Moran Wealth Management, LLC Purchases in Q2 2025

Moran Wealth Management, LLC

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
273
+ 9.96%
$855.86 - $1339.13 $234K - $366K
3.01K $4.03M
ORCL
Oracle Corp

Technology
2.36K
+ 19.63%
$122.82 - $218.63 $290K - $516K
14.4K $3.14M
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
UBER
Uber Technologies, Inc

Technology
7.45K
+ 22.34%
$64.62 - $93.3 $482K - $695K
40.8K $3.81M
ADP
Automatic Data Processing Inc

Industrials
4.26K
+ 32.06%
$276.76 - $326.81 $1.18M - $1.39M
17.5K $5.41M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
661
+ 0.32%
$45.98 - $56.15 $30.4K - $37.1K
209K $11.7M
IBM
International Business Machines Corp

Technology
1.1K
+ 5.62%
$221.03 - $294.78 $242K - $323K
20.6K $6.07M
PGR
Progressive Corp

Financial Services
13.2K
+ 9.19%
$255.27 - $288.74 $3.38M - $3.82M
157K $41.9M
SF
Stifel Financial Corp

Financial Services
1.14K
+ 1.05%
$76.49 - $103.78 $86.8K - $118K
109K $11.3M
ASX
Ase Technology Holding Co., Ltd.

Technology
23.6K
+ 4.37%
$7.42 - $10.65 $175K - $251K
563K $5.82M
AMD
Advanced Micro Devices Inc

Technology
3.85K
+ 28.08%
$78.21 - $143.81 $301K - $554K
17.6K $2.49M
SBSW
Sibanye Stillwater LTD

Basic Materials
150K
New
$3.22 - $7.55 $484K - $1.13M
150K $1.08M
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
14.4K
+ 3.13%
$15.58 - $18.78 $225K - $271K
476K $8.92M
EWS
Ishares Inc Msci Singapore ETF

ETFs
8.76K
+ 2.52%
$20.22 - $26.35 $177K - $231K
356K $9.24M
ASML
Asml Holding Nv

Technology
258
+ 4.59%
$595.37 - $815.24 $154K - $210K
5.88K $4.71M
ACWI
Ishares Msci Acwi ETF

ETFs
7.14K
+ 337.56%
$103.59 - $128.6 $739K - $918K
9.25K $1.19M
CHWY
Chewy, Inc.

Consumer Cyclical
8.98K
+ 16.81%
$31.21 - $48.21 $280K - $433K
62.4K $2.66M
IWV
Ishares Russell 3000 ETF

ETFs
2.43K
New
$281.67 - $351.0 $685K - $854K
2.43K $853K
CASY
Caseys General Stores Inc

Consumer Cyclical
22
+ 0.2%
$415.82 - $510.91 $9.15K - $11.2K
11K $5.61M
PCAR
Paccar Inc

Industrials
14.3K
+ 6.09%
$86.4 - $99.09 $1.24M - $1.42M
249K $23.7M
EXEL
Exelixis, Inc.

Healthcare
2.04K
+ 2.19%
$34.13 - $46.26 $69.6K - $94.4K
95.3K $4.2M
GNRC
Generac Holdings Inc.

Industrials
2.34K
+ 9.57%
$101.92 - $143.21 $238K - $335K
26.8K $3.83M
PRVA
Privia Health Group, Inc.

Healthcare
30.4K
New
$21.48 - $25.07 $654K - $763K
30.4K $699K
SAP
Sap Se

Technology
81
+ 0.43%
$237.53 - $309.8 $19.2K - $25.1K
18.7K $5.69M
CRSP
Crispr Therapeutics Ag

Healthcare
13.7K
New
$31.27 - $48.64 $427K - $664K
13.7K $664K
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 1.11%
$908.13 - $1056.85 $116K - $135K
11.7K $11.6M
KMPR
Kemper Corp

Financial Services
9.43K
New
$55.12 - $67.26 $520K - $634K
9.43K $608K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.73K
+ 4.53%
$65.84 - $80.81 $180K - $221K
63K $5.05M
UGI
Ugi Corp

Utilities
16.5K
New
$30.18 - $36.59 $498K - $604K
16.5K $601K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
2.03K
+ 1.38%
$22.56 - $29.85 $45.8K - $60.6K
150K $4.27M
TROW
Price T Rowe Group Inc

Financial Services
1.74K
+ 1.98%
$80.27 - $98.06 $139K - $170K
89.6K $8.65M
KO
Coca Cola CO

Consumer Defensive
8.69K
+ 13.47%
$68.37 - $73.9 $594K - $642K
73.2K $5.18M
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
GXG
Global X Msci Colombia

ETFs
6.64K
+ 2.54%
$24.56 - $30.01 $163K - $199K
267K $7.71M
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
ISRG
Intuitive Surgical Inc

Healthcare
757
+ 44.04%
$451.58 - $565.94 $342K - $428K
2.48K $1.35M
AIQ
Global X Funds Global X Artifi

ETFs
9.19K
+ 89.31%
$31.5 - $43.69 $290K - $402K
19.5K $851K
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
ARGT
Global X Msci Argentina ETF

ETFs
1.66K
+ 2.06%
$70.3 - $94.5 $116K - $157K
82K $6.95M
ALKS
Alkermes Plc.

Healthcare
15.8K
New
$26.59 - $32.65 $421K - $517K
15.8K $452K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.88K
+ 80.94%
$57.46 - $75.58 $280K - $369K
10.9K $824K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.57K
New
$179.95 - $278.88 $283K - $438K
1.57K $438K
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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