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
SPY
Spdr S&P 500 ETF Trust

ETFs
50.6K
+ 111.98%
$617.65 - $666.84 $31.3M - $33.7M
95.8K $63.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
279K
New
$101.12 - $106.18 $28.2M - $29.7M
279K $28.8M
IWS
Ishares Russell Midcap Value E

ETFs
170K
New
$132.83 - $140.61 $22.6M - $23.9M
170K $23.8M
MRK
Merck & Co., Inc.

Healthcare
215K
New
$77.6 - $87.37 $16.7M - $18.8M
215K $18M
APH
Amphenol Corp

Technology
102K
+ 96.37%
$97.39 - $125.4 $9.97M - $12.8M
209K $25.8M
KLAC
Kla Corp

Technology
12.9K
New
$843.9 - $1078.6 $10.9M - $14M
12.9K $14M
PG
Procter & Gamble CO

Consumer Defensive
89.5K
+ 222.03%
$150.47 - $161.22 $13.5M - $14.4M
130K $19.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
63.7K
+ 4495.62%
$192.76 - $203.86 $12.3M - $13M
65.1K $13.3M
NFLX
Netflix Inc

Communication Services
10.2K
+ 338.07%
$1147.87 - $1297.18 $11.7M - $13.2M
13.2K $15.8M
NVDA
Nvidia Corp

Technology
10.5K
+ 3.42%
$153.3 - $186.58 $1.61M - $1.96M
318K $59.4M
GRMN
Garmin LTD

Technology
14K
+ 7.85%
$211.13 - $246.22 $2.95M - $3.44M
192K $47.3M
OTIS
Otis Worldwide Corp

Industrials
110K
New
$84.93 - $101.07 $9.34M - $11.1M
110K $10.1M
IQV
Iqvia Holdings Inc.

Healthcare
41.8K
New
$157.68 - $200.82 $6.59M - $8.39M
41.8K $7.94M
DXCM
Dexcom Inc

Healthcare
125K
+ 443.18%
$66.46 - $89.53 $8.31M - $11.2M
153K $10.3M
IDXX
Idexx Laboratories Inc

Healthcare
11.8K
New
$514.61 - $682.78 $6.08M - $8.06M
11.8K $7.54M
TOL
Toll Brothers, Inc.

Consumer Cyclical
41.8K
+ 129.3%
$113.78 - $148.0 $4.75M - $6.18M
74.1K $10.2M
EME
Emcor Group, Inc.

Industrials
5.43K
+ 27.42%
$530.88 - $655.83 $2.88M - $3.56M
25.2K $16.4M
ROL
Rollins Inc

Consumer Cyclical
89.5K
+ 42.29%
$55.05 - $58.74 $4.93M - $5.26M
301K $17.7M
TROW
Price T Rowe Group Inc

Financial Services
39.6K
+ 44.22%
$98.67 - $111.52 $3.91M - $4.42M
129K $13.3M
CELH
Celsius Holdings, Inc.

Consumer Defensive
44.7K
+ 26.11%
$42.74 - $62.88 $1.91M - $2.81M
216K $12.4M
MU
Micron Technology Inc

Technology
18K
+ 61.96%
$104.88 - $168.89 $1.88M - $3.03M
47K $7.86M
CRM
Salesforce, Inc.

Technology
19.5K
+ 95.6%
$231.66 - $273.65 $4.51M - $5.32M
39.8K $9.43M
SF
Stifel Financial Corp

Financial Services
24.1K
+ 22.06%
$105.26 - $116.4 $2.54M - $2.81M
133K $15.1M
LHX
L3 Harris Technologies, Inc.

Industrials
11.8K
New
$252.18 - $305.41 $2.97M - $3.59M
11.8K $3.59M
ECL
Ecolab Inc.

Basic Materials
12.9K
New
$259.39 - $285.47 $3.34M - $3.68M
12.9K $3.53M
KR
Kroger CO

Consumer Defensive
65.2K
+ 32.28%
$64.52 - $74.35 $4.2M - $4.85M
267K $18M
DRI
Darden Restaurants Inc

Consumer Cyclical
18.2K
New
$184.73 - $220.27 $3.37M - $4.02M
18.2K $3.47M
LOW
Lowes Companies Inc

Consumer Cyclical
6.4K
+ 10.9%
$215.01 - $273.02 $1.38M - $1.75M
65.1K $16.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
23.6K
+ 827.38%
$138.59 - $171.12 $3.27M - $4.04M
26.4K $3.72M
DUK
Duke Energy Corp

Utilities
25.4K
New
$116.31 - $125.93 $2.96M - $3.2M
25.4K $3.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
18.6K
+ 445.52%
$167.28 - $188.45 $3.11M - $3.51M
22.8K $3.84M
HCI
Hci Group, Inc.

Financial Services
15.6K
New
$137.88 - $191.93 $2.15M - $3M
15.6K $3M
AAPL
Apple Inc.

Technology
4.06K
+ 11.02%
$202.38 - $256.87 $822K - $1.04M
40.9K $10.4M
ACIW
Aci Worldwide, Inc.

Technology
51.4K
New
$40.74 - $52.9 $2.1M - $2.72M
51.4K $2.71M
HSY
Hershey CO

Consumer Defensive
3.34K
+ 3.78%
$161.95 - $193.45 $541K - $646K
91.8K $17.2M
AMAT
Applied Materials Inc

Technology
5.09K
+ 7.73%
$156.25 - $204.95 $795K - $1.04M
70.8K $14.5M
ADUS
Addus Home Care Corp

Healthcare
20.5K
New
$104.96 - $118.41 $2.15M - $2.43M
20.5K $2.42M
IWN
Ishares Russell2000 Val ETF

ETFs
13.4K
New
$157.1 - $178.94 $2.1M - $2.39M
13.4K $2.36M
EXLS
Exl Service Holdings, Inc.

Technology
48.4K
New
$41.4 - $45.43 $2M - $2.2M
48.4K $2.13M
PRI
Primerica, Inc.

Financial Services
7.64K
New
$255.46 - $285.58 $1.95M - $2.18M
7.64K $2.12M
HALO
Halozyme Therapeutics, Inc.

Healthcare
25.7K
+ 261.94%
$52.92 - $78.28 $1.36M - $2.01M
35.4K $2.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
14.6K
New
$137.51 - $145.26 $2.01M - $2.12M
14.6K $2.08M
CTRA
Coterra Energy Inc.

Energy
93.7K
+ 80.25%
$23.09 - $25.45 $2.16M - $2.38M
210K $4.98M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
19K
+ 30.22%
$79.76 - $85.78 $1.52M - $1.63M
82K $6.95M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
35.1K
New
$45.07 - $47.56 $1.58M - $1.67M
35.1K $1.62M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
911
+ 7.56%
$473.44 - $553.71 $431K - $504K
13K $7.08M
EWK
Ishares Inc Msci Belgium ETF

ETFs
59.3K
New
$21.82 - $23.29 $1.29M - $1.38M
59.3K $1.38M
EQX
Equinox Gold Corp.

Basic Materials
5.06K
+ 2.12%
$5.78 - $11.34 $29.2K - $57.3K
243K $2.73M
ORCL
Oracle Corp

Technology
1.61K
+ 11.2%
$218.96 - $328.33 $352K - $528K
16K $4.49M
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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