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
IVT
Inven Trust Properties Corp.

Real Estate
1.7K
+ 3.3%
$27.24 - $28.92 $46.4K - $49.3K
53.3K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 5.29%
$600.51 - $631.95 $18K - $19K
597 $368K
EQR
Equity Residential

Real Estate
1.65K
+ 8.95%
$58.7 - $64.1 $97.1K - $106K
20.1K $1.2M
Tko Group Holdings Inc
39
+ 0.1%
N/A
39.1K $0
Barrick Mng Corp
1.89K
+ 1.37%
N/A
140K $0
Lam Research Corp
5.44K
+ 6.35%
N/A
91.1K $0
Dave Inc
339
+ 8.15%
N/A
4.5K $0
BFB
Brown Forman Corp Cl B
44.2K
+ 33.45%
N/A
176K $0
Dimensional ETF Trust
51.6K
+ 41.46%
N/A
176K $0
Corpay Inc
11.4K
+ 115.96%
N/A
21.3K $0
Ishares Bitcoin Trust ETF
3.55K
+ 60.25%
N/A
9.45K $0
UTI
Universal Technical Institute Inc

Consumer Defensive
2.35K
+ 9.71%
$27.88 - $34.49 $65.5K - $81K
26.5K $780K
SNN
Smith & Nephew PLC

Healthcare
13.8K
+ 10.91%
$32.45 - $37.17 $447K - $512K
140K $4.58M
USLM
United States Lime & Minerals Inc

Basic Materials
731
+ 9.12%
$111.06 - $135.39 $81.2K - $99K
8.74K $1.04M
SPG
Simon Property Group Inc

Real Estate
282
+ 2.19%
$173.35 - $185.76 $48.9K - $52.4K
13.2K $2.41M
PLTR
Palantir Technologies Inc.

Technology
15
+ 0.61%
$172.14 - $207.18 $2.58K - $3.11K
2.46K $427K
AVB
Avalonbay Communities Inc

Real Estate
508
+ 7.13%
$173.92 - $191.37 $88.4K - $97.2K
7.63K $1.36M
AVPT
Ave Point, Inc.

Technology
5.69K
+ 11.55%
$12.08 - $15.25 $68.8K - $86.8K
55K $715K
NI
Nisource Inc.

Utilities
389
+ 0.4%
$42.11 - $44.17 $16.4K - $17.2K
98.5K $4.23M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
41
+ 0.14%
$70.3 - $73.05 $2.88K - $3K
29.7K $2.14M
CUZ
Cousins Properties Inc

Real Estate
3.72K
+ 7.53%
$25.39 - $29.05 $94.6K - $108K
53.2K $1.38M
SAP
Sap Se

Technology
2.07K
+ 10.68%
$238.9 - $280.46 $495K - $581K
21.5K $5.13M
EXLS
Exl Service Holdings, Inc.

Technology
3.83K
+ 7.9%
$38.54 - $43.71 $147K - $167K
52.2K $2.07M
FTDR
Frontdoor, Inc.

Consumer Cyclical
5
+ 0.14%
$49.38 - $69.38 $247 - $347
3.67K $187K
IESC
Ies Holdings, Inc.

Industrials
128
+ 3.83%
$358.36 - $436.98 $45.9K - $55.9K
3.47K $1.26M
CUBE
Cube Smart

Real Estate
1.62K
+ 5.21%
$36.62 - $42.34 $59.5K - $68.8K
32.8K $1.2M
SMR
Nuscale Power Corp

Industrials
8.52K
+ 39.75%
$22.45 - $53.43 $191K - $455K
29.9K $672K
HALO
Halozyme Therapeutics, Inc.

Healthcare
151
+ 0.43%
$64.1 - $74.94 $9.68K - $11.3K
35.6K $2.49M
KMI
Kinder Morgan, Inc.

Energy
540
+ 0.34%
$25.84 - $28.46 $14K - $15.4K
158K $4.34M
LHX
L3 Harris Technologies, Inc.

Industrials
221
+ 1.88%
$283.87 - $306.76 $62.7K - $67.8K
12K $3.47M
PRIM
Primoris Services Corp

Industrials
660
+ 6.21%
$116.43 - $144.26 $76.8K - $95.2K
11.3K $1.33M
WM
Waste Management Inc

Industrials
235
+ 1.03%
$196.77 - $219.98 $46.2K - $51.7K
23K $4.8M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
581
+ 10.23%
$92.22 - $153.98 $53.6K - $89.5K
6.26K $604K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
588
+ 3.31%
$71.69 - $105.67 $42.2K - $62.1K
18.4K $1.33M
CMCSA
Comcast Corp

Communication Services
13.1K
+ 8.39%
$26.98 - $31.09 $352K - $406K
169K $4.59M
TMUS
T Mobile Us, Inc.

Communication Services
537
+ 2.86%
$201.01 - $233.26 $108K - $125K
19.3K $4.16M
ADP
Automatic Data Processing Inc

Industrials
1.5K
+ 8.52%
$250.9 - $292.94 $377K - $440K
19.1K $4.8M
TDY
Teledyne Technologies Inc

Technology
42
+ 0.69%
$501.23 - $593.62 $21.1K - $24.9K
6.15K $3.08M
EHC
Encompass Health Corp

Healthcare
72
+ 0.19%
$113.46 - $127.18 $8.17K - $9.16K
38.1K $4.32M
LRN
Stride, Inc.

Consumer Defensive
1.14K
+ 14.74%
$64.1 - $153.53 $72.9K - $175K
8.86K $567K
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.02K
+ 6.26%
$79.54 - $103.8 $240K - $313K
51.3K $4.25M
NFLX
Netflix Inc

Communication Services
123K
+ 935.23%
$110.29 - $1241.35 $13.6M - $153M
137K $15.1M
IR
Ingersoll Rand Inc.

Industrials
1.08K
+ 0.57%
$75.47 - $84.18 $81.8K - $91.3K
190K $14.3M
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 0.08%
$294.11 - $320.41 $21.8K - $23.7K
89.2K $26.8M
META
Meta Platforms, Inc.

Communication Services
2.74K
+ 8.73%
$609.01 - $751.67 $1.67M - $2.06M
34.1K $20.8M
CELH
Celsius Holdings, Inc.

Consumer Defensive
18.8K
+ 8.7%
$41.52 - $64.86 $781K - $1.22M
235K $10M
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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