Morgan Rosel Wealth Management, LLC Incresed Positions in Q3 2025

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
+ 0.5%
$303.93 - $329.86 $359K - $390K
239K $78.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.67K
+ 12.29%
$546.99 - $602.2 $911K - $1M
15.2K $9.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 10.46%
$567.77 - $614.76 $784K - $848K
14.6K $8.92M
JPIE
J P Morgan Exchange Traded Fd
27.1K
+ 22.47%
$46.01 - $46.55 $1.25M - $1.26M
148K $6.86M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.85K
+ 9.84%
$282.75 - $294.19 $807K - $839K
31.9K $9.36M
FNDF
Schwab Fundamental Intl Large

ETFs
12.5K
+ 6.42%
$39.84 - $43.15 $496K - $537K
206K $8.87M
VO
Vanguard Mid Cap ETF

ETFs
2.25K
+ 7.2%
$279.83 - $293.74 $629K - $660K
33.5K $9.83M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
38.7K
+ 10.7%
$22.9 - $23.58 $887K - $913K
401K $9.4M
CDNS
Cadence Design Systems Inc

Technology
2.62K
+ 26170.0%
$309.46 - $373.37 $810K - $977K
2.63K $922K
BOND
Pimco Active Bond Exchange Tra

ETFs
8.13K
+ 8.08%
$90.83 - $93.81 $739K - $763K
109K $10.2M
VEA
Vanguard Ftse Developed Market

ETFs
8.89K
+ 8.95%
$56.02 - $60.3 $498K - $536K
108K $6.48M
PDI
Pimco Dynamic Income Fund

Financial Services
35.6K
+ 30.14%
$18.85 - $20.07 $672K - $715K
154K $3.05M
IBEX
Ibex LTD

Technology
6.47K
+ 15.93%
$27.75 - $42.0 $179K - $272K
47.1K $1.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.84K
+ 19.17%
$97.75 - $100.75 $669K - $690K
42.5K $4.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.12K
+ 14.32%
$49.43 - $54.52 $302K - $333K
48.8K $2.65M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.84K
+ 2.56%
$59.61 - $63.09 $169K - $179K
114K $7.17M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.07K
+ 11.72%
$111.55 - $125.05 $230K - $258K
19.7K $2.46M
RPV
Invesco Exchange Traded Fd Tr

ETFs
491
+ 0.67%
$90.97 - $99.42 $44.7K - $48.8K
73.8K $7.34M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
811
+ 6.99%
$236.25 - $257.69 $192K - $209K
12.4K $3.18M
MSFT
Microsoft Corp

Technology
535
+ 9.36%
$491.09 - $535.64 $263K - $287K
6.25K $3.24M
NVDA
Nvidia Corp

Technology
981
+ 17.39%
$153.3 - $186.58 $150K - $183K
6.62K $1.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
435
+ 1.99%
$182.33 - $194.5 $79.3K - $84.6K
22.3K $4.33M
KLAC
Kla Corp

Technology
73
+ 6.13%
$843.9 - $1078.6 $61.6K - $78.7K
1.26K $1.36M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
84
+ 0.91%
$113.83 - $154.45 $9.56K - $13K
9.3K $1.44M
PDP
Invesco Exchange Traded Fd Tr

ETFs
172
+ 0.78%
$107.15 - $118.05 $18.4K - $20.3K
22.1K $2.61M
HYG
Ishares Tr

ETFs
2.21K
+ 4.22%
$79.85 - $81.32 $176K - $179K
54.5K $4.42M
PIE
Invesco Exchange Traded Fd Tr

ETFs
2.54K
+ 6.19%
$20.73 - $24.46 $52.7K - $62.2K
43.7K $1.07M
VB
Vanguard Small Cap ETF

ETFs
409
+ 7.95%
$237.58 - $259.17 $97.2K - $106K
5.56K $1.41M
INTU
Intuit Inc

Technology
447
+ 41.35%
$646.03 - $807.39 $289K - $361K
1.53K $1.04M
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.12K
+ 15.29%
$33.13 - $36.31 $103K - $113K
23.5K $849K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.04K
+ 1.89%
$44.58 - $48.01 $46.5K - $50.1K
56.4K $2.7M
PWR
Quanta Services, Inc.

Industrials
37
+ 1.03%
$372.29 - $421.68 $13.8K - $15.6K
3.64K $1.51M
VOE
Vanguard Mid Cap Value Index F

ETFs
530
+ 13.86%
$164.63 - $174.58 $87.3K - $92.5K
4.35K $759K
EEMV
Ishares Msci Emerging Markets

ETFs
1.87K
+ 18.44%
$61.94 - $64.63 $116K - $121K
12K $766K
ETN
Eaton Corp PLC

Industrials
180
+ 6.75%
$342.99 - $392.76 $61.7K - $70.7K
2.85K $1.07M
SKYW
Skywest Inc

Industrials
1.24K
+ 15.23%
$100.62 - $123.72 $125K - $154K
9.41K $947K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
169
+ 2.23%
$82.81 - $93.09 $14K - $15.7K
7.75K $714K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
440
+ 1.09%
$81.76 - $86.36 $36K - $38K
40.8K $3.46M
FNDB
Schwab Fundamental U S Broad M

ETFs
388
+ 1.27%
$23.83 - $25.77 $9.25K - $10K
31K $797K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
260
+ 8.0%
$133.48 - $144.38 $34.7K - $37.5K
3.51K $500K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
329
+ 4.2%
$117.65 - $120.08 $38.7K - $39.5K
8.16K $975K
TT
Trane Technologies PLC

Industrials
193
+ 6.97%
$398.96 - $472.54 $77K - $91.2K
2.96K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 5.46%
$357.4 - $423.42 $12.2K - $14.4K
657 $266K
MUB
Ishares National Muni Bond ETF

ETFs
232
+ 3.49%
$103.24 - $106.68 $24K - $24.7K
6.88K $732K
GE
General Electric CO

Industrials
6
+ 0.9%
$244.75 - $305.63 $1.47K - $1.83K
675 $203K
VTV
Vanguard Value ETF

ETFs
85
+ 7.28%
$175.51 - $186.57 $14.9K - $15.9K
1.25K $233K
BND
Vanguard Bd Index Fd Inc Total

ETFs
203
+ 1.28%
$72.57 - $74.72 $14.7K - $15.2K
16.1K $1.19M
IEFA
Ishares Tr

ETFs
40
+ 0.81%
$81.7 - $87.53 $3.27K - $3.5K
5.01K $437K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
74
+ 0.3%
$72.01 - $74.44 $5.33K - $5.51K
24.6K $1.81M
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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