Moran Wealth Management, LLC Incresed Positions in Q4 2025

Moran Wealth Management, LLC

  • $3.03 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
8.65K
+ 16.44%
$30.84 - $31.79 $267K - $275K
61.2K $1.89M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.09K
+ 15.79%
$94.37 - $113.5 $386K - $464K
30K $3.12M
MOS
Mosaic CO

Basic Materials
18.9K
+ 61.07%
$24.92 - $35.41 $470K - $669K
49.8K $1.3M
ADSK
Autodesk, Inc.

Technology
907
+ 2.41%
N/A
38.5K $9.46M
FNV
Franco Nevada Corp

Basic Materials
2.2K
+ 26.69%
$183.97 - $222.27 $405K - $490K
10.5K $2.06M
HURN
Huron Consulting Group Inc.

Industrials
794
+ 18.21%
$145.01 - $169.61 $115K - $135K
5.15K $852K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
5K
+ 19.1%
$20.31 - $23.18 $102K - $116K
31.2K $722K
TRNO
Terreno Realty Corp

Real Estate
2.13K
+ 11.08%
$55.94 - $62.14 $119K - $132K
21.3K $1.29M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.52K
+ 55.9%
$27.17 - $28.65 $204K - $215K
21K $575K
OSIS
Osi Systems Inc

Technology
327
+ 8.3%
$241.5 - $286.96 $79K - $93.8K
4.27K $1.17M
VEEV
Veeva Systems Inc

Healthcare
938
+ 4.28%
$283.73 - $306.22 $266K - $287K
22.9K $6.71M
EQT
Eqt Corp

Energy
2.42K
+ 42.49%
$51.8 - $60.84 $125K - $147K
8.11K $485K
ELS
Equity Lifestyle Properties Inc

Real Estate
2.19K
+ 12.23%
$59.85 - $63.37 $131K - $139K
20.1K $1.25M
DHR
Danaher Corp

Healthcare
492
+ 24.82%
$202.46 - $223.01 $99.6K - $110K
2.47K $545K
SBSW
Sibanye Stillwater LTD

Basic Materials
15.2K
+ 10.33%
$9.79 - $12.82 $148K - $194K
162K $1.8M
AIQ
Global X Funds Global X Artifi

ETFs
2.43K
+ 7.03%
$48.93 - $53.56 $119K - $130K
37K $1.86M
FR
First Industrial Realty Trust Inc

Real Estate
371
+ 1.27%
$50.26 - $56.64 $18.6K - $21K
29.5K $1.64M
REXR
Rexford Industrial Realty, Inc.

Real Estate
3.61K
+ 15.16%
$39.36 - $44.26 $142K - $160K
27.4K $1.12M
ADC
Agree Realty Corp

Real Estate
1.05K
+ 5.55%
$70.22 - $75.76 $73.6K - $79.4K
19.9K $1.47M
TOL
Toll Brothers, Inc.

Consumer Cyclical
5.41K
+ 7.3%
$127.26 - $142.72 $688K - $771K
79.5K $10.4M
HST
Host Hotels & Resorts, Inc.

Real Estate
4.69K
+ 6.5%
$15.82 - $18.18 $74.2K - $85.2K
76.8K $1.35M
EGP
Eastgroup Properties Inc

Real Estate
395
+ 5.93%
$166.12 - $182.72 $65.6K - $72.2K
7.06K $1.25M
COCO
Vita Coco Company, Inc.

Consumer Defensive
2.06K
+ 10.03%
$39.07 - $45.28 $80.6K - $93.4K
22.6K $991K
VSEC
Vse Corp

Industrials
560
+ 12.39%
$154.96 - $182.99 $86.8K - $102K
5.08K $869K
ATO
Atmos Energy Corp

Utilities
117
+ 0.55%
$168.85 - $179.19 $19.8K - $21K
21.5K $3.76M
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.54K
+ 26.01%
$59.79 - $74.1 $211K - $262K
17.1K $1.02M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2.68K
+ 12.91%
N/A
23.5K $952K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4.75K
+ 20.96%
$26.89 - $33.6 $128K - $159K
27.4K $736K
QTWO
Q2 Holdings, Inc.

Technology
1.47K
+ 16.97%
$59.26 - $73.41 $87.1K - $108K
10.1K $734K
IDT
Idt Corp

Communication Services
2.08K
+ 21.9%
$46.64 - $52.29 $97.2K - $109K
11.6K $599K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
702
+ 9.87%
$137.47 - $143.13 $96.5K - $100K
7.81K $1.1M
RGLD
Royal Gold Inc

Basic Materials
1.29K
+ 13.39%
$169.08 - $206.65 $219K - $267K
11K $2.04M
SHOP
Shopify Inc.

Technology
697
+ 23.08%
$146.04 - $179.01 $102K - $125K
3.72K $542K
SPGI
S&P Global Inc.

Financial Services
68
+ 0.26%
$472.05 - $502.96 $32.1K - $34.2K
26.2K $12.8M
CPT
Camden Property Trust

Real Estate
1.28K
+ 11.28%
$97.58 - $105.59 $125K - $135K
12.6K $1.29M
ZM
Zoom Video Communications, Inc.

Technology
177
+ 0.49%
$79.17 - $87.23 $14K - $15.4K
36.2K $3.05M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
4.37K
+ 11.29%
$19.91 - $23.32 $87K - $102K
43.1K $893K
CVCO
Cavco Industries Inc.

Consumer Cyclical
181
+ 11.67%
$493.35 - $593.26 $89.3K - $107K
1.73K $966K
ALKS
Alkermes Plc.

Healthcare
2.8K
+ 15.69%
$29.04 - $33.81 $81.3K - $94.7K
20.7K $599K
MDB
Mongo Db, Inc.

Technology
74
+ 8.32%
$313.81 - $373.89 $23.2K - $27.7K
963 $339K
URA
Global X Uranium ETF

ETFs
2.73K
+ 13.11%
$44.75 - $58.11 $122K - $159K
23.5K $1.05M
GXG
Global X Msci Colombia

ETFs
1.95K
+ 0.71%
N/A
275K $8.23M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
531
+ 4.1%
$506.07 - $566.91 $269K - $301K
13.5K $7.14M
STRL
Sterling Construction CO Inc

Industrials
164
+ 4.17%
$326.6 - $411.07 $53.6K - $67.4K
4.1K $1.39M
MAA
Mid America Apartment Communities Inc.

Real Estate
904
+ 10.68%
$126.28 - $138.0 $114K - $125K
9.37K $1.23M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
489
+ 1.02%
$86.2 - $93.3 $42.2K - $45.6K
48.6K $4.39M
GNRC
Generac Holdings Inc.

Industrials
1.94K
+ 12.17%
$151.21 - $195.77 $293K - $379K
17.8K $2.7M
WETF
Wisdom Tree Investments, Inc.

Financial Services
5.65K
+ 12.25%
N/A
51.8K $282K
CRAI
Cra International, Inc.

Industrials
614
+ 19.99%
$176.52 - $203.44 $108K - $125K
3.69K $666K
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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