
| 97 | PYPLPAYPAL HLDGS INC | 142,767 | $10.6M | 0.33% | |
| 98 | EMEEMCOR GROUP INC | 19,793 | $10.6M | 0.33% | |
| 99 | EWIISHARES INC | 217,954 | $10.5M | 0.32% | |
| 100 | APHAMPHENOL CORP NEW | 106,216 | $10.5M | 0.32% |
Page 1 of 5Next