Moran Wealth Management, LLC Reduced Holdings in Q3 2025

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
-1.18K
- 1.21%
$71.36 - $83.47 $84.3K - $98.7K
96.6K $7.05M
TTE
Total Energies Se

Energy
-12.2K
- 12.45%
N/A
85.6K $5.87M
MELI
Mercadolibre Inc

Consumer Cyclical
-304
- 75.62%
$2292.04 - $2514.05 $697K - $764K
98 $229K
INGR
Ingredion Inc

Consumer Defensive
-1.37K
- 2.91%
$121.01 - $138.21 $165K - $189K
45.6K $5.57M
TTEK
Tetra Tech Inc

Industrials
-8.96K
- 4.86%
$33.1 - $38.34 $297K - $344K
175K $5.85M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-4.58K
- 8.8%
$50.34 - $65.52 $231K - $300K
47.5K $2.44M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.79K
- 67.45%
$332.69 - $399.0 $594K - $713K
862 $286K
ZTS
Zoetis Inc.

Healthcare
-402
- 0.6%
$141.13 - $159.19 $56.7K - $64K
66.3K $9.7M
EEFT
Euronet Worldwide, Inc.

Technology
-1.3K
- 3.2%
$87.37 - $107.37 $113K - $139K
39.2K $3.45M
DOCU
Docusign, Inc.

Technology
-8.17K
- 71.5%
$67.14 - $85.01 $549K - $695K
3.26K $234K
YELP
Yelp Inc

Communication Services
-6.95K
- 5.4%
$30.48 - $35.26 $212K - $245K
122K $3.79M
SNPS
Synopsys Inc

Technology
-1.13K
- 44.63%
$387.78 - $645.35 $438K - $729K
1.4K $691K
ABC
Amerisourcebergen Corp

Healthcare
-3.18K
- 4.33%
N/A
70.3K $13M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-1.24K
- 71.93%
$422.75 - $485.53 $524K - $602K
484 $208K
CNMD
Conmed Corp

Healthcare
-3.72K
- 4.82%
$45.67 - $55.81 $170K - $208K
73.5K $3.46M
AVY
Avery Dennison Corp

Industrials
-749
- 2.32%
$158.71 - $184.63 $119K - $138K
31.5K $5.11M
EA
Electronic Arts Inc.

Communication Services
-3.8K
- 73.22%
$147.79 - $202.05 $561K - $767K
1.39K $280K
UFPI
Ufp Industries Inc

Basic Materials
-2.31K
- 4.09%
$91.8 - $108.49 $212K - $250K
54.1K $5.06M
SYK
Stryker Corp

Healthcare
-132
- 0.82%
$368.57 - $403.53 $48.7K - $53.3K
16K $5.92M
BLD
Top Build Corp

Industrials
-3.38K
- 26.39%
$343.19 - $443.31 $1.16M - $1.5M
9.43K $3.68M
IBM
International Business Machines Corp

Technology
-631
- 3.06%
$234.77 - $292.47 $148K - $185K
20K $5.63M
HSIC
Henry Schein Inc

Healthcare
-924
- 1.81%
$64.83 - $74.67 $59.9K - $69K
50.3K $3.34M
NMIH
Nmi Holdings, Inc.

Financial Services
-4.34K
- 7.16%
$37.19 - $43.15 $161K - $187K
56.2K $2.15M
SEIC
Sei Investments CO

Financial Services
-1.28K
- 2.7%
$84.85 - $93.8 $108K - $120K
46K $3.9M
AVGO
Broadcom Inc.

Technology
-46.1K
- 16.82%
$264.74 - $369.57 $12.2M - $17.1M
228K $75.3M
WM
Waste Management Inc

Industrials
-546
- 2.35%
$213.88 - $237.1 $117K - $129K
22.7K $5.02M
IRM
Iron Mountain Inc

Real Estate
-1.41K
- 0.69%
$89.46 - $104.46 $126K - $147K
203K $20.7M
CNXN
Pc Connection Inc

Technology
-2.26K
- 6.89%
$58.97 - $67.71 $133K - $153K
30.5K $1.89M
KMI
Kinder Morgan, Inc.

Energy
-3.05K
- 1.9%
$26.23 - $28.5 $80K - $87K
158K $4.46M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.43K
- 2.88%
$86.67 - $100.17 $124K - $143K
48.1K $4.35M
ABT
Abbott Laboratories

Healthcare
-456
- 0.6%
$120.51 - $136.62 $55K - $62.3K
75.3K $10.1M
PLXS
Plexus Corp

Technology
-4.31K
- 9.84%
$118.29 - $145.34 $510K - $626K
39.5K $5.71M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-7.26K
- 21.72%
$19.13 - $22.22 $139K - $161K
26.2K $515K
DOX
Amdocs LTD

Technology
-1.59K
- 23.98%
$81.2 - $92.62 $129K - $147K
5.03K $412K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.83K
- 2.4%
$85.61 - $93.54 $157K - $171K
74.2K $6.74M
NWSA
News Corp

Communication Services
-6.83K
- 25.62%
$28.38 - $31.03 $194K - $212K
19.8K $609K
FCX
Freeport Mcmoran Inc

Basic Materials
-706
- 2.0%
$35.34 - $47.21 $25K - $33.3K
34.7K $1.36M
UGI
Ugi Corp

Utilities
-3.61K
- 21.84%
$32.64 - $37.14 $118K - $134K
12.9K $429K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-2.95K
- 3.19%
N/A
89.4K $5.15M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-3.18K
- 8.54%
$63.69 - $72.67 $202K - $231K
34K $2.2M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-2.71K
- 5.57%
$43.4 - $48.34 $117K - $131K
45.9K $1.99M
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.43K
- 1.37%
$76.35 - $84.68 $109K - $121K
103K $7.91M
TXN
Texas Instruments Inc

Technology
-761
- 0.61%
N/A
123K $23.9M
GMED
Globus Medical Inc

Healthcare
-2.24K
- 21.08%
$51.89 - $62.79 $116K - $141K
8.4K $480K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-581
- 1.07%
$29.41 - $32.05 $17.1K - $18.6K
53.8K $1.6M
TXT
Textron Inc

Industrials
-2.02K
- 23.46%
$77.02 - $87.21 $155K - $176K
6.58K $556K
ADSK
Autodesk, Inc.

Technology
-539
- 1.41%
N/A
37.6K $9.24M
AVT
Avnet Inc

Technology
-1.84K
- 4.58%
$49.46 - $56.3 $90.9K - $103K
38.3K $2M
NUE
Nucor Corp

Basic Materials
-1.12K
- 26.38%
$133.3 - $150.33 $149K - $168K
3.12K $422K
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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