Moran Wealth Management, LLC
•CIK: 1965334•Filing: Q4 2025
Moran Wealth Management, LLC, currently manages $3.3 billion in assets, with a focus on technology and growth stocks, as evidenced by top holdings like AVGO and NVDA. Recently, the fund has made notable moves by adding ACWI and EWK significantly, while exiting positions in NOBL and HSY, reflecting a strategic shift towards diversified global exposure and emerging markets.
Total AUM
$3.3B
QoQ Performance
-1.6%
Positions
451
Top 10 Concentration
17.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO2.2%
PH2.0%
NVDA1.8%
TSM1.5%
MSFT1.4%
TT1.4%
PGR1.2%
CDNS1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.0%
Technology13.1%
Financial4.5%
Consumer3.8%
Industrial2.8%
Healthcare2.8%
Communication2.1%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
+297 more exited positions
Changes from Q3 2025
NEW11 new positions
↑76 increased
↓113 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023