Morgan Rosel Wealth Management, LLC New Holdings in Q2 2025

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBEX
Ibex LTD

Technology
40.6K
New
$22.5 - $30.55 $913K - $1.24M
40.6K $1.18M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
9.21K
New
$97.32 - $136.25 $897K - $1.26M
9.21K $1.17M
USFD
Us Foods Holding Corp.

Consumer Defensive
15.1K
New
$60.47 - $79.12 $911K - $1.19M
15.1K $1.16M
XEL
Xcel Energy Inc

Utilities
4.7K
New
$65.65 - $72.39 $309K - $340K
4.7K $320K
EMR
Emerson Electric CO

Industrials
2.4K
New
$94.15 - $133.33 $226K - $320K
2.4K $319K
HWM
Howmet Aerospace Inc.

Industrials
475
New
$112.33 - $186.13 $53.4K - $88.4K
475 $88K
CMCSA
Comcast Corp

Communication Services
2.34K
New
$32.84 - $36.72 $76.7K - $85.7K
2.34K $83K
EVRG
Evergy, Inc.

Utilities
911
New
$64.06 - $69.64 $58.4K - $63.4K
911 $62K
KKR
Kkr & Co. Inc.

Financial Services
424
New
$92.79 - $134.29 $39.3K - $56.9K
424 $56K
BX
Blackstone Inc.

Financial Services
364
New
$120.07 - $151.11 $43.7K - $55K
364 $54K
OWL
Blue Owl Capital Inc.

Financial Services
2.66K
New
$15.9 - $21.16 $42.3K - $56.3K
2.66K $51K
PNM
Pnm Resources Inc

Utilities
1.19K
New
N/A
1.19K $49K
GAB
Gabelli Equity Trust Inc

Financial Services
6.25K
New
$4.97 - $5.87 $31K - $36.7K
6.25K $36K
FCX
Freeport Mcmoran Inc

Basic Materials
476
New
$29.15 - $44.46 $13.9K - $21.2K
476 $20K
TSN
Tyson Foods, Inc.

Consumer Defensive
147
New
$54.33 - $63.56 $7.99K - $9.34K
147 $8K
ZTR
Virtus Total Return Fund Inc.

Financial
1.01K
New
$5.33 - $6.23 $5.39K - $6.3K
1.01K $6K
AA
Alcoa Corp

Basic Materials
153
New
$22.57 - $30.84 $3.45K - $4.72K
153 $4K
MP
Mp Materials Corp.

Basic Materials
100
New
$18.77 - $37.74 $1.88K - $3.77K
100 $3K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
273
New
$9.14 - $9.99 $2.5K - $2.73K
273 $2K
GUT
Gabelli Utility Trust

Financial Services
491
New
$4.95 - $5.81 $2.43K - $2.85K
491 $2K
NOK
Nokia Corp

Technology
200
New
$4.65 - $5.43 $930 - $1.09K
200 $1K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
359
New
$3.9 - $4.7 $1.4K - $1.69K
359 $1K
ASIX
Advan Six Inc.

Basic Materials
50
New
$18.69 - $24.81 $935 - $1.24K
50 $1K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
100
New
$14.97 - $16.79 $1.5K - $1.68K
100 $1K
PFE
Pfizer Inc

Healthcare
1
New
$21.59 - $24.84 $21.6 - $24.8
1 $0
ODP
Odp Corp

Consumer Cyclical
37
New
$12.08 - $19.08 $447 - $706
37 $0
Rocket Lab Corp Com
33K
New
N/A
33K $0
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1
New
$47.42 - $51.67 $47.4 - $51.7
1 $0
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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