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
CTAS
Cintas Corp

Industrials
88
New
$182.09 - $208.14 $16K - $18.3K
88 $18K
FANG
Diamondback Energy, Inc.

Energy
112
New
$139.9 - $180.18 $15.7K - $20.2K
112 $17K
EME
Emcor Group, Inc.

Industrials
47
New
$361.16 - $535.99 $17K - $25.2K
47 $17K
LLY
Eli Lilly & CO

Healthcare
21
New
$725.72 - $929.72 $15.2K - $19.5K
21 $17K
NIO
Nio Inc.

Consumer Cyclical
4.57K
New
$3.75 - $5.22 $17.1K - $23.8K
4.57K $17K
BA
Boeing CO

Industrials
103
New
$148.15 - $186.25 $15.3K - $19.2K
103 $17K
EFG
Msci Eafe Growth ETF

ETFs
155
New
$96.1 - $106.37 $14.9K - $16.5K
155 $15K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
748
New
N/A
748 $15K
TXN
Texas Instruments Inc

Technology
78
New
N/A
78 $15K
TAP
Molson Coors Beverage CO

Consumer Defensive
232
New
$52.44 - $62.91 $12.2K - $14.6K
232 $14K
EEMV
Ishares Msci Emerging Markets

ETFs
161
+ 1.69%
$57.07 - $59.29 $9.19K - $9.55K
9.67K $564K
VLO
Valero Energy Corp

Energy
100
New
$121.76 - $142.99 $12.2K - $14.3K
100 $13K
MDLZ
Mondelez International, Inc.

Consumer Defensive
204
New
$56.12 - $68.15 $11.4K - $13.9K
204 $13K
NXST
Nexstar Media Group, Inc.

Communication Services
71
New
$146.34 - $182.75 $10.4K - $13K
71 $12K
JD
Jd.Com, Inc.

Consumer Cyclical
294
New
$33.1 - $45.21 $9.73K - $13.3K
294 $12K
IWP
Ishares Russell Mid Cap Growth

ETFs
99
New
$114.9 - $139.6 $11.4K - $13.8K
99 $11K
SR
Spire Inc

Utilities
150
New
$65.62 - $78.25 $9.84K - $11.7K
150 $11K
KGC
Kinross Gold Corp

Basic Materials
889
New
$9.69 - $12.61 $8.61K - $11.2K
889 $11K
AZO
Autozone Inc

Consumer Cyclical
3
New
$3193.96 - $3828.11 $9.58K - $11.5K
3 $11K
VNQ
Vanguard Specialized Funds Van

ETFs
79
+ 2.89%
$85.55 - $94.34 $6.76K - $7.45K
2.81K $254K
BNDX
Vanguard Total International B

ETFs
209
New
$48.33 - $49.5 $10.1K - $10.3K
209 $10K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
170
New
$59.28 - $66.1 $10.1K - $11.2K
170 $10K
EXP
Eagle Materials Inc

Basic Materials
49
New
$207.49 - $262.13 $10.2K - $12.8K
49 $10K
OVV
Ovintiv Inc.

Energy
240
New
$37.84 - $45.91 $9.08K - $11K
240 $10K
UFPI
Ufp Industries Inc

Basic Materials
94
New
$103.91 - $118.67 $9.77K - $11.2K
94 $10K
TMO
Thermo Fisher Scientific Inc.

Healthcare
19
New
$497.6 - $606.74 $9.45K - $11.5K
19 $9K
DVN
Devon Energy Corp

Energy
250
New
$33.15 - $38.55 $8.29K - $9.64K
250 $9K
IEMG
Ishares Inc

ETFs
160
+ 1.28%
N/A
12.7K $680K
COMM
Comm Scope Holding Company, Inc.

Technology
1.8K
New
$4.63 - $6.35 $8.33K - $11.4K
1.8K $9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
New
$208.48 - $244.03 $7.92K - $9.27K
38 $9K
DD
Du Pont De Nemours, Inc.

Basic Materials
133
New
$72.7 - $84.32 $9.67K - $11.2K
133 $9K
EUFN
Ishares Msci Europe Financials

ETFs
305
New
$23.03 - $29.47 $7.02K - $8.99K
305 $8K
SYF
Synchrony Financial

Financial Services
163
New
$51.9 - $70.63 $8.46K - $11.5K
163 $8K
QS
Quantum Scape Corp

Consumer Cyclical
2.03K
New
$4.15 - $6.58 $8.41K - $13.3K
2.03K $8K
WYNN
Wynn Resorts LTD

Consumer Cyclical
100
New
$77.0 - $93.47 $7.7K - $9.35K
100 $8K
SAP
Sap Se

Technology
33
New
$241.4 - $293.69 $7.97K - $9.69K
33 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
New
$165.25 - $224.62 $7.27K - $9.88K
44 $7K
HEI
Heico Corp

Industrials
27
New
$219.6 - $270.85 $5.93K - $7.31K
27 $7K
NDAQ
Nasdaq, Inc.

Financial Services
99
New
$72.17 - $83.76 $7.14K - $8.29K
99 $7K
CRM
Salesforce, Inc.

Technology
24
New
$268.36 - $359.95 $6.44K - $8.64K
24 $6K
AFL
Aflac Inc

Financial Services
55
New
$100.99 - $111.19 $5.55K - $6.12K
55 $6K
IWS
Ishares Russell Midcap Value E

ETFs
51
New
$122.59 - $135.24 $6.25K - $6.9K
51 $6K
SMG
Scotts Miracle Gro CO

Basic Materials
113
New
$54.76 - $77.7 $6.19K - $8.78K
113 $6K
ENB
Enbridge Inc

Energy
143
New
$41.54 - $45.45 $5.94K - $6.5K
143 $6K
FISV
Fiserv Inc

Technology
42
New
N/A
42 $5K
ADP
Automatic Data Processing Inc

Industrials
19
New
$286.85 - $318.64 $5.45K - $6.05K
19 $5K
WMT
Walmart Inc.

Consumer Defensive
63
New
$84.5 - $105.05 $5.32K - $6.62K
63 $5K
WMB
Williams Companies, Inc.

Energy
97
New
$54.02 - $61.09 $5.24K - $5.93K
97 $5K
WRB
Berkley W R Corp

Financial Services
73
New
$56.7 - $71.27 $4.14K - $5.2K
73 $5K
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