MorganRosel Wealth Management
Latest statistics and disclosures from MorganRosel Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SCHF, SPY, USMV, BOND, and represent 35.16% of MorganRosel Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOT (+$7.1M), VUSB, BOND, VOO, AGG, JPIE, VTI, JEF, VEA, HYG.
- Started 250 new stock positions in IJH, VOT, CDNS, IBM, AVY, CTVA, GE, MA, TPR, GLW.
- Reduced shares in these 10 stocks: VGK, IAUM, SCHF, NVT, PHM, MUB, VEU, KLAC, SFM, FNDF.
- Sold out of its positions in VBK, NVT.
- MorganRosel Wealth Management was a net buyer of stock by $27M.
- MorganRosel Wealth Management has $329M in assets under management (AUM), dropping by 8.11%.
- Central Index Key (CIK): 0001753218
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Portfolio Holdings for MorganRosel Wealth Management
MorganRosel Wealth Management holds 351 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Etf Etf (VTI) | 19.0 | $63M | +2% | 228k | 274.84 |
|
Schwab International Equity Etf Etf (SCHF) | 7.4 | $24M | -3% | 1.2M | 19.78 |
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Spdr S&p 500 Etf Trust Etf (SPY) | 3.1 | $10M | 19k | 559.39 |
|
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 2.9 | $9.5M | +3% | 102k | 93.66 |
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Pimco Active Bond Exchange-traded Fund Etf (BOND) | 2.7 | $9.1M | +35% | 98k | 92.47 |
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Schwab Emerging Markets Equity Etf Etf (SCHE) | 2.6 | $8.7M | 316k | 27.57 |
|
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Vanguard Core Plus Bond Etf Etf (VPLS) | 2.6 | $8.7M | +6% | 112k | 77.56 |
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Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) | 2.6 | $8.6M | -14% | 276k | 31.17 |
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 2.5 | $8.3M | 68k | 122.01 |
|
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Schwab Us Aggregate Bond Etf Etf (SCHZ) | 2.5 | $8.2M | 356k | 23.16 |
|
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Invesco Qqq Trust Series I Etf (QQQ) | 2.5 | $8.1M | +10% | 17k | 468.92 |
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Vanguard Mid-cap Etf Etf (VO) | 2.4 | $8.0M | +9% | 31k | 258.62 |
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 2.2 | $7.2M | -4% | 120k | 60.66 |
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Vanguard Mid-cap Growth Etf Etf (VOT) | 2.1 | $7.1M | NEW | 29k | 244.64 |
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Vanguard S&p 500 Etf Etf (VOO) | 2.1 | $6.8M | +45% | 13k | 513.91 |
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Jpmorgan U.s. Quality Factor Etf Etf (JQUA) | 2.0 | $6.5M | +3% | 116k | 56.47 |
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Vanguard U.s. Value Factor Etf Etf (VFVA) | 1.9 | $6.3M | 56k | 114.00 |
|
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Vanguard Small Cap Value Etf Etf (VBR) | 1.8 | $6.0M | 32k | 186.29 |
|
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Schwab Fundamental International Equity Etf Etf (FNDF) | 1.7 | $5.7M | -4% | 158k | 36.14 |
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Vanguard Ultra-short Bond Etf Etf (VUSB) | 1.7 | $5.7M | +74% | 114k | 49.85 |
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Jpmorgan Income Etf Etf (JPIE) | 1.5 | $4.8M | +78% | 104k | 46.07 |
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Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.4 | $4.7M | +31% | 93k | 50.83 |
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 1.2 | $4.1M | +11% | 24k | 170.89 |
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Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 1.1 | $3.7M | +42% | 47k | 78.89 |
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) | 1.0 | $3.2M | 41k | 77.92 |
|
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Apple Stock (AAPL) | 1.0 | $3.2M | 14k | 222.13 |
|
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.9 | $3.1M | +219% | 31k | 98.92 |
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Pimco Dynamic Income Cef (PDI) | 0.7 | $2.4M | +28% | 123k | 19.80 |
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Microsoft Corp Stock (MSFT) | 0.7 | $2.3M | 6.1k | 375.39 |
|
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Invesco Dorsey Wright Momentum Etf Etf (PDP) | 0.7 | $2.2M | -2% | 22k | 99.98 |
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Ishares Msci Intl Momentum Factor Etf Etf (IMTM) | 0.7 | $2.2M | +4% | 55k | 39.94 |
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.6 | $2.1M | +21% | 10k | 202.13 |
