Morgan Rosel Wealth Management, LLC Reduced Holdings in Q3 2024

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
-6.35K
- 73.12%
$158.61 - $180.75 $1.01M - $1.15M
2.33K $380K
VB
Vanguard Small Cap ETF

ETFs
-2.58K
- 43.03%
$214.77 - $237.72 $555K - $614K
3.42K $810K
OC
Owens Corning

Industrials
-2.7K
- 43.95%
$154.02 - $186.38 $416K - $503K
3.44K $607K
RS
Reliance Steel & Aluminum CO

Basic Materials
-1.23K
- 42.08%
$271.23 - $308.75 $334K - $381K
1.7K $490K
EFG
Msci Eafe Growth ETF

ETFs
-4.48K
- 9.3%
$96.84 - $108.77 $434K - $487K
43.6K $4.7M
NVT
N Vent Electric PLC

Industrials
-1.52K
- 9.66%
$60.72 - $81.19 $92.3K - $123K
14.2K $998K
NVDA
Nvidia Corp

Technology
-1.53K
- 21.34%
$98.91 - $134.91 $151K - $206K
5.64K $684K
INTU
Intuit Inc

Technology
-223
- 16.39%
$602.97 - $670.49 $134K - $150K
1.14K $706K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-2.91K
- 28.49%
$90.98 - $116.58 $265K - $340K
7.31K $833K
KLAC
Kla Corp

Technology
-50
- 3.0%
$696.17 - $892.35 $34.8K - $44.6K
1.62K $1.25M
VT
Vanguard Total World Stk Index

ETFs
-666
- 14.63%
$107.72 - $119.96 $71.7K - $79.9K
3.89K $465K
IT
Gartner Inc

Technology
-324
- 15.76%
$441.32 - $516.47 $143K - $167K
1.73K $877K
XOM
Exxon Mobil Corp

Energy
-426
- 17.3%
$109.72 - $119.0 $46.7K - $50.7K
2.04K $238K
ETN
Eaton Corp PLC

Industrials
-298
- 7.86%
$272.52 - $333.02 $81.2K - $99.2K
3.49K $1.16M
BR
Broadridge Financial Solutions, Inc.

Technology
-354
- 11.39%
$196.56 - $218.55 $69.6K - $77.4K
2.75K $591K
AMZN
Amazon Com Inc

Consumer Cyclical
-8
- 0.38%
$161.02 - $200.0 $1.29K - $1.6K
2.1K $390K
Linde PLC
-336
- 20.46%
N/A
1.31K $0
PIZ
Invesco Exchange Traded Fd Tr
-183
- 1.03%
N/A
17.5K $0
VUG
Vanguard Growth ETF

ETFs
-13
- 2.25%
$341.08 - $391.94 $4.43K - $5.1K
566 $217K
AMP
Ameriprise Financial Inc

Financial Services
-184
- 8.95%
$391.53 - $469.81 $72K - $86.4K
1.87K $879K
SYLD
Cambria Shareholder Yld ETF

ETFs
-181
- 4.27%
$66.68 - $72.81 $12.1K - $13.2K
4.06K $293K
FNDF
Schwab Fundamental Intl Large

ETFs
-13K
- 6.13%
$33.67 - $37.71 $439K - $491K
200K $7.46M
PHM
Pultegroup Inc

Consumer Cyclical
-2.12K
- 21.23%
$103.95 - $144.98 $221K - $308K
7.88K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 3.29%
$333.64 - $405.2 $7.67K - $9.32K
676 $273K
VNQ
Vanguard Specialized Funds Van

ETFs
-28
- 1.02%
$82.97 - $98.97 $2.32K - $2.77K
2.7K $263K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-12
- 0.16%
$175.46 - $203.3 $2.11K - $2.44K
7.69K $1.56M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-25
- 0.11%
$91.9 - $103.31 $2.3K - $2.58K
22.7K $2.35M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.8K
- 17.47%
$109.16 - $155.35 $197K - $280K
8.52K $1.32M
COOP
Mr. Cooper Group Inc.

Financial Services
-69
- 0.51%
$78.57 - $94.99 $5.42K - $6.55K
13.5K $1.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-195
- 0.87%
$162.64 - $179.3 $31.7K - $35K
22.3K $4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-28
- 0.11%
$64.57 - $71.76 $1.81K - $2.01K
24.4K $1.75M
PWR
Quanta Services, Inc.

Industrials
-39
- 0.9%
$239.58 - $298.23 $9.34K - $11.6K
4.3K $1.28M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.42K
- 13.77%
$80.44 - $110.41 $195K - $267K
15.2K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14
- 0.17%
$475.2 - $527.7 $6.65K - $7.39K
8.08K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
-255
- 0.36%
$47.6 - $53.31 $12.1K - $13.6K
70.7K $3.74M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-1.66K
- 2.8%
$111.27 - $122.66 $185K - $204K
57.6K $6.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.45K
- 1.92%
$56.47 - $63.69 $138K - $156K
125K $7.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
-22
- 0.12%
$517.38 - $573.86 $11.4K - $12.6K
18.6K $10.7M
VTI
Vanguard Total Stock Market Et

ETFs
-1.71K
- 0.75%
$255.18 - $283.2 $436K - $483K
226K $63.9M
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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