Moran Wealth Management, LLC New Holdings in Q4 2025

Moran Wealth Management, LLC

  • $3.03 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
237K
New
$45.98 - $50.93 $10.9M - $12.1M
237K $11.2M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
318K
New
$28.79 - $33.49 $9.15M - $10.6M
318K $10.5M
FTNT
Fortinet, Inc.

Technology
112K
New
$80.54 - $87.52 $9.06M - $9.84M
112K $9.25M
TW
Tradeweb Markets Inc.

Financial Services
72.1K
New
$103.59 - $110.95 $7.47M - $8M
72.1K $7.9M
BRO
Brown & Brown, Inc.

Financial Services
93.5K
New
$76.42 - $95.96 $7.15M - $8.97M
93.5K $7.55M
EWP
Ishares Inc Msci Spain ETF

ETFs
140K
New
$48.33 - $52.52 $6.75M - $7.33M
140K $7.21M
IWV
Ishares Russell 3000 ETF

ETFs
18.7K
New
$371.33 - $389.89 $6.93M - $7.28M
18.7K $7.1M
TTD
Trade Desk, Inc.

Technology
149K
New
$41.93 - $54.13 $6.23M - $8.04M
149K $6.23M
HLNE
Hamilton Lane Inc

Financial Services
46.8K
New
$113.96 - $134.5 $5.34M - $6.3M
46.8K $6.14M
PODD
Insulet Corp

Healthcare
18.3K
New
$305.98 - $336.84 $5.58M - $6.15M
18.3K $6.07M
FDS
Factset Research Systems Inc

Financial Services
15.4K
New
$253.62 - $294.11 $3.9M - $4.52M
15.4K $4.21M
IT
Gartner Inc

Technology
13.9K
New
$226.44 - $258.17 $3.16M - $3.6M
13.9K $3.22M
BROS
Dutch Bros Inc.

Consumer Cyclical
54.4K
New
$47.66 - $59.87 $2.59M - $3.26M
54.4K $2.92M
PLMR
Palomar Holdings, Inc.

Financial Services
18.4K
New
$109.9 - $132.45 $2.02M - $2.43M
18.4K $2.38M
BFH
Bread Financial Holdings, Inc.

Financial Services
38.1K
New
$54.08 - $66.26 $2.06M - $2.53M
38.1K $2.36M
AA
Alcoa Corp

Basic Materials
49.5K
New
$33.79 - $40.14 $1.67M - $1.99M
49.5K $1.86M
DUOL
Duolingo, Inc.

Technology
8.04K
New
$185.07 - $347.27 $1.49M - $2.79M
8.04K $1.49M
BAC
Bank Of America Corp

Financial Services
25K
New
$48.65 - $54.11 $1.22M - $1.36M
25K $1.29M
FISV
Fiserv Inc

Technology
9.77K
New
N/A
9.77K $1.22M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.06K
New
$128.96 - $165.33 $1.04M - $1.33M
8.06K $1.04M
UNP
Union Pacific Corp

Industrials
3.93K
New
$216.37 - $237.41 $849K - $932K
3.93K $867K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.68K
New
$92.34 - $95.43 $802K - $829K
8.68K $817K
IWM
Ishares Russell 2000 ETF

ETFs
3.41K
New
$236.79 - $250.33 $808K - $855K
3.41K $810K
IMAX
Imax Corp

Communication Services
18.9K
New
$31.09 - $35.94 $587K - $678K
18.9K $660K
JOBY
Joby Aviation, Inc.

Industrials
43.9K
New
$14.32 - $19.57 $629K - $860K
43.9K $633K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.31K
New
$459.47 - $491.71 $603K - $645K
1.31K $617K
KN
Knowles Corp

Technology
27.2K
New
$21.65 - $24.41 $590K - $665K
27.2K $589K
HWKN
Hawkins Inc

Basic Materials
4.65K
New
$126.53 - $183.58 $589K - $854K
4.65K $588K
PSIX
Power Solutions International, Inc.

Industrials
8.93K
New
$57.75 - $96.39 $515K - $860K
8.93K $515K
ACHR
Archer Aviation Inc.

Industrials
62.5K
New
$7.88 - $13.64 $493K - $853K
62.5K $492K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.95K
New
$67.07 - $73.01 $332K - $362K
4.95K $355K
UNH
Unitedhealth Group Inc

Healthcare
1.1K
New
$320.52 - $369.92 $353K - $408K
1.1K $353K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.66K
New
$76.84 - $80.86 $204K - $215K
2.66K $210K
PGNY
Progyny, Inc.

Healthcare
8.16K
New
$18.01 - $24.55 $147K - $200K
8.16K $200K
CCK
Crown Holdings Inc

Consumer Cyclical
2.03K
New
$90.21 - $100.97 $183K - $205K
2.03K $192K
URBN
Urban Outfitters Inc

Consumer Cyclical
2.87K
New
$61.37 - $73.13 $176K - $210K
2.87K $176K
RVLV
Revolve Group, Inc.

Consumer Cyclical
7.6K
New
$19.98 - $23.68 $152K - $180K
7.6K $159K
CSTM
Constellium Se

Basic Materials
10.3K
New
$14.41 - $16.91 $149K - $175K
10.3K $159K
COMP
Compass, Inc.

Technology
16.8K
New
$6.92 - $9.5 $116K - $160K
16.8K $158K
MAX
Media Alpha, Inc.

Communication Services
12.7K
New
$10.48 - $13.5 $133K - $172K
12.7K $157K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
11.7K
New
N/A
11.7K $156K
NRDS
Nerdwallet, Inc.

Financial Services
10.9K
New
$10.29 - $14.58 $112K - $159K
10.9K $152K
Angi Inc
13.5K
New
N/A
13.5K $0
Unilever PLC
94.8K
New
N/A
94.8K $0
Rigel Pharmaceuticals Inc
5.09K
New
N/A
5.09K $0
CECE
Ceco Environmental Corp

Industrials
11.5K
New
N/A
11.5K $0
Neos ETF Trust
8.37K
New
N/A
8.37K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
13K
New
N/A
13K $0
Neos ETF Trust
9.41K
New
N/A
9.41K $0
Activity Summary
Buys All Purchases 252 New Holdings 55 Increased Positions 197 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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