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
VLO
Valero Energy Corp

Energy
-170
- 3.47%
$121.76 - $142.99 $20.7K - $24.3K
4.73K $624K
CWST
Casella Waste Systems Inc

Industrials
-11
- 0.19%
$104.2 - $115.86 $1.15K - $1.27K
5.75K $641K
COOP
Mr. Cooper Group Inc.

Financial Services
-210
- 8.21%
$91.4 - $119.6 $19.2K - $25.1K
2.35K $280K
RTX
Raytheon Technologies Corp

Industrials
-556
- 7.92%
$114.1 - $135.66 $63.4K - $75.4K
6.46K $856K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.28K
- 4.32%
$48.65 - $53.06 $62.4K - $68.1K
28.4K $1.48M
ICE
Intercontinental Exchange, Inc.

Financial Services
-417
- 8.1%
$142.8 - $176.36 $59.5K - $73.5K
4.73K $816K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-678
- 1.22%
$30.51 - $32.85 $20.7K - $22.3K
55K $1.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-29
- 1.69%
$402.33 - $489.71 $11.7K - $14.2K
1.69K $775K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.19K
- 0.79%
$27.01 - $28.54 $32.1K - $33.9K
150K $4.19M
CPT
Camden Property Trust

Real Estate
-26
- 0.23%
$109.16 - $125.53 $2.84K - $3.26K
11.4K $1.39M
MA
Mastercard Inc

Financial Services
-1.23K
- 3.55%
$504.67 - $576.31 $623K - $711K
33.5K $18.4M
MELI
Mercadolibre Inc

Consumer Cyclical
-14
- 3.39%
$1739.0 - $2260.0 $24.3K - $31.6K
399 $778K
RIO
Rio Tinto PLC

Basic Materials
-740
- 0.77%
$58.19 - $64.29 $43.1K - $47.6K
95.5K $5.74M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-74
- 0.24%
$45.62 - $51.12 $3.38K - $3.78K
30.1K $1.53M
CTRE
Care Trust Reit, Inc.

Real Estate
-386
- 0.65%
$24.93 - $29.13 $9.62K - $11.2K
58.9K $1.68M
ROL
Rollins Inc

Consumer Cyclical
-464
- 3.04%
$45.65 - $54.03 $21.2K - $25.1K
14.8K $798K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-24
- 1.65%
$431.31 - $539.1 $10.4K - $12.9K
1.43K $742K
MAA
Mid America Apartment Communities Inc.

Real Estate
-46
- 0.54%
$146.9 - $170.92 $6.76K - $7.86K
8.52K $1.43M
LRN
Stride, Inc.

Consumer Defensive
-643
- 7.29%
$106.34 - $142.28 $68.4K - $91.5K
8.18K $1.03M
ADC
Agree Realty Corp

Real Estate
-154
- 0.79%
$68.36 - $77.19 $10.5K - $11.9K
19.3K $1.49M
IBN
Icici Bank LTD

Financial Services
-2.87K
- 2.17%
$27.55 - $31.67 $79K - $90.8K
129K $4.08M
PTGX
Protagonist Therapeutics, Inc

Healthcare
-66
- 0.41%
$35.09 - $59.76 $2.32K - $3.94K
15.9K $768K
CBOE
Cboe Global Markets, Inc.

Financial Services
-3.77K
- 11.42%
$190.84 - $226.29 $720K - $853K
29.2K $6.62M
PLMR
Palomar Holdings, Inc.

Financial Services
-103
- 1.67%
$101.51 - $137.08 $10.5K - $14.1K
6.06K $830K
DOCS
Doximity, Inc.

Healthcare
-738
- 1.19%
$49.71 - $83.14 $36.7K - $61.4K
61.2K $3.55M
PLD
Prologis, Inc.

Real Estate
-58
- 0.13%
$103.59 - $124.04 $6.01K - $7.19K
45.6K $5.1M
FNV
Franco Nevada Corp

Basic Materials
-326
- 3.91%
$120.72 - $157.56 $39.4K - $51.4K
8.01K $1.26M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-704
- 1.15%
$67.08 - $76.14 $47.2K - $53.6K
60.3K $4.44M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-22.1K
- 6.1%
$11.66 - $14.98 $258K - $331K
340K $4.64M
VZ
Verizon Communications Inc

Communication Services
-1.18K
- 1.42%
$37.81 - $46.49 $44.4K - $54.6K
81.5K $3.7M
EQX
Equinox Gold Corp.

Basic Materials
-9.34K
- 3.8%
$5.09 - $7.16 $47.5K - $66.9K
237K $1.63M
UBER
Uber Technologies, Inc

Technology
-316
- 0.94%
$63.17 - $81.49 $20K - $25.8K
33.4K $2.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.26K
- 12.7%
$442.66 - $534.52 $2.33M - $2.81M
36.2K $19.3M
AGI
Alamos Gold Inc

Basic Materials
-3.97K
- 5.42%
$18.69 - $26.74 $74.2K - $106K
69.3K $1.85M
HRB
H&R Block Inc

Consumer Cyclical
-2.62K
- 0.84%
$49.96 - $55.97 $131K - $146K
310K $17M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.1K
- 3.87%
$55.75 - $77.63 $61.3K - $85.4K
27.3K $2.12M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-6.33K
- 3.82%
$35.35 - $42.74 $224K - $270K
159K $6.59M
GRMN
Garmin LTD

Technology
-3.48K
- 2.59%
$204.55 - $241.93 $712K - $842K
131K $28.5M
EWI
Ishares Inc Msci Italy ETF

ETFs
-6.76K
- 3.0%
$35.58 - $43.99 $241K - $297K
218K $9.25M
SSNC
Ss&C Technologies Holdings Inc

Technology
-7.02K
- 2.82%
$74.75 - $89.13 $525K - $626K
242K $20.2M
AFL
Aflac Inc

Financial Services
-3.97K
- 1.61%
$100.99 - $111.19 $401K - $441K
242K $26.9M
EOG
Eog Resources Inc

Energy
-1.01K
- 0.36%
$120.54 - $138.05 $122K - $140K
282K $36.2M
CI
Cigna Corp

Healthcare
-3.59K
- 6.73%
$274.49 - $329.0 $986K - $1.18M
49.8K $16.4M
BSX
Boston Scientific Corp

Healthcare
-3.25K
- 1.63%
$89.38 - $106.18 $290K - $345K
196K $19.8M
MOH
Molina Healthcare, Inc.

Healthcare
-536
- 0.85%
$266.57 - $333.27 $143K - $179K
62.4K $20.5M
SPOT
Spotify Technology S.A.

Communication Services
-2.37K
- 6.01%
$457.79 - $648.32 $1.08M - $1.53M
37K $20.4M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-8.77K
- 5.2%
$132.75 - $177.12 $1.16M - $1.55M
160K $24.4M
RSG
Republic Services, Inc.

Industrials
-1.12K
- 1.28%
$200.09 - $242.16 $223K - $270K
86.1K $20.9M
T
At&T Inc.

Communication Services
-23.2K
- 2.21%
$21.56 - $28.28 $500K - $656K
1.03M $29.1M
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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