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
COCO
Vita Coco Company, Inc.

Consumer Defensive
-430
- 2.25%
$29.85 - $40.3 $12.8K - $17.3K
18.6K $571K
AVPT
Ave Point, Inc.

Technology
-1.94K
- 3.92%
$13.5 - $19.8 $26.2K - $38.4K
47.6K $687K
IESC
Ies Holdings, Inc.

Industrials
-29
- 0.85%
$162.26 - $316.26 $4.71K - $9.17K
3.37K $556K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-484
- 1.31%
$16.4 - $22.98 $7.94K - $11.1K
36.5K $612K
ROK
Rockwell Automation, Inc

Industrials
-192
- 7.96%
$255.29 - $303.75 $49K - $58.3K
2.22K $573K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-1.02K
- 7.69%
$63.83 - $75.78 $65.2K - $77.4K
12.3K $841K
NWSA
News Corp

Communication Services
-3.26K
- 9.44%
$26.29 - $30.49 $85.6K - $99.2K
31.2K $849K
SPG
Simon Property Group Inc

Real Estate
-116
- 0.87%
$159.48 - $187.78 $18.5K - $21.8K
13.1K $2.18M
SPGI
S&P Global Inc.

Financial Services
-745
- 2.67%
$478.26 - $543.77 $356K - $405K
27.1K $13.8M
DHR
Danaher Corp

Healthcare
-129
- 5.35%
$201.62 - $250.59 $26K - $32.3K
2.28K $468K
WDS
Woodside Energy Group LTD

Energy
-3.15K
- 9.45%
$14.15 - $16.33 $44.6K - $51.5K
30.2K $437K
UNF
Unifirst Corp

Industrials
-865
- 3.61%
$169.33 - $230.5 $146K - $199K
23.1K $4.02M
ENTG
Entegris Inc

Technology
-267
- 5.45%
$87.48 - $109.53 $23.4K - $29.2K
4.63K $405K
CMC
Commercial Metals CO

Basic Materials
-623
- 4.46%
$43.22 - $53.05 $26.9K - $33.1K
13.3K $613K
ISRG
Intuitive Surgical Inc

Healthcare
-59
- 3.32%
$476.63 - $610.45 $28.1K - $36K
1.72K $851K
INT
World Fuel Services Corp

Energy
-3.49K
- 4.18%
N/A
79.9K $1.75M
PFF
Ishares Trust Ishares Pfd And

ETFs
-321
- 0.37%
$30.73 - $32.26 $9.86K - $10.4K
87.3K $2.68M
CUZ
Cousins Properties Inc

Real Estate
-423
- 0.83%
$28.06 - $31.21 $11.9K - $13.2K
50.3K $1.48M
TILE
Interface Inc

Consumer Cyclical
-866
- 7.76%
$18.26 - $25.12 $15.8K - $21.8K
10.3K $204K
TYL
Tyler Technologies Inc

Technology
-112
- 8.96%
$553.41 - $646.74 $62K - $72.4K
1.14K $661K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-65
- 5.97%
$497.6 - $606.74 $32.3K - $39.4K
1.02K $509K
PJT
Pjt Partners Inc.

Financial Services
-155
- 9.41%
$135.97 - $177.59 $21.1K - $27.5K
1.49K $205K
AVB
Avalonbay Communities Inc

Real Estate
-65
- 0.9%
$207.86 - $228.08 $13.5K - $14.8K
7.19K $1.54M
TJX
Tjx Companies Inc

Consumer Cyclical
-452
- 7.88%
$112.81 - $126.16 $51K - $57K
5.28K $643K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.69K
- 2.37%
$39.61 - $42.65 $67.1K - $72.2K
69.6K $2.84M
CROX
Crocs, Inc.

Consumer Cyclical
-258
- 4.5%
$88.83 - $112.59 $22.9K - $29K
5.48K $581K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-111
- 4.08%
$308.87 - $383.33 $34.3K - $42.5K
2.61K $854K
JKHY
Henry Jack & Associates Inc

Technology
-305
- 7.88%
$166.47 - $191.28 $50.8K - $58.3K
3.57K $651K
DLB
Dolby Laboratories, Inc.

Industrials
-536
- 5.84%
$76.37 - $87.32 $40.9K - $46.8K
8.65K $694K
REG
Regency Centers Corp

Real Estate
-236
- 1.0%
$68.83 - $77.74 $16.2K - $18.3K
23.5K $1.73M
EA
Electronic Arts Inc.

Communication Services
-81
- 1.58%
$116.53 - $146.29 $9.44K - $11.8K
5.05K $730K
ZTS
Zoetis Inc.

Healthcare
-801
- 1.2%
$156.48 - $175.67 $125K - $141K
65.8K $10.8M
UNM
Unum Group

Financial Services
-1.82K
- 11.18%
$71.8 - $83.34 $130K - $151K
14.4K $1.18M
ACIW
Aci Worldwide, Inc.

Technology
-333
- 8.08%
$50.38 - $57.35 $16.8K - $19.1K
3.79K $207K
EQR
Equity Residential

Real Estate
-18
- 0.1%
$66.98 - $75.02 $1.21K - $1.35K
18.5K $1.32M
VIRT
Virtu Financial, Inc.

Financial Services
-482
- 7.03%
$34.19 - $40.96 $16.5K - $19.7K
6.38K $243K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-108
- 2.46%
$44.87 - $56.71 $4.85K - $6.12K
4.28K $208K
Corpay Inc
-4.26K
- 29.15%
N/A
10.4K $0
Linde PLC
-1.44K
- 1.99%
N/A
71K $0
NRG
Nrg Energy, Inc.

Utilities
-138
- 5.47%
$84.82 - $113.33 $11.7K - $15.6K
2.39K $227K
COP
Conocophillips

Energy
-341
- 4.91%
$88.6 - $105.85 $30.2K - $36.1K
6.6K $693K
CL
Colgate Palmolive CO

Consumer Defensive
-113
- 1.48%
$85.68 - $97.5 $9.68K - $11K
7.53K $705K
NUE
Nucor Corp

Basic Materials
-39
- 0.82%
$114.48 - $142.52 $4.46K - $5.56K
4.73K $568K
EAT
Brinker International, Inc

Consumer Cyclical
-140
- 6.87%
$133.46 - $189.14 $18.7K - $26.5K
1.9K $282K
NFLX
Netflix Inc

Communication Services
-111
- 3.89%
$828.4 - $1058.6 $92K - $118K
2.74K $2.56M
IDCC
Inter Digital, Inc.

Communication Services
-178
- 4.36%
$171.68 - $225.72 $30.6K - $40.2K
3.91K $807K
AROC
Archrock, Inc.

Energy
-556
- 2.17%
$22.72 - $30.34 $12.6K - $16.9K
25.1K $658K
CSGP
Costar Group, Inc.

Real Estate
-526
- 6.41%
$69.29 - $80.37 $36.4K - $42.3K
7.68K $608K
HEI
Heico Corp

Industrials
-211
- 7.85%
$219.6 - $270.85 $46.3K - $57.1K
2.48K $661K
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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