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
MAR
Marriott International Inc

Consumer Cyclical
438
New
$237.01 - $304.45 $104K - $133K
438 $104K
KR
Kroger CO

Consumer Defensive
1.48K
New
$58.36 - $67.72 $86.6K - $100K
1.48K $100K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
5.29K
New
$18.61 - $21.28 $98.5K - $113K
5.29K $100K
DIS
Walt Disney CO

Communication Services
1.01K
New
$96.87 - $114.0 $97.5K - $115K
1.01K $99K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.03K
+ 6.75%
$71.17 - $73.66 $73.6K - $76.2K
16.3K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
313
New
$302.31 - $337.54 $94.6K - $106K
313 $96K
FBP
First Bancorp

Financial Services
5K
New
$17.43 - $21.08 $87.2K - $105K
5K $95K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.15K
New
$79.17 - $82.04 $91K - $94.3K
1.15K $94K
RS
Reliance Steel & Aluminum CO

Basic Materials
214
+ 13.1%
$266.61 - $302.66 $57.1K - $64.8K
1.85K $533K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
788
+ 33.26%
$110.75 - $119.78 $87.3K - $94.4K
3.16K $364K
PG
Procter & Gamble CO

Consumer Defensive
548
New
$158.56 - $176.26 $86.9K - $96.6K
548 $93K
GM
General Motors CO

Consumer Cyclical
1.96K
New
$45.22 - $54.92 $88.5K - $107K
1.96K $91K
BALL
Ball Corp

Consumer Cyclical
1.74K
New
$49.04 - $56.53 $85.3K - $98.4K
1.74K $90K
IWF
Ishares Russell 1000 Gr ETF

ETFs
246
New
$360.07 - $417.26 $88.6K - $103K
246 $88K
CVX
Chevron Corp

Energy
528
New
$146.71 - $167.97 $77.5K - $88.7K
528 $88K
JNJ
Johnson & Johnson

Healthcare
533
New
$142.06 - $167.7 $75.7K - $89.4K
533 $88K
BP
Bp PLC

Energy
2.39K
New
$29.93 - $35.31 $71.6K - $84.5K
2.39K $80K
REVG
Rev Group, Inc.

Industrials
2.9K
+ 6.73%
$27.3 - $35.58 $79.3K - $103K
46K $1.45M
SNY
Sanofi

Healthcare
1.44K
New
$48.15 - $59.42 $69.3K - $85.6K
1.44K $79K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
600
New
$80.53 - $147.57 $48.3K - $88.5K
600 $79K
MDT
Medtronic PLC

Healthcare
857
New
$79.84 - $94.5 $68.4K - $81K
857 $77K
NVS
Novartis Ag

Healthcare
675
New
$97.14 - $115.57 $65.6K - $78K
675 $75K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
466
+ 6.76%
$114.57 - $118.14 $53.4K - $55.1K
7.36K $869K
WFC
Wells Fargo & Company

Financial Services
1K
New
$66.78 - $81.42 $66.8K - $81.4K
1K $71K
CSCO
Cisco Systems, Inc.

Technology
1.11K
New
$58.74 - $64.87 $65.1K - $71.9K
1.11K $68K
PSX
Phillips 66

Energy
546
New
$113.93 - $131.55 $62.2K - $71.8K
546 $67K
VZ
Verizon Communications Inc

Communication Services
1.45K
New
$37.81 - $46.49 $54.7K - $67.3K
1.45K $65K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.15K
New
$55.11 - $65.5 $63.2K - $75.1K
1.15K $65K
CHWY
Chewy, Inc.

Consumer Cyclical
2K
New
$31.83 - $39.8 $63.7K - $79.6K
2K $65K
MCD
Mcdonalds Corp

Consumer Cyclical
208
New
$279.74 - $321.29 $58.2K - $66.8K
208 $64K
META
Meta Platforms, Inc.

Communication Services
110
New
$576.36 - $736.67 $63.4K - $81K
110 $63K
UNP
Union Pacific Corp

Industrials
254
New
$225.21 - $254.42 $57.2K - $64.6K
254 $60K
HON
Honeywell International Inc

Industrials
283
New
$202.75 - $226.52 $57.4K - $64.1K
283 $59K
SBUX
Starbucks Corp

Consumer Cyclical
610
New
$91.75 - $115.81 $56K - $70.6K
610 $59K
PM
Philip Morris International Inc.

Consumer Defensive
353
New
$117.15 - $158.79 $41.4K - $56.1K
353 $56K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.46K
+ 32.92%
$76.24 - $95.41 $111K - $139K
5.9K $460K
PEP
Pepsico Inc

Consumer Defensive
366
New
$142.64 - $156.42 $52.2K - $57.2K
366 $54K
NSC
Norfolk Southern Corp

Industrials
230
New
$227.69 - $259.76 $52.4K - $59.7K
230 $54K
ABT
Abbott Laboratories

Healthcare
400
New
$111.1 - $140.22 $44.4K - $56.1K
400 $53K
SCHW
Schwab Charles Corp

Financial Services
668
New
$71.24 - $83.64 $47.6K - $55.9K
668 $52K
IVE
Ishares S&P 500 Value ETF

ETFs
264
New
$185.78 - $198.58 $49K - $52.4K
264 $50K
BAC
Bank Of America Corp

Financial Services
1.21K
New
$39.61 - $47.74 $47.8K - $57.7K
1.21K $50K
OXY
Occidental Petroleum Corp

Energy
1K
New
$45.45 - $52.7 $45.5K - $52.7K
1K $49K
MPLX
Mplx LP

Energy
900
New
$47.88 - $54.65 $43.1K - $49.2K
900 $48K
ONON
On Holding Ag

Consumer Cyclical
1.1K
New
$43.92 - $63.62 $48.3K - $70K
1.1K $48K
FXH
First Tr Exchange Trd Fd Healt

ETFs
450
New
$102.5 - $112.02 $46.1K - $50.4K
450 $46K
PFG
Principal Financial Group Inc

Financial Services
548
New
$76.34 - $89.04 $41.8K - $48.8K
548 $46K
GLW
Corning Inc

Technology
1K
New
$44.91 - $54.25 $44.9K - $54.3K
1K $45K
PTF
Invesco Exchange Traded Fd Tr

ETFs
754
New
$56.97 - $77.14 $43K - $58.2K
754 $44K
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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