Moran Wealth Management, LLC New Holdings in Q2 2025

Moran Wealth Management, LLC

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
52.8K
New
$308.27 - $373.31 $16.3M - $19.7M
52.8K $18.8M
COF
Capital One Financial Corp

Financial Services
78K
New
$150.57 - $212.76 $11.7M - $16.6M
78K $16.6M
DGX
Quest Diagnostics Inc

Healthcare
103K
New
N/A
103K $14.2M
CINF
Cincinnati Financial Corp

Financial Services
94.6K
New
$126.6 - $151.6 $12M - $14.3M
94.6K $14.1M
CVX
Chevron Corp

Energy
96.3K
New
$133.73 - $168.51 $12.9M - $16.2M
96.3K $13.8M
AMAT
Applied Materials Inc

Technology
65.8K
New
$126.95 - $183.52 $8.35M - $12.1M
65.8K $12M
MNST
Monster Beverage Corp

Consumer Defensive
185K
New
$55.01 - $64.24 $10.2M - $11.9M
185K $11.6M
PEP
Pepsico Inc

Consumer Defensive
87.1K
New
$128.02 - $151.37 $11.1M - $13.2M
87.1K $11.5M
APH
Amphenol Corp

Technology
106K
New
$59.09 - $98.75 $6.28M - $10.5M
106K $10.5M
HD
Home Depot, Inc.

Consumer Cyclical
24.1K
New
$335.24 - $380.78 $8.08M - $9.18M
24.1K $8.84M
ACGL
Arch Capital Group Ltd.

Financial Services
76.1K
New
$84.99 - $96.82 $6.47M - $7.37M
76.1K $6.93M
PG
Procter & Gamble CO

Consumer Defensive
40.3K
New
$157.66 - $172.39 $6.36M - $6.95M
40.3K $6.42M
IBKR
Interactive Brokers Group, Inc.

Financial Services
110K
New
$50.53 - $212.53 $5.58M - $23.5M
110K $6.12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25.2K
New
$225.56 - $335.19 $5.68M - $8.44M
25.2K $5.98M
VNQ
Vanguard Specialized Funds Van

ETFs
65.8K
New
$79.79 - $91.42 $5.25M - $6.02M
65.8K $5.86M
AVY
Avery Dennison Corp

Industrials
32.2K
New
$159.58 - $183.97 $5.15M - $5.93M
32.2K $5.66M
CMCSA
Comcast Corp

Communication Services
148K
New
$32.84 - $36.72 $4.87M - $5.45M
148K $5.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
41.5K
New
$109.83 - $131.67 $4.56M - $5.47M
41.5K $5.27M
EHC
Encompass Health Corp

Healthcare
39K
New
$96.12 - $122.63 $3.75M - $4.78M
39K $4.78M
ROST
Ross Stores, Inc.

Consumer Cyclical
34K
New
$126.62 - $154.26 $4.31M - $5.25M
34K $4.34M
SEIC
Sei Investments CO

Financial Services
47.2K
New
$66.45 - $89.86 $3.14M - $4.24M
47.2K $4.24M
AIT
Applied Industrial Technologies Inc

Industrials
14.9K
New
$206.03 - $243.28 $3.08M - $3.63M
14.9K $3.47M
TDY
Teledyne Technologies Inc

Technology
6.14K
New
$435.54 - $512.31 $2.67M - $3.15M
6.14K $3.15M
CTRA
Coterra Energy Inc.

Energy
117K
New
$22.6 - $29.07 $2.64M - $3.39M
117K $2.96M
DXCM
Dexcom Inc

Healthcare
28.2K
New
$59.83 - $87.57 $1.69M - $2.47M
28.2K $2.46M
MC
Moelis & CO

Financial Services
37.8K
New
$48.86 - $62.99 $1.85M - $2.38M
37.8K $2.36M
CNXN
Pc Connection Inc

Technology
32.7K
New
$58.9 - $70.64 $1.93M - $2.31M
32.7K $2.15M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
67.1K
New
$28.96 - $32.46 $1.94M - $2.18M
67.1K $2.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
28.7K
New
$68.13 - $74.77 $1.95M - $2.14M
28.7K $2.09M
GFF
Griffon Corp

Industrials
28.3K
New
$64.73 - $74.97 $1.83M - $2.12M
28.3K $2.05M
CHX
Champion X Corp

Energy
81.8K
New
$22.52 - $30.02 $1.84M - $2.46M
81.8K $2.03M
IVT
Inven Trust Properties Corp.

Real Estate
52.7K
New
$25.97 - $29.73 $1.37M - $1.57M
52.7K $1.44M
FR
First Industrial Realty Trust Inc

Real Estate
29.7K
New
$43.07 - $54.05 $1.28M - $1.61M
29.7K $1.43M
SBSW
Sibanye Stillwater LTD

Basic Materials
150K
New
$3.22 - $7.55 $484K - $1.13M
150K $1.08M
IWV
Ishares Russell 3000 ETF

ETFs
2.43K
New
$281.67 - $351.0 $685K - $854K
2.43K $853K
PRVA
Privia Health Group, Inc.

Healthcare
30.4K
New
$21.48 - $25.07 $654K - $763K
30.4K $699K
CRSP
Crispr Therapeutics Ag

Healthcare
13.7K
New
$31.27 - $48.64 $427K - $664K
13.7K $664K
KMPR
Kemper Corp

Financial Services
9.43K
New
$55.12 - $67.26 $520K - $634K
9.43K $608K
UGI
Ugi Corp

Utilities
16.5K
New
$30.18 - $36.59 $498K - $604K
16.5K $601K
HURN
Huron Consulting Group Inc.

Industrials
4.04K
New
$132.14 - $153.61 $534K - $620K
4.04K $555K
SMR
Nuscale Power Corp

Industrials
14K
New
$12.6 - $43.24 $176K - $606K
14K $554K
SMPL
Simply Good Foods CO

Consumer Defensive
17.2K
New
$31.59 - $38.0 $544K - $654K
17.2K $543K
CRAI
Cra International, Inc.

Industrials
2.79K
New
$160.48 - $195.43 $448K - $545K
2.79K $522K
URA
Global X Uranium ETF

ETFs
13.4K
New
$20.26 - $38.81 $271K - $520K
13.4K $519K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
16.8K
New
$24.69 - $31.78 $414K - $533K
16.8K $512K
HALO
Halozyme Therapeutics, Inc.

Healthcare
9.79K
New
$47.91 - $70.14 $469K - $687K
9.79K $509K
BLOK
Amplify ETF Tr Trnsformational

ETFs
8.35K
New
$32.56 - $57.11 $272K - $477K
8.35K $476K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
New
$22.27 - $29.21 $358K - $470K
16.1K $469K
ALKS
Alkermes Plc.

Healthcare
15.8K
New
$26.59 - $32.65 $421K - $517K
15.8K $452K
Activity Summary
Buys All Purchases 245 New Holdings 84 Increased Positions 161 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 2 Puts 0
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