Morgan Rosel Wealth Management, LLC Sells in Q1 2025

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-67.5K
- 99.56%
$63.07 - $73.5 $4.25M - $4.96M
299 $20K
PHM
Pultegroup Inc

Consumer Cyclical
-5.45K
- 49.57%
$101.09 - $118.51 $551K - $646K
5.55K $570K
SPY
Spdr S&P 500 ETF Trust

ETFs
-98
- 0.53%
$551.42 - $612.93 $54K - $60.1K
18.5K $10.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-557
- 1.7%
$183.02 - $207.75 $102K - $116K
32.3K $6.01M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-116
- 0.17%
$120.29 - $134.6 $14K - $15.6K
68K $8.29M
AAPL
Apple Inc.

Technology
-202
- 1.39%
$209.68 - $247.1 $42.4K - $49.9K
14.4K $3.19M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-2.05K
- 20.05%
$103.02 - $140.69 $211K - $288K
8.17K $862K
NVDA
Nvidia Corp

Technology
-1.95K
- 25.7%
$106.98 - $149.43 $209K - $292K
5.65K $611K
MUB
Ishares National Muni Bond ETF

ETFs
-3.46K
- 27.77%
$104.71 - $107.69 $363K - $373K
9.01K $949K
OC
Owens Corning

Industrials
-1.34K
- 27.93%
$137.83 - $191.19 $185K - $257K
3.47K $495K
KLAC
Kla Corp

Technology
-475
- 35.63%
$636.62 - $777.63 $302K - $369K
858 $583K
IMMR
Immersion Corp

Technology
-19.4K
- 20.27%
$7.44 - $8.97 $144K - $174K
76.1K $577K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-570
- 2.52%
$96.95 - $116.13 $55.3K - $66.2K
22K $2.2M
CSL
Carlisle Companies Inc

Industrials
-414
- 14.61%
$326.43 - $408.24 $135K - $169K
2.42K $823K
IT
Gartner Inc

Technology
-85
- 4.13%
$418.25 - $548.38 $35.6K - $46.6K
1.97K $827K
FNDB
Schwab Fundamental U S Broad M

ETFs
-6.63K
- 17.46%
$22.52 - $24.48 $149K - $162K
31.3K $721K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-1.26K
- 10.78%
$94.63 - $114.82 $120K - $145K
10.5K $1.05M
IEFA
Ishares Tr

ETFs
-2.44K
- 28.56%
$69.57 - $78.65 $170K - $192K
6.11K $462K
AMZN
Amazon Com Inc

Consumer Cyclical
-426
- 23.54%
$190.26 - $242.06 $81.1K - $103K
1.38K $263K
XOM
Exxon Mobil Corp

Energy
-1.19K
- 51.16%
$105.44 - $118.93 $125K - $141K
1.13K $134K
GOOGL
Alphabet Inc.

Communication Services
-47
- 2.39%
$154.33 - $206.19 $7.25K - $9.69K
1.92K $297K
SYLD
Cambria Shareholder Yld ETF

ETFs
-792
- 19.5%
$62.77 - $71.4 $49.7K - $56.5K
3.27K $208K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-338
- 7.6%
$169.43 - $182.84 $57.3K - $61.8K
4.11K $711K
JXN
Jackson Financial Inc.

Financial Services
-154
- 1.0%
$79.36 - $97.88 $12.2K - $15.1K
15.2K $1.27M
IWD
Ishares Russell 1000 Val ETF

ETFs
-268
- 17.02%
$182.82 - $196.21 $49K - $52.6K
1.31K $245K
VUG
Vanguard Growth ETF

ETFs
-31
- 5.48%
$369.1 - $427.61 $11.4K - $13.3K
535 $198K
IDV
Ishares Tr

ETFs
-2.4K
- 18.85%
$27.0 - $31.7 $64.7K - $76K
10.3K $320K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.78%
$347.25 - $424.87 $1.74K - $2.12K
632 $231K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-267
- 2.02%
$59.15 - $62.71 $15.8K - $16.7K
13K $799K
PIZ
Invesco Exchange Traded Fd Tr
-1.71K
- 10.22%
N/A
15K $0
Linde PLC Shs
-352
- 22.52%
N/A
1.21K $0
TDG
Trans Digm Group Inc

Industrials
-65
- 8.26%
$1251.32 - $1394.11 $81.3K - $90.6K
722 $998K
IXUS
Ishares Tr

ETFs
-569
- 4.58%
$65.06 - $72.31 $37K - $41.1K
11.8K $826K
MPC
Marathon Petroleum Corp

Energy
-40
- 1.71%
$134.72 - $159.03 $5.39K - $6.36K
2.29K $334K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.18%
$89.33 - $95.17 $715 - $761
4.5K $415K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.91K
- 14.93%
$132.75 - $177.12 $253K - $337K
10.9K $1.66M
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 0.73%
$890.62 - $1076.86 $11.6K - $14K
1.77K $1.68M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.35K
- 1.21%
$22.46 - $23.26 $97.7K - $101K
356K $8.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.56K
- 4.45%
$56.51 - $62.98 $314K - $350K
119K $7.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.43K
- 1.69%
$25.81 - $28.52 $140K - $155K
316K $8.71M
IAUM
I Shares Gold Trust Micro

ETFs
-45.2K
- 14.07%
$26.29 - $31.17 $1.19M - $1.41M
276K $8.6M
FNDF
Schwab Fundamental Intl Large

ETFs
-7.73K
- 4.67%
$32.9 - $37.45 $254K - $289K
158K $5.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-70
- 0.17%
$69.81 - $78.9 $4.89K - $5.52K
41.4K $3.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-42K
- 3.31%
$18.36 - $20.51 $771K - $862K
1.23M $24.3M
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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