Morgan Rosel Wealth Management, LLC Purchases in Q4 2024

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.1K
+ 3029.8%
$481.22 - $538.17 $7.29M - $8.15M
15.6K $8M
AAPL
Apple Inc.

Technology
8.34K
+ 134.25%
$221.69 - $259.02 $1.85M - $2.16M
14.6K $3.65M
TSLA
Tesla, Inc.

Consumer Cyclical
2.3K
+ 85.19%
$213.65 - $479.86 $491K - $1.1M
5K $2.02M
CQP
Cheniere Energy Partners, L.P.

Energy
16.5K
New
$48.06 - $58.87 $793K - $971K
16.5K $876K
CRGY
Crescent Energy CO

Energy
53.6K
New
$11.17 - $15.28 $599K - $819K
53.6K $783K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
974
+ 12.05%
$521.84 - $558.82 $508K - $544K
9.06K $4.88M
ORCL
Oracle Corp

Technology
2.9K
New
$165.41 - $192.43 $480K - $558K
2.9K $483K
COST
Costco Wholesale Corp

Consumer Defensive
379
+ 26.92%
$873.59 - $994.69 $331K - $377K
1.79K $1.64M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
4.42K
+ 60.39%
$99.39 - $112.14 $439K - $495K
11.7K $1.2M
IDV
Ishares Tr

ETFs
12.7K
New
$27.03 - $29.92 $344K - $381K
12.7K $348K
NVDA
Nvidia Corp

Technology
1.96K
+ 34.73%
$117.0 - $148.88 $229K - $292K
7.6K $1.02M
AMD
Advanced Micro Devices Inc

Technology
2.35K
New
$118.88 - $172.8 $279K - $406K
2.35K $283K
VBK
Vanguard Small Cap Growth ETF

ETFs
892
New
$264.18 - $304.19 $236K - $271K
892 $249K
IEFA
Ishares Tr

ETFs
3.75K
+ 77.96%
$70.06 - $77.43 $263K - $290K
8.56K $601K
OC
Owens Corning

Industrials
1.37K
+ 39.72%
$169.41 - $210.81 $232K - $288K
4.81K $819K
PWR
Quanta Services, Inc.

Industrials
373
+ 8.68%
$296.05 - $346.6 $110K - $129K
4.67K $1.48M
VO
Vanguard Mid Cap ETF

ETFs
714
+ 2.58%
$261.5 - $284.63 $187K - $203K
28.4K $7.5M
BR
Broadridge Financial Solutions, Inc.

Technology
645
+ 23.43%
$209.64 - $236.44 $135K - $153K
3.4K $768K
MSFT
Microsoft Corp

Technology
516
+ 9.16%
$406.35 - $454.46 $210K - $235K
6.15K $2.59M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
653
+ 8.5%
$201.32 - $217.44 $131K - $142K
8.34K $1.73M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
123
+ 21.1%
$1146.59 - $1270.6 $141K - $156K
706 $837K
AMP
Ameriprise Financial Inc

Financial Services
84
+ 4.49%
$473.15 - $574.01 $39.7K - $48.2K
1.96K $1.04M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.49K
+ 6.6%
$90.42 - $94.5 $406K - $424K
72.5K $6.55M
IT
Gartner Inc

Technology
324
+ 18.71%
$481.22 - $551.8 $156K - $179K
2.06K $996K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.47K
+ 13.9%
$104.01 - $115.38 $152K - $169K
12K $1.27M
GOOGL
Alphabet Inc.

Communication Services
349
+ 21.54%
$161.86 - $196.66 $56.5K - $68.6K
1.97K $372K
VB
Vanguard Small Cap ETF

ETFs
252
+ 7.37%
$233.76 - $261.58 $58.9K - $65.9K
3.67K $881K
PHM
Pultegroup Inc

Consumer Cyclical
3.12K
+ 39.61%
$108.86 - $149.04 $340K - $465K
11K $1.2M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.11K
+ 9.13%
$60.51 - $65.57 $67K - $72.6K
13.2K $804K
VOE
Vanguard Mid Cap Value Index F

ETFs
454
+ 17.41%
$160.89 - $176.18 $73K - $80K
3.06K $495K
HYG
Ishares Tr

ETFs
1.3K
+ 4.13%
$78.09 - $80.04 $102K - $104K
32.8K $2.58M
JPIE
J P Morgan Exchange Traded Fd
1.66K
+ 2.93%
$45.59 - $46.25 $75.5K - $76.6K
58.2K $2.66M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
372
+ 9.15%
$90.74 - $103.94 $33.8K - $38.7K
4.44K $405K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.24K
+ 10.32%
$44.04 - $49.49 $143K - $160K
34.6K $1.52M
PIE
Invesco Exchange Traded Fd Tr

ETFs
2.99K
+ 9.31%
$19.22 - $20.71 $57.5K - $62K
35.2K $675K
XOM
Exxon Mobil Corp

Energy
284
+ 13.95%
$105.51 - $125.37 $30K - $35.6K
2.32K $249K
BND
Vanguard Bd Index Fd Inc Total

ETFs
766
+ 5.27%
$71.75 - $75.11 $55K - $57.5K
15.3K $1.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.73K
+ 11.63%
$28.89 - $33.95 $50.1K - $58.9K
16.6K $483K
Vanguard Core Plus Bond ETF
4.61K
+ 4.59%
N/A
105K $0
Linde PLC Shs
257
+ 19.68%
N/A
1.56K $0
VUSB
Vanguard Bd Index Fds
1.06K
+ 1.65%
N/A
65.4K $0
EEMV
Ishares Msci Emerging Markets

ETFs
670
+ 7.58%
$57.85 - $63.11 $38.8K - $42.3K
9.51K $551K
VT
Vanguard Total World Stk Index

ETFs
21
+ 0.54%
$117.09 - $123.07 $2.46K - $2.58K
3.91K $458K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.62K
+ 7.41%
$37.33 - $40.39 $135K - $146K
52.4K $1.96M
FNDB
Schwab Fundamental U S Broad M

ETFs
25.3K
+ 199.14%
$23.07 - $70.32 $583K - $1.78M
38K $883K
VNQ
Vanguard Specialized Funds Van

ETFs
31
+ 1.15%
$87.85 - $98.6 $2.72K - $3.06K
2.74K $243K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.7K
+ 19.98%
$123.8 - $167.8 $211K - $286K
10.2K $1.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
137
+ 1.42%
$96.64 - $101.23 $13.2K - $13.9K
9.79K $948K
TT
Trane Technologies PLC

Industrials
98
+ 2.72%
$369.35 - $419.14 $36.2K - $41.1K
3.7K $1.36M
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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