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Home > Institutional Investor > Moran Wealth Management, Llc > Profile

Instuitional Investor - Moran Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Moran Wealth Management, Llc
Portfolio Value $3,134,477,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Trane Technologies Plc
 TT 187,093 $69,102,967 2.2%
2.
Broadcom Inc.
 AVGO 264,985 $61,434,215 1.95%
3.
Williams Sonoma Inc
 WSM 312,953 $57,952,700 1.84%
4.
Parker-Hannifin Corp
 PH 90,611 $57,631,314 1.83%
5.
Jpmorgan Chase & Co
 JPM 232,845 $55,815,275 1.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)