Morgan Rosel Wealth Management, LLC Purchases in Q1 2025

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
28.9K
New
$237.72 - $276.98 $6.88M - $8.01M
28.9K $7.08M
BOND
Pimco Active Bond Exchange Tra

ETFs
25.4K
+ 35.09%
$89.27 - $92.9 $2.27M - $2.36M
97.9K $9.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.5K
+ 219.83%
$95.85 - $99.25 $2.06M - $2.14M
31.3K $3.1M
JPIE
J P Morgan Exchange Traded Fd
45.7K
+ 78.4%
$45.46 - $46.18 $2.08M - $2.11M
104K $4.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.15K
+ 45.79%
$507.05 - $563.67 $2.1M - $2.34M
13.2K $6.79M
VEA
Vanguard Ftse Developed Market

ETFs
22.2K
+ 31.22%
$47.4 - $52.99 $1.05M - $1.18M
93.4K $4.74M
JEF
Jefferies Financial Group Inc.

Financial Services
23K
New
$52.22 - $81.31 $1.2M - $1.87M
23K $1.23M
HYG
Ishares Tr

ETFs
13.9K
+ 42.4%
$78.51 - $80.11 $1.09M - $1.11M
46.7K $3.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.2K
+ 3.25%
$87.68 - $94.52 $280K - $302K
102K $9.52M
PDI
Pimco Dynamic Income Fund

Financial Services
27.2K
+ 28.34%
$18.51 - $20.05 $503K - $545K
123K $2.44M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.44K
+ 37.01%
$104.89 - $113.56 $466K - $505K
16.4K $1.75M
MCK
Mckesson Corp

Healthcare
471
+ 77.09%
$566.21 - $672.99 $267K - $317K
1.08K $728K
COOP
Mr. Cooper Group Inc.

Financial Services
154
+ 1.15%
$91.4 - $119.6 $14.1K - $18.4K
13.5K $1.62M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.83K
+ 21.96%
$196.12 - $229.48 $359K - $420K
10.2K $2.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.98K
+ 17.27%
$42.5 - $46.71 $254K - $279K
40.6K $1.84M
AMP
Ameriprise Financial Inc

Financial Services
819
+ 41.89%
$472.29 - $575.13 $387K - $471K
2.77K $1.34M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
68
+ 9.63%
$1187.71 - $1432.58 $80.8K - $97.4K
774 $1.11M
APH
Amphenol Corp

Technology
4.93K
+ 31.6%
$61.62 - $78.55 $304K - $387K
20.5K $1.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.43K
+ 11.43%
$168.16 - $186.21 $409K - $453K
23.7K $4.05M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.52K
+ 4.81%
$37.06 - $41.11 $93.5K - $104K
55K $2.2M
BSX
Boston Scientific Corp

Healthcare
2.06K
New
$89.38 - $106.18 $184K - $219K
2.06K $208K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
383
New
$442.66 - $534.52 $170K - $205K
383 $203K
BR
Broadridge Financial Solutions, Inc.

Technology
602
+ 17.72%
$221.46 - $244.83 $133K - $147K
4K $969K
VTV
Vanguard Value ETF

ETFs
1.17K
New
$167.73 - $179.21 $196K - $209K
1.17K $201K
CI
Cigna Corp

Healthcare
588
New
$274.49 - $329.0 $161K - $193K
588 $193K
FTNT
Fortinet, Inc.

Technology
1.91K
New
$92.49 - $114.57 $176K - $218K
1.91K $183K
V
Visa Inc.

Financial Services
504
New
$306.92 - $362.71 $155K - $183K
504 $176K
FNDC
Schwab Fundamental Intl Small

ETFs
4.74K
New
$33.34 - $37.44 $158K - $177K
4.74K $171K
IAU
Ishares Gold Trust

ETFs
2.64K
New
$49.74 - $58.96 $131K - $155K
2.64K $155K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2K
New
$75.99 - $81.58 $152K - $163K
2K $153K
VXF
Vanguard Extended Market ETF

ETFs
859
New
$170.36 - $201.04 $146K - $173K
859 $147K
ABBV
Abb Vie Inc.

Healthcare
687
New
$169.2 - $216.66 $116K - $149K
687 $143K
TMUS
T Mobile Us, Inc.

Communication Services
526
New
$211.3 - $272.83 $111K - $144K
526 $140K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
296
+ 1.22%
$68.32 - $75.06 $20.2K - $22.2K
24.6K $1.84M
VB
Vanguard Small Cap ETF

ETFs
910
+ 24.8%
$217.89 - $252.64 $198K - $230K
4.58K $1.02M
DRI
Darden Restaurants Inc

Consumer Cyclical
645
New
$180.02 - $208.56 $116K - $135K
645 $134K
MSI
Motorola Solutions, Inc.

Technology
305
New
$411.73 - $482.1 $126K - $147K
305 $133K
IBM
International Business Machines Corp

Technology
525
New
$217.4 - $264.74 $114K - $139K
525 $130K
GE
General Electric CO

Industrials
647
New
$168.59 - $212.13 $109K - $137K
647 $129K
BSJR
Invesco Indx Tr

ETFs
5.73K
New
$22.4 - $22.69 $128K - $130K
5.73K $128K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.57K
New
$23.03 - $23.17 $128K - $129K
5.57K $128K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.51K
New
$23.19 - $23.5 $128K - $129K
5.51K $127K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.91K
New
$21.64 - $22.08 $128K - $131K
5.91K $127K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
6.01K
New
$21.04 - $21.64 $127K - $130K
6.01K $126K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.09K
+ 18.55%
$28.11 - $32.0 $86.8K - $98.8K
19.7K $607K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.74K
+ 3.33%
$55.41 - $60.74 $207K - $227K
116K $6.55M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.41K
New
$82.81 - $92.93 $117K - $131K
1.41K $119K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.67K
+ 10.64%
$468.34 - $539.52 $780K - $898K
17.3K $8.12M
NFLX
Netflix Inc

Communication Services
112
New
$828.4 - $1058.6 $92.8K - $119K
112 $104K
Activity Summary
Buys All Purchases 299 New Holdings 250 Increased Positions 49 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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