Moran Wealth Management, LLC

Business address
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
Top securities (13F)
AVGO, SPY, PH, NVDA, MSFT, TT, CDNS, TSM, GRMN, HWM, WSM, AMP, PGR, NTAP, LIN, EOG, T, NOBL, CAT, and JPM
State of incorporation
FL
Fiscal year end
31 December
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Moran Wealth Management, LLC has filed 14 SEC EDGAR filings since 13 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-22945
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-22945
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-22945
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-22945
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-22945
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-22945
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-22945
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-22945
13F-HR Open Document Open Filing 15 May 2024 31 Mar 2024 028-22945
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-22945
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-22945
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-22945
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-22945
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-22945