Moran Wealth Management, LLC New Holdings in Q3 2025

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
279K
New
$101.12 - $106.18 $28.2M - $29.7M
279K $28.8M
IWS
Ishares Russell Midcap Value E

ETFs
170K
New
$132.83 - $140.61 $22.6M - $23.9M
170K $23.8M
MRK
Merck & Co., Inc.

Healthcare
215K
New
$77.6 - $87.37 $16.7M - $18.8M
215K $18M
KLAC
Kla Corp

Technology
12.9K
New
$843.9 - $1078.6 $10.9M - $14M
12.9K $14M
WRB
Berkley W R Corp

Financial Services
136K
New
$67.78 - $76.62 $9.19M - $10.4M
136K $10.4M
OTIS
Otis Worldwide Corp

Industrials
110K
New
$84.93 - $101.07 $9.34M - $11.1M
110K $10.1M
IQV
Iqvia Holdings Inc.

Healthcare
41.8K
New
$157.68 - $200.82 $6.59M - $8.39M
41.8K $7.94M
IDXX
Idexx Laboratories Inc

Healthcare
11.8K
New
$514.61 - $682.78 $6.08M - $8.06M
11.8K $7.54M
LHX
L3 Harris Technologies, Inc.

Industrials
11.8K
New
$252.18 - $305.41 $2.97M - $3.59M
11.8K $3.59M
ECL
Ecolab Inc.

Basic Materials
12.9K
New
$259.39 - $285.47 $3.34M - $3.68M
12.9K $3.53M
DUK
Duke Energy Corp

Utilities
25.4K
New
$116.31 - $125.93 $2.96M - $3.2M
25.4K $3.15M
HCI
Hci Group, Inc.

Financial Services
15.6K
New
$137.88 - $191.93 $2.15M - $3M
15.6K $3M
ACIW
Aci Worldwide, Inc.

Technology
51.4K
New
$40.74 - $52.9 $2.1M - $2.72M
51.4K $2.71M
ADUS
Addus Home Care Corp

Healthcare
20.5K
New
$104.96 - $118.41 $2.15M - $2.43M
20.5K $2.42M
IWN
Ishares Russell2000 Val ETF

ETFs
13.4K
New
$157.1 - $178.94 $2.1M - $2.39M
13.4K $2.36M
EXLS
Exl Service Holdings, Inc.

Technology
48.4K
New
$41.4 - $45.43 $2M - $2.2M
48.4K $2.13M
PRI
Primerica, Inc.

Financial Services
7.64K
New
$255.46 - $285.58 $1.95M - $2.18M
7.64K $2.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
14.6K
New
$137.51 - $145.26 $2.01M - $2.12M
14.6K $2.08M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
35.1K
New
$45.07 - $47.56 $1.58M - $1.67M
35.1K $1.62M
EWK
Ishares Inc Msci Belgium ETF

ETFs
59.3K
New
$21.82 - $23.29 $1.29M - $1.38M
59.3K $1.38M
DVN
Devon Energy Corp

Energy
31.7K
New
$31.75 - $36.99 $1.01M - $1.17M
31.7K $1.11M
UTI
Universal Technical Institute Inc

Consumer Defensive
24.2K
New
$25.5 - $33.42 $616K - $808K
24.2K $782K
VIAV
Viavi Solutions Inc.

Technology
59.3K
New
$9.76 - $12.69 $579K - $753K
59.3K $752K
AXON
Axon Enterprise, Inc.

Industrials
805
New
$698.02 - $870.97 $562K - $701K
805 $577K
MGNI
Magnite, Inc.

Communication Services
25.1K
New
$21.75 - $26.52 $546K - $666K
25.1K $547K
ALL
Allstate Corp

Financial Services
2.47K
New
$192.0 - $214.65 $474K - $530K
2.47K $529K
KEYS
Keysight Technologies, Inc.

Technology
2.99K
New
$158.51 - $178.15 $474K - $532K
2.99K $522K
CB
Chubb LTD

Financial Services
1.79K
New
$265.99 - $289.59 $476K - $518K
1.79K $504K
IDT
Idt Corp

Communication Services
9.51K
New
$52.31 - $69.88 $498K - $665K
9.51K $497K
TWLO
Twilio Inc

Communication Services
4.91K
New
$92.44 - $132.7 $454K - $652K
4.91K $491K
AME
Ametek Inc

Industrials
2.52K
New
$176.44 - $192.03 $445K - $484K
2.52K $474K
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
PINS
Pinterest, Inc.

Communication Services
13.7K
New
$32.17 - $39.17 $439K - $535K
13.7K $439K
CBRE
Cbre Group, Inc.

Real Estate
2.47K
New
$137.04 - $165.9 $339K - $410K
2.47K $389K
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
FAST
Fastenal CO

Industrials
7.46K
New
$42.47 - $50.39 $317K - $376K
7.46K $365K
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
AR
Antero Resources Corp

Energy
9.99K
New
$29.87 - $37.66 $298K - $376K
9.99K $335K
UI
Ubiquiti Inc.

Technology
485
New
$388.83 - $660.58 $189K - $320K
485 $320K
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
NTNX
Nutanix, Inc.

Technology
3.85K
New
$66.06 - $81.12 $254K - $312K
3.85K $286K
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
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