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Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.6 | $1.8M | 25k | 74.72 |
|
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Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.6 | $1.8M | +17% | 41k | 45.26 |
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Ishares Msci Usa Value Factor Etf Etf (VLUE) | 0.5 | $1.8M | +37% | 16k | 106.65 |
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Costco Whsl Corp Stock (COST) | 0.5 | $1.7M | 1.8k | 945.81 |
|
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Sprouts Fmrs Mkt Stock (SFM) | 0.5 | $1.7M | -14% | 11k | 152.64 |
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Mr Cooper Group Stock (COOP) | 0.5 | $1.6M | 14k | 119.60 |
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Rev Group Stock (REVG) | 0.4 | $1.5M | +6% | 46k | 31.60 |
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Victory Cap Hldgs Inc Com Cl A Stock (VCTR) | 0.4 | $1.4M | +6% | 24k | 57.87 |
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Skywest Stock (SKYW) | 0.4 | $1.4M | +17% | 16k | 87.37 |
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Amphenol Corp New Cl A Stock (APH) | 0.4 | $1.3M | +31% | 21k | 65.59 |
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Ameriprise Finl Stock (AMP) | 0.4 | $1.3M | +41% | 2.8k | 484.11 |
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Trane Technologies Stock (TT) | 0.4 | $1.3M | +7% | 4.0k | 336.92 |
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Tesla Stock (TSLA) | 0.4 | $1.3M | 5.0k | 259.16 |
|
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Jackson Financial Inc Com Cl A Stock (JXN) | 0.4 | $1.3M | 15k | 83.78 |
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Jefferies Finl Group Stock (JEF) | 0.4 | $1.2M | NEW | 23k | 53.57 |
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Quanta Svcs Stock (PWR) | 0.4 | $1.2M | +3% | 4.8k | 254.18 |
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Vanguard Total Bond Market Etf Etf (BND) | 0.4 | $1.2M | +6% | 16k | 73.45 |
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Sylvamo Corp Stock (SLVM) | 0.4 | $1.2M | 18k | 67.07 |
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Oreilly Automotive Stock (ORLY) | 0.3 | $1.1M | +9% | 774.00 | 1432.58 |
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Cheniere Energy Partners Lp Com Unit Stock (CQP) | 0.3 | $1.1M | 17k | 66.04 |
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Pennymac Finl Svcs Stock (PFSI) | 0.3 | $1.0M | -10% | 11k | 100.11 |
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Eaton Corp Stock (ETN) | 0.3 | $1.0M | +26% | 3.8k | 271.83 |
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Vanguard Small-cap Etf Etf (VB) | 0.3 | $1.0M | +24% | 4.6k | 221.76 |
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Transdigm Group Stock (TDG) | 0.3 | $999k | -8% | 722.00 | 1383.29 |
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Broadridge Finl Solutions Stock (BR) | 0.3 | $970k | +17% | 4.0k | 242.46 |
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Ishares National Muni Bond Etf Etf (MUB) | 0.3 | $950k | -27% | 9.0k | 105.44 |
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.3 | $869k | +6% | 7.4k | 118.14 |
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Toll Brothers Stock (TOL) | 0.3 | $863k | -20% | 8.2k | 105.59 |
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Gartner Stock (IT) | 0.3 | $827k | -4% | 2.0k | 419.74 |
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Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.3 | $827k | -4% | 12k | 69.81 |
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Carlisle Cos Stock (CSL) | 0.3 | $824k | -14% | 2.4k | 340.50 |
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Invesco S&p Midcap Low Volatility Etf Etf (XMLV) | 0.2 | $800k | -2% | 13k | 61.72 |
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Mckesson Corp Stock (MCK) | 0.2 | $728k | +77% | 1.1k | 672.99 |
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Schwab Fundamental U.s. Broad Market Etf Etf (FNDB) | 0.2 | $721k | -17% | 31k | 23.01 |
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Invesco Dorsey Wright Emerging Markets Momentum Etf Etf (PIE) | 0.2 | $713k | +11% | 39k | 18.18 |
|
Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $712k | -7% | 4.1k | 173.23 |
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.2 | $685k | 13k | 53.97 |
|
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Nvidia Corporation Stock (NVDA) | 0.2 | $612k | -25% | 5.6k | 108.38 |
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Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) | 0.2 | $608k | +18% | 20k | 30.80 |
