Moran Wealth Management, LLC Reduced Holdings in Q4 2024

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVB
Avalonbay Communities Inc

Real Estate
-103K
- 93.44%
$216.28 - $237.81 $22.4M - $24.6M
7.25K $1.6M
NVO
Novo Nordisk A S

Healthcare
-56.9K
- 13.25%
$85.0 - $120.04 $4.84M - $6.84M
373K $32.1M
PLD
Prologis, Inc.

Real Estate
-144K
- 75.9%
$101.4 - $126.96 $14.6M - $18.2M
45.6K $4.82M
BHP
Bhp Group LTD

Basic Materials
-246K
- 53.55%
$48.78 - $62.43 $12M - $15.3M
213K $10.4M
GRMN
Garmin LTD

Technology
-104K
- 43.7%
$161.91 - $220.77 $16.9M - $23.1M
135K $27.8M
LMT
Lockheed Martin Corp

Industrials
-2.79K
- 2.59%
$479.66 - $614.62 $1.34M - $1.71M
105K $51.1M
ADBE
Adobe Inc.

Technology
-22.7K
- 94.52%
$437.39 - $552.96 $9.92M - $12.5M
1.32K $585K
SNPS
Synopsys Inc

Technology
-18.9K
- 88.16%
$485.36 - $588.0 $9.18M - $11.1M
2.54K $1.23M
PHM
Pultegroup Inc

Consumer Cyclical
-6.91K
- 2.71%
$108.86 - $149.04 $752K - $1.03M
248K $27M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2.54K
- 11.42%
$701.85 - $1046.91 $1.78M - $2.66M
19.7K $14M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-71.7K
- 51.87%
$152.04 - $211.12 $10.9M - $15.1M
66.5K $13.5M
LHX
L3 Harris Technologies, Inc.

Industrials
-19.1K
- 93.07%
$208.94 - $264.22 $3.98M - $5.04M
1.42K $298K
EQIX
Equinix Inc

Real Estate
-4.08K
- 94.59%
$865.69 - $985.0 $3.53M - $4.01M
233 $219K
IRM
Iron Mountain Inc

Real Estate
-6.13K
- 2.85%
$101.62 - $128.14 $623K - $785K
209K $22M
HRB
H&R Block Inc

Consumer Cyclical
-931
- 0.3%
$52.14 - $63.36 $48.5K - $59K
313K $16.5M
CSL
Carlisle Companies Inc

Industrials
-1.12K
- 3.0%
$368.67 - $480.91 $411K - $537K
36.1K $13.3M
CTAS
Cintas Corp

Industrials
-3.89K
- 3.45%
$182.7 - $226.47 $710K - $880K
109K $19.9M
SNN
Smith & Nephew PLC

Healthcare
-74.9K
- 39.26%
$24.29 - $30.81 $1.82M - $2.31M
116K $2.85M
WLK
Westlake Corp

Basic Materials
-4.08K
- 5.62%
$113.23 - $148.98 $462K - $608K
68.5K $7.86M
BC
Brunswick Corp

Consumer Cyclical
-7.95K
- 6.16%
$64.5 - $85.95 $513K - $684K
121K $7.83M
PCAR
Paccar Inc

Industrials
-38.1K
- 17.24%
$97.92 - $118.41 $3.73M - $4.51M
183K $19M
RIO
Rio Tinto PLC

Basic Materials
-21.6K
- 18.32%
$58.59 - $71.15 $1.26M - $1.54M
96.2K $5.66M
CMC
Commercial Metals CO

Basic Materials
-46.4K
- 76.87%
$49.22 - $63.32 $2.28M - $2.94M
14K $692K
HSY
Hershey CO

Consumer Defensive
-3.34K
- 3.78%
$168.67 - $193.65 $564K - $647K
85.1K $14.4M
UNH
Unitedhealth Group Inc

Healthcare
-488
- 1.7%
$485.52 - $625.25 $237K - $305K
28.2K $14.3M
MTH
Meritage Homes Corp

Consumer Cyclical
-651
- 1.39%
$151.91 - $205.12 $98.9K - $134K
46.2K $7.11M
AMGN
Amgen Inc

Healthcare
-3.13K
- 11.72%
$258.78 - $328.31 $811K - $1.03M
23.6K $6.15M
PSA
Public Storage

Real Estate
-1
- -0.0%
$289.33 - $360.21 $289 - $360
38K $11.4M
CNC
Centene Corp

Healthcare
-12.1K
- 11.08%
$56.71 - $73.94 $687K - $895K
97.2K $5.89M
AFL
Aflac Inc

Financial Services
-2.26K
- 0.91%
$100.37 - $115.27 $227K - $261K
246K $25.5M
EXP
Eagle Materials Inc

Basic Materials
-724
- 1.45%
$246.48 - $315.29 $178K - $228K
49.1K $12.1M
UMC
United Microelectronics Corp

Technology
-85K
- 12.12%
$6.34 - $8.35 $539K - $710K
617K $4M
JNJ
Johnson & Johnson

Healthcare
-2.35K
- 2.68%
$143.34 - $165.86 $337K - $390K
85.2K $12.3M
IR
Ingersoll Rand Inc.

Industrials
-4.24K
- 2.21%
$90.46 - $105.35 $383K - $446K
187K $16.9M
TTEK
Tetra Tech Inc

Industrials
-5.7K
- 2.58%
$39.8 - $50.52 $227K - $288K
215K $8.58M
NTAP
Net App, Inc.

Technology
-2.19K
- 1.05%
$115.31 - $131.11 $252K - $287K
207K $24M
BLD
Top Build Corp

Industrials
-238
- 1.32%
$308.96 - $414.77 $73.5K - $98.7K
17.8K $5.53M
CAT
Caterpillar Inc

Industrials
-321
- 0.58%
$360.37 - $416.88 $116K - $134K
54.9K $19.9M
CDW
Cdw Corp

Technology
-1.07K
- 3.79%
$171.49 - $225.64 $184K - $242K
27.3K $4.75M
PFF
Ishares Trust Ishares Pfd And

ETFs
-45.1K
- 34.0%
$31.23 - $33.51 $1.41M - $1.51M
87.6K $2.76M
TM
Toyota Motor Corp

Consumer Cyclical
-10.4K
- 38.03%
$169.2 - $199.52 $1.77M - $2.08M
17K $3.31M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-48.5K
- 6.4%
$4.96 - $6.57 $241K - $319K
710K $3.52M
UFPI
Ufp Industries Inc

Basic Materials
-1.11K
- 1.67%
$112.19 - $139.02 $125K - $154K
65.6K $7.39M
EWP
Ishares Inc Msci Spain ETF

ETFs
-9.69K
- 4.05%
$30.65 - $34.74 $297K - $336K
230K $7.13M
PH
Parker Hannifin Corp

Industrials
-2.69K
- 2.88%
$621.74 - $709.46 $1.67M - $1.91M
90.6K $57.6M
ABEV
Ambev S.A.

Consumer Defensive
-109K
- 6.0%
$1.85 - $2.56 $201K - $279K
1.71M $3.16M
IT
Gartner Inc

Technology
-50
- 0.09%
$481.22 - $551.8 $24.1K - $27.6K
55K $26.7M
SLB
Schlumberger Limited

Energy
-1.77K
- 0.57%
$36.83 - $45.59 $65K - $80.5K
307K $11.8M
EXPD
Expeditors International Of Washington Inc

Industrials
-7
- 0.01%
$110.5 - $128.26 $774 - $898
56.6K $6.27M
Activity Summary
Buys All Purchases 236 New Holdings 63 Increased Positions 173 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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