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Moran Wealth Management, LLC
Moran Wealth Management, LLC is an independent registered investment advisor (RIA) headquartered in Naples, Florida. Founded in 2011, the firm focuses on asset management and private wealth advisory for individuals, families, and institutions. Moran Wealth Management offers personalized financial planning, portfolio management, and investment solutions, employing over 50 professionals who provide tailored services for high-net-worth and affluent clients. Recognized in industry rankings such as Financial Advisor Magazine’s national RIA ranking and Financial Planning's RIA Leaders list, the firm is committed to fiduciary principles and comprehensive wealth management solutions.
Investment Strategy
Moran Wealth Management delivers integrated investment and wealth management solutions, focusing on proprietary strategies that offer broad access to investment vehicles and markets. The firm prioritizes solution-driven, client-specific portfolio construction, coordinating asset allocation, risk management, and financial planning to meet each client’s long-term objectives. Their philosophy centers on independence, fiduciary responsibility, and tailoring portfolios to distinct client needs, with a particular emphasis on serving high-net-worth individuals and families seeking customized, future-focused financial plans.
Latest 13F Filing Activity
Moran Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 485 equity positions with a total 13F market value of $3B. The fund increased holdings in SPDR S&P 500 Etf TR, Proshares TR, Ishares TR among other positions. Moran Wealth Management, LLC reduced exposure to Block H & R Inc., Invesco Exchange Traded FD T, Molina Healthcare Inc. among others.
Top Holdings
Equity Positions (485)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 2.27% | $75.3M | 228,189 | $86.89 | $329.91 | -$338.3K |
S SPY | SPDR S&P 500 ETF TR | 1.92% | $63.8M | 95,796 | $568.71 | $666.18 | +$35.9M |
P PH | PARKER-HANNIFIN CORP | 1.83% | $60.7M | 80,027 | $292.99 | $758.15 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 1.79% | $59.4M | 318,471 | $66.67 | $186.58 | +$10.8M |
M MSFT | MICROSOFT CORP | 1.67% | $55.5M | 107,203 | $258.72 | $517.95 | +$1.4M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Naples, FL , United States | |
 | Investment Analyst | Naples, FL , United States | |
J Justin Roth | Investment Analyst | Cape Coral, FL , United States | |
S Shichen Xu | Portfolio Manager | Naples, FL , United States |
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