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
SPMD
Spdr Portfolio

ETFs
500
New
$50.21 - $57.73 $25.1K - $28.9K
500 $25K
GOOG
Alphabet Inc.

Communication Services
166
New
$156.06 - $207.71 $25.9K - $34.5K
166 $25K
KO
Coca Cola CO

Consumer Defensive
344
New
$60.81 - $72.32 $20.9K - $24.9K
344 $24K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
300
New
$78.12 - $83.7 $23.4K - $25.1K
300 $24K
CTVA
Corteva, Inc.

Basic Materials
376
New
$55.94 - $66.15 $21K - $24.9K
376 $23K
MO
Altria Group, Inc.

Consumer Defensive
398
New
$50.81 - $60.02 $20.2K - $23.9K
398 $23K
ANSS
Ansys Inc

Technology
74
New
$316.56 - $360.36 $23.4K - $26.7K
74 $23K
HPQ
Hp Inc

Technology
816
New
$27.69 - $34.72 $22.6K - $28.3K
816 $22K
PLTR
Palantir Technologies Inc.

Technology
270
New
$64.98 - $124.62 $17.5K - $33.6K
270 $22K
VFH
Vanguard Financial ETF

ETFs
179
New
$114.07 - $127.34 $20.4K - $22.8K
179 $21K
TGT
Target Corp

Consumer Defensive
185
New
$103.65 - $142.5 $19.2K - $26.4K
185 $19K
WELL
Welltower Inc.

Real Estate
130
New
$124.05 - $156.86 $16.1K - $20.4K
130 $19K
IWM
Ishares Russell 2000 ETF

ETFs
100
New
$198.1 - $229.79 $19.8K - $23K
100 $19K
CTAS
Cintas Corp

Industrials
88
New
$182.09 - $208.14 $16K - $18.3K
88 $18K
FANG
Diamondback Energy, Inc.

Energy
112
New
$139.9 - $180.18 $15.7K - $20.2K
112 $17K
EME
Emcor Group, Inc.

Industrials
47
New
$361.16 - $535.99 $17K - $25.2K
47 $17K
BA
Boeing CO

Industrials
103
New
$148.15 - $186.25 $15.3K - $19.2K
103 $17K
LLY
Eli Lilly & CO

Healthcare
21
New
$725.72 - $929.72 $15.2K - $19.5K
21 $17K
NIO
Nio Inc.

Consumer Cyclical
4.57K
New
$3.75 - $5.22 $17.1K - $23.8K
4.57K $17K
EFG
Msci Eafe Growth ETF

ETFs
155
New
$96.1 - $106.37 $14.9K - $16.5K
155 $15K
TXN
Texas Instruments Inc

Technology
78
New
N/A
78 $15K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
748
New
N/A
748 $15K
TAP
Molson Coors Beverage CO

Consumer Defensive
232
New
$52.44 - $62.91 $12.2K - $14.6K
232 $14K
SGU
Star Group, L.P.

Energy
1K
New
$11.28 - $13.45 $11.3K - $13.5K
1K $13K
VLO
Valero Energy Corp

Energy
100
New
$121.76 - $142.99 $12.2K - $14.3K
100 $13K
MDLZ
Mondelez International, Inc.

Consumer Defensive
204
New
$56.12 - $68.15 $11.4K - $13.9K
204 $13K
NXST
Nexstar Media Group, Inc.

Communication Services
71
New
$146.34 - $182.75 $10.4K - $13K
71 $12K
JD
Jd.Com, Inc.

Consumer Cyclical
294
New
$33.1 - $45.21 $9.73K - $13.3K
294 $12K
AZO
Autozone Inc

Consumer Cyclical
3
New
$3193.96 - $3828.11 $9.58K - $11.5K
3 $11K
IWP
Ishares Russell Mid Cap Growth

ETFs
99
New
$114.9 - $139.6 $11.4K - $13.8K
99 $11K
SR
Spire Inc

Utilities
150
New
$65.62 - $78.25 $9.84K - $11.7K
150 $11K
KGC
Kinross Gold Corp

Basic Materials
889
New
$9.69 - $12.61 $8.61K - $11.2K
889 $11K
UFPI
Ufp Industries Inc

Basic Materials
94
New
$103.91 - $118.67 $9.77K - $11.2K
94 $10K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
170
New
$59.28 - $66.1 $10.1K - $11.2K
170 $10K
OVV
Ovintiv Inc.

Energy
240
New
$37.84 - $45.91 $9.08K - $11K
240 $10K
EXP
Eagle Materials Inc

Basic Materials
49
New
$207.49 - $262.13 $10.2K - $12.8K
49 $10K
BNDX
Vanguard Total International B

ETFs
209
New
$48.33 - $49.5 $10.1K - $10.3K
209 $10K
DVN
Devon Energy Corp

Energy
250
New
$33.15 - $38.55 $8.29K - $9.64K
250 $9K
TMO
Thermo Fisher Scientific Inc.

Healthcare
19
New
$497.6 - $606.74 $9.45K - $11.5K
19 $9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
New
$208.48 - $244.03 $7.92K - $9.27K
38 $9K
DD
Du Pont De Nemours, Inc.

Basic Materials
133
New
$72.7 - $84.32 $9.67K - $11.2K
133 $9K
COMM
Comm Scope Holding Company, Inc.

Technology
1.8K
New
$4.63 - $6.35 $8.33K - $11.4K
1.8K $9K
SAP
Sap Se

Technology
33
New
$241.4 - $293.69 $7.97K - $9.69K
33 $8K
WYNN
Wynn Resorts LTD

Consumer Cyclical
100
New
$77.0 - $93.47 $7.7K - $9.35K
100 $8K
SYF
Synchrony Financial

Financial Services
163
New
$51.9 - $70.63 $8.46K - $11.5K
163 $8K
QS
Quantum Scape Corp

Consumer Cyclical
2.03K
New
$4.15 - $6.58 $8.41K - $13.3K
2.03K $8K
EUFN
Ishares Msci Europe Financials

ETFs
305
New
$23.03 - $29.47 $7.02K - $8.99K
305 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
New
$165.25 - $224.62 $7.27K - $9.88K
44 $7K
HEI
Heico Corp

Industrials
27
New
$219.6 - $270.85 $5.93K - $7.31K
27 $7K
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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