13F Filings History of Moran Wealth Management, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$3,261,944,122
Signature - Title
Timothy A. O'Leary - CCO
Location
Naples, FL
Summary
This page shows a list of all the recent 13F filings made by Moran Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moran Wealth Management, LLC reported 485 stock holdings with total value $3,261,944,122 as of Q4 2025. Top holdings included AVGO, PH, NVDA, TSM, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 485 $3,261,944,122 +$355,962,835 -$410,427,329 -$54,464,494 AVGO, PH, NVDA, TSM, MSFT 13F-HR 26 Jan 2026, 17:30
Q3 2025 491 $3,316,780,278 +$381,388,292 -$447,718,791 -$66,330,499 AVGO, SPY, PH, NVDA, MSFT 13F-HR 23 Oct 2025, 09:19
Q2 2025 469 $3,227,445,174 +$403,484,788 -$418,443,725 -$14,958,937 AVGO, PH, TT, MSFT, NVDA 13F-HR 28 Jul 2025, 08:55
Q1 2025 433 $2,974,137,330 +$539,517,728 -$598,035,996 -$58,518,268 TT, PH, AVGO, WSM, MSFT 13F-HR 23 Apr 2025, 09:46
Q4 2024 411 $3,134,477,700 +$365,652,216 -$410,807,486 -$45,155,270 TT, AVGO, WSM, PH, JPM 13F-HR 07 Feb 2025, 14:38
Q3 2024 402 $3,250,180,434 +$351,443,162 -$260,760,752 +$90,682,410 TT, LMT, PH, NVO, JPM 13F-HR 08 Nov 2024, 16:59
Q2 2024 387 $3,038,797,197 +$360,117,622 -$336,157,020 +$23,960,602 NVO, TT, CDNS, LMT, MSFT 13F-HR 13 Aug 2024, 16:07
Q1 2024 409 $3,085,914,767 +$354,242,013 -$356,999,250 -$2,757,237 NVO, TT, PH, WSM, CDNS 13F-HR 15 May 2024, 14:05
Q4 2023 415 $2,810,888,599 +$456,003,257 -$491,585,093 -$35,581,836 CDNS, PH, NVO, TT, MRK 13F-HR 07 Feb 2024, 19:59
Q3 2023 366 $2,582,967,116 +$495,748,037 -$490,661,078 +$5,086,959 CDNS, NVO, PH, MRK, TT 13F-HR 13 Nov 2023, 11:03
Q2 2023 380 $2,664,759,042 +$147,653,607 -$199,189,337 -$51,535,730 CDNS, PH, HSY, TT, NVO 13F-HR 10 Aug 2023, 17:19
Q1 2023 355 $2,643,551,379 +$557,386,677 -$593,311,666 -$35,924,989 HSY, CDNS, NVO, TT, PH 13F-HR 10 May 2023, 17:12
Q4 2022 339 $2,634,046,453 $0 $0 $0 SPLG, URTH, VTHR, EOG, HSY 13F-HR 13 Feb 2023, 16:41