MorganRosel Wealth Management

Latest statistics and disclosures from MorganRosel Wealth Management's latest quarterly 13F-HR filing:

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Positions held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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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
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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
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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
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Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $26k NEW 500.00 51.18
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Coca Cola Stock (KO) 0.0 $25k NEW 344.00 71.62
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Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.0 $24k NEW 300.00 80.65
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Altria Group Stock (MO) 0.0 $24k NEW 398.00 60.02
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Corteva Stock (CTVA) 0.0 $24k NEW 376.00 62.98
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Ansys Stock (ANSS) 0.0 $23k NEW 74.00 316.55
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Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $23k NEW 270.00 84.40
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HP Stock (HPQ) 0.0 $23k NEW 816.00 27.69
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Vanguard Financials Etf Etf (VFH) 0.0 $21k NEW 179.00 119.47
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Vanguard Ftse Europe Etf Etf (VGK) 0.0 $21k -99% 299.00 70.21
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Bristol-myers Squibb Stock (BMY) 0.0 $21k NEW 339.00 60.99
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Ishares Russell 2000 Etf Etf (IWM) 0.0 $20k NEW 100.00 199.49
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Welltower Reit (WELL) 0.0 $20k NEW 130.00 153.21
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Target Corp Stock (TGT) 0.0 $19k NEW 185.00 104.36
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Cintas Corp Stock (CTAS) 0.0 $18k NEW 88.00 205.53
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Diamondback Energy Stock (FANG) 0.0 $18k NEW 112.00 159.88
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Boeing Stock (BA) 0.0 $18k NEW 103.00 171.14
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Nio Inc Spon Ads Adr (NIO) 0.0 $17k NEW 4.6k 3.81
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Emcor Group Stock (EME) 0.0 $17k NEW 47.00 369.64
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Eli Lilly & Co Stock (LLY) 0.0 $17k NEW 21.00 825.90
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Ge Healthcare Technologies Stock (GEHC) 0.0 $17k NEW 214.00 80.71
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Invesco Rafi Emerging Markets Etf Etf (PXH) 0.0 $16k NEW 748.00 21.74
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Sandisk Corp Stock (SNDK) 0.0 $16k NEW 333.00 47.61
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $16k NEW 155.00 100.00
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Molson Coors Beverage Co Cl B Stock (TAP) 0.0 $14k NEW 232.00 60.87
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Texas Instrs Stock (TXN) 0.0 $14k NEW 78.00 179.71
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $14k NEW 204.00 67.85
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Valero Energy Corp Stock (VLO) 0.0 $13k NEW 100.00 132.07
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Star Group L P Unit Ltd Partnr Stock (SGU) 0.0 $13k NEW 1.0k 13.18
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Nexstar Media Group Stock (NXST) 0.0 $13k NEW 71.00 179.23
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Jd.com Inc Spon Ads Cl A Adr (JD) 0.0 $12k NEW 294.00 41.12
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Spire Stock (SR) 0.0 $12k NEW 150.00 78.25
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Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $12k NEW 99.00 117.49
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Autozone Stock (AZO) 0.0 $11k NEW 3.00 3812.67
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Kinross Gold Corp Stock (KGC) 0.0 $11k NEW 889.00 12.61
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Eagle Matls Stock (EXP) 0.0 $11k NEW 49.00 221.94
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Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $11k NEW 170.00 63.53
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Resolute Hldgs Mgmt Stock (RHLD) 0.0 $10k NEW 333.00 31.34
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Ovintiv Stock (OVV) 0.0 $10k NEW 240.00 42.80
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Vanguard Total International Bond Etf Etf (BNDX) 0.0 $10k NEW 209.00 48.82
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Ufp Industries Stock (UFPI) 0.0 $10k NEW 94.00 107.04
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Dupont De Nemours Stock (DD) 0.0 $10k NEW 133.00 74.92
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Commscope Hldg Stock (COMM) 0.0 $9.6k NEW 1.8k 5.31
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Thermo Fisher Scientific Stock (TMO) 0.0 $9.5k NEW 19.00 497.58
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Devon Energy Corp Stock (DVN) 0.0 $9.4k NEW 250.00 37.40
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Fiserv Stock (FI) 0.0 $9.3k NEW 42.00 220.83
