Morgan Rosel Wealth Management, LLC Incresed Positions in Q1 2025

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
25.4K
+ 35.09%
$89.27 - $92.9 $2.27M - $2.36M
97.9K $9.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.5K
+ 219.83%
$95.85 - $99.25 $2.06M - $2.14M
31.3K $3.1M
JPIE
J P Morgan Exchange Traded Fd
45.7K
+ 78.4%
$45.46 - $46.18 $2.08M - $2.11M
104K $4.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.15K
+ 45.79%
$507.05 - $563.67 $2.1M - $2.34M
13.2K $6.79M
VEA
Vanguard Ftse Developed Market

ETFs
22.2K
+ 31.22%
$47.4 - $52.99 $1.05M - $1.18M
93.4K $4.74M
HYG
Ishares Tr

ETFs
13.9K
+ 42.4%
$78.51 - $80.11 $1.09M - $1.11M
46.7K $3.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.2K
+ 3.25%
$87.68 - $94.52 $280K - $302K
102K $9.52M
PDI
Pimco Dynamic Income Fund

Financial Services
27.2K
+ 28.34%
$18.51 - $20.05 $503K - $545K
123K $2.44M
VO
Vanguard Mid Cap ETF

ETFs
2.58K
+ 9.08%
$251.87 - $277.95 $650K - $717K
31K $8.02M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.44K
+ 37.01%
$104.89 - $113.56 $466K - $505K
16.4K $1.75M
COOP
Mr. Cooper Group Inc.

Financial Services
154
+ 1.15%
$91.4 - $119.6 $14.1K - $18.4K
13.5K $1.62M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.83K
+ 21.96%
$196.12 - $229.48 $359K - $420K
10.2K $2.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.98K
+ 17.27%
$42.5 - $46.71 $254K - $279K
40.6K $1.84M
AMP
Ameriprise Financial Inc

Financial Services
819
+ 41.89%
$472.29 - $575.13 $387K - $471K
2.77K $1.34M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
68
+ 9.63%
$1187.71 - $1432.58 $80.8K - $97.4K
774 $1.11M
APH
Amphenol Corp

Technology
4.93K
+ 31.6%
$61.62 - $78.55 $304K - $387K
20.5K $1.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.43K
+ 11.43%
$168.16 - $186.21 $409K - $453K
23.7K $4.05M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.52K
+ 4.81%
$37.06 - $41.11 $93.5K - $104K
55K $2.2M
BR
Broadridge Financial Solutions, Inc.

Technology
602
+ 17.72%
$221.46 - $244.83 $133K - $147K
4K $969K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
296
+ 1.22%
$68.32 - $75.06 $20.2K - $22.2K
24.6K $1.84M
VB
Vanguard Small Cap ETF

ETFs
910
+ 24.8%
$217.89 - $252.64 $198K - $230K
4.58K $1.02M
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.09K
+ 18.55%
$28.11 - $32.0 $86.8K - $98.8K
19.7K $607K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.74K
+ 3.33%
$55.41 - $60.74 $207K - $227K
116K $6.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.67K
+ 10.64%
$468.34 - $539.52 $780K - $898K
17.3K $8.12M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.03K
+ 6.75%
$71.17 - $73.66 $73.6K - $76.2K
16.3K $1.2M
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
REVG
Rev Group, Inc.

Industrials
2.9K
+ 6.73%
$27.3 - $35.58 $79.3K - $103K
46K $1.45M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
466
+ 6.76%
$114.57 - $118.14 $53.4K - $55.1K
7.36K $869K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.46K
+ 32.92%
$76.24 - $95.41 $111K - $139K
5.9K $460K
PIE
Invesco Exchange Traded Fd Tr

ETFs
4.05K
+ 11.53%
$18.18 - $19.42 $73.7K - $78.7K
39.2K $712K
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
SKYW
Skywest Inc

Industrials
2.32K
+ 17.51%
$81.46 - $120.92 $189K - $281K
15.6K $1.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.45%
$74.85 - $84.89 $1.2K - $1.36K
3.55K $289K
EEMV
Ishares Msci Emerging Markets

ETFs
161
+ 1.69%
$57.07 - $59.29 $9.19K - $9.55K
9.67K $564K
VNQ
Vanguard Specialized Funds Van

ETFs
79
+ 2.89%
$85.55 - $94.34 $6.76K - $7.45K
2.81K $254K
IEMG
Ishares Inc

ETFs
160
+ 1.28%
N/A
12.7K $680K
Vanguard Core Plus Bond ETF
7.27K
+ 6.93%
N/A
112K $0
VUSB
Vanguard Bd Index Fds
48.7K
+ 74.58%
N/A
114K $0
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.28%
$115.08 - $123.97 $1.27K - $1.36K
3.92K $454K
INTU
Intuit Inc

Technology
8
+ 0.89%
$555.63 - $630.23 $4.45K - $5.04K
903 $554K
TT
Trane Technologies PLC

Industrials
282
+ 7.63%
$332.0 - $400.86 $93.6K - $113K
3.98K $1.34M
VCTR
Victory Capital Holdings, Inc.

Financial Services
1.55K
+ 6.86%
$55.84 - $70.58 $86.8K - $110K
24.2K $1.4M
VFVA
Vanguard Wellington Fd U S Val

ETFs
727
+ 1.33%
$111.86 - $124.32 $81.3K - $90.4K
55.5K $6.33M
SLVM
Sylvamo Corp

Basic Materials
223
+ 1.29%
$63.64 - $81.86 $14.2K - $18.3K
17.5K $1.17M
PWR
Quanta Services, Inc.

Industrials
162
+ 3.47%
$236.71 - $358.03 $38.3K - $58K
4.83K $1.23M
VTI
Vanguard Total Stock Market Et

ETFs
5.85K
+ 2.63%
$271.18 - $303.12 $1.59M - $1.77M
228K $62.6M
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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