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
FAST
Fastenal CO

Industrials
23
New
$71.11 - $79.98 $1.64K - $1.84K
23 $1K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
New
$175.5 - $209.86 $1.76K - $2.1K
10 $1K
DHR
Danaher Corp

Healthcare
9
New
$201.62 - $250.59 $1.81K - $2.26K
9 $1K
BB
Blackberry LTD

Technology
450
New
$3.68 - $6.07 $1.66K - $2.73K
450 $1K
ERIC
Ericsson Lm Telephone CO

Technology
200
New
$7.47 - $8.9 $1.49K - $1.78K
200 $1K
STT
State Street Corp

Financial Services
21
New
$84.47 - $102.23 $1.77K - $2.15K
21 $1K
ASML
Asml Holding Nv

Technology
2
New
$662.63 - $776.99 $1.33K - $1.55K
2 $1K
EDIT
Editas Medicine, Inc.

Healthcare
40
New
$1.14 - $3.2 $45.6 - $128
40 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
New
$68.37 - $87.97 $137 - $176
2 $0
LPX
Louisiana Pacific Corp

Industrials
6
New
$89.37 - $118.15 $536 - $709
6 $0
Blackrock Inc Com
33
New
N/A
33 $0
WM
Waste Management Inc

Industrials
1
New
$200.54 - $233.78 $201 - $234
1 $0
Te Connectivity PLC Ord Shs
15
New
N/A
15 $0
Sandisk Corp Com
333
New
N/A
333 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
6
New
$65.15 - $91.81 $391 - $551
6 $0
Annaly Capital Management Inc Com New
250
New
N/A
250 $0
CC
Chemours CO

Basic Materials
64
New
$13.41 - $19.99 $858 - $1.28K
64 $0
CRSP
Crispr Therapeutics Ag

Healthcare
20
New
$34.03 - $53.02 $681 - $1.06K
20 $0
Lam Research Corp Com New
70
New
N/A
70 $0
Luminar Technologies Inc Com New Cl A
13
New
N/A
13 $0
COIN
Coinbase Global, Inc.

Technology
2
New
$172.23 - $301.3 $344 - $603
2 $0
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
77
New
$5.29 - $10.87 $407 - $837
77 $0
OGN
Organon & Co.

Healthcare
40
New
$14.29 - $16.41 $572 - $656
40 $0
Composecure Inc Wt Exp 122726
1.2K
New
N/A
1.2K $0
Canadian Pacific Kansas City Com
865
New
N/A
865 $0
Ge Healthcare Technologies Inc Common Stock
214
New
N/A
214 $0
Fortrea Hldgs Inc Common Stock
6
New
N/A
6 $0
Ishares Bitcoin Trust ETF
67
New
N/A
67 $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
4.12K
New
N/A
4.12K $0
AMT
American Tower Corp

Real Estate
2
New
$173.46 - $217.6 $347 - $435
2 $0
Arm Holdings PLC Sponsored Ads
500
New
N/A
500 $0
Wk Kellogg CO Com Shs
82
New
N/A
82 $0
OXYWS
Occidental Pete Corp Wt Exp 08
12
New
N/A
12 $0
Resolute Hldgs Mgmt Inc Com
333
New
N/A
333 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
New
$186.55 - $250.04 $560 - $750
3 $0
HELE
Helen Of Troy LTD

Consumer Defensive
3
New
$50.39 - $66.75 $151 - $200
3 $0
LUMN
Lumen Technologies, Inc.

Communication Services
49
New
$3.92 - $5.92 $192 - $290
49 $0
HAL
Halliburton CO

Energy
15
New
$24.15 - $29.9 $362 - $449
15 $0
GME
Game Stop Corp.

Consumer Cyclical
30
New
$21.73 - $33.37 $652 - $1K
30 $0
CNI
Canadian National Railway CO

Industrials
0
New
$95.46 - $106.79 $0 - $0
0 $0
SLB
Schlumberger Limited

Energy
6
New
$38.4 - $43.74 $230 - $262
6 $0
Ge Vernova Inc Com
160
New
N/A
160 $0
AVY
Avery Dennison Corp

Industrials
5
New
$174.58 - $195.91 $873 - $980
5 $0
NEE
Nextera Energy Inc

Utilities
4
New
$66.96 - $76.16 $268 - $305
4 $0
NKE
Nike, Inc.

Consumer Cyclical
9
New
$63.29 - $81.72 $570 - $735
9 $0
PINS
Pinterest, Inc.

Communication Services
16
New
$29.79 - $40.0 $477 - $640
16 $0
ILMN
Illumina, Inc.

Healthcare
5
New
$79.34 - $144.22 $397 - $721
5 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
6
New
$102.72 - $143.06 $616 - $858
6 $0
Veralto Corp Com Shs
2
New
N/A
2 $0
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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