Moran Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Naples, FL
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
485
Total value ($000)
$3,261,944
Net value change ($000)
-54,836 (-1.7%)
New positions
55
Sold out positions
61
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
ZTS 15,805 162.9%
GIS 11,034 NEW
EWZ 10,092 NEW
SBAC 9,031 157.7%
FIX 9,000 51.5%
FTNT 8,929 NEW
ACWI 8,387 576.8%
CCL 8,214 3111.4%
TW 7,755 NEW
CTSH 7,751 2903.0%
Top Reduces (Value $000, Stocks/ETFs)
SPY -56,409 -88.4%
NOBL -28,788 -100.0%
IWS -23,477 -98.8%
HSY -17,163 -100.0%
RSP -14,698 -94.2%
CDNS -11,570 -23.4%
IWD -11,541 -87.0%
GARMIN LTD -10,427 -22.0%
EWS -10,268 -100.0%
ABT -9,866 -97.9%
Instrument mix + QoQ Δ (ex-options)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type