Moran Wealth Management, LLC Incresed Positions in Q1 2025

Moran Wealth Management, LLC

  • $2.89 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
LBRDA
Liberty Broadband Corp

Communication Services
3.78K
+ 11.47%
$72.73 - $88.43 $275K - $334K
36.7K $3.12M
LLY
Eli Lilly & CO

Healthcare
134
+ 1.44%
$725.72 - $929.72 $97.2K - $125K
9.45K $7.81M
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
WTW
Willis Towers Watson PLC

Financial Services
25
+ 0.13%
$306.61 - $340.78 $7.67K - $8.52K
19.1K $6.47M
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
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
VALE
Vale S.A.

Basic Materials
35.4K
+ 161.53%
$8.5 - $10.19 $301K - $361K
57.3K $571K
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
CAT
Caterpillar Inc

Industrials
6.35K
+ 11.57%
$326.75 - $407.63 $2.08M - $2.59M
61.2K $20.2M
CDW
Cdw Corp

Technology
3.92K
+ 14.38%
$160.26 - $206.13 $628K - $808K
31.2K $5M
HES
Hess Corp

Energy
6
+ 0.11%
$135.42 - $160.52 $813 - $963
5.63K $899K
VICI
Vici Properties Inc.

Real Estate
360
+ 0.9%
$28.21 - $32.68 $10.2K - $11.8K
40.6K $1.32M
EGP
Eastgroup Properties Inc

Real Estate
73
+ 1.13%
$155.63 - $187.46 $11.4K - $13.7K
6.52K $1.15M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
925
+ 2.65%
$73.11 - $77.43 $67.6K - $71.6K
35.9K $2.72M
FCX
Freeport Mcmoran Inc

Basic Materials
3.03K
+ 9.32%
$34.5 - $43.01 $105K - $130K
35.5K $1.35M
STAG
Stag Industrial, Inc.

Real Estate
436
+ 1.2%
$32.39 - $37.07 $14.1K - $16.2K
36.8K $1.33M
OXY
Occidental Petroleum Corp

Energy
2.04K
+ 10.15%
$45.45 - $52.7 $92.5K - $107K
22.1K $1.09M
TRNO
Terreno Realty Corp

Real Estate
78
+ 0.41%
$57.4 - $68.5 $4.48K - $5.34K
19.1K $1.21M
GE
General Electric CO

Industrials
143
+ 10.51%
$168.59 - $212.13 $24.1K - $30.3K
1.5K $300K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
506
+ 2.99%
$24.39 - $35.22 $12.3K - $17.8K
17.4K $517K
AJG
Arthur J. Gallagher & Co.

Financial Services
80
+ 11.27%
$275.89 - $345.24 $22.1K - $27.6K
790 $272K
SCCO
Southern Copper Corp

Basic Materials
362
+ 6.3%
$85.92 - $101.48 $31.1K - $36.7K
6.11K $570K
REXR
Rexford Industrial Realty, Inc.

Real Estate
868
+ 3.99%
$37.17 - $41.44 $32.3K - $36K
22.6K $885K
ATR
Aptargroup, Inc.

Healthcare
1.59K
+ 7.19%
$141.7 - $159.83 $225K - $253K
23.6K $3.51M
STRL
Sterling Construction CO Inc

Industrials
1.49K
+ 58.59%
$108.65 - $200.56 $162K - $299K
4.04K $456K
RJF
Raymond James Financial Inc

Financial Services
4.04K
+ 12.31%
$137.62 - $172.64 $555K - $697K
36.8K $5.11M
CPRT
Copart Inc

Consumer Cyclical
1.9K
+ 1.77%
$52.3 - $59.83 $99.5K - $114K
109K $6.19M
AX
Axos Financial, Inc.

Financial Services
649
+ 11.7%
$61.63 - $73.1 $40K - $47.4K
6.2K $399K
ALB
Albemarle Corp

Basic Materials
1.67K
+ 21.71%
$69.95 - $97.49 $116K - $162K
9.33K $672K
ELS
Equity Lifestyle Properties Inc

Real Estate
104
+ 0.59%
$64.36 - $69.32 $6.69K - $7.21K
17.8K $1.19M
NMIH
Nmi Holdings, Inc.

Financial Services
350
+ 2.26%
$34.46 - $39.13 $12.1K - $13.7K
15.9K $572K
Tko Group Holdings Inc
999
+ 5.14%
N/A
20.4K $0
Atlanta Braves Hldgs Inc
461
+ 3.56%
N/A
13.4K $0
Skyward Specialty Ins Group
585
+ 6.19%
N/A
10K $0
CRH.L
Crh PLC

Basic Materials
356
+ 16.0%
N/A
2.58K $0
KKR
Kkr & Co. Inc.

Financial Services
394
+ 27.96%
$108.17 - $167.07 $42.6K - $65.8K
1.8K $208K
CUBE
Cube Smart

Real Estate
58
+ 0.19%
$40.23 - $43.23 $2.33K - $2.51K
31.3K $1.33M
EQIX
Equinix Inc

Real Estate
32
+ 13.73%
$803.0 - $959.97 $25.7K - $30.7K
265 $216K
MAS
Masco Corp

Industrials
6.98K
+ 4.27%
$68.67 - $81.85 $479K - $571K
171K $11.9M
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
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