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Crescent Energy Company Cl A Stock (CRGY) | 0.2 | $603k | 54k | 11.24 |
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Rocket Lab Usa Stock (RKLB) | 0.2 | $590k | 33k | 17.88 |
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Kla Corp Stock (KLAC) | 0.2 | $583k | -35% | 858.00 | 679.80 |
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Immersion Corp Stock (IMMR) | 0.2 | $577k | -20% | 76k | 7.58 |
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Invesco Dorsey Wright Developed Markets Momentum Etf Etf (PIZ) | 0.2 | $572k | -10% | 15k | 38.08 |
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Pulte Group Stock (PHM) | 0.2 | $570k | -49% | 5.5k | 102.80 |
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Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) | 0.2 | $564k | 9.7k | 58.34 |
|
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Linde Stock (LIN) | 0.2 | $564k | -22% | 1.2k | 465.64 |
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Intuit Stock (INTU) | 0.2 | $554k | 903.00 | 613.99 |
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Reliance Stock (RS) | 0.2 | $533k | +13% | 1.8k | 288.75 |
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Vanguard Mid-cap Value Etf Etf (VOE) | 0.2 | $532k | +8% | 3.3k | 160.54 |
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Owens Corning Stock (OC) | 0.2 | $495k | -27% | 3.5k | 142.82 |
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Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $463k | -28% | 6.1k | 75.65 |
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Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS) | 0.1 | $460k | +32% | 5.9k | 77.98 |
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Vanguard Total World Stock Etf Etf (VT) | 0.1 | $454k | 3.9k | 115.95 |
|
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Invesco S&p 500 Pure Value Etf Etf (RPV) | 0.1 | $415k | 4.5k | 92.35 |
|
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Oracle Corp Stock (ORCL) | 0.1 | $405k | 2.9k | 139.81 |
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.1 | $365k | +33% | 3.2k | 115.60 |
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Marathon Pete Corp Stock (MPC) | 0.1 | $334k | 2.3k | 145.69 |
|
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Ishares International Select Dividend Etf Etf (IDV) | 0.1 | $320k | -18% | 10k | 31.02 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $297k | -2% | 1.9k | 154.64 |
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Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $290k | 3.5k | 81.73 |
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Amazon Stock (AMZN) | 0.1 | $263k | -23% | 1.4k | 190.26 |
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Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $255k | +2% | 2.8k | 90.54 |
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Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $246k | -17% | 1.3k | 188.16 |
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Advanced Micro Devices Stock (AMD) | 0.1 | $241k | 2.4k | 102.74 |
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Home Depot Stock (HD) | 0.1 | $232k | 632.00 | 366.49 |
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Cambria Shareholder Yield Etf Etf (SYLD) | 0.1 | $209k | -19% | 3.3k | 63.80 |
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Boston Scientific Corp Stock (BSX) | 0.1 | $208k | NEW | 2.1k | 100.88 |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $204k | NEW | 383.00 | 532.58 |
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Vanguard Value Etf Etf (VTV) | 0.1 | $202k | NEW | 1.2k | 172.74 |
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Vanguard Growth Etf Etf (VUG) | 0.1 | $198k | -5% | 535.00 | 370.82 |
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The Cigna Group Stock (CI) | 0.1 | $194k | NEW | 588.00 | 329.00 |
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United Rentals Stock (URI) | 0.1 | $188k | 300.00 | 626.70 |
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Fortinet Stock (FTNT) | 0.1 | $184k | NEW | 1.9k | 96.26 |
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Visa Inc Com Cl A Stock (V) | 0.1 | $177k | NEW | 504.00 | 350.46 |
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Schwab Fundamental International Small Equity Etf Etf (FNDC) | 0.1 | $172k | NEW | 4.7k | 36.20 |
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Ishares Gold Trust Etf (IAU) | 0.0 | $155k | NEW | 2.6k | 58.96 |
