Moran Wealth Management, LLC Reduced Holdings in Q1 2025

Moran Wealth Management, LLC

  • $2.89 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TTE
Total Energies Se

Energy
-374K
- 79.82%
N/A
94.6K $6.49M
JPM
Jpmorgan Chase & CO

Financial Services
-88.9K
- 38.17%
$225.19 - $279.95 $20M - $24.9M
144K $35.3M
ATO
Atmos Energy Corp

Utilities
-145K
- 87.22%
$136.51 - $154.58 $19.8M - $22.4M
21.3K $3.29M
NVO
Novo Nordisk A S

Healthcare
-166K
- 44.63%
$69.3 - $90.95 $11.5M - $15.1M
206K $14.3M
MRK
Merck & Co., Inc.

Healthcare
-144K
- 54.97%
$83.01 - $101.02 $12M - $14.6M
118K $10.6M
IT
Gartner Inc

Technology
-27.8K
- 50.57%
$418.25 - $548.38 $11.6M - $15.3M
27.2K $11.4M
LMT
Lockheed Martin Corp

Industrials
-22.5K
- 21.44%
$423.19 - $506.29 $9.54M - $11.4M
82.6K $36.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
-28.1K
- 8.98%
$158.1 - $217.71 $4.45M - $6.12M
285K $45M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-29.3K
- 97.85%
$402.49 - $513.76 $11.8M - $15.1M
644 $312K
CSCO
Cisco Systems, Inc.

Technology
-210K
- 39.52%
$58.74 - $64.87 $12.4M - $13.7M
322K $19.9M
MLI
Mueller Industries Inc

Industrials
-117K
- 61.98%
$76.14 - $82.67 $8.91M - $9.68M
71.8K $5.47M
PSA
Public Storage

Real Estate
-31.4K
- 82.6%
$288.99 - $313.98 $9.08M - $9.87M
6.62K $1.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14K
- 25.44%
$551.42 - $612.93 $7.73M - $8.6M
41.1K $23M
CDNS
Cadence Design Systems Inc

Technology
-5.53K
- 3.52%
$233.96 - $324.52 $1.29M - $1.79M
151K $38.5M
SLB
Schlumberger Limited

Energy
-229K
- 74.41%
$38.4 - $43.74 $8.78M - $10M
78.6K $3.29M
VEEV
Veeva Systems Inc

Healthcare
-42.4K
- 65.57%
$210.58 - $246.8 $8.93M - $10.5M
22.3K $5.16M
DHI
Horton D R Inc

Consumer Cyclical
-46.9K
- 37.48%
$125.29 - $147.65 $5.87M - $6.92M
78.2K $9.94M
PHM
Pultegroup Inc

Consumer Cyclical
-57.6K
- 23.19%
$101.09 - $118.51 $5.82M - $6.82M
191K $19.6M
TT
Trane Technologies PLC

Industrials
-3.88K
- 2.07%
$332.0 - $400.86 $1.29M - $1.55M
183K $61.7M
BX
Blackstone Inc.

Financial Services
-4.87K
- 2.54%
$136.53 - $186.74 $665K - $910K
187K $26.1M
LEN
Lennar Corp

Consumer Cyclical
-49.9K
- 90.5%
$113.93 - $141.54 $5.69M - $7.06M
5.24K $601K
FIX
Comfort Systems Usa Inc

Industrials
-8.32K
- 21.52%
$313.26 - $550.27 $2.61M - $4.58M
30.4K $9.79M
GD
General Dynamics Corp

Industrials
-25K
- 43.27%
$241.94 - $272.58 $6.05M - $6.81M
32.8K $8.93M
CTAS
Cintas Corp

Industrials
-42.6K
- 39.15%
$182.09 - $208.14 $7.76M - $8.87M
66.2K $13.6M
NTAP
Net App, Inc.

Technology
-3.64K
- 1.76%
$87.84 - $126.3 $320K - $460K
203K $17.9M
NOC
Northrop Grumman Corp

Industrials
-16.3K
- 30.79%
$433.45 - $513.82 $7.08M - $8.4M
36.7K $18.8M
EVR
Evercore Inc.

Financial Services
-770
- 1.06%
$190.28 - $291.27 $147K - $224K
72K $14.4M
EXPD
Expeditors International Of Washington Inc

Industrials
-51.7K
- 91.35%
$109.09 - $126.48 $5.64M - $6.54M
4.9K $588K
PKG
Packaging Corp Of America

Consumer Cyclical
-16.3K
- 20.78%
$192.03 - $242.13 $3.14M - $3.96M
62.3K $12.3M
PWR
Quanta Services, Inc.

Industrials
-3.01K
- 4.45%
$236.71 - $358.03 $712K - $1.08M
64.6K $16.4M
PH
Parker Hannifin Corp

Industrials
-3.27K
- 3.61%
$591.65 - $707.05 $1.94M - $2.31M
87.3K $53.1M
BHP
Bhp Group LTD

Basic Materials
-90K
- 42.24%
$48.18 - $52.11 $4.33M - $4.69M
123K $5.97M
GOOG
Alphabet Inc.

Communication Services
-2.44K
- 2.14%
$156.06 - $207.71 $380K - $506K
111K $17.4M
ETN
Eaton Corp PLC

Industrials
-958
- 1.44%
$271.83 - $371.23 $260K - $356K
65.6K $17.8M
IRM
Iron Mountain Inc

Real Estate
-3.03K
- 1.45%
$82.79 - $111.31 $251K - $337K
206K $17.7M
AMP
Ameriprise Financial Inc

Financial Services
-621
- 0.76%
$472.29 - $575.13 $293K - $357K
80.8K $39.1M
ACWI
Ishares Msci Acwi ETF

ETFs
-35.4K
- 94.37%
$115.16 - $124.13 $4.08M - $4.4M
2.11K $246K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-3.82K
- 7.73%
$75.72 - $160.92 $289K - $614K
45.6K $3.48M
XOM
Exxon Mobil Corp

Energy
-45.1K
- 33.74%
$105.44 - $118.93 $4.76M - $5.37M
88.7K $10.5M
GOOGL
Alphabet Inc.

Communication Services
-988
- 1.06%
$154.33 - $206.19 $152K - $204K
91.9K $14.2M
TTEK
Tetra Tech Inc

Industrials
-16.4K
- 7.6%
$28.26 - $42.58 $462K - $697K
199K $5.82M
APOG
Apogee Enterprises, Inc.

Industrials
-964
- 1.0%
$46.23 - $71.9 $44.6K - $69.3K
95.4K $4.42M
HBI
Hanesbrands Inc.

Consumer Cyclical
-116K
- 15.53%
$5.76 - $8.6 $671K - $1M
634K $3.66M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-1.56K
- 3.3%
$435.02 - $515.95 $679K - $805K
45.7K $21.5M
IR
Ingersoll Rand Inc.

Industrials
-3.34K
- 1.78%
$79.44 - $94.23 $265K - $314K
184K $14.7M
AXP
American Express CO

Financial Services
-1.15K
- 1.67%
$255.39 - $325.87 $294K - $376K
67.7K $18.2M
MSI
Motorola Solutions, Inc.

Technology
-1.45K
- 2.26%
$411.73 - $482.1 $598K - $700K
62.9K $27.5M
MTZ
Mastec Inc

Industrials
-4.24K
- 4.86%
$108.66 - $160.79 $461K - $682K
83K $9.69M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-107K
- 42.08%
$22.15 - $24.94 $2.37M - $2.67M
148K $3.67M
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