Moran Wealth Management, LLC Incresed Positions in Q4 2024

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
188K
+ 369.21%
$80.14 - $90.95 $15.1M - $17.1M
239K $19.3M
AXP
American Express CO

Financial Services
45K
+ 188.59%
$267.35 - $305.57 $12M - $13.7M
68.8K $20.4M
CME
Cme Group Inc.

Financial Services
49.7K
+ 226.48%
$221.17 - $246.02 $11M - $12.2M
71.7K $16.6M
CI
Cigna Corp

Healthcare
42.2K
+ 379.23%
$265.59 - $358.58 $11.2M - $15.1M
53.4K $14.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.62K
+ 1.5%
$129.13 - $198.21 $597K - $916K
313K $58M
MCK
Mckesson Corp

Healthcare
16K
+ 212.51%
$482.27 - $628.5 $7.7M - $10M
23.5K $13.4M
DVA
Davita Inc.

Healthcare
55.8K
+ 102.18%
$139.81 - $167.96 $7.8M - $9.36M
110K $16.5M
NU
Nu Holdings Ltd.

Financial Services
723K
+ 4617.59%
$10.24 - $15.89 $7.4M - $11.5M
739K $7.65M
IWV
Ishares Russell 3000 ETF

ETFs
21.1K
+ 2515.73%
$323.08 - $349.08 $6.82M - $7.37M
21.9K $7.34M
AMP
Ameriprise Financial Inc

Financial Services
3.48K
+ 4.47%
$473.15 - $574.01 $1.65M - $2M
81.4K $43.3M
T
At&T Inc.

Communication Services
190K
+ 22.1%
$21.22 - $23.88 $4.04M - $4.54M
1.05M $23.9M
SPOT
Spotify Technology S.A.

Communication Services
3.49K
+ 9.72%
$362.95 - $502.38 $1.27M - $1.75M
39.4K $17.6M
DHI
Horton D R Inc

Consumer Cyclical
55.8K
+ 80.49%
$137.24 - $194.56 $7.66M - $10.9M
125K $17.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.45K
+ 10.97%
$567.81 - $607.81 $3.09M - $3.31M
55.1K $32.3M
PFGC
Performance Food Group CO

Consumer Defensive
39.7K
+ 73.71%
$78.03 - $90.57 $3.1M - $3.6M
93.7K $7.92M
TT
Trane Technologies PLC

Industrials
18.3K
+ 10.82%
$369.35 - $419.14 $6.75M - $7.66M
187K $69.1M
GOOG
Alphabet Inc.

Communication Services
2.78K
+ 2.51%
$163.08 - $198.16 $453K - $550K
114K $21.6M
PPC
Pilgrims Pride Corp

Consumer Defensive
67.4K
+ 1259.08%
$43.57 - $53.82 $2.94M - $3.63M
72.8K $3.3M
ATO
Atmos Energy Corp

Utilities
18K
+ 12.16%
$136.41 - $151.43 $2.46M - $2.73M
166K $23.2M
MU
Micron Technology Inc

Technology
33.7K
+ 258.9%
$84.16 - $113.41 $2.83M - $3.82M
46.7K $3.93M
MSI
Motorola Solutions, Inc.

Technology
3.69K
+ 6.07%
$449.08 - $504.6 $1.65M - $1.86M
64.4K $29.7M
GOOGL
Alphabet Inc.

Communication Services
897
+ 0.97%
$161.86 - $196.66 $145K - $176K
92.9K $17.6M
COST
Costco Wholesale Corp

Consumer Defensive
1.91K
+ 18.53%
$873.59 - $994.69 $1.67M - $1.9M
12.2K $11.2M
IWN
Ishares Russell2000 Val ETF

ETFs
11.7K
+ 896.18%
$162.69 - $181.35 $1.91M - $2.13M
13.1K $2.14M
ASX
Ase Technology Holding Co., Ltd.

Technology
174K
+ 49.94%
$9.49 - $10.74 $1.65M - $1.87M
522K $5.26M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
9.69K
+ 24.39%
$131.26 - $163.78 $1.27M - $1.59M
49.4K $7.38M
CELH
Celsius Holdings, Inc.

Consumer Defensive
67.9K
+ 631.47%
$25.66 - $34.91 $1.74M - $2.37M
78.6K $2.07M
UHS
Universal Health Services Inc

Healthcare
14.3K
+ 82.02%
$175.8 - $236.9 $2.51M - $3.38M
31.6K $5.67M
WMT
Walmart Inc.

Consumer Defensive
260
+ 0.16%
$79.1 - $95.7 $20.6K - $24.9K
161K $14.6M
LDOS
Leidos Holdings, Inc.

Technology
17.5K
+ 33.57%
$143.17 - $201.39 $2.5M - $3.52M
69.5K $10M
BSX
Boston Scientific Corp

Healthcare
623
+ 0.31%
$83.62 - $91.5 $52.1K - $57K
200K $17.8M
PDCO
Patterson Companies, Inc.

Healthcare
5.17K
+ 4.72%
$19.57 - $31.4 $101K - $162K
115K $3.54M
MA
Mastercard Inc

Financial Services
10
+ 0.03%
$491.3 - $536.15 $4.91K - $5.36K
34.8K $18.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
116K
+ 326.7%
$26.93 - $84.95 $3.11M - $9.82M
151K $4.12M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
25.5K
+ 7.65%
$12.27 - $15.41 $313K - $393K
359K $5.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
633
+ 4.39%
$338.38 - $446.21 $214K - $282K
15K $6.54M
BCC
Boise Cascade CO

Basic Materials
12.8K
+ 47.93%
$118.79 - $152.5 $1.52M - $1.95M
39.4K $4.69M
RLI
Rli Corp

Financial Services
1.9K
+ 3.12%
$151.91 - $180.89 $289K - $344K
62.9K $10.4M
META
Meta Platforms, Inc.

Communication Services
646
+ 2.16%
$554.08 - $632.68 $358K - $409K
30.6K $18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 6.78%
$180.88 - $232.93 $224K - $288K
19.5K $4.27M
AAPL
Apple Inc.

Technology
1.1K
+ 3.37%
$221.69 - $259.02 $245K - $286K
33.8K $8.47M
KMI
Kinder Morgan, Inc.

Energy
1.18K
+ 0.79%
$22.59 - $28.54 $26.6K - $33.6K
151K $4.14M
FDS
Factset Research Systems Inc

Financial Services
662
+ 2.78%
$449.69 - $495.72 $298K - $328K
24.5K $11.8M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
21.3K
+ 9.14%
$19.11 - $24.18 $408K - $516K
255K $5.77M
XOM
Exxon Mobil Corp

Energy
17.4K
+ 14.91%
$105.51 - $125.37 $1.83M - $2.18M
134K $14.4M
TGT
Target Corp

Consumer Defensive
11.4K
+ 27.77%
$121.59 - $160.69 $1.38M - $1.82M
52.2K $7.06M
NFLX
Netflix Inc

Communication Services
185
+ 6.94%
$687.65 - $936.56 $127K - $173K
2.85K $2.54M
MSCI
Msci Inc.

Financial Services
451
+ 2.24%
$569.09 - $635.99 $257K - $287K
20.6K $12.3M
MAR
Marriott International Inc

Consumer Cyclical
1.81K
+ 70.53%
$246.06 - $292.59 $445K - $529K
4.37K $1.22M
Activity Summary
Buys All Purchases 236 New Holdings 63 Increased Positions 173 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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