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Spdr Bloomberg Convertible Securities Etf Etf (CWB) | 0.0 | $153k | NEW | 2.0k | 76.62 |
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Vanguard Extended Market Etf Etf (VXF) | 0.0 | $148k | NEW | 859.00 | 172.26 |
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Abbvie Stock (ABBV) | 0.0 | $144k | NEW | 687.00 | 209.52 |
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T-mobile Us Stock (TMUS) | 0.0 | $140k | NEW | 526.00 | 266.71 |
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Exxon Mobil Corp Stock (XOM) | 0.0 | $135k | -51% | 1.1k | 118.93 |
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Darden Restaurants Stock (DRI) | 0.0 | $134k | NEW | 645.00 | 207.76 |
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Motorola Solutions Stock (MSI) | 0.0 | $134k | NEW | 305.00 | 437.81 |
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International Business Machs Stock (IBM) | 0.0 | $131k | NEW | 525.00 | 248.66 |
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Ge Aerospace Stock (GE) | 0.0 | $130k | NEW | 647.00 | 200.15 |
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Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR) | 0.0 | $129k | NEW | 5.7k | 22.40 |
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Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP) | 0.0 | $128k | NEW | 5.6k | 23.05 |
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Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS) | 0.0 | $128k | NEW | 5.9k | 21.64 |
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Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ) | 0.0 | $128k | NEW | 5.5k | 23.19 |
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Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT) | 0.0 | $127k | NEW | 6.0k | 21.08 |
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Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $120k | NEW | 1.4k | 85.07 |
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Invesco Bulletshares 2030 High Yield Corporate Bond Etf Etf (BSJU) | 0.0 | $105k | NEW | 4.1k | 25.49 |
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Netflix Stock (NFLX) | 0.0 | $104k | NEW | 112.00 | 932.53 |
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Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $104k | NEW | 438.00 | 238.20 |
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Adams Diversified Equity Cef (ADX) | 0.0 | $101k | NEW | 5.3k | 18.99 |
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Kroger Stock (KR) | 0.0 | $101k | NEW | 1.5k | 67.69 |
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Disney Walt Stock (DIS) | 0.0 | $99k | NEW | 1.0k | 98.70 |
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Ishares Russell 1000 Etf Etf (IWB) | 0.0 | $96k | NEW | 313.00 | 306.74 |
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First Bancorp P R Stock (FBP) | 0.0 | $96k | NEW | 5.0k | 19.17 |
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $94k | NEW | 1.2k | 81.76 |
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Procter And Gamble Stock (PG) | 0.0 | $93k | NEW | 548.00 | 170.42 |
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Ishares Expanded Tech Sector Etf Etf (IGM) | 0.0 | $93k | NEW | 1.0k | 90.67 |
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General Mtrs Stock (GM) | 0.0 | $92k | NEW | 2.0k | 47.03 |
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Ball Corp Stock (BALL) | 0.0 | $91k | NEW | 1.7k | 52.07 |
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Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $89k | NEW | 246.00 | 361.09 |
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Johnson & Johnson Stock (JNJ) | 0.0 | $88k | NEW | 533.00 | 165.84 |
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Chevron Corp Stock (CVX) | 0.0 | $88k | NEW | 528.00 | 167.29 |
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BP Adr (BP) | 0.0 | $81k | NEW | 2.4k | 33.79 |
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Sanofi Adr (SNY) | 0.0 | $80k | NEW | 1.4k | 55.46 |
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Alibaba Group Hldg Adr (BABA) | 0.0 | $79k | NEW | 600.00 | 132.23 |
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Medtronic Stock (MDT) | 0.0 | $77k | NEW | 857.00 | 89.86 |
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Novartis Adr (NVS) | 0.0 | $75k | NEW | 675.00 | 111.48 |
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Wells Fargo Stock (WFC) | 0.0 | $72k | NEW | 1.0k | 71.79 |
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Cisco Sys Stock (CSCO) | 0.0 | $68k | NEW | 1.1k | 61.71 |
