Managers / Q2 2024 · view latest →
Moran Wealth Management, LLC
CIK 0001965334 · 5801 PELICAN BAY BLVD, SUITE 110, NAPLES, FL, 34108 · 239-920-4416
Reported Value
$3.0B
Q2 2024
Positions
387
Filings on Record
14
2019–present window
Filed
Aug 13, 2024
original filing
Summary
Moran Wealth Management, Llc reported $3.0B in U.S.-listed holdings across 387 positions for Q2 2024.
Its largest position, NVO, represents 2.0% of the portfolio.
Compared with Q1 2024, the fund opened 32 new positions and exited 54.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 75.9% · $2.3B
- ADR · 8.9% · $271M
- Other · 8.4% · $254M
- REIT · 3.5% · $106M
- ETP · 3.3% · $101M
- Other · 0.1% · $3M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.3B | 780 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.3B | 764 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.3B | 491 | Oct 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.2B | 660 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.0B | 574 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.1B | 412 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.3B | 402 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.0B | 387 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.1B | 409 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.8B | 415 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.6B | 366 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.7B | 380 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.6B | 355 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.63T | 339 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.