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
DLB
Dolby Laboratories, Inc.

Industrials
-1.55K
- 20.72%
$70.09 - $76.79 $109K - $119K
5.93K $429K
EAT
Brinker International, Inc

Consumer Cyclical
-42
- 1.97%
$126.68 - $184.02 $5.32K - $7.73K
2.09K $264K
CBT
Cabot Corp

Basic Materials
-2.22K
- 4.09%
$72.0 - $82.94 $160K - $184K
52.2K $3.97M
TYL
Tyler Technologies Inc

Technology
-59
- 5.95%
$522.22 - $611.76 $30.8K - $36.1K
932 $487K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-2.52K
- 5.87%
$84.77 - $103.36 $214K - $260K
40.4K $3.45M
TMUS
T Mobile Us, Inc.

Communication Services
-493
- 2.56%
$226.02 - $259.01 $111K - $128K
18.7K $4.49M
FITB
Fifth Third Bancorp

Financial Services
-3.27K
- 22.26%
$40.91 - $46.28 $134K - $151K
11.4K $509K
AVB
Avalonbay Communities Inc

Real Estate
-80
- 1.11%
$182.72 - $204.51 $14.6K - $16.4K
7.12K $1.38M
COP
Conocophillips

Energy
-1.21K
- 20.54%
$91.0 - $98.99 $110K - $119K
4.67K $441K
USB
Us Bancorp \De\

Financial Services
-2.42K
- 21.36%
$43.94 - $50.41 $106K - $122K
8.91K $430K
CUBE
Cube Smart

Real Estate
-339
- 1.08%
$38.71 - $43.34 $13.1K - $14.7K
31.2K $1.27M
CPT
Camden Property Trust

Real Estate
-25
- 0.22%
$104.05 - $115.69 $2.6K - $2.89K
11.3K $1.21M
VIRT
Virtu Financial, Inc.

Financial Services
-144
- 2.04%
$34.87 - $45.12 $5.02K - $6.5K
6.91K $245K
PSA
Public Storage

Real Estate
-127
- 2.0%
$271.94 - $298.09 $34.5K - $37.9K
6.23K $1.8M
MAR
Marriott International Inc

Consumer Cyclical
-134
- 6.33%
$255.35 - $282.87 $34.2K - $37.9K
1.98K $516K
REVG
Rev Group, Inc.

Industrials
-2.29K
- 30.45%
$46.09 - $63.91 $106K - $146K
5.23K $296K
HEI
Heico Corp

Industrials
-145
- 6.84%
$304.5 - $337.56 $44.2K - $48.9K
1.97K $637K
EQR
Equity Residential

Real Estate
-64
- 0.35%
$62.3 - $68.34 $3.99K - $4.37K
18.5K $1.2M
STAG
Stag Industrial, Inc.

Real Estate
-475
- 1.29%
$34.28 - $36.97 $16.3K - $17.6K
36.5K $1.29M
ADC
Agree Realty Corp

Real Estate
-160
- 0.84%
$70.53 - $75.05 $11.3K - $12K
18.9K $1.34M
LEN
Lennar Corp

Consumer Cyclical
-925
- 20.79%
$107.73 - $142.4 $99.7K - $132K
3.53K $444K
MSCI
Msci Inc.

Financial Services
-67
- 6.69%
$526.48 - $588.0 $35.3K - $39.4K
935 $530K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-423
- 21.16%
$241.95 - $303.82 $102K - $129K
1.58K $441K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-4.98K
- 7.42%
$30.8 - $37.14 $153K - $185K
62.1K $2.11M
SQ
Block, Inc.

Technology
-564
- 1.33%
N/A
42K $2.4M
GFF
Griffon Corp

Industrials
-1.83K
- 6.46%
$67.97 - $82.65 $124K - $151K
26.5K $2.02M
CACI
Caci International Inc

Technology
-75
- 1.01%
N/A
7.35K $3.14M
ROK
Rockwell Automation, Inc

Industrials
-181
- 9.27%
$328.67 - $358.52 $59.5K - $64.9K
1.77K $619K
ELS
Equity Lifestyle Properties Inc

Real Estate
-103
- 0.57%
$58.43 - $62.12 $6.02K - $6.4K
17.9K $1.09M
WDS
Woodside Energy Group LTD

Energy
-763
- 3.19%
$15.05 - $17.66 $11.5K - $13.5K
23.1K $347K
BWA
Borgwarner Inc

Consumer Cyclical
-4.52K
- 26.41%
$34.53 - $44.44 $156K - $201K
12.6K $553K
DHR
Danaher Corp

Healthcare
-80
- 3.88%
$181.46 - $212.2 $14.5K - $17K
1.98K $392K
NRG
Nrg Energy, Inc.

Utilities
-74
- 2.79%
$144.77 - $173.91 $10.7K - $12.9K
2.58K $417K
CSGP
Costar Group, Inc.

Real Estate
-412
- 6.09%
$81.42 - $96.83 $33.5K - $39.9K
6.36K $536K
ENVA
Enova International, Inc.

Financial Services
-1.23K
- 3.29%
$100.56 - $127.32 $124K - $157K
36.2K $4.17M
MANH
Manhattan Associates Inc

Technology
-104
- 4.77%
$196.16 - $227.94 $20.4K - $23.7K
2.08K $425K
EXPD
Expeditors International Of Washington Inc

Industrials
-324
- 7.41%
$111.37 - $124.95 $36.1K - $40.5K
4.05K $496K
TRNO
Terreno Realty Corp

Real Estate
-244
- 1.26%
$53.01 - $59.08 $12.9K - $14.4K
19.2K $1.09M
Te Connectivity PLC
-1.31K
- 2.74%
N/A
46.3K $0
Nextracker Inc
-3.89K
- 28.69%
N/A
9.66K $0
Linde PLC
-2.39K
- 3.41%
N/A
67.7K $0
Lazard Inc
-4.93K
- 9.13%
N/A
49.1K $0
Ferguson Enterprises Inc
-29
- 0.11%
N/A
26.7K $0
YEAR
Ab Active Etfs Inc Ultra Short
-118K
- 63.41%
N/A
68.1K $0
Barrick Mng Corp
-64.7K
- 31.95%
N/A
138K $0
Arista Networks Inc
-3.27K
- 1.67%
N/A
192K $0
Dimensional ETF Trust
-61K
- 32.92%
N/A
124K $0
EGP
Eastgroup Properties Inc

Real Estate
-45
- 0.67%
$159.46 - $169.88 $7.18K - $7.64K
6.66K $1.13M
AN
Autonation, Inc.

Consumer Cyclical
-45
- 3.97%
$189.27 - $227.18 $8.52K - $10.2K
1.09K $238K
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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