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Phillips 66 Stock (PSX) | 0.0 | $67k | NEW | 546.00 | 123.48 |
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Verizon Communications Stock (VZ) | 0.0 | $66k | NEW | 1.4k | 45.36 |
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Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $65k | NEW | 1.1k | 56.85 |
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Chewy Inc Cl A Stock (CHWY) | 0.0 | $65k | NEW | 2.0k | 32.51 |
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Mcdonalds Corp Stock (MCD) | 0.0 | $65k | NEW | 208.00 | 312.37 |
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Meta Platforms Inc Cl A Stock (META) | 0.0 | $63k | NEW | 110.00 | 576.36 |
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Canadian Pacific Kansas City Stock (CP) | 0.0 | $61k | NEW | 865.00 | 70.21 |
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Union Pac Corp Stock (UNP) | 0.0 | $60k | NEW | 254.00 | 236.24 |
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Honeywell Intl Stock (HON) | 0.0 | $60k | NEW | 283.00 | 211.75 |
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Starbucks Corp Stock (SBUX) | 0.0 | $60k | NEW | 610.00 | 98.09 |
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Philip Morris Intl Stock (PM) | 0.0 | $56k | NEW | 353.00 | 158.73 |
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Pepsico Stock (PEP) | 0.0 | $55k | NEW | 366.00 | 149.94 |
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Norfolk Southn Corp Stock (NSC) | 0.0 | $55k | NEW | 230.00 | 236.85 |
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Arm Holdings Adr (ARM) | 0.0 | $53k | NEW | 500.00 | 106.79 |
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Abbott Labs Stock (ABT) | 0.0 | $53k | NEW | 400.00 | 132.65 |
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Schwab Charles Corp Stock (SCHW) | 0.0 | $52k | NEW | 668.00 | 78.28 |
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Bank America Corp Stock (BAC) | 0.0 | $50k | NEW | 1.2k | 41.73 |
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Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $50k | NEW | 264.00 | 190.58 |
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Occidental Pete Corp Stock (OXY) | 0.0 | $49k | NEW | 1.0k | 49.36 |
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Ge Vernova Stock (GEV) | 0.0 | $49k | NEW | 160.00 | 305.28 |
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On Hldg Ag Namen Akt A Stock (ONON) | 0.0 | $48k | NEW | 1.1k | 43.92 |
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Mplx Lp Com Unit Rep Stock (MPLX) | 0.0 | $48k | NEW | 900.00 | 53.52 |
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First Trust Health Care Alphadex Fund Etf (FXH) | 0.0 | $47k | NEW | 450.00 | 103.60 |
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Principal Financial Group Stock (PFG) | 0.0 | $46k | NEW | 548.00 | 84.37 |
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Corning Stock (GLW) | 0.0 | $46k | NEW | 1.0k | 45.78 |
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Invesco Dorsey Wright Technology Momentum Etf Etf (PTF) | 0.0 | $45k | NEW | 754.00 | 58.96 |
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At&t Stock (T) | 0.0 | $44k | NEW | 1.5k | 28.29 |
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Composecure Inc Com Cl A Stock (CMPO) | 0.0 | $44k | NEW | 4.0k | 10.87 |
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Conocophillips Stock (COP) | 0.0 | $42k | NEW | 400.00 | 105.02 |
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Yum Brands Stock (YUM) | 0.0 | $41k | NEW | 260.00 | 157.36 |
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On Semiconductor Corp Stock (ON) | 0.0 | $41k | NEW | 1.0k | 40.69 |
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Broadcom Stock (AVGO) | 0.0 | $41k | NEW | 243.00 | 167.43 |
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Western Digital Corp Stock (WDC) | 0.0 | $40k | NEW | 1.0k | 40.43 |
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Oneok Stock (OKE) | 0.0 | $39k | NEW | 396.00 | 99.22 |
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Ishares Mbs Etf Etf (MBB) | 0.0 | $38k | NEW | 409.00 | 93.78 |
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Us Bancorp Del Stock (USB) | 0.0 | $37k | NEW | 887.00 | 42.22 |
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Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $37k | NEW | 1.7k | 22.08 |
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Merck & Co Stock (MRK) | 0.0 | $36k | NEW | 400.00 | 89.76 |
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Tapestry Stock (TPR) | 0.0 | $35k | NEW | 500.00 | 70.41 |
