Moran Wealth Management, LLC Reduced Holdings in Q3 2024

Moran Wealth Management, LLC

  • $3.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-841
- 2.26%
$74.85 - $82.2 $62.9K - $69.1K
36.5K $2.96M
NSIT
Insight Enterprises Inc

Technology
-645
- 4.05%
$180.0 - $225.24 $116K - $145K
15.3K $3.29M
LPX
Louisiana Pacific Corp

Industrials
-446
- 6.05%
$80.06 - $107.45 $35.7K - $47.9K
6.93K $744K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.62K
- 1.94%
$31.18 - $33.5 $81.7K - $87.8K
133K $4.41M
VNQ
Vanguard Specialized Funds Van

ETFs
-963
- 5.57%
$82.97 - $98.97 $79.9K - $95.3K
16.3K $1.59M
BLD
Top Build Corp

Industrials
-635
- 3.41%
$360.4 - $479.09 $229K - $304K
18K $7.33M
EQX
Equinox Gold Corp.

Basic Materials
-15.1K
- 5.42%
$4.66 - $6.46 $70.5K - $97.8K
264K $1.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.14K
- 3.12%
$77.02 - $85.06 $87.6K - $96.8K
35.4K $2.99M
COST
Costco Wholesale Corp

Consumer Defensive
-243
- 2.31%
$801.83 - $917.05 $195K - $223K
10.3K $9.13M
VPU
Vanguard Utilities ETF

ETFs
-485
- 4.86%
$146.64 - $174.54 $71.1K - $84.7K
9.5K $1.65M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.63K
- 2.6%
$66.31 - $74.08 $108K - $121K
61K $4.48M
IIPR
Innovative Industrial Properties Inc

Real Estate
-931
- 7.27%
$107.56 - $136.78 $100K - $127K
11.9K $1.6M
WLK
Westlake Corp

Basic Materials
-1.34K
- 1.81%
$133.5 - $150.97 $179K - $203K
72.6K $10.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
-950
- 5.12%
$65.04 - $84.24 $61.8K - $80K
17.6K $1.42M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.42K
- 3.97%
$94.47 - $114.25 $134K - $162K
34.4K $3.85M
REG
Regency Centers Corp

Real Estate
-22
- 0.09%
$61.64 - $75.18 $1.36K - $1.65K
23.9K $1.73M
NEM
Newmont Corp

Basic Materials
-2.18K
- 7.11%
$41.65 - $55.85 $90.7K - $122K
28.5K $1.52M
VZ
Verizon Communications Inc

Communication Services
-1.11K
- 1.35%
$38.89 - $45.0 $43.3K - $50.1K
81.3K $3.65M
AGI
Alamos Gold Inc

Basic Materials
-4.93K
- 5.72%
$15.54 - $21.04 $76.6K - $104K
81.2K $1.62M
CUBE
Cube Smart

Real Estate
-38
- 0.12%
$43.74 - $54.55 $1.66K - $2.07K
31.5K $1.7M
INDA
Ishares Msci India Index Fund

ETFs
-150
- 0.14%
$54.86 - $59.22 $8.23K - $8.88K
104K $6.1M
MS
Morgan Stanley

Financial Services
-373
- 0.71%
$92.07 - $106.96 $34.3K - $39.9K
52.5K $5.47M
CTRE
Care Trust Reit, Inc.

Real Estate
-112
- 0.19%
$25.14 - $31.2 $2.82K - $3.49K
59.7K $1.84M
WTW
Willis Towers Watson PLC

Financial Services
-818
- 4.11%
$257.34 - $294.53 $211K - $241K
19.1K $5.62M
GD
General Dynamics Corp

Industrials
-919
- 1.57%
$279.51 - $308.09 $257K - $283K
57.8K $17.5M
RSG
Republic Services, Inc.

Industrials
-627
- 0.72%
$189.34 - $208.21 $119K - $131K
86.6K $17.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
-292
- 0.93%
$241.93 - $282.86 $70.6K - $82.6K
31.2K $8.23M
BCC
Boise Cascade CO

Basic Materials
-714
- 2.61%
$114.59 - $144.69 $81.8K - $103K
26.6K $3.76M
WELL
Welltower Inc.

Real Estate
-126
- 0.58%
$104.0 - $129.74 $13.1K - $16.3K
21.6K $2.77M
DEO
Diageo PLC

Consumer Defensive
-287
- 0.72%
$120.02 - $140.77 $34.4K - $40.4K
39.6K $5.56M
SAP
Sap Se

Technology
-82
- 0.39%
$197.21 - $231.0 $16.2K - $18.9K
21K $4.81M
EQIX
Equinix Inc

Real Estate
-5
- 0.12%
$749.0 - $890.01 $3.75K - $4.45K
4.31K $3.82M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-5.09K
- 0.67%
$5.73 - $6.87 $29.2K - $35K
759K $5.05M
AYI
Acuity Brands Inc

Industrials
-1.08K
- 4.09%
$222.88 - $275.47 $240K - $296K
25.2K $6.94M
OKE
Oneok Inc

Energy
-5.29K
- 4.69%
$78.62 - $95.27 $416K - $504K
108K $9.8M
AN
Autonation, Inc.

Consumer Cyclical
-2.19K
- 4.31%
$156.14 - $190.72 $341K - $417K
48.5K $8.68M
INFY
Infosys LTD

Technology
-1.79K
- 1.02%
$18.76 - $23.28 $33.5K - $41.6K
174K $3.88M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-171
- 0.58%
$112.12 - $149.09 $19.2K - $25.5K
29.2K $4.33M
GNRC
Generac Holdings Inc.

Industrials
-110
- 0.45%
$133.16 - $159.78 $14.6K - $17.6K
24.4K $3.89M
EWI
Ishares Inc Msci Italy ETF

ETFs
-1.77K
- 0.77%
$34.96 - $39.44 $61.8K - $69.7K
229K $8.91M
GOLD
Barrick Gold Corp

Basic Materials
-861
- 0.41%
$16.56 - $21.01 $14.3K - $18.1K
211K $4.19M
ABEV
Ambev S.A.

Consumer Defensive
-18.9K
- 1.03%
$2.04 - $2.44 $38.5K - $46K
1.81M $4.43M
ETN
Eaton Corp PLC

Industrials
-1.72K
- 2.46%
$272.52 - $333.02 $468K - $572K
68.2K $22.6M
UBS
Ubs Group Ag

Financial Services
-352
- 0.07%
$27.97 - $31.42 $9.85K - $11.1K
500K $15.5M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-783
- 1.63%
$452.85 - $536.35 $355K - $420K
47.3K $23.3M
IR
Ingersoll Rand Inc.

Industrials
-7.54K
- 3.79%
$86.9 - $100.4 $655K - $757K
192K $18.8M
AAPL
Apple Inc.

Technology
-21
- 0.06%
$207.23 - $234.82 $4.35K - $4.93K
32.7K $7.62M
CSL
Carlisle Companies Inc

Industrials
-2.2K
- 5.57%
$376.5 - $449.34 $826K - $986K
37.2K $16.7M
EME
Emcor Group, Inc.

Industrials
-50
- 0.42%
$340.22 - $435.6 $17K - $21.8K
12K $5.15M
Activity Summary
Buys All Purchases 201 New Holdings 38 Increased Positions 163 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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