Morgan Rosel Wealth Management, LLC New Holdings in Q1 2025

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
28.9K
New
$237.72 - $276.98 $6.88M - $8.01M
28.9K $7.08M
JEF
Jefferies Financial Group Inc.

Financial Services
23K
New
$52.22 - $81.31 $1.2M - $1.87M
23K $1.23M
BSX
Boston Scientific Corp

Healthcare
2.06K
New
$89.38 - $106.18 $184K - $219K
2.06K $208K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
383
New
$442.66 - $534.52 $170K - $205K
383 $203K
VTV
Vanguard Value ETF

ETFs
1.17K
New
$167.73 - $179.21 $196K - $209K
1.17K $201K
CI
Cigna Corp

Healthcare
588
New
$274.49 - $329.0 $161K - $193K
588 $193K
FTNT
Fortinet, Inc.

Technology
1.91K
New
$92.49 - $114.57 $176K - $218K
1.91K $183K
V
Visa Inc.

Financial Services
504
New
$306.92 - $362.71 $155K - $183K
504 $176K
FNDC
Schwab Fundamental Intl Small

ETFs
4.74K
New
$33.34 - $37.44 $158K - $177K
4.74K $171K
IAU
Ishares Gold Trust

ETFs
2.64K
New
$49.74 - $58.96 $131K - $155K
2.64K $155K
VXF
Vanguard Extended Market ETF

ETFs
859
New
$170.36 - $201.04 $146K - $173K
859 $147K
ABBV
Abb Vie Inc.

Healthcare
687
New
$169.2 - $216.66 $116K - $149K
687 $143K
TMUS
T Mobile Us, Inc.

Communication Services
526
New
$211.3 - $272.83 $111K - $144K
526 $140K
DRI
Darden Restaurants Inc

Consumer Cyclical
645
New
$180.02 - $208.56 $116K - $135K
645 $134K
MSI
Motorola Solutions, Inc.

Technology
305
New
$411.73 - $482.1 $126K - $147K
305 $133K
IBM
International Business Machines Corp

Technology
525
New
$217.4 - $264.74 $114K - $139K
525 $130K
GE
General Electric CO

Industrials
647
New
$168.59 - $212.13 $109K - $137K
647 $129K
BSJR
Invesco Indx Tr

ETFs
5.73K
New
$22.4 - $22.69 $128K - $130K
5.73K $128K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.57K
New
$23.03 - $23.17 $128K - $129K
5.57K $128K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.91K
New
$21.64 - $22.08 $128K - $131K
5.91K $127K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.51K
New
$23.19 - $23.5 $128K - $129K
5.51K $127K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
6.01K
New
$21.04 - $21.64 $127K - $130K
6.01K $126K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.41K
New
$82.81 - $92.93 $117K - $131K
1.41K $119K
MAR
Marriott International Inc

Consumer Cyclical
438
New
$237.01 - $304.45 $104K - $133K
438 $104K
NFLX
Netflix Inc

Communication Services
112
New
$828.4 - $1058.6 $92.8K - $119K
112 $104K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
5.29K
New
$18.61 - $21.28 $98.5K - $113K
5.29K $100K
KR
Kroger CO

Consumer Defensive
1.48K
New
$58.36 - $67.72 $86.6K - $100K
1.48K $100K
DIS
Walt Disney CO

Communication Services
1.01K
New
$96.87 - $114.0 $97.5K - $115K
1.01K $99K
IWB
Ishares Tr Russell 1000 ETF

ETFs
313
New
$302.31 - $337.54 $94.6K - $106K
313 $96K
FBP
First Bancorp

Financial Services
5K
New
$17.43 - $21.08 $87.2K - $105K
5K $95K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.15K
New
$79.17 - $82.04 $91K - $94.3K
1.15K $94K
PG
Procter & Gamble CO

Consumer Defensive
548
New
$158.56 - $176.26 $86.9K - $96.6K
548 $93K
IGM
Ishares Expanded Tech Sector E

ETFs
1.03K
New
$90.67 - $108.46 $93.3K - $112K
1.03K $93K
GM
General Motors CO

Consumer Cyclical
1.96K
New
$45.22 - $54.92 $88.5K - $107K
1.96K $91K
BALL
Ball Corp

Consumer Cyclical
1.74K
New
$49.04 - $56.53 $85.3K - $98.4K
1.74K $90K
CVX
Chevron Corp

Energy
528
New
$146.71 - $167.97 $77.5K - $88.7K
528 $88K
IWF
Ishares Russell 1000 Gr ETF

ETFs
246
New
$360.07 - $417.26 $88.6K - $103K
246 $88K
JNJ
Johnson & Johnson

Healthcare
533
New
$142.06 - $167.7 $75.7K - $89.4K
533 $88K
BP
Bp PLC

Energy
2.39K
New
$29.93 - $35.31 $71.6K - $84.5K
2.39K $80K
SNY
Sanofi

Healthcare
1.44K
New
$48.15 - $59.42 $69.3K - $85.6K
1.44K $79K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
600
New
$80.53 - $147.57 $48.3K - $88.5K
600 $79K
MDT
Medtronic PLC

Healthcare
857
New
$79.84 - $94.5 $68.4K - $81K
857 $77K
NVS
Novartis Ag

Healthcare
675
New
$97.14 - $115.57 $65.6K - $78K
675 $75K
WFC
Wells Fargo & Company

Financial Services
1K
New
$66.78 - $81.42 $66.8K - $81.4K
1K $71K
CSCO
Cisco Systems, Inc.

Technology
1.11K
New
$58.74 - $64.87 $65.1K - $71.9K
1.11K $68K
PSX
Phillips 66

Energy
546
New
$113.93 - $131.55 $62.2K - $71.8K
546 $67K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.15K
New
$55.11 - $65.5 $63.2K - $75.1K
1.15K $65K
VZ
Verizon Communications Inc

Communication Services
1.45K
New
$37.81 - $46.49 $54.7K - $67.3K
1.45K $65K
CHWY
Chewy, Inc.

Consumer Cyclical
2K
New
$31.83 - $39.8 $63.7K - $79.6K
2K $65K
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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