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
NDAQ
Nasdaq, Inc.

Financial Services
99
New
$72.17 - $83.76 $7.14K - $8.29K
99 $7K
IWS
Ishares Russell Midcap Value E

ETFs
51
New
$122.59 - $135.24 $6.25K - $6.9K
51 $6K
ENB
Enbridge Inc

Energy
143
New
$41.54 - $45.45 $5.94K - $6.5K
143 $6K
CRM
Salesforce, Inc.

Technology
24
New
$268.36 - $359.95 $6.44K - $8.64K
24 $6K
SMG
Scotts Miracle Gro CO

Basic Materials
113
New
$54.76 - $77.7 $6.19K - $8.78K
113 $6K
AFL
Aflac Inc

Financial Services
55
New
$100.99 - $111.19 $5.55K - $6.12K
55 $6K
WMT
Walmart Inc.

Consumer Defensive
63
New
$84.5 - $105.05 $5.32K - $6.62K
63 $5K
DSGX
Descartes Systems Group Inc

Technology
50
New
$96.4 - $122.5 $4.82K - $6.13K
50 $5K
WRB
Berkley W R Corp

Financial Services
73
New
$56.7 - $71.27 $4.14K - $5.2K
73 $5K
CARR
Carrier Global Corp

Industrials
90
New
$62.07 - $70.55 $5.59K - $6.35K
90 $5K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
112
New
$47.79 - $59.89 $5.35K - $6.71K
112 $5K
FISV
Fiserv Inc

Technology
42
New
N/A
42 $5K
JCI
Johnson Controls International PLC

Industrials
63
New
$76.12 - $90.6 $4.8K - $5.71K
63 $5K
QCOM
Qualcomm Inc

Technology
36
New
$151.94 - $175.86 $5.47K - $6.33K
36 $5K
WMB
Williams Companies, Inc.

Energy
97
New
$54.02 - $61.09 $5.24K - $5.93K
97 $5K
CHTR
Charter Communications, Inc.

Communication Services
12
New
$334.89 - $384.77 $4.02K - $4.62K
12 $4K
MA
Mastercard Inc

Financial Services
9
New
$504.67 - $576.31 $4.54K - $5.19K
9 $4K
SHEL
Shell PLC

Energy
57
New
$62.84 - $73.29 $3.58K - $4.18K
57 $4K
NYT
New York Times CO

Communication Services
90
New
$46.9 - $55.89 $4.22K - $5.03K
90 $4K
RPM
Rpm International Inc

Basic Materials
43
New
$114.03 - $128.31 $4.9K - $5.52K
43 $4K
CLOV
Clover Health Investments, Corp.

Healthcare
1.3K
New
$3.13 - $4.82 $4.07K - $6.27K
1.3K $4K
GS
Goldman Sachs Group Inc

Financial Services
9
New
$524.81 - $672.19 $4.72K - $6.05K
9 $4K
DOW
Dow Inc.

Basic Materials
133
New
$34.36 - $41.92 $4.57K - $5.58K
133 $4K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
50
New
$81.1 - $94.7 $4.05K - $4.74K
50 $4K
AME
Ametek Inc

Industrials
27
New
$170.39 - $190.43 $4.6K - $5.14K
27 $4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4295.4 - $5141.88 $4.3K - $5.14K
1 $4K
IR
Ingersoll Rand Inc.

Industrials
51
New
$79.44 - $94.23 $4.05K - $4.81K
51 $4K
BK
Bank Of New York Mellon Corp

Financial Services
50
New
$75.42 - $88.95 $3.77K - $4.45K
50 $4K
PH
Parker Hannifin Corp

Industrials
6
New
$591.65 - $707.05 $3.55K - $4.24K
6 $3K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
131
New
$25.27 - $28.3 $3.31K - $3.71K
131 $3K
ITW
Illinois Tool Works Inc

Industrials
13
New
$244.9 - $274.48 $3.18K - $3.57K
13 $3K
NNI
Nelnet Inc

Financial Services
33
New
$102.92 - $122.39 $3.4K - $4.04K
33 $3K
PCAR
Paccar Inc

Industrials
33
New
$96.91 - $112.51 $3.2K - $3.71K
33 $3K
SO
Southern CO

Utilities
36
New
$80.96 - $92.96 $2.91K - $3.35K
36 $3K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
18
New
$218.17 - $305.86 $3.93K - $5.51K
18 $3K
ENSG
Ensign Group, Inc

Healthcare
27
New
$125.4 - $148.86 $3.39K - $4.02K
27 $3K
TTE
Total Energies Se

Energy
49
New
N/A
49 $3K
ARKG
Ark Genomic Revolution ETF (De

ETFs
120
New
$20.76 - $29.81 $2.49K - $3.58K
120 $2K
CDNS
Cadence Design Systems Inc

Technology
10
New
$233.96 - $324.52 $2.34K - $3.25K
10 $2K
TFII
Tfi International Inc.

Industrials
34
New
$76.98 - $140.13 $2.62K - $4.76K
34 $2K
GIB
Cgi Inc

Technology
22
New
$98.12 - $122.43 $2.16K - $2.69K
22 $2K
KHC
Kraft Heinz CO

Consumer Defensive
73
New
$28.51 - $32.22 $2.08K - $2.35K
73 $2K
SPH
Suburban Propane Partners LP

Utilities
115
New
$17.64 - $22.2 $2.03K - $2.55K
115 $2K
NOW
Service Now, Inc.

Technology
3
New
$783.83 - $1170.39 $2.35K - $3.51K
3 $2K
AMAT
Applied Materials Inc

Technology
16
New
$145.06 - $195.51 $2.32K - $3.13K
16 $2K
PTC
Ptc Inc.

Technology
18
New
$153.3 - $193.48 $2.76K - $3.48K
18 $2K
APPN
Appian Corp

Technology
100
New
$28.81 - $37.23 $2.88K - $3.72K
100 $2K
UNH
Unitedhealth Group Inc

Healthcare
2
New
$461.52 - $548.18 $923 - $1.1K
2 $1K
MRNA
Moderna, Inc.

Healthcare
67
New
$28.35 - $47.53 $1.9K - $3.18K
67 $1K
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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