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Hershey Stock (HSY) | 0.0 | $35k | NEW | 203.00 | 171.03 |
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Paychex Stock (PAYX) | 0.0 | $34k | NEW | 220.00 | 154.28 |
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Comerica Stock (CMA) | 0.0 | $33k | NEW | 564.00 | 59.06 |
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Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.0 | $33k | NEW | 277.00 | 119.73 |
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Vanguard Information Technology Etf Etf (VGT) | 0.0 | $33k | NEW | 60.00 | 542.38 |
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.0 | $32k | NEW | 405.00 | 78.94 |
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Blackrock Stock (BLK) | 0.0 | $31k | NEW | 33.00 | 946.48 |
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Hewlett Packard Enterprise Stock (HPE) | 0.0 | $31k | NEW | 2.0k | 15.43 |
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Box Inc Cl A Stock (BOX) | 0.0 | $31k | NEW | 1.0k | 30.86 |
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Ford Mtr Stock (F) | 0.0 | $30k | NEW | 3.0k | 10.03 |
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Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $29k | NEW | 500.00 | 58.35 |
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American Express Stock (AXP) | 0.0 | $29k | NEW | 107.00 | 269.05 |
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Citigroup Stock (C) | 0.0 | $28k | NEW | 400.00 | 70.99 |
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First Trust Dorsey Wright Focus 5 Etf Etf (FV) | 0.0 | $28k | NEW | 507.00 | 54.86 |
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Kellanova Stock (K) | 0.0 | $27k | NEW | 331.00 | 82.49 |
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Morgan Stanley Stock (MS) | 0.0 | $27k | NEW | 232.00 | 116.67 |
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Roper Technologies Stock (ROP) | 0.0 | $27k | NEW | 45.00 | 589.58 |
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Rtx Corporation Stock (RTX) | 0.0 | $27k | NEW | 200.00 | 132.46 |
|
Idexx Labs Stock (IDXX) | 0.0 | $27k | NEW | 63.00 | 419.95 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $26k | NEW | 166.00 | 156.23 |
|
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $26k | NEW | 500.00 | 51.18 |
|
Coca Cola Stock (KO) | 0.0 | $25k | NEW | 344.00 | 71.62 |
|
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) | 0.0 | $24k | NEW | 300.00 | 80.65 |
|
Altria Group Stock (MO) | 0.0 | $24k | NEW | 398.00 | 60.02 |
|
Corteva Stock (CTVA) | 0.0 | $24k | NEW | 376.00 | 62.98 |
|
Ansys Stock (ANSS) | 0.0 | $23k | NEW | 74.00 | 316.55 |
|
Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $23k | NEW | 270.00 | 84.40 |
|
HP Stock (HPQ) | 0.0 | $23k | NEW | 816.00 | 27.69 |
|
Vanguard Financials Etf Etf (VFH) | 0.0 | $21k | NEW | 179.00 | 119.47 |
|
Vanguard Ftse Europe Etf Etf (VGK) | 0.0 | $21k | -99% | 299.00 | 70.21 |
|
Bristol-myers Squibb Stock (BMY) | 0.0 | $21k | NEW | 339.00 | 60.99 |
|
Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $20k | NEW | 100.00 | 199.49 |
|
Welltower Reit (WELL) | 0.0 | $20k | NEW | 130.00 | 153.21 |
|
Target Corp Stock (TGT) | 0.0 | $19k | NEW | 185.00 | 104.36 |
|
Cintas Corp Stock (CTAS) | 0.0 | $18k | NEW | 88.00 | 205.53 |
|
Diamondback Energy Stock (FANG) | 0.0 | $18k | NEW | 112.00 | 159.88 |
|
Boeing Stock (BA) | 0.0 | $18k | NEW | 103.00 | 171.14 |
|
Nio Inc Spon Ads Adr (NIO) | 0.0 | $17k | NEW | 4.6k | 3.81 |
|
Emcor Group Stock (EME) | 0.0 | $17k | NEW | 47.00 | 369.64 |
|
Eli Lilly & Co Stock (LLY) | 0.0 | $17k | NEW | 21.00 | 825.90 |
|
Ge Healthcare Technologies Stock (GEHC) | 0.0 | $17k | NEW | 214.00 | 80.71 |
|
Invesco Rafi Emerging Markets Etf Etf (PXH) | 0.0 | $16k | NEW | 748.00 | 21.74 |
|
Sandisk Corp Stock (SNDK) | 0.0 | $16k | NEW | 333.00 | 47.61 |
|
Ishares Msci Eafe Growth Etf Etf (EFG) | 0.0 | $16k | NEW | 155.00 | 100.00 |
|
Molson Coors Beverage Co Cl B Stock (TAP) | 0.0 | $14k | NEW | 232.00 | 60.87 |
|
Texas Instrs Stock (TXN) | 0.0 | $14k | NEW | 78.00 | 179.71 |
|
Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $14k | NEW | 204.00 | 67.85 |
|
Valero Energy Corp Stock (VLO) | 0.0 | $13k | NEW | 100.00 | 132.07 |
|
Star Group L P Unit Ltd Partnr Stock (SGU) | 0.0 | $13k | NEW | 1.0k | 13.18 |
|
Nexstar Media Group Stock (NXST) | 0.0 | $13k | NEW | 71.00 | 179.23 |
|
Jd.com Inc Spon Ads Cl A Adr (JD) | 0.0 | $12k | NEW | 294.00 | 41.12 |
|
Spire Stock (SR) | 0.0 | $12k | NEW | 150.00 | 78.25 |
|
Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $12k | NEW | 99.00 | 117.49 |
|
Autozone Stock (AZO) | 0.0 | $11k | NEW | 3.00 | 3812.67 |
|
Kinross Gold Corp Stock (KGC) | 0.0 | $11k | NEW | 889.00 | 12.61 |
|
Eagle Matls Stock (EXP) | 0.0 | $11k | NEW | 49.00 | 221.94 |
|
Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.0 | $11k | NEW | 170.00 | 63.53 |
|
Resolute Hldgs Mgmt Stock (RHLD) | 0.0 | $10k | NEW | 333.00 | 31.34 |
|
Ovintiv Stock (OVV) | 0.0 | $10k | NEW | 240.00 | 42.80 |
|
Vanguard Total International Bond Etf Etf (BNDX) | 0.0 | $10k | NEW | 209.00 | 48.82 |
|
Ufp Industries Stock (UFPI) | 0.0 | $10k | NEW | 94.00 | 107.04 |
|
Dupont De Nemours Stock (DD) | 0.0 | $10k | NEW | 133.00 | 74.92 |
|
Commscope Hldg Stock (COMM) | 0.0 | $9.6k | NEW | 1.8k | 5.31 |
|
Thermo Fisher Scientific Stock (TMO) | 0.0 | $9.5k | NEW | 19.00 | 497.58 |
|
Devon Energy Corp Stock (DVN) | 0.0 | $9.4k | NEW | 250.00 | 37.40 |
|
Fiserv Stock (FI) | 0.0 | $9.3k | NEW | 42.00 | 220.83 |
|
Marsh & Mclennan Cos Stock (MMC) | 0.0 | $9.3k | NEW | 38.00 | 244.03 |
|
Sap Se Adr (SAP) | 0.0 | $8.9k | NEW | 33.00 | 268.45 |
|
Ishares Msci Europe Financials Etf Etf (EUFN) | 0.0 | $8.7k | NEW | 305.00 | 28.49 |
|
Synchrony Financial Stock (SYF) | 0.0 | $8.6k | NEW | 163.00 | 52.94 |
|
Quantumscape Corp Com Cl A Stock (QS) | 0.0 | $8.4k | NEW | 2.0k | 4.16 |
|
Wynn Resorts Stock (WYNN) | 0.0 | $8.4k | NEW | 100.00 | 83.50 |
|
Nasdaq Stock (NDAQ) | 0.0 | $7.5k | NEW | 99.00 | 75.86 |
|
Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $7.3k | NEW | 44.00 | 166.00 |
|
Heico Corp Stock (HEI) | 0.0 | $7.2k | NEW | 27.00 | 267.19 |
|
Salesforce Stock (CRM) | 0.0 | $6.4k | NEW | 24.00 | 268.38 |
|
Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $6.4k | NEW | 51.00 | 125.96 |
|
Enbridge Stock (ENB) | 0.0 | $6.3k | NEW | 143.00 | 44.31 |
|
Scotts Miracle-gro Co Cl A Stock (SMG) | 0.0 | $6.2k | NEW | 113.00 | 54.89 |
|
Aflac Stock (AFL) | 0.0 | $6.1k | NEW | 55.00 | 111.18 |
|
Automatic Data Processing Stock (ADP) | 0.0 | $5.8k | NEW | 19.00 | 305.53 |
|
Williams Cos Stock (WMB) | 0.0 | $5.8k | NEW | 97.00 | 59.76 |
|
Carrier Global Corporation Stock (CARR) | 0.0 | $5.7k | NEW | 90.00 | 63.40 |
|
Chipotle Mexican Grill Stock (CMG) | 0.0 | $5.6k | NEW | 112.00 | 50.21 |
|
Walmart Stock (WMT) | 0.0 | $5.5k | NEW | 63.00 | 87.79 |
|
Qualcomm Stock (QCOM) | 0.0 | $5.5k | NEW | 36.00 | 153.61 |
|
Berkley W R Corp Stock (WRB) | 0.0 | $5.2k | NEW | 73.00 | 71.16 |
|
Lam Research Corp Stock (LRCX) | 0.0 | $5.1k | NEW | 70.00 | 72.70 |
|
Annaly Capital Management Reit (NLY) | 0.0 | $5.1k | NEW | 250.00 | 20.31 |
|
Johnson Ctls Intl Stock (JCI) | 0.0 | $5.0k | NEW | 63.00 | 80.11 |
|
Descartes Sys Group Stock (DSGX) | 0.0 | $5.0k | NEW | 50.00 | 100.84 |
|
Rpm Intl Stock (RPM) | 0.0 | $5.0k | NEW | 43.00 | 115.67 |
|
Mastercard Incorporated Cl A Stock (MA) | 0.0 | $4.9k | NEW | 9.00 | 548.11 |
|
Goldman Sachs Group Stock (GS) | 0.0 | $4.9k | NEW | 9.00 | 546.33 |
|
Clover Health Investments Corp Com Cl A Stock (CLOV) | 0.0 | $4.7k | NEW | 1.3k | 3.59 |
|
Ametek Stock (AME) | 0.0 | $4.6k | NEW | 27.00 | 172.15 |
|
Dow Stock (DOW) | 0.0 | $4.6k | NEW | 133.00 | 34.92 |
|
Booking Holdings Stock (BKNG) | 0.0 | $4.6k | NEW | 1.00 | 4607.00 |
|
Composecure Inc Wt Exp 122726 Stock (CMPOW) | 0.0 | $4.6k | NEW | 1.2k | 3.82 |
|
New York Times Co Cl A Stock (NYT) | 0.0 | $4.5k | NEW | 90.00 | 49.60 |
|
Charter Communications Inc New Cl A Stock (CHTR) | 0.0 | $4.4k | NEW | 12.00 | 368.50 |
|
Bank New York Mellon Corp Stock (BK) | 0.0 | $4.2k | NEW | 50.00 | 83.88 |
|
Shell Plc Spon Ads Adr (SHEL) | 0.0 | $4.2k | NEW | 57.00 | 73.28 |
|
Ingersoll Rand Stock (IR) | 0.0 | $4.1k | NEW | 51.00 | 80.04 |
|
Spdr S&p Biotech Etf Etf (XBI) | 0.0 | $4.1k | NEW | 50.00 | 81.10 |
|
Asbury Automotive Group Stock (ABG) | 0.0 | $4.0k | NEW | 18.00 | 220.83 |
|
Nelnet Inc Cl A Stock (NNI) | 0.0 | $3.7k | NEW | 33.00 | 110.94 |
|
Parker-hannifin Corp Stock (PH) | 0.0 | $3.6k | NEW | 6.00 | 607.83 |
|
Ensign Group Stock (ENSG) | 0.0 | $3.5k | NEW | 27.00 | 129.41 |
|
Graphic Packaging Hldg Stock (GPK) | 0.0 | $3.4k | NEW | 131.00 | 25.96 |
|
Southern Stock (SO) | 0.0 | $3.3k | NEW | 36.00 | 91.94 |
|
Illinois Tool Wks Stock (ITW) | 0.0 | $3.2k | NEW | 13.00 | 248.00 |
|
Paccar Stock (PCAR) | 0.0 | $3.2k | NEW | 33.00 | 97.36 |
|
Totalenergies Se Adr (TTE) | 0.0 | $3.2k | NEW | 49.00 | 64.69 |
|
Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $3.1k | NEW | 67.00 | 46.81 |
|
Appian Corp Cl A Stock (APPN) | 0.0 | $2.9k | NEW | 100.00 | 28.81 |
|
PTC Stock (PTC) | 0.0 | $2.8k | NEW | 18.00 | 154.94 |
|
Tfi Intl Stock (TFII) | 0.0 | $2.6k | NEW | 34.00 | 77.44 |
|
