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
CARR
Carrier Global Corp

Industrials
90
New
$62.07 - $70.55 $5.59K - $6.35K
90 $5K
DSGX
Descartes Systems Group Inc

Technology
50
New
$96.4 - $122.5 $4.82K - $6.13K
50 $5K
QCOM
Qualcomm Inc

Technology
36
New
$151.94 - $175.86 $5.47K - $6.33K
36 $5K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
112
New
$47.79 - $59.89 $5.35K - $6.71K
112 $5K
JCI
Johnson Controls International PLC

Industrials
63
New
$76.12 - $90.6 $4.8K - $5.71K
63 $5K
DOW
Dow Inc.

Basic Materials
133
New
$34.36 - $41.92 $4.57K - $5.58K
133 $4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4295.4 - $5141.88 $4.3K - $5.14K
1 $4K
GS
Goldman Sachs Group Inc

Financial Services
9
New
$524.81 - $672.19 $4.72K - $6.05K
9 $4K
NYT
New York Times CO

Communication Services
90
New
$46.9 - $55.89 $4.22K - $5.03K
90 $4K
SHEL
Shell PLC

Energy
57
New
$62.84 - $73.29 $3.58K - $4.18K
57 $4K
BK
Bank Of New York Mellon Corp

Financial Services
50
New
$75.42 - $88.95 $3.77K - $4.45K
50 $4K
IR
Ingersoll Rand Inc.

Industrials
51
New
$79.44 - $94.23 $4.05K - $4.81K
51 $4K
RPM
Rpm International Inc

Basic Materials
43
New
$114.03 - $128.31 $4.9K - $5.52K
43 $4K
CLOV
Clover Health Investments, Corp.

Healthcare
1.3K
New
$3.13 - $4.82 $4.07K - $6.27K
1.3K $4K
AME
Ametek Inc

Industrials
27
New
$170.39 - $190.43 $4.6K - $5.14K
27 $4K
CHTR
Charter Communications, Inc.

Communication Services
12
New
$334.89 - $384.77 $4.02K - $4.62K
12 $4K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
50
New
$81.1 - $94.7 $4.05K - $4.74K
50 $4K
TTE
Total Energies Se

Energy
49
New
N/A
49 $3K
SO
Southern CO

Utilities
36
New
$80.96 - $92.96 $2.91K - $3.35K
36 $3K
ENSG
Ensign Group, Inc

Healthcare
27
New
$125.4 - $148.86 $3.39K - $4.02K
27 $3K
PH
Parker Hannifin Corp

Industrials
6
New
$591.65 - $707.05 $3.55K - $4.24K
6 $3K
PCAR
Paccar Inc

Industrials
33
New
$96.91 - $112.51 $3.2K - $3.71K
33 $3K
NNI
Nelnet Inc

Financial Services
33
New
$102.92 - $122.39 $3.4K - $4.04K
33 $3K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
18
New
$218.17 - $305.86 $3.93K - $5.51K
18 $3K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
131
New
$25.27 - $28.3 $3.31K - $3.71K
131 $3K
ITW
Illinois Tool Works Inc

Industrials
13
New
$244.9 - $274.48 $3.18K - $3.57K
13 $3K
AMAT
Applied Materials Inc

Technology
16
New
$145.06 - $195.51 $2.32K - $3.13K
16 $2K
GIB
Cgi Inc

Technology
22
New
$98.12 - $122.43 $2.16K - $2.69K
22 $2K
CDNS
Cadence Design Systems Inc

Technology
10
New
$233.96 - $324.52 $2.34K - $3.25K
10 $2K
KHC
Kraft Heinz CO

Consumer Defensive
73
New
$28.51 - $32.22 $2.08K - $2.35K
73 $2K
TFII
Tfi International Inc.

Industrials
34
New
$76.98 - $140.13 $2.62K - $4.76K
34 $2K
SPH
Suburban Propane Partners LP

Utilities
115
New
$17.64 - $22.2 $2.03K - $2.55K
115 $2K
PTC
Ptc Inc.

Technology
18
New
$153.3 - $193.48 $2.76K - $3.48K
18 $2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
120
New
$20.76 - $29.81 $2.49K - $3.58K
120 $2K
NOW
Service Now, Inc.

Technology
3
New
$783.83 - $1170.39 $2.35K - $3.51K
3 $2K
APPN
Appian Corp

Technology
100
New
$28.81 - $37.23 $2.88K - $3.72K
100 $2K
MRNA
Moderna, Inc.

Healthcare
67
New
$28.35 - $47.53 $1.9K - $3.18K
67 $1K
UNH
Unitedhealth Group Inc

Healthcare
2
New
$461.52 - $548.18 $923 - $1.1K
2 $1K
ASML
Asml Holding Nv

Technology
2
New
$662.63 - $776.99 $1.33K - $1.55K
2 $1K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
New
$175.5 - $209.86 $1.76K - $2.1K
10 $1K
BB
Blackberry LTD

Technology
450
New
$3.68 - $6.07 $1.66K - $2.73K
450 $1K
ERIC
Ericsson Lm Telephone CO

Technology
200
New
$7.47 - $8.9 $1.49K - $1.78K
200 $1K
FAST
Fastenal CO

Industrials
23
New
$71.11 - $79.98 $1.64K - $1.84K
23 $1K
DHR
Danaher Corp

Healthcare
9
New
$201.62 - $250.59 $1.81K - $2.26K
9 $1K
STT
State Street Corp

Financial Services
21
New
$84.47 - $102.23 $1.77K - $2.15K
21 $1K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
56
New
$2.52 - $2.63 $141 - $147
56 $0
Blackrock Inc Com
33
New
N/A
33 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
New
$68.37 - $87.97 $137 - $176
2 $0
Annaly Capital Management Inc Com New
250
New
N/A
250 $0
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