Morgan Rosel Wealth Management, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Million distributed in 351 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $62.6M, Schwab Strategic Tr Intl Eqty with a value of $24.3M, Spdr S&P 500 ETF Trust with a value of $10.4M, Ishares Msci Usa Min Vol Facto with a value of $9.52M, and Pimco Active Bond Exchange Tra with a value of $9.05M.
Examining the 13F form we can see an increase of $21.2M in the current position value, from $292M to 313M.
Below you can find more details about Morgan Rosel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$313 Million
ETFs: $259 Million
Technology: $12.5 Million
Financial Services: $11.3 Million
Industrials: $10 Million
Consumer Cyclical: $5.24 Million
Consumer Defensive: $3.8 Million
Energy: $2.65 Million
Basic Materials: $1.78 Million
Other: $2.65 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