Cadence Design System Stock (CDNS) | 0.0 | $2.5k | NEW | 10.00 | 254.30 |
|
Ark Genomic Revolution Etf Etf (ARKG) | 0.0 | $2.5k | NEW | 120.00 | 20.76 |
|
Suburban Propane Partners L P Unit Ltd Partn Stock (SPH) | 0.0 | $2.4k | NEW | 115.00 | 21.01 |
|
Servicenow Stock (NOW) | 0.0 | $2.4k | NEW | 3.00 | 796.00 |
|
Applied Matls Stock (AMAT) | 0.0 | $2.3k | NEW | 16.00 | 145.12 |
|
Kraft Heinz Stock (KHC) | 0.0 | $2.2k | NEW | 73.00 | 30.42 |
|
Cgi Inc Cl A Sub Vtg Stock (GIB) | 0.0 | $2.2k | NEW | 22.00 | 99.82 |
|
Te Connectivity Plc Ord Stock (TEL) | 0.0 | $2.1k | NEW | 15.00 | 141.33 |
|
Moderna Stock (MRNA) | 0.0 | $1.9k | NEW | 67.00 | 28.34 |
|
State Str Corp Stock (STT) | 0.0 | $1.9k | NEW | 21.00 | 89.52 |
|
Danaher Corporation Stock (DHR) | 0.0 | $1.8k | NEW | 9.00 | 205.00 |
|
Wabtec Stock (WAB) | 0.0 | $1.8k | NEW | 10.00 | 181.40 |
|
Fastenal Stock (FAST) | 0.0 | $1.8k | NEW | 23.00 | 77.57 |
|
Blackberry Stock (BB) | 0.0 | $1.7k | NEW | 450.00 | 3.77 |
|
Wk Kellogg Stock (KLG) | 0.0 | $1.6k | NEW | 82.00 | 19.93 |
|
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) | 0.0 | $1.6k | NEW | 200.00 | 7.76 |
|
Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $1.3k | NEW | 2.00 | 662.50 |
|
Unitedhealth Group Stock (UNH) | 0.0 | $1.0k | NEW | 2.00 | 524.00 |
|
Avery Dennison Corp Stock (AVY) | 0.0 | $890.000000 | NEW | 5.00 | 178.00 |
|
Chemours Stock (CC) | 0.0 | $865.996800 | NEW | 64.00 | 13.53 |
|
Crispr Therapeutics Ag Namen Akt Stock (CRSP) | 0.0 | $681.000000 | NEW | 20.00 | 34.05 |
|
Gamestop Corp New Cl A Stock (GME) | 0.0 | $669.999000 | NEW | 30.00 | 22.33 |
|
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $627.000000 | NEW | 6.00 | 104.50 |
|
Dicks Sporting Goods Stock (DKS) | 0.0 | $605.000100 | NEW | 3.00 | 201.67 |
|
Organon & Co Stock (OGN) | 0.0 | $596.000000 | NEW | 40.00 | 14.90 |
|
Nike Inc Cl B Stock (NKE) | 0.0 | $570.999600 | NEW | 9.00 | 63.44 |
|
Louisiana Pac Corp Stock (LPX) | 0.0 | $552.000000 | NEW | 6.00 | 92.00 |
|
Pinterest Inc Cl A Stock (PINS) | 0.0 | $496.000000 | NEW | 16.00 | 31.00 |
|
American Tower Corp Reit (AMT) | 0.0 | $435.000000 | NEW | 2.00 | 217.50 |
|
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) | 0.0 | $406.998900 | NEW | 77.00 | 5.29 |
|
Illumina Stock (ILMN) | 0.0 | $397.000000 | NEW | 5.00 | 79.40 |
|
Paypal Hldgs Stock (PYPL) | 0.0 | $391.999800 | NEW | 6.00 | 65.33 |
|
Halliburton Stock (HAL) | 0.0 | $381.000000 | NEW | 15.00 | 25.40 |
|
Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $344.000000 | NEW | 2.00 | 172.00 |
|
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $332.000400 | NEW | 12.00 | 27.67 |
|
Nextera Energy Stock (NEE) | 0.0 | $284.000000 | NEW | 4.00 | 71.00 |
|
Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $250.999800 | NEW | 6.00 | 41.83 |
|
Waste Mgmt Inc Del Stock (WM) | 0.0 | $243.000000 | NEW | 1.00 | 243.00 |
|
Veralto Corp Stock (VLTO) | 0.0 | $195.000000 | NEW | 2.00 | 97.50 |
|
Lumen Technologies Stock (LUMN) | 0.0 | $192.001600 | NEW | 49.00 | 3.92 |
|
Helen Of Troy Stock (HELE) | 0.0 | $159.999900 | NEW | 3.00 | 53.33 |
|
Bny Mellon High Yield Strategi Sh Ben Int Cef (DHF) | 0.0 | $143.998400 | NEW | 56.00 | 2.57 |
|
Zillow Group Inc Cl C Cap Stk Stock (Z) | 0.0 | $137.000000 | NEW | 2.00 | 68.50 |
|
Luminar Technologies Inc Com New Cl A Stock (LAZR) | 0.0 | $69.999800 | NEW | 13.00 | 5.38 |
|
Editas Medicine Stock (EDIT) | 0.0 | $46.000000 | NEW | 40.00 | 1.15 |
|
Fortrea Hldgs Stock (FTRE) | 0.0 | $45.000000 | NEW | 6.00 | 7.50 |
|
Canadian Natl Ry Stock (CNI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by MorganRosel Wealth Management
SEC 13F filings are viewable for MorganRosel Wealth Management going back to 2018
- MorganRosel Wealth Management 2025 Q1 filed April 25, 2025
- MorganRosel Wealth Management 2024 Q4 filed Feb. 4, 2025
- MorganRosel Wealth Management 2024 Q3 filed Oct. 10, 2024
- MorganRosel Wealth Management 2024 Q2 filed July 15, 2024
- MorganRosel Wealth Management 2024 Q1 filed April 18, 2024
- MorganRosel Wealth Management 2023 Q4 filed Jan. 19, 2024
- MorganRosel Wealth Management 2023 Q3 filed Oct. 30, 2023
- MorganRosel Wealth Management 2023 Q2 filed Aug. 4, 2023
- MorganRosel Wealth Management 2023 Q1 filed April 13, 2023
- MorganRosel Wealth Management 2022 Q4 filed Jan. 20, 2023
- MorganRosel Wealth Management 2022 Q3 filed Oct. 14, 2022
- MorganRosel Wealth Management 2022 Q2 filed July 27, 2022
- MorganRosel Wealth Management 2022 Q1 filed April 22, 2022
- MorganRosel Wealth Management 2021 Q4 filed Jan. 24, 2022
- MorganRosel Wealth Management 2021 Q3 filed Oct. 26, 2021
- MorganRosel Wealth Management 2021 Q2 filed July 28, 2021