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
MCD
Mcdonalds Corp

Consumer Cyclical
208
New
$279.74 - $321.29 $58.2K - $66.8K
208 $64K
META
Meta Platforms, Inc.

Communication Services
110
New
$576.36 - $736.67 $63.4K - $81K
110 $63K
UNP
Union Pacific Corp

Industrials
254
New
$225.21 - $254.42 $57.2K - $64.6K
254 $60K
HON
Honeywell International Inc

Industrials
283
New
$202.75 - $226.52 $57.4K - $64.1K
283 $59K
SBUX
Starbucks Corp

Consumer Cyclical
610
New
$91.75 - $115.81 $56K - $70.6K
610 $59K
PM
Philip Morris International Inc.

Consumer Defensive
353
New
$117.15 - $158.79 $41.4K - $56.1K
353 $56K
PEP
Pepsico Inc

Consumer Defensive
366
New
$142.64 - $156.42 $52.2K - $57.2K
366 $54K
NSC
Norfolk Southern Corp

Industrials
230
New
$227.69 - $259.76 $52.4K - $59.7K
230 $54K
ABT
Abbott Laboratories

Healthcare
400
New
$111.1 - $140.22 $44.4K - $56.1K
400 $53K
SCHW
Schwab Charles Corp

Financial Services
668
New
$71.24 - $83.64 $47.6K - $55.9K
668 $52K
IVE
Ishares S&P 500 Value ETF

ETFs
264
New
$185.78 - $198.58 $49K - $52.4K
264 $50K
OXY
Occidental Petroleum Corp

Energy
1K
New
$45.45 - $52.7 $45.5K - $52.7K
1K $49K
MPLX
Mplx LP

Energy
900
New
$47.88 - $54.65 $43.1K - $49.2K
900 $48K
ONON
On Holding Ag

Consumer Cyclical
1.1K
New
$43.92 - $63.62 $48.3K - $70K
1.1K $48K
FXH
First Tr Exchange Trd Fd Healt

ETFs
450
New
$102.5 - $112.02 $46.1K - $50.4K
450 $46K
PFG
Principal Financial Group Inc

Financial Services
548
New
$76.34 - $89.04 $41.8K - $48.8K
548 $46K
GLW
Corning Inc

Technology
1K
New
$44.91 - $54.25 $44.9K - $54.3K
1K $45K
PTF
Invesco Exchange Traded Fd Tr

ETFs
754
New
$56.97 - $77.14 $43K - $58.2K
754 $44K
T
At&T Inc.

Communication Services
1.54K
New
$21.56 - $28.28 $33.3K - $43.6K
1.54K $43K
CMPO
Compo Secure, Inc.

Industrials
4K
New
$10.39 - $17.2 $41.6K - $68.8K
4K $43K
COP
Conocophillips

Energy
400
New
$88.6 - $105.85 $35.4K - $42.3K
400 $42K
WDC
Western Digital Corp

Technology
1K
New
$40.43 - $72.03 $40.4K - $72K
1K $40K
YUM
Yum Brands Inc

Consumer Cyclical
260
New
$123.25 - $162.53 $32K - $42.3K
260 $40K
AVGO
Broadcom Inc.

Technology
243
New
$167.43 - $244.7 $40.7K - $59.5K
243 $40K
ON
On Semiconductor Corp

Technology
1K
New
$40.69 - $64.51 $40.7K - $64.5K
1K $40K
OKE
Oneok Inc

Energy
396
New
$89.57 - $109.85 $35.5K - $43.5K
396 $39K
MBB
Ishares Tr

ETFs
409
New
$90.37 - $94.08 $37K - $38.5K
409 $38K
USB
Us Bancorp \De\

Financial Services
887
New
$40.92 - $50.9 $36.3K - $45.1K
887 $37K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.65K
New
$21.75 - $24.28 $36K - $40.1K
1.65K $36K
TPR
Tapestry, Inc.

Consumer Cyclical
500
New
$65.63 - $89.21 $32.8K - $44.6K
500 $35K
MRK
Merck & Co., Inc.

Healthcare
400
New
$83.01 - $101.02 $33.2K - $40.4K
400 $35K
HSY
Hershey CO

Consumer Defensive
203
New
$144.74 - $186.36 $29.4K - $37.8K
203 $34K
PAYX
Paychex Inc

Industrials
220
New
$136.06 - $154.52 $29.9K - $34K
220 $33K
CMA
Comerica Inc

Financial Services
564
New
$56.11 - $68.38 $31.6K - $38.6K
564 $33K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
277
New
$117.4 - $131.02 $32.5K - $36.3K
277 $33K
VGT
Vanguard Information Technolog

ETFs
60
New
$542.38 - $646.34 $32.5K - $38.8K
60 $32K
HPE
Hewlett Packard Enterprise CO

Technology
2.02K
New
$14.77 - $24.42 $29.8K - $49.3K
2.02K $31K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
405
New
$77.7 - $78.94 $31.5K - $32K
405 $31K
F
Ford Motor CO

Consumer Cyclical
3K
New
$9.12 - $10.43 $27.4K - $31.3K
3K $30K
BOX
Box Inc

Technology
1K
New
$30.22 - $35.39 $30.2K - $35.4K
1K $30K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
500
New
$57.21 - $65.8 $28.6K - $32.9K
500 $29K
C
Citigroup Inc

Financial Services
400
New
$67.23 - $84.63 $26.9K - $33.9K
400 $28K
AXP
American Express CO

Financial Services
107
New
$255.39 - $325.87 $27.3K - $34.9K
107 $28K
K
Kellogg CO

Consumer Defensive
331
New
$81.06 - $82.9 $26.8K - $27.4K
331 $27K
FV
First Trust Dorsey Wright Focu

ETFs
507
New
$53.91 - $63.03 $27.3K - $32K
507 $27K
MS
Morgan Stanley

Financial Services
232
New
$111.68 - $141.08 $25.9K - $32.7K
232 $27K
ROP
Roper Technologies Inc

Industrials
45
New
$502.71 - $593.81 $22.6K - $26.7K
45 $26K
IDXX
Idexx Laboratories Inc

Healthcare
63
New
$406.29 - $469.04 $25.6K - $29.5K
63 $26K
RTX
Raytheon Technologies Corp

Industrials
200
New
$114.1 - $135.66 $22.8K - $27.1K
200 $26K
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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