Morgan Rosel Wealth Management, LLC Incresed Positions in Q2 2025

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
10.4K
+ 4.56%
$243.75 - $303.93 $2.53M - $3.16M
238K $72.4M
RPV
Invesco Exchange Traded Fd Tr

ETFs
68.8K
+ 1531.34%
$81.66 - $93.76 $5.62M - $6.46M
73.3K $6.88M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
84.9K
+ 655.46%
$55.57 - $62.73 $4.72M - $5.33M
97.9K $6.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.41K
+ 0.52%
$17.76 - $22.1 $114K - $142K
1.23M $27.3M
FNDF
Schwab Fundamental Intl Large

ETFs
36.3K
+ 23.05%
$32.25 - $40.02 $1.17M - $1.45M
194K $7.76M
HEI
Heico Corp

Industrials
4.46K
+ 16511.11%
$236.44 - $328.0 $1.05M - $1.46M
4.49K $1.47M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15K
+ 14.72%
$85.42 - $94.39 $1.28M - $1.41M
117K $10.9M
IAUM
I Shares Gold Trust Micro

ETFs
23.8K
+ 8.62%
$29.65 - $34.24 $705K - $814K
300K $9.88M
VOT
Vanguard Mid Cap Growth Index

ETFs
74
+ 0.26%
$216.28 - $284.39 $16K - $21K
29K $8.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 0.2%
$496.48 - $617.85 $18.4K - $22.9K
18.6K $11.5M
VEA
Vanguard Ftse Developed Market

ETFs
5.97K
+ 6.39%
$45.65 - $57.01 $272K - $340K
99.3K $5.66M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.03K
+ 0.64%
$24.38 - $30.18 $49.5K - $61.3K
318K $9.58M
JPIE
J P Morgan Exchange Traded Fd
16.7K
+ 16.1%
$45.12 - $46.32 $755K - $775K
121K $5.59M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.42K
+ 14.0%
$180.84 - $240.32 $258K - $342K
11.6K $2.79M
VO
Vanguard Mid Cap ETF

ETFs
214
+ 0.69%
$228.54 - $279.83 $48.9K - $59.9K
31.2K $8.73M
MCK
Mckesson Corp

Healthcare
863
+ 79.76%
$652.83 - $732.78 $563K - $632K
1.95K $1.43M
HYG
Ishares Tr

ETFs
5.6K
+ 11.99%
$75.75 - $80.65 $424K - $451K
52.3K $4.22M
KLAC
Kla Corp

Technology
333
+ 38.81%
$576.53 - $902.94 $192K - $301K
1.19K $1.07M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16.5K
+ 2134.88%
$87.84 - $1441.89 $1.45M - $23.8M
17.3K $1.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.39K
+ 14.03%
$96.84 - $99.46 $425K - $437K
35.7K $3.54M
TSLA
Tesla, Inc.

Consumer Cyclical
365
+ 7.3%
$221.86 - $362.89 $81K - $132K
5.37K $1.7M
HON
Honeywell International Inc

Industrials
1.49K
+ 524.73%
$182.86 - $232.88 $272K - $346K
1.77K $411K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
398
+ 0.72%
$36.01 - $45.69 $14.3K - $18.2K
55.4K $2.53M
RS
Reliance Steel & Aluminum CO

Basic Materials
870
+ 47.1%
$262.08 - $316.81 $228K - $276K
2.72K $852K
INTU
Intuit Inc

Technology
178
+ 19.71%
$544.07 - $787.63 $96.8K - $140K
1.08K $851K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.14K
+ 5.26%
$39.89 - $49.46 $85.2K - $106K
42.7K $2.11M
XOM
Exxon Mobil Corp

Energy
2.64K
+ 233.01%
$99.93 - $119.04 $264K - $314K
3.77K $406K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.18K
+ 7.16%
$93.5 - $113.21 $110K - $133K
17.6K $2M
BR
Broadridge Financial Solutions, Inc.

Technology
971
+ 24.28%
$217.22 - $246.25 $211K - $239K
4.97K $1.21M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.77K
+ 2.83%
$89.87 - $92.93 $249K - $257K
101K $9.28M
VB
Vanguard Small Cap ETF

ETFs
566
+ 12.36%
$193.73 - $237.37 $110K - $134K
5.15K $1.22M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.68K
+ 28.48%
$68.68 - $84.86 $115K - $143K
7.58K $643K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.22K
+ 1.75%
$22.68 - $23.28 $141K - $145K
362K $8.41M
MCD
Mcdonalds Corp

Consumer Cyclical
598
+ 287.5%
$285.55 - $321.23 $171K - $192K
806 $235K
PIE
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 4.83%
$15.45 - $20.94 $29.3K - $39.7K
41.1K $860K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 2.25%
$908.13 - $1056.85 $36.3K - $42.3K
1.81K $1.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
511
+ 15.43%
$141.87 - $164.49 $72.5K - $84.1K
3.82K $628K
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.04%
$78.21 - $143.81 $78.2 - $144
2.35K $333K
WFC
Wells Fargo & Company

Financial Services
843
+ 84.3%
$60.98 - $80.12 $51.4K - $67.5K
1.84K $147K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
95
+ 3.01%
$104.23 - $134.39 $9.9K - $12.8K
3.25K $437K
EEMV
Ishares Msci Emerging Markets

ETFs
467
+ 4.83%
$54.12 - $62.8 $25.3K - $29.3K
10.1K $636K
FNDE
Schwab Fundamental Emerging Mk

ETFs
641
+ 3.25%
$26.66 - $33.09 $17.1K - $21.2K
20.4K $672K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
474
+ 6.44%
$116.93 - $119.39 $55.4K - $56.6K
7.83K $932K
VT
Vanguard Total World Stk Index

ETFs
16
+ 0.41%
$103.16 - $128.52 $1.65K - $2.06K
3.93K $505K
WMT
Walmart Inc.

Consumer Defensive
478
+ 758.73%
$81.79 - $99.98 $39.1K - $47.8K
541 $52K
GE
General Electric CO

Industrials
22
+ 3.4%
$166.81 - $257.39 $3.67K - $5.66K
669 $172K
SBUX
Starbucks Corp

Consumer Cyclical
500
+ 81.97%
$79.69 - $99.41 $39.8K - $49.7K
1.11K $101K
OXY
Occidental Petroleum Corp

Energy
1K
+ 100.0%
$36.11 - $49.33 $36.1K - $49.3K
2K $84K
VZ
Verizon Communications Inc

Communication Services
809
+ 55.91%
$41.67 - $45.62 $33.7K - $36.9K
2.26K $97K
Activity Summary
Buys All Purchases 102 New Holdings 29 Increased Positions 73 Sells All Sells 52 Reductions 51 Sold out 1 Options Calls 3 Puts 0
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