Moran Wealth Management, LLC Purchases in Q1 2025

Moran Wealth Management, LLC

  • $2.89 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
47.3K
New
$13.99 - $16.43 $661K - $776K
47.3K $719K
IBM
International Business Machines Corp

Technology
550
+ 2.9%
$217.4 - $264.74 $120K - $146K
19.5K $4.85M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.33K
+ 5.05%
$73.71 - $87.55 $172K - $204K
48.5K $4.22M
FITB
Fifth Third Bancorp

Financial Services
17.1K
New
$37.48 - $44.96 $643K - $771K
17.1K $672K
LBRDA
Liberty Broadband Corp

Communication Services
3.78K
+ 11.47%
$72.73 - $88.43 $275K - $334K
36.7K $3.12M
ARIS
Aris Water Solutions, Inc.

Utilities
19.6K
New
$23.34 - $33.33 $458K - $654K
19.6K $628K
LLY
Eli Lilly & CO

Healthcare
134
+ 1.44%
$725.72 - $929.72 $97.2K - $125K
9.45K $7.81M
EPAM
Epam Systems, Inc.

Technology
3.15K
New
N/A
3.15K $584K
VSEC
Vse Corp

Industrials
4.84K
New
$90.47 - $125.62 $438K - $608K
4.84K $580K
CASY
Caseys General Stores Inc

Consumer Cyclical
399
+ 3.78%
$378.71 - $442.54 $151K - $177K
11K $4.76M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
21.1K
+ 209.78%
$19.53 - $25.74 $413K - $544K
31.2K $756K
OSIS
Osi Systems Inc

Technology
2.79K
New
$153.35 - $219.6 $427K - $612K
2.79K $541K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
5.19K
New
$89.88 - $110.11 $467K - $572K
5.19K $522K
WTW
Willis Towers Watson PLC

Financial Services
25
+ 0.13%
$306.61 - $340.78 $7.67K - $8.52K
19.1K $6.47M
LMB
Limbach Holdings, Inc.

Industrials
6.85K
New
$68.92 - $104.65 $472K - $717K
6.85K $509K
AEM
Agnico Eagle Mines LTD

Basic Materials
230
+ 1.43%
$79.66 - $108.41 $18.3K - $24.9K
16.3K $1.76M
NI
Nisource Inc.

Utilities
4.8K
+ 5.18%
$35.57 - $41.23 $171K - $198K
97.5K $3.91M
SNN
Smith & Nephew PLC

Healthcare
1.57K
+ 1.36%
$23.89 - $30.34 $37.5K - $47.6K
117K $3.33M
NU
Nu Holdings Ltd.

Financial Services
55.1K
+ 7.46%
$10.12 - $13.95 $558K - $769K
794K $8.13M
FANG
Diamondback Energy, Inc.

Energy
3.19K
+ 12.24%
$139.9 - $180.18 $446K - $574K
29.2K $4.67M
RGLD
Royal Gold Inc

Basic Materials
1.09K
+ 15.19%
$132.55 - $163.51 $145K - $179K
8.28K $1.35M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.03K
New
$62.72 - $71.92 $378K - $433K
6.03K $379K
VALE
Vale S.A.

Basic Materials
35.4K
+ 161.53%
$8.5 - $10.19 $301K - $361K
57.3K $571K
WELL
Welltower Inc.

Real Estate
2.45K
New
$124.05 - $156.86 $304K - $385K
2.45K $375K
AIQ
Global X Funds Global X Artifi

ETFs
10.3K
New
$36.38 - $42.77 $375K - $440K
10.3K $374K
DSP
Viant Technology Inc.

Technology
29.5K
New
$11.74 - $25.95 $347K - $767K
29.5K $366K
NEM
Newmont Corp

Basic Materials
1.31K
+ 5.26%
$37.79 - $48.39 $49.7K - $63.6K
26.3K $1.27M
KMI
Kinder Morgan, Inc.

Energy
5.7K
+ 3.77%
$26.1 - $31.22 $149K - $178K
157K $4.47M
PPG
Ppg Industries Inc

Basic Materials
6.84K
+ 16.21%
$107.44 - $124.29 $735K - $850K
49K $5.36M
KNSL
Kinsale Capital Group, Inc.

Financial Services
368
+ 5.6%
$416.48 - $494.72 $153K - $182K
6.94K $3.38M
NTR
Nutrien Ltd.

Basic Materials
5.01K
+ 36.5%
$45.28 - $53.84 $227K - $270K
18.7K $930K
CRWD
Crowd Strike Holdings, Inc.

Technology
820
New
$308.86 - $455.36 $253K - $373K
820 $289K
CAT
Caterpillar Inc

Industrials
6.35K
+ 11.57%
$326.75 - $407.63 $2.08M - $2.59M
61.2K $20.2M
MILN
Global X Funds Global X Millen

ETFs
6.5K
New
$41.85 - $49.7 $272K - $323K
6.5K $280K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
5.97K
New
$46.77 - $52.97 $279K - $316K
5.97K $280K
PANW
Palo Alto Networks Inc

Technology
1.62K
New
$167.82 - $208.28 $272K - $338K
1.62K $276K
SNSR
Global X Fds Internet Of Thing

ETFs
8.35K
New
$32.89 - $38.12 $275K - $318K
8.35K $275K
LIT
Global X Fds Global X Lithium

ETFs
7.1K
New
$38.8 - $42.84 $276K - $304K
7.1K $275K
IBUY
Amplify ETF Tr Amplify Online

ETFs
4.55K
New
$59.47 - $74.1 $270K - $337K
4.55K $273K
FINX
Global X Fds Fintech ETF (De)

ETFs
9.63K
New
$27.43 - $33.5 $264K - $323K
9.63K $265K
IRBO
Ishares Robotics & Artificial

ETFs
8.14K
New
N/A
8.14K $261K
ZBRA
Zebra Technologies Corp

Technology
918
New
$271.72 - $421.11 $249K - $387K
918 $259K
COMP
Compass, Inc.

Technology
29.4K
New
$5.35 - $10.24 $157K - $301K
29.4K $256K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
6.32K
New
N/A
6.32K $256K
CDW
Cdw Corp

Technology
3.92K
+ 14.38%
$160.26 - $206.13 $628K - $808K
31.2K $5M
TRGP
Targa Resources Corp.

Energy
1.15K
New
$178.44 - $217.22 $206K - $251K
1.15K $231K
DASH
Door Dash, Inc.

Communication Services
1.26K
New
$168.37 - $213.38 $213K - $269K
1.26K $230K
RACE
Ferrari N.V.

Consumer Cyclical
534
New
$413.73 - $508.15 $221K - $271K
534 $228K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.74K
New
$126.11 - $135.06 $220K - $236K
1.74K $224K
Activity Summary
Buys All Purchases 233 New Holdings 90 Increased Positions 143 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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