Moran Wealth Management, LLC Purchases in Q4 2024

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
897
+ 0.97%
$161.86 - $196.66 $145K - $176K
92.9K $17.6M
SEM
Select Medical Holdings Corp

Healthcare
117K
New
$18.26 - $40.2 $2.14M - $4.71M
117K $2.21M
COST
Costco Wholesale Corp

Consumer Defensive
1.91K
+ 18.53%
$873.59 - $994.69 $1.67M - $1.9M
12.2K $11.2M
IWN
Ishares Russell2000 Val ETF

ETFs
11.7K
+ 896.18%
$162.69 - $181.35 $1.91M - $2.13M
13.1K $2.14M
SXC
Sun Coke Energy, Inc.

Basic Materials
175K
New
$8.38 - $12.72 $1.47M - $2.23M
175K $1.87M
ASX
Ase Technology Holding Co., Ltd.

Technology
174K
+ 49.94%
$9.49 - $10.74 $1.65M - $1.87M
522K $5.26M
INT
World Fuel Services Corp

Energy
83.4K
New
N/A
83.4K $1.83M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
9.69K
+ 24.39%
$131.26 - $163.78 $1.27M - $1.59M
49.4K $7.38M
TSLA
Tesla, Inc.

Consumer Cyclical
4.49K
New
$213.65 - $479.86 $960K - $2.16M
4.49K $1.81M
CELH
Celsius Holdings, Inc.

Consumer Defensive
67.9K
+ 631.47%
$25.66 - $34.91 $1.74M - $2.37M
78.6K $2.07M
WMT
Walmart Inc.

Consumer Defensive
260
+ 0.16%
$79.1 - $95.7 $20.6K - $24.9K
161K $14.6M
LDOS
Leidos Holdings, Inc.

Technology
17.5K
+ 33.57%
$143.17 - $201.39 $2.5M - $3.52M
69.5K $10M
CCS
Century Communities, Inc.

Consumer Cyclical
17.4K
New
$72.88 - $103.59 $1.26M - $1.8M
17.4K $1.27M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
23.8K
New
$52.1 - $57.26 $1.24M - $1.36M
23.8K $1.24M
VICI
Vici Properties Inc.

Real Estate
40.2K
New
$28.27 - $33.19 $1.14M - $1.33M
40.2K $1.17M
BSX
Boston Scientific Corp

Healthcare
623
+ 0.31%
$83.62 - $91.5 $52.1K - $57K
200K $17.8M
PDCO
Patterson Companies, Inc.

Healthcare
5.17K
+ 4.72%
$19.57 - $31.4 $101K - $162K
115K $3.54M
MA
Mastercard Inc

Financial Services
10
+ 0.03%
$491.3 - $536.15 $4.91K - $5.36K
34.8K $18.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
116K
+ 326.7%
$26.93 - $84.95 $3.11M - $9.82M
151K $4.12M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
25.5K
+ 7.65%
$12.27 - $15.41 $313K - $393K
359K $5.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
633
+ 4.39%
$338.38 - $446.21 $214K - $282K
15K $6.54M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.5K
New
$66.77 - $71.52 $901K - $965K
13.5K $930K
BCC
Boise Cascade CO

Basic Materials
12.8K
+ 47.93%
$118.79 - $152.5 $1.52M - $1.95M
39.4K $4.69M
CHK
Chesapeake Energy Corp

Energy
10.7K
New
$81.46 - $87.57 $874K - $940K
10.7K $920K
RLI
Rli Corp

Financial Services
1.9K
+ 3.12%
$151.91 - $180.89 $289K - $344K
62.9K $10.4M
META
Meta Platforms, Inc.

Communication Services
646
+ 2.16%
$554.08 - $632.68 $358K - $409K
30.6K $18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 6.78%
$180.88 - $232.93 $224K - $288K
19.5K $4.27M
AAPL
Apple Inc.

Technology
1.1K
+ 3.37%
$221.69 - $259.02 $245K - $286K
33.8K $8.47M
KMI
Kinder Morgan, Inc.

Energy
1.18K
+ 0.79%
$22.59 - $28.54 $26.6K - $33.6K
151K $4.14M
FDS
Factset Research Systems Inc

Financial Services
662
+ 2.78%
$449.69 - $495.72 $298K - $328K
24.5K $11.8M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
21.3K
+ 9.14%
$19.11 - $24.18 $408K - $516K
255K $5.77M
XOM
Exxon Mobil Corp

Energy
17.4K
+ 14.91%
$105.51 - $125.37 $1.83M - $2.18M
134K $14.4M
TGT
Target Corp

Consumer Defensive
11.4K
+ 27.77%
$121.59 - $160.69 $1.38M - $1.82M
52.2K $7.06M
NFLX
Netflix Inc

Communication Services
185
+ 6.94%
$687.65 - $936.56 $127K - $173K
2.85K $2.54M
MSCI
Msci Inc.

Financial Services
451
+ 2.24%
$569.09 - $635.99 $257K - $287K
20.6K $12.3M
USB
Us Bancorp \De\

Financial Services
12.2K
New
$43.98 - $53.66 $537K - $655K
12.2K $583K
MAR
Marriott International Inc

Consumer Cyclical
1.81K
+ 70.53%
$246.06 - $292.59 $445K - $529K
4.37K $1.22M
BKE
Buckle Inc

Consumer Cyclical
821
+ 1.07%
$41.32 - $54.08 $33.9K - $44.4K
77.3K $3.93M
DOCU
Docusign, Inc.

Technology
2.15K
+ 16.94%
$61.42 - $106.99 $132K - $230K
14.8K $1.33M
BBY
Best Buy CO Inc

Consumer Cyclical
18.3K
+ 29.24%
$85.2 - $101.35 $1.56M - $1.85M
80.7K $6.92M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
16.9K
New
$22.72 - $28.29 $385K - $479K
16.9K $446K
EDR
Endeavor Group Holdings, Inc.

Communication Services
5.38K
+ 5.35%
$28.4 - $31.34 $153K - $168K
106K $3.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.83K
New
$88.59 - $94.57 $428K - $457K
4.83K $429K
STRL
Sterling Construction CO Inc

Industrials
2.55K
New
$142.94 - $199.03 $364K - $507K
2.55K $428K
VEEV
Veeva Systems Inc

Healthcare
1.91K
+ 3.04%
$201.81 - $250.45 $385K - $477K
64.7K $13.6M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.63K
New
$251.33 - $271.45 $410K - $443K
1.63K $423K
UNM
Unum Group

Financial Services
3.35K
+ 25.94%
$58.88 - $77.07 $197K - $258K
16.3K $1.19M
AX
Axos Financial, Inc.

Financial Services
5.55K
New
$59.93 - $86.6 $332K - $480K
5.55K $387K
FHI
Federated Hermes, Inc.

Financial Services
1.87K
+ 2.65%
$36.01 - $43.31 $67.3K - $81K
72.4K $2.98M
Activity Summary
Buys All Purchases 236 New Holdings 63 Increased Positions 173 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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