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Toll Brothers shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Toll Brothers

Tip: Access up to 7 years of quarterly data

All positions including Toll Brothers held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 11k 129.37
2023-12-31 $1.2M 11k 102.79
2023-09-30 $602k 8.1k 73.96

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

Top funds holding Toll Brothers

Vanguard Group
Greenhaven Associates
Dimensional Fund Advisors
Massachusetts Financial Services
AQR Capital Management
Pacer Advisors
Bamco
LSV Asset Management
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Goldman Sachs Group
Allianz Asset Management
Arrowstreet Capital, Limited Partnership
Bank of America Corporation

View all funds holding Toll Brothers