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Jefferies Finl Group shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Jefferies Finl Group

Tip: Access up to 7 years of quarterly data

All positions including Jefferies Finl Group held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jefferies Finl Group by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $516k 9.4k 54.69
2025-03-31 $1.2M 23k 53.57

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Jefferies Finl Group

BlackRock
Vanguard Group
Sumitomo Mitsui Financial
Allspring Global Investments Holdings
Alliancebernstein
Jpmorgan Chase & Co
State Street Corporation
Massachusetts Mutual Life Insurance Company
Eminence Capital
Geode Capital Management
First Pacific Advisors
Dimensional Fund Advisors
Artemis Investment Management
Fisher Investments
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Jefferies Finl Group