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
VMI
Valmont Industries Inc

Industrials
-1.01K
- 5.85%
$328.58 - $387.73 $331K - $390K
16.2K $6.27M
DOCS
Doximity, Inc.

Healthcare
-742
- 1.22%
$57.33 - $75.12 $42.5K - $55.7K
60.1K $4.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-642
- 1.49%
$89.32 - $107.82 $57.3K - $69.2K
42.6K $4.59M
CRUS
Cirrus Logic, Inc.

Technology
-2.86K
- 5.63%
$97.25 - $127.45 $278K - $364K
47.9K $6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3.19K
- 2.04%
$46.69 - $59.27 $149K - $189K
153K $8.13M
BTU
Peabody Energy Corp

Energy
-1.24K
- 2.1%
$13.18 - $26.81 $16.3K - $33.2K
57.8K $1.53M
SNA
Snap On Inc

Industrials
-571
- 2.09%
$313.01 - $346.53 $179K - $198K
26.7K $9.25M
AYI
Acuity Brands Inc

Industrials
-655
- 2.95%
$287.07 - $344.52 $188K - $226K
21.5K $7.42M
PFGC
Performance Food Group CO

Consumer Defensive
-1.41K
- 1.58%
$88.19 - $102.08 $124K - $144K
88K $8.64M
ROST
Ross Stores, Inc.

Consumer Cyclical
-72
- 0.21%
$127.59 - $152.81 $9.19K - $11K
34K $5.18M
FOXA
Fox Corp

Communication Services
-1.16K
- 0.86%
$53.87 - $63.06 $62.5K - $73.1K
134K $8.42M
AMG
Affiliated Managers Group, Inc.

Financial Services
-249
- 0.97%
$198.72 - $244.34 $49.5K - $60.8K
25.4K $6.06M
MLI
Mueller Industries Inc

Industrials
-4.06K
- 5.93%
$82.07 - $101.7 $333K - $413K
64.5K $6.52M
GM
General Motors CO

Consumer Cyclical
-2.3K
- 2.19%
$48.89 - $61.24 $113K - $141K
103K $6.27M
MSI
Motorola Solutions, Inc.

Technology
-1.94K
- 3.53%
$408.73 - $490.3 $792K - $950K
52.9K $24.2M
GD
General Dynamics Corp

Industrials
-894
- 2.92%
$293.92 - $341.0 $263K - $305K
29.7K $10.1M
MDT
Medtronic PLC

Healthcare
-231
- 0.15%
$87.67 - $95.74 $20.3K - $22.1K
155K $14.7M
EXP
Eagle Materials Inc

Basic Materials
-668
- 1.49%
$209.12 - $242.26 $140K - $162K
44K $10.3M
ITT
Itt Inc.

Industrials
-1.74K
- 2.41%
$155.93 - $182.88 $271K - $318K
70.3K $12.6M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-2.68K
- 2.43%
$56.32 - $68.81 $151K - $185K
108K $7.41M
PKG
Packaging Corp Of America

Consumer Cyclical
-1.69K
- 2.82%
$191.41 - $220.25 $323K - $372K
58.1K $12.7M
MSFT
Microsoft Corp

Technology
-1.61K
- 1.48%
$491.09 - $535.64 $792K - $863K
107K $55.5M
FLEX
Flex Ltd.

Technology
-174
- 0.09%
$48.49 - $59.33 $8.44K - $10.3K
186K $10.8M
NTAP
Net App, Inc.

Technology
-11.1K
- 3.94%
$101.1 - $126.36 $1.13M - $1.41M
272K $32.2M
PH
Parker Hannifin Corp

Industrials
-3.59K
- 4.29%
$697.13 - $769.67 $2.5M - $2.76M
80K $60.7M
MTZ
Mastec Inc

Industrials
-4.54K
- 5.75%
$168.23 - $212.81 $764K - $966K
74.5K $15.8M
FIX
Comfort Systems Usa Inc

Industrials
-6.41K
- 23.25%
$521.66 - $825.18 $3.34M - $5.29M
21.2K $17.5M
MEDP
Medpace Holdings, Inc.

Healthcare
-363
- 2.44%
$308.88 - $514.16 $112K - $187K
14.5K $7.45M
MPWR
Monolithic Power Systems Inc

Technology
-198
- 1.26%
$711.24 - $922.81 $141K - $183K
15.6K $14.3M
CDNS
Cadence Design Systems Inc

Technology
-6.37K
- 4.33%
$309.46 - $373.37 $1.97M - $2.38M
141K $49.4M
PHM
Pultegroup Inc

Consumer Cyclical
-4.95K
- 2.73%
$108.0 - $141.42 $534K - $700K
176K $23.3M
CAT
Caterpillar Inc

Industrials
-1.01K
- 1.66%
$390.92 - $477.15 $393K - $480K
59.4K $28.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
-10.4K
- 4.65%
$163.62 - $210.2 $1.7M - $2.18M
213K $41.6M
GOOG
Alphabet Inc.

Communication Services
-8.26K
- 7.48%
$175.16 - $255.24 $1.45M - $2.11M
102K $24.9M
GOOGL
Alphabet Inc.

Communication Services
-1.59K
- 1.65%
$174.36 - $254.72 $277K - $405K
94.5K $23M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-12.6K
- 6.72%
$224.68 - $282.71 $2.84M - $3.57M
175K $48.9M
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
Track This Portfolio

Track Moran Wealth Management, LLC Portfolio

Follow Moran Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email