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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.8K
+ 8.42%
$26.38 - $27.95 $365K - $387K
178K $4.86M
CB
Chubb LTD

Financial Services
1.79K
New
$265.99 - $289.59 $476K - $518K
1.79K $504K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
9.79K
+ 88.93%
$49.34 - $53.96 $483K - $528K
20.8K $1.09M
IDT
Idt Corp

Communication Services
9.51K
New
$52.31 - $69.88 $498K - $665K
9.51K $497K
RGLD
Royal Gold Inc

Basic Materials
1.54K
+ 18.95%
$151.42 - $200.58 $233K - $309K
9.66K $1.94M
META
Meta Platforms, Inc.

Communication Services
825
+ 2.7%
$695.21 - $791.73 $574K - $653K
31.4K $23M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
988
+ 0.65%
$164.12 - $188.32 $162K - $186K
153K $26.6M
TWLO
Twilio Inc

Communication Services
4.91K
New
$92.44 - $132.7 $454K - $652K
4.91K $491K
FINX
Global X Fds Fintech ETF (De)

ETFs
14.8K
+ 81.16%
$32.53 - $35.28 $482K - $523K
33.1K $1.11M
AME
Ametek Inc

Industrials
2.52K
New
$176.44 - $192.03 $445K - $484K
2.52K $474K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.08K
+ 76.31%
$132.9 - $142.03 $409K - $437K
7.11K $1M
GXG
Global X Msci Colombia

ETFs
5.96K
+ 2.23%
$29.04 - $29.91 $173K - $178K
273K $8.17M
ONON
On Holding Ag

Consumer Cyclical
10.6K
New
$42.35 - $54.36 $451K - $579K
10.6K $450K
PLTR
Palantir Technologies Inc.

Technology
2.44K
New
$130.68 - $186.97 $319K - $457K
2.44K $445K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.5K
+ 78.05%
$28.92 - $32.19 $363K - $404K
28.6K $913K
PINS
Pinterest, Inc.

Communication Services
13.7K
New
$32.17 - $39.17 $439K - $535K
13.7K $439K
CL
Colgate Palmolive CO

Consumer Defensive
28.5K
+ 16.98%
$79.36 - $93.33 $2.26M - $2.66M
196K $15.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.11K
+ 70.59%
$275.84 - $326.36 $306K - $362K
2.68K $874K
IR
Ingersoll Rand Inc.

Industrials
6.5K
+ 3.57%
$74.98 - $89.02 $487K - $578K
189K $15.6M
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.24K
+ 62.74%
$56.05 - $67.13 $294K - $352K
13.6K $911K
ZBRA
Zebra Technologies Corp

Technology
1.47K
+ 79.88%
$296.92 - $341.36 $435K - $500K
3.3K $980K
CHK
Chesapeake Energy Corp

Energy
4.81K
+ 76.52%
N/A
11.1K $952K
EMQQ
Emqq Emerging Markets Internet

ETFs
7.83K
+ 82.13%
$40.28 - $46.86 $315K - $367K
17.4K $806K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
168
+ 0.55%
$158.03 - $197.08 $26.5K - $33.1K
30.9K $5.18M
SKYY
First Trust Cloud Computing Et

ETFs
2.67K
+ 81.78%
$118.24 - $138.53 $316K - $370K
5.94K $798K
CBRE
Cbre Group, Inc.

Real Estate
2.47K
New
$137.04 - $165.9 $339K - $410K
2.47K $389K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.32K
+ 77.23%
$138.08 - $151.2 $320K - $350K
5.32K $803K
SNOW
Snowflake Inc.

Technology
1.71K
New
$191.73 - $241.0 $329K - $413K
1.71K $386K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.4K
New
$25.29 - $28.33 $340K - $381K
13.4K $375K
APP
App Lovin Corp

Technology
518
New
$335.1 - $718.54 $174K - $372K
518 $372K
IRBO
Ishares Robotics & Artificial

ETFs
11.5K
+ 74.45%
N/A
27.1K $868K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
7.21K
+ 72.2%
$29.94 - $38.85 $216K - $280K
17.2K $667K
FAST
Fastenal CO

Industrials
7.46K
New
$42.47 - $50.39 $317K - $376K
7.46K $365K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
8.77K
+ 72.96%
N/A
20.8K $843K
MC
Moelis & CO

Financial Services
156
+ 0.41%
$64.0 - $77.75 $9.98K - $12.1K
38K $2.71M
IOT
Samsara Inc.

Technology
9.35K
New
$32.22 - $42.09 $301K - $394K
9.35K $348K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
567
New
$567.77 - $614.76 $322K - $349K
567 $347K
IESC
Ies Holdings, Inc.

Industrials
21
+ 0.63%
$289.3 - $397.65 $6.08K - $8.35K
3.34K $1.33M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.24K
+ 5.65%
$42.39 - $44.63 $180K - $189K
79.3K $3.53M
AR
Antero Resources Corp

Energy
9.99K
New
$29.87 - $37.66 $298K - $376K
9.99K $335K
AMZN
Amazon Com Inc

Consumer Cyclical
1.42K
+ 2.0%
$211.65 - $238.24 $300K - $338K
72.5K $15.9M
UI
Ubiquiti Inc.

Technology
485
New
$388.83 - $660.58 $189K - $320K
485 $320K
ARKG
Ark Genomic Revolution ETF (De

ETFs
9.86K
+ 77.05%
$22.91 - $27.85 $226K - $274K
22.6K $628K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
926
+ 71.62%
$301.44 - $365.84 $279K - $339K
2.22K $718K
EQT
Eqt Corp

Energy
5.69K
New
$49.19 - $59.19 $280K - $337K
5.69K $309K
ZS
Zscaler, Inc.

Technology
1.03K
New
$267.68 - $316.5 $275K - $325K
1.03K $307K
DDOG
Datadog, Inc.

Technology
2.11K
New
$124.52 - $155.15 $262K - $327K
2.11K $299K
TPL
Texas Pacific Land Corp

Energy
313
New
$854.83 - $1075.97 $268K - $337K
313 $292K
LVS
Las Vegas Sands Corp

Consumer Cyclical
5.37K
New
$47.38 - $57.71 $255K - $310K
5.37K $289K
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
Track This Portfolio

Track Moran Wealth Management, LLC Portfolio

Follow Moran Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email