Moran Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
Naples, FL
Holdings as of
6/30/2025
Date filed
7/28/2025
Form type
13F-HR
Num holdings
471
Total value ($000)
$3,244,888
Net value change ($000)
—
New positions
469
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/23/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 75,620 —
PH 58,402 —
TT 58,347 —
MSFT 54,126 —
NVDA 48,653 —
CDNS 45,343 —
HWM 44,457 —
TSM 42,534 —
PGR 41,933 —
AMP 41,627 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,443 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type