Moran Wealth Management, LLC Reduced Holdings in Q4 2024

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-242
- 0.32%
$239.6 - $268.88 $58K - $65.1K
76.5K $18.3M
MSFT
Microsoft Corp

Technology
-391
- 0.37%
$406.35 - $454.46 $159K - $178K
107K $44.9M
UL
Unilever PLC

Consumer Defensive
-3.38K
- 3.23%
$56.7 - $64.64 $192K - $219K
101K $5.74M
CBOE
Cboe Global Markets, Inc.

Financial Services
-3.05K
- 8.47%
$191.61 - $217.84 $585K - $665K
33K $6.45M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-20.5K
- 4.95%
$12.61 - $15.33 $258K - $314K
393K $5.05M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-671
- 2.25%
$165.45 - $196.93 $111K - $132K
29.2K $4.83M
EWI
Ishares Inc Msci Italy ETF

ETFs
-3.47K
- 1.52%
$35.52 - $39.19 $123K - $136K
225K $8.1M
DEO
Diageo PLC

Consumer Defensive
-2.19K
- 5.53%
$118.0 - $139.88 $259K - $306K
37.4K $4.76M
ASML
Asml Holding Nv

Technology
-21
- 0.38%
$658.43 - $872.27 $13.8K - $18.3K
5.57K $3.86M
ITT
Itt Inc.

Industrials
-1.37K
- 1.63%
$140.12 - $159.62 $193K - $219K
82.9K $11.8M
INDA
Ishares Msci India Index Fund

ETFs
-2.48K
- 2.38%
$52.64 - $58.16 $131K - $144K
102K $5.36M
NEM
Newmont Corp

Basic Materials
-3.47K
- 12.21%
$37.0 - $58.68 $129K - $204K
25K $929K
SPGI
S&P Global Inc.

Financial Services
-131
- 0.47%
$480.36 - $529.17 $62.9K - $69.3K
27.9K $13.9M
UBS
Ubs Group Ag

Financial Services
-9.22K
- 1.84%
$29.78 - $33.08 $275K - $305K
491K $14.9M
ETN
Eaton Corp PLC

Industrials
-1.7K
- 2.49%
$326.96 - $377.52 $555K - $640K
66.5K $22.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.36K
- 6.75%
$38.08 - $50.82 $89.7K - $120K
32.5K $1.24M
PRG
Prog Holdings, Inc.

Industrials
-964
- 1.52%
$41.69 - $49.65 $40.2K - $47.9K
62.6K $2.65M
TTE
Total Energies Se

Energy
-6.07K
- 1.28%
N/A
469K $32.2M
EOG
Eog Resources Inc

Energy
-2.55K
- 0.89%
$118.22 - $136.54 $301K - $347K
283K $34.7M
EQX
Equinox Gold Corp.

Basic Materials
-18.3K
- 6.92%
$4.97 - $6.41 $90.9K - $117K
246K $1.23M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
-5.49K
- 3.73%
$13.9 - $21.25 $76.3K - $117K
142K $2.21M
RDN
Radian Group Inc

Financial Services
-4.53K
- 5.94%
$31.67 - $35.84 $144K - $162K
71.9K $2.28M
CUBE
Cube Smart

Real Estate
-316
- 1.0%
$41.74 - $53.03 $13.2K - $16.8K
31.2K $1.34M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.51K
- 4.15%
$74.68 - $81.45 $113K - $123K
34.9K $2.61M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-41
- 0.07%
$67.29 - $73.38 $2.76K - $3.01K
61K $4.14M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-4.69K
- 7.76%
$30.82 - $34.31 $145K - $161K
55.7K $1.74M
HCC
Warrior Met Coal, Inc.

Basic Materials
-1.54K
- 6.46%
$53.63 - $74.78 $82.6K - $115K
22.3K $1.21M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-930
- 4.1%
$37.97 - $49.45 $35.3K - $46K
21.8K $840K
AGI
Alamos Gold Inc

Basic Materials
-7.97K
- 9.81%
$17.54 - $21.38 $140K - $170K
73.2K $1.35M
BRC
Brady Corp

Industrials
-216
- 0.26%
$69.64 - $76.81 $15K - $16.6K
83.1K $6.14M
STAG
Stag Industrial, Inc.

Real Estate
-1.32K
- 3.51%
$33.22 - $39.1 $43.9K - $51.7K
36.4K $1.23M
CTRE
Care Trust Reit, Inc.

Real Estate
-433
- 0.73%
$26.8 - $32.79 $11.6K - $14.2K
59.3K $1.6M
NTR
Nutrien Ltd.

Basic Materials
-3.97K
- 22.44%
$44.04 - $50.78 $175K - $202K
13.7K $614K
INFY
Infosys LTD

Technology
-7.9K
- 4.54%
$20.71 - $23.42 $164K - $185K
166K $3.64M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-4.83K
- 2.83%
$34.25 - $37.94 $165K - $183K
166K $6.01M
CROX
Crocs, Inc.

Consumer Cyclical
-100
- 1.71%
$96.51 - $141.93 $9.65K - $14.2K
5.74K $628K
ALB
Albemarle Corp

Basic Materials
-1.34K
- 14.89%
$86.08 - $111.3 $116K - $149K
7.67K $660K
WY
Weyerhaeuser CO

Real Estate
-2.27K
- 10.89%
$27.21 - $33.7 $61.7K - $76.5K
18.6K $522K
SCCO
Southern Copper Corp

Basic Materials
-298
- 4.93%
$91.13 - $117.95 $27.2K - $35.1K
5.74K $523K
SYY
Sysco Corp

Consumer Defensive
-559
- 0.69%
$73.63 - $81.77 $41.2K - $45.7K
80.3K $6.14M
EGP
Eastgroup Properties Inc

Real Estate
-9
- 0.14%
$158.74 - $185.14 $1.43K - $1.67K
6.45K $1.03M
FNV
Franco Nevada Corp

Basic Materials
-910
- 9.84%
$113.26 - $137.22 $103K - $125K
8.33K $979K
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.56K
- 8.85%
$75.99 - $88.85 $118K - $138K
16K $1.25M
CWK
Cushman & Wakefield PLC

Real Estate
-4.64K
- 2.5%
$12.34 - $15.48 $57.2K - $71.7K
180K $2.36M
DXC
Dxc Technology CO

Technology
-3.54K
- 3.04%
$19.59 - $22.83 $69.4K - $80.8K
113K $2.25M
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 1.43%
$1666.0 - $2117.3 $10K - $12.7K
413 $702K
TRNO
Terreno Realty Corp

Real Estate
-68
- 0.36%
$58.62 - $66.94 $3.99K - $4.55K
19K $1.12M
RGLD
Royal Gold Inc

Basic Materials
-649
- 8.28%
$131.05 - $154.26 $85.1K - $100K
7.19K $948K
OXY
Occidental Petroleum Corp

Energy
-2.02K
- 9.15%
$45.36 - $55.91 $91.5K - $113K
20K $990K
Activity Summary
Buys All Purchases 236 New Holdings 63 Increased Positions 173 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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