Moran Wealth Management, LLC Purchases in Q3 2025

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NTNX
Nutanix, Inc.

Technology
3.85K
New
$66.06 - $81.12 $254K - $312K
3.85K $286K
NET
Cloudflare, Inc.

Technology
1.33K
New
$181.39 - $228.28 $242K - $304K
1.33K $286K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
625
New
$311.12 - $482.13 $194K - $301K
625 $285K
VRSN
Verisign Inc

Technology
1.02K
New
$263.02 - $305.98 $269K - $312K
1.02K $285K
USLM
United States Lime & Minerals Inc

Basic Materials
233
+ 3.0%
$99.02 - $131.55 $23.1K - $30.7K
8.01K $1.05M
MDB
Mongo Db, Inc.

Technology
889
New
$201.0 - $334.87 $179K - $298K
889 $275K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.05K
New
$259.44 - $278.65 $272K - $292K
1.05K $272K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
10.1K
+ 2.11%
$18.6 - $20.35 $187K - $205K
486K $9.19M
DAL
Delta Air Lines, Inc.

Industrials
4.74K
New
$49.0 - $61.97 $232K - $294K
4.74K $268K
ACWI
Ishares Msci Acwi ETF

ETFs
1.27K
+ 13.73%
$128.32 - $138.41 $163K - $176K
10.5K $1.45M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
15.4K
+ 3.52%
$11.84 - $13.45 $183K - $208K
453K $5.74M
ARES
Ares Management Corp

Financial Services
1.64K
New
$159.89 - $192.76 $262K - $316K
1.64K $261K
TOST
Toast, Inc.

Technology
7.14K
New
$36.51 - $49.3 $261K - $352K
7.14K $260K
CVCO
Cavco Industries Inc.

Consumer Cyclical
76
+ 5.15%
$403.12 - $585.63 $30.6K - $44.5K
1.55K $900K
GWRE
Guidewire Software, Inc.

Technology
1.13K
New
$207.82 - $261.88 $235K - $296K
1.13K $259K
PANW
Palo Alto Networks Inc

Technology
1.58K
+ 2.47%
$167.06 - $208.19 $263K - $328K
65.3K $13.3M
DGX
Quest Diagnostics Inc

Healthcare
1.84K
+ 1.78%
N/A
105K $14.4M
ISRG
Intuitive Surgical Inc

Healthcare
1.1K
+ 44.31%
$433.66 - $544.47 $476K - $597K
3.57K $1.6M
WETF
Wisdom Tree Investments, Inc.

Financial Services
46.1K
New
N/A
46.1K $251K
PRG
Prog Holdings, Inc.

Industrials
1.85K
+ 2.93%
$28.2 - $36.35 $52.2K - $67.3K
65K $2.1M
HOOD
Robinhood Markets, Inc.

Technology
359
+ 9.05%
$91.27 - $143.18 $32.8K - $51.4K
4.33K $619K
SHOP
Shopify Inc.

Technology
1.22K
+ 67.78%
$112.11 - $157.12 $137K - $192K
3.02K $448K
JHG
Janus Henderson Group PLC

Financial Services
5.39K
New
$39.46 - $45.37 $213K - $245K
5.39K $239K
DKNG
Draft Kings Inc.

Consumer Cyclical
6.33K
New
$37.4 - $48.23 $237K - $305K
6.33K $236K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.89K
New
$110.74 - $122.12 $209K - $231K
1.89K $228K
VEEV
Veeva Systems Inc

Healthcare
21
+ 0.1%
$269.2 - $297.91 $5.65K - $6.26K
21.9K $6.54M
SMR
Nuscale Power Corp

Industrials
7.42K
+ 53.0%
$32.65 - $51.67 $242K - $384K
21.4K $771K
ALB
Albemarle Corp

Basic Materials
413
+ 4.36%
$62.9 - $88.1 $26K - $36.4K
9.9K $802K
GPI
Group 1 Automotive Inc

Consumer Cyclical
473
New
$406.1 - $488.25 $192K - $231K
473 $206K
PTGX
Protagonist Therapeutics, Inc

Healthcare
451
+ 2.86%
$49.7 - $67.42 $22.4K - $30.4K
16.2K $1.08M
BLDR
Builders First Source, Inc.

Industrials
355
+ 1.01%
$116.91 - $149.21 $41.5K - $53K
35.4K $4.3M
OXY
Occidental Petroleum Corp

Energy
1.7K
+ 7.32%
$42.54 - $48.1 $72.2K - $81.7K
24.9K $1.18M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
22.7K
New
$3.74 - $8.87 $84.8K - $201K
22.7K $201K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
356
+ 6.68%
$113.83 - $154.45 $40.5K - $55K
5.68K $877K
AFRM
Affirm Holdings, Inc.

Technology
2.22K
+ 62.96%
$64.05 - $92.18 $142K - $204K
5.74K $419K
COCO
Vita Coco Company, Inc.

Consumer Defensive
1.18K
+ 6.11%
$32.3 - $42.82 $38.2K - $50.7K
20.6K $873K
SCCO
Southern Copper Corp

Basic Materials
378
+ 6.1%
$90.54 - $121.36 $34.2K - $45.9K
6.57K $797K
LLY
Eli Lilly & CO

Healthcare
422
+ 4.29%
$625.65 - $812.69 $264K - $343K
10.3K $7.82M
INT
World Fuel Services Corp

Energy
6.51K
+ 9.2%
N/A
77.3K $1.7M
OSIS
Osi Systems Inc

Technology
199
+ 5.32%
$208.12 - $249.24 $41.4K - $49.6K
3.94K $981K
UMC
United Microelectronics Corp

Technology
24.4K
+ 3.63%
$6.58 - $7.86 $160K - $192K
696K $5.28M
CRAI
Cra International, Inc.

Industrials
280
+ 10.03%
$170.16 - $212.31 $47.6K - $59.4K
3.07K $640K
WELL
Welltower Inc.

Real Estate
186
+ 5.52%
$150.71 - $178.14 $28K - $33.1K
3.55K $632K
SLB
Schlumberger Limited

Energy
1.46K
+ 1.44%
$32.37 - $37.31 $47.1K - $54.3K
102K $3.52M
VALE
Vale S.A.

Basic Materials
3.48K
+ 5.92%
$9.53 - $10.95 $33.2K - $38.1K
62.3K $676K
GE
General Electric CO

Industrials
93
+ 5.2%
$244.75 - $305.63 $22.8K - $28.4K
1.88K $565K
NTR
Nutrien Ltd.

Basic Materials
1.47K
+ 8.18%
$55.69 - $62.11 $82K - $91.4K
19.5K $1.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.03K
+ 3.58%
$72.01 - $74.44 $73.8K - $76.3K
29.7K $2.18M
CM
Canadian Imperial Bank Of Commerce

Financial Services
662
+ 15.38%
$71.11 - $81.68 $47.1K - $54.1K
4.97K $396K
Activity Summary
Buys All Purchases 254 New Holdings 72 Increased Positions 182 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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