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Marsh & Mclennan Cos Stock (MMC) 0.0 $9.3k NEW 38.00 244.03
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Sap Se Adr (SAP) 0.0 $8.9k NEW 33.00 268.45
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Ishares Msci Europe Financials Etf Etf (EUFN) 0.0 $8.7k NEW 305.00 28.49
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Synchrony Financial Stock (SYF) 0.0 $8.6k NEW 163.00 52.94
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Quantumscape Corp Com Cl A Stock (QS) 0.0 $8.4k NEW 2.0k 4.16
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Wynn Resorts Stock (WYNN) 0.0 $8.4k NEW 100.00 83.50
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Nasdaq Stock (NDAQ) 0.0 $7.5k NEW 99.00 75.86
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Taiwan Semiconductor Mfg Adr (TSM) 0.0 $7.3k NEW 44.00 166.00
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Heico Corp Stock (HEI) 0.0 $7.2k NEW 27.00 267.19
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Salesforce Stock (CRM) 0.0 $6.4k NEW 24.00 268.38
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Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $6.4k NEW 51.00 125.96
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Enbridge Stock (ENB) 0.0 $6.3k NEW 143.00 44.31
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Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $6.2k NEW 113.00 54.89
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Aflac Stock (AFL) 0.0 $6.1k NEW 55.00 111.18
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Automatic Data Processing Stock (ADP) 0.0 $5.8k NEW 19.00 305.53
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Williams Cos Stock (WMB) 0.0 $5.8k NEW 97.00 59.76
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Carrier Global Corporation Stock (CARR) 0.0 $5.7k NEW 90.00 63.40
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Chipotle Mexican Grill Stock (CMG) 0.0 $5.6k NEW 112.00 50.21
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Walmart Stock (WMT) 0.0 $5.5k NEW 63.00 87.79
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Qualcomm Stock (QCOM) 0.0 $5.5k NEW 36.00 153.61
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Berkley W R Corp Stock (WRB) 0.0 $5.2k NEW 73.00 71.16
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Lam Research Corp Stock (LRCX) 0.0 $5.1k NEW 70.00 72.70
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Annaly Capital Management Reit (NLY) 0.0 $5.1k NEW 250.00 20.31
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Johnson Ctls Intl Stock (JCI) 0.0 $5.0k NEW 63.00 80.11
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Descartes Sys Group Stock (DSGX) 0.0 $5.0k NEW 50.00 100.84
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Rpm Intl Stock (RPM) 0.0 $5.0k NEW 43.00 115.67
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Mastercard Incorporated Cl A Stock (MA) 0.0 $4.9k NEW 9.00 548.11
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Goldman Sachs Group Stock (GS) 0.0 $4.9k NEW 9.00 546.33
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Clover Health Investments Corp Com Cl A Stock (CLOV) 0.0 $4.7k NEW 1.3k 3.59
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Ametek Stock (AME) 0.0 $4.6k NEW 27.00 172.15
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Dow Stock (DOW) 0.0 $4.6k NEW 133.00 34.92
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Booking Holdings Stock (BKNG) 0.0 $4.6k NEW 1.00 4607.00
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Composecure Inc Wt Exp 122726 Stock (CMPOW) 0.0 $4.6k NEW 1.2k 3.82
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New York Times Co Cl A Stock (NYT) 0.0 $4.5k NEW 90.00 49.60
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Charter Communications Inc New Cl A Stock (CHTR) 0.0 $4.4k NEW 12.00 368.50
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Bank New York Mellon Corp Stock (BK) 0.0 $4.2k NEW 50.00 83.88
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Shell Plc Spon Ads Adr (SHEL) 0.0 $4.2k NEW 57.00 73.28
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Ingersoll Rand Stock (IR) 0.0 $4.1k NEW 51.00 80.04
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Spdr S&p Biotech Etf Etf (XBI) 0.0 $4.1k NEW 50.00 81.10
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Asbury Automotive Group Stock (ABG) 0.0 $4.0k NEW 18.00 220.83
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Nelnet Inc Cl A Stock (NNI) 0.0 $3.7k NEW 33.00 110.94
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Parker-hannifin Corp Stock (PH) 0.0 $3.6k NEW 6.00 607.83
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Ensign Group Stock (ENSG) 0.0 $3.5k NEW 27.00 129.41
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Graphic Packaging Hldg Stock (GPK) 0.0 $3.4k NEW 131.00 25.96
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Southern Stock (SO) 0.0 $3.3k NEW 36.00 91.94
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Illinois Tool Wks Stock (ITW) 0.0 $3.2k NEW 13.00 248.00
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Paccar Stock (PCAR) 0.0 $3.2k NEW 33.00 97.36
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Totalenergies Se Adr (TTE) 0.0 $3.2k NEW 49.00 64.69
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $3.1k NEW 67.00 46.81
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Appian Corp Cl A Stock (APPN) 0.0 $2.9k NEW 100.00 28.81
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PTC Stock (PTC) 0.0 $2.8k NEW 18.00 154.94
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Tfi Intl Stock (TFII) 0.0 $2.6k NEW 34.00 77.44
