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
ITT
Itt Inc.

Industrials
-7.38K
- 8.9%
$128.71 - $153.88 $950K - $1.14M
75.5K $9.75M
PLXS
Plexus Corp

Technology
-4.46K
- 8.68%
$120.51 - $170.49 $537K - $760K
46.9K $6.01M
LECO
Lincoln Electric Holdings Inc

Industrials
-10.1K
- 76.5%
$180.51 - $216.81 $1.82M - $2.18M
3.09K $584K
GDDY
Go Daddy Inc.

Technology
-2.07K
- 2.76%
$172.13 - $214.35 $356K - $444K
72.9K $13.1M
EXP
Eagle Materials Inc

Basic Materials
-1.37K
- 2.8%
$207.49 - $262.13 $285K - $360K
47.7K $10.6M
FICO
Fair Isaac Corp

Technology
-98
- 1.23%
$1695.35 - $2030.47 $166K - $199K
7.85K $14.5M
MU
Micron Technology Inc

Technology
-15.2K
- 32.6%
$86.89 - $109.38 $1.32M - $1.66M
31.5K $2.73M
BLD
Top Build Corp

Industrials
-3.42K
- 19.22%
$295.17 - $354.82 $1.01M - $1.21M
14.4K $4.38M
CSL
Carlisle Companies Inc

Industrials
-359
- 0.99%
$326.43 - $408.24 $117K - $147K
35.7K $12.2M
UL
Unilever PLC

Consumer Defensive
-23.9K
- 23.66%
$54.72 - $60.29 $1.31M - $1.44M
77.3K $4.6M
IOSP
Innospec Inc.

Basic Materials
-3.14K
- 6.52%
$94.75 - $116.61 $297K - $366K
45K $4.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.84K
- 2.14%
$169.43 - $182.84 $650K - $702K
176K $30.4M
BCC
Boise Cascade CO

Basic Materials
-1.71K
- 4.34%
$96.38 - $129.12 $165K - $221K
37.7K $3.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.83K
- 2.3%
$175.5 - $209.86 $320K - $383K
77.4K $14M
INTU
Intuit Inc

Technology
-631
- 1.62%
$555.63 - $630.23 $351K - $398K
38.4K $23.6M
VMI
Valmont Industries Inc

Industrials
-1.64K
- 8.12%
$285.37 - $376.98 $467K - $616K
18.5K $5.28M
GNRC
Generac Holdings Inc.

Industrials
-1.28K
- 4.97%
$126.65 - $164.06 $162K - $210K
24.4K $3.09M
UFPI
Ufp Industries Inc

Basic Materials
-4.83K
- 7.37%
$103.91 - $118.67 $502K - $574K
60.8K $6.5M
AYI
Acuity Brands Inc

Industrials
-445
- 1.78%
$257.8 - $337.07 $115K - $150K
24.5K $6.45M
ARGT
Global X Msci Argentina ETF

ETFs
-7.71K
- 8.76%
$78.45 - $89.29 $605K - $689K
80.4K $6.49M
META
Meta Platforms, Inc.

Communication Services
-478
- 1.56%
$576.36 - $736.67 $276K - $352K
30.1K $17.3M
INFY
Infosys LTD

Technology
-3.19K
- 1.92%
$18.06 - $22.89 $57.7K - $73.1K
163K $2.98M
CBT
Cabot Corp

Basic Materials
-1.48K
- 2.39%
$81.12 - $92.51 $120K - $137K
60.7K $5.05M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-3.23K
- 6.64%
$55.84 - $70.58 $181K - $228K
45.5K $2.63M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-57.2K
- 15.93%
$14.13 - $16.72 $808K - $956K
302K $4.66M
PDCO
Patterson Companies, Inc.

Healthcare
-15.5K
- 13.55%
$30.8 - $31.25 $478K - $485K
99K $3.09M
WMT
Walmart Inc.

Consumer Defensive
-232
- 0.14%
$84.5 - $105.05 $19.6K - $24.4K
161K $14.2M
GEF
Greif, Inc

Consumer Cyclical
-2.43K
- 5.73%
$54.57 - $62.45 $133K - $152K
40K $2.2M
CRUS
Cirrus Logic, Inc.

Technology
-3.92K
- 6.73%
$97.89 - $111.4 $384K - $437K
54.4K $5.42M
TXN
Texas Instruments Inc

Technology
-1.96K
- 1.52%
N/A
127K $24.7M
ORCL
Oracle Corp

Technology
-340
- 2.75%
$139.81 - $186.47 $47.5K - $63.4K
12K $1.68M
CHK
Chesapeake Energy Corp

Energy
-4.41K
- 41.04%
N/A
6.33K $542K
USLM
United States Lime & Minerals Inc

Basic Materials
-126
- 1.58%
$85.17 - $125.32 $10.7K - $15.8K
7.83K $691K
TM
Toyota Motor Corp

Consumer Cyclical
-217
- 1.28%
$176.53 - $195.35 $38.3K - $42.4K
16.8K $2.96M
SNA
Snap On Inc

Industrials
-744
- 2.31%
$324.09 - $358.62 $241K - $267K
31.4K $10.6M
AVT
Avnet Inc

Technology
-2.53K
- 5.2%
$46.61 - $54.65 $118K - $138K
46.1K $2.22M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-2.39K
- 4.14%
$38.51 - $45.32 $92K - $108K
55.3K $2.16M
MANH
Manhattan Associates Inc

Technology
-173
- 6.67%
$163.5 - $295.1 $28.3K - $51.1K
2.42K $419K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-152
- 6.26%
$243.0 - $367.0 $36.9K - $55.8K
2.28K $554K
COST
Costco Wholesale Corp

Consumer Defensive
-629
- 5.15%
$890.62 - $1076.86 $560K - $677K
11.6K $10.9M
GMED
Globus Medical Inc

Healthcare
-1.42K
- 10.43%
$69.68 - $93.32 $99K - $133K
12.2K $893K
MAR
Marriott International Inc

Consumer Cyclical
-207
- 4.74%
$237.01 - $304.45 $49.1K - $63K
4.16K $991K
OKE
Oneok Inc

Energy
-949
- 0.91%
$89.57 - $109.85 $85K - $104K
104K $10.3M
ABC
Amerisourcebergen Corp

Healthcare
-1.12K
- 1.45%
N/A
76K $14.1M
DOCU
Docusign, Inc.

Technology
-974
- 6.57%
$74.7 - $97.7 $72.8K - $95.2K
13.8K $1.13M
RRC
Range Resources Corp

Energy
-6.97K
- 29.27%
$35.22 - $41.29 $245K - $288K
16.8K $672K
QTWO
Q2 Holdings, Inc.

Technology
-165
- 2.03%
$71.37 - $102.68 $11.8K - $16.9K
7.95K $636K
HUBS
Hubspot Inc

Technology
-40
- 3.23%
$571.29 - $819.71 $22.9K - $32.8K
1.2K $685K
SNPS
Synopsys Inc

Technology
-68
- 2.68%
$428.58 - $551.54 $29.1K - $37.5K
2.47K $1.06M
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
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