Moran Wealth Management, LLC Incresed Positions in Q3 2025

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
926
+ 71.62%
$301.44 - $365.84 $279K - $339K
2.22K $718K
USLM
United States Lime & Minerals Inc

Basic Materials
233
+ 3.0%
$99.02 - $131.55 $23.1K - $30.7K
8.01K $1.05M
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
10.1K
+ 2.11%
$18.6 - $20.35 $187K - $205K
486K $9.19M
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
CVCO
Cavco Industries Inc.

Consumer Cyclical
76
+ 5.15%
$403.12 - $585.63 $30.6K - $44.5K
1.55K $900K
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
PRG
Prog Holdings, Inc.

Industrials
1.85K
+ 2.93%
$28.2 - $36.35 $52.2K - $67.3K
65K $2.1M
SHOP
Shopify Inc.

Technology
1.22K
+ 67.78%
$112.11 - $157.12 $137K - $192K
3.02K $448K
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
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
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
ETR
Entergy Corp

Utilities
567
+ 15.94%
$80.93 - $93.55 $45.9K - $53K
4.12K $384K
HURN
Huron Consulting Group Inc.

Industrials
321
+ 7.95%
$121.98 - $146.77 $39.2K - $47.1K
4.36K $639K
ALKS
Alkermes Plc.

Healthcare
2.02K
+ 12.74%
$26.13 - $30.46 $52.7K - $61.4K
17.9K $535K
DASH
Door Dash, Inc.

Communication Services
151
+ 9.28%
$234.5 - $272.5 $35.4K - $41.1K
1.78K $483K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.93K
+ 9.51%
$46.51 - $50.07 $136K - $147K
33.7K $1.58M
PX
P10, Inc.

Financial Services
4.03K
+ 10.78%
$10.49 - $12.82 $42.3K - $51.7K
41.4K $450K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
92.2K
+ 44.08%
$38.58 - $58.24 $3.56M - $5.37M
301K $11.8M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
1.66K
+ 4.48%
$20.74 - $22.97 $34.4K - $38.1K
38.7K $818K
LPX
Louisiana Pacific Corp

Industrials
459
+ 6.95%
$83.39 - $102.75 $38.3K - $47.2K
7.06K $627K
LRN
Stride, Inc.

Consumer Defensive
133
+ 1.75%
$128.23 - $169.81 $17.1K - $22.6K
7.72K $1.15M
RACE
Ferrari N.V.

Consumer Cyclical
97
+ 14.14%
$436.24 - $517.65 $42.3K - $50.2K
783 $379K
MOS
Mosaic CO

Basic Materials
2.68K
+ 9.5%
$30.93 - $37.81 $82.9K - $101K
30.9K $1.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
165
+ 16.19%
$284.17 - $319.49 $46.9K - $52.7K
1.18K $366K
EQIX
Equinix Inc

Real Estate
36
+ 13.95%
$756.7 - $811.13 $27.2K - $29.2K
294 $230K
UL
Unilever PLC

Consumer Defensive
2.88K
+ 3.63%
$58.43 - $65.01 $168K - $187K
82.3K $4.88M
PM
Philip Morris International Inc.

Consumer Defensive
289
+ 16.89%
$157.77 - $183.27 $45.6K - $53K
2K $324K
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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