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Cadence Design System Stock (CDNS) 0.0 $2.5k NEW 10.00 254.30
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Ark Genomic Revolution Etf Etf (ARKG) 0.0 $2.5k NEW 120.00 20.76
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Suburban Propane Partners L P Unit Ltd Partn Stock (SPH) 0.0 $2.4k NEW 115.00 21.01
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Servicenow Stock (NOW) 0.0 $2.4k NEW 3.00 796.00
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Applied Matls Stock (AMAT) 0.0 $2.3k NEW 16.00 145.12
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Kraft Heinz Stock (KHC) 0.0 $2.2k NEW 73.00 30.42
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Cgi Inc Cl A Sub Vtg Stock (GIB) 0.0 $2.2k NEW 22.00 99.82
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Te Connectivity Plc Ord Stock (TEL) 0.0 $2.1k NEW 15.00 141.33
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Moderna Stock (MRNA) 0.0 $1.9k NEW 67.00 28.34
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State Str Corp Stock (STT) 0.0 $1.9k NEW 21.00 89.52
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Danaher Corporation Stock (DHR) 0.0 $1.8k NEW 9.00 205.00
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Wabtec Stock (WAB) 0.0 $1.8k NEW 10.00 181.40
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Fastenal Stock (FAST) 0.0 $1.8k NEW 23.00 77.57
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Blackberry Stock (BB) 0.0 $1.7k NEW 450.00 3.77
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Wk Kellogg Stock (KLG) 0.0 $1.6k NEW 82.00 19.93
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Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) 0.0 $1.6k NEW 200.00 7.76
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Asml Holding N V N Y Registry Adr (ASML) 0.0 $1.3k NEW 2.00 662.50
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Unitedhealth Group Stock (UNH) 0.0 $1.0k NEW 2.00 524.00
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Avery Dennison Corp Stock (AVY) 0.0 $890.000000 NEW 5.00 178.00
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Chemours Stock (CC) 0.0 $865.996800 NEW 64.00 13.53
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Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $681.000000 NEW 20.00 34.05
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Gamestop Corp New Cl A Stock (GME) 0.0 $669.999000 NEW 30.00 22.33
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Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $627.000000 NEW 6.00 104.50
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Dicks Sporting Goods Stock (DKS) 0.0 $605.000100 NEW 3.00 201.67
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Organon & Co Stock (OGN) 0.0 $596.000000 NEW 40.00 14.90
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Nike Inc Cl B Stock (NKE) 0.0 $570.999600 NEW 9.00 63.44
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Louisiana Pac Corp Stock (LPX) 0.0 $552.000000 NEW 6.00 92.00
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Pinterest Inc Cl A Stock (PINS) 0.0 $496.000000 NEW 16.00 31.00
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American Tower Corp Reit (AMT) 0.0 $435.000000 NEW 2.00 217.50
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Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $406.998900 NEW 77.00 5.29
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Illumina Stock (ILMN) 0.0 $397.000000 NEW 5.00 79.40
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Paypal Hldgs Stock (PYPL) 0.0 $391.999800 NEW 6.00 65.33
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Halliburton Stock (HAL) 0.0 $381.000000 NEW 15.00 25.40
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Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $344.000000 NEW 2.00 172.00
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Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $332.000400 NEW 12.00 27.67
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Nextera Energy Stock (NEE) 0.0 $284.000000 NEW 4.00 71.00
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Schlumberger Ltd Com Stk Stock (SLB) 0.0 $250.999800 NEW 6.00 41.83
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Waste Mgmt Inc Del Stock (WM) 0.0 $243.000000 NEW 1.00 243.00
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Veralto Corp Stock (VLTO) 0.0 $195.000000 NEW 2.00 97.50
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Lumen Technologies Stock (LUMN) 0.0 $192.001600 NEW 49.00 3.92
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Helen Of Troy Stock (HELE) 0.0 $159.999900 NEW 3.00 53.33
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Bny Mellon High Yield Strategi Sh Ben Int Cef (DHF) 0.0 $143.998400 NEW 56.00 2.57
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Zillow Group Inc Cl C Cap Stk Stock (Z) 0.0 $137.000000 NEW 2.00 68.50
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Luminar Technologies Inc Com New Cl A Stock (LAZR) 0.0 $69.999800 NEW 13.00 5.38
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Editas Medicine Stock (EDIT) 0.0 $46.000000 NEW 40.00 1.15
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Fortrea Hldgs Stock (FTRE) 0.0 $45.000000 NEW 6.00 7.50
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Canadian Natl Ry Stock (CNI) 0.0 $0 NEW 0 0.00
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Past Filings by MorganRosel Wealth Management

SEC 13F filings are viewable for MorganRosel Wealth Management going back to 2018

View all past filings