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
T
At&T Inc.

Communication Services
1.54K
New
$21.56 - $28.28 $33.3K - $43.6K
1.54K $43K
CMPO
Compo Secure, Inc.

Industrials
4K
New
$10.39 - $17.2 $41.6K - $68.8K
4K $43K
COP
Conocophillips

Energy
400
New
$88.6 - $105.85 $35.4K - $42.3K
400 $42K
ON
On Semiconductor Corp

Technology
1K
New
$40.69 - $64.51 $40.7K - $64.5K
1K $40K
AVGO
Broadcom Inc.

Technology
243
New
$167.43 - $244.7 $40.7K - $59.5K
243 $40K
YUM
Yum Brands Inc

Consumer Cyclical
260
New
$123.25 - $162.53 $32K - $42.3K
260 $40K
WDC
Western Digital Corp

Technology
1K
New
$40.43 - $72.03 $40.4K - $72K
1K $40K
OKE
Oneok Inc

Energy
396
New
$89.57 - $109.85 $35.5K - $43.5K
396 $39K
MBB
Ishares Tr

ETFs
409
New
$90.37 - $94.08 $37K - $38.5K
409 $38K
USB
Us Bancorp \De\

Financial Services
887
New
$40.92 - $50.9 $36.3K - $45.1K
887 $37K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.65K
New
$21.75 - $24.28 $36K - $40.1K
1.65K $36K
VOE
Vanguard Mid Cap Value Index F

ETFs
251
+ 8.2%
$156.61 - $168.02 $39.3K - $42.2K
3.31K $531K
ETN
Eaton Corp PLC

Industrials
789
+ 26.35%
$271.83 - $371.23 $214K - $293K
3.78K $1.03M
TPR
Tapestry, Inc.

Consumer Cyclical
500
New
$65.63 - $89.21 $32.8K - $44.6K
500 $35K
MRK
Merck & Co., Inc.

Healthcare
400
New
$83.01 - $101.02 $33.2K - $40.4K
400 $35K
HSY
Hershey CO

Consumer Defensive
203
New
$144.74 - $186.36 $29.4K - $37.8K
203 $34K
SKYW
Skywest Inc

Industrials
2.32K
+ 17.51%
$81.46 - $120.92 $189K - $281K
15.6K $1.36M
CMA
Comerica Inc

Financial Services
564
New
$56.11 - $68.38 $31.6K - $38.6K
564 $33K
PAYX
Paychex Inc

Industrials
220
New
$136.06 - $154.52 $29.9K - $34K
220 $33K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
277
New
$117.4 - $131.02 $32.5K - $36.3K
277 $33K
VGT
Vanguard Information Technolog

ETFs
60
New
$542.38 - $646.34 $32.5K - $38.8K
60 $32K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
405
New
$77.7 - $78.94 $31.5K - $32K
405 $31K
HPE
Hewlett Packard Enterprise CO

Technology
2.02K
New
$14.77 - $24.42 $29.8K - $49.3K
2.02K $31K
BOX
Box Inc

Technology
1K
New
$30.22 - $35.39 $30.2K - $35.4K
1K $30K
F
Ford Motor CO

Consumer Cyclical
3K
New
$9.12 - $10.43 $27.4K - $31.3K
3K $30K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
500
New
$57.21 - $65.8 $28.6K - $32.9K
500 $29K
AXP
American Express CO

Financial Services
107
New
$255.39 - $325.87 $27.3K - $34.9K
107 $28K
C
Citigroup Inc

Financial Services
400
New
$67.23 - $84.63 $26.9K - $33.9K
400 $28K
K
Kellogg CO

Consumer Defensive
331
New
$81.06 - $82.9 $26.8K - $27.4K
331 $27K
FV
First Trust Dorsey Wright Focu

ETFs
507
New
$53.91 - $63.03 $27.3K - $32K
507 $27K
MS
Morgan Stanley

Financial Services
232
New
$111.68 - $141.08 $25.9K - $32.7K
232 $27K
ROP
Roper Technologies Inc

Industrials
45
New
$502.71 - $593.81 $22.6K - $26.7K
45 $26K
IDXX
Idexx Laboratories Inc

Healthcare
63
New
$406.29 - $469.04 $25.6K - $29.5K
63 $26K
RTX
Raytheon Technologies Corp

Industrials
200
New
$114.1 - $135.66 $22.8K - $27.1K
200 $26K
SPMD
Spdr Portfolio

ETFs
500
New
$50.21 - $57.73 $25.1K - $28.9K
500 $25K
GOOG
Alphabet Inc.

Communication Services
166
New
$156.06 - $207.71 $25.9K - $34.5K
166 $25K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
300
New
$78.12 - $83.7 $23.4K - $25.1K
300 $24K
KO
Coca Cola CO

Consumer Defensive
344
New
$60.81 - $72.32 $20.9K - $24.9K
344 $24K
ANSS
Ansys Inc

Technology
74
New
$316.56 - $360.36 $23.4K - $26.7K
74 $23K
CTVA
Corteva, Inc.

Basic Materials
376
New
$55.94 - $66.15 $21K - $24.9K
376 $23K
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.45%
$74.85 - $84.89 $1.2K - $1.36K
3.55K $289K
MO
Altria Group, Inc.

Consumer Defensive
398
New
$50.81 - $60.02 $20.2K - $23.9K
398 $23K
PLTR
Palantir Technologies Inc.

Technology
270
New
$64.98 - $124.62 $17.5K - $33.6K
270 $22K
HPQ
Hp Inc

Technology
816
New
$27.69 - $34.72 $22.6K - $28.3K
816 $22K
VFH
Vanguard Financial ETF

ETFs
179
New
$114.07 - $127.34 $20.4K - $22.8K
179 $21K
BMY
Bristol Myers Squibb CO

Healthcare
339
New
$53.9 - $63.11 $18.3K - $21.4K
339 $20K
IWM
Ishares Russell 2000 ETF

ETFs
100
New
$198.1 - $229.79 $19.8K - $23K
100 $19K
WELL
Welltower Inc.

Real Estate
130
New
$124.05 - $156.86 $16.1K - $20.4K
130 $19K
TGT
Target Corp

Consumer Defensive
185
New
$103.65 - $142.5 $19.2K - $26.4K
185 $19K
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
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email