Morgan Rosel Wealth Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $348 Million distributed in 359 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 $72.4M, Schwab Strategic Tr Intl Eqty with a value of $27.3M, Spdr S&P 500 ETF Trust with a value of $11.5M, Ishares Msci Usa Min Vol Facto with a value of $10.9M, and I Shares Gold Trust Micro with a value of $9.88M.
Examining the 13F form we can see an increase of $34.9M in the current position value, from $313M to 348M.
Also it can be appreciated an additional of 29 stocks purchases and 1 closed positions.
Below you can find more details about Morgan Rosel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$348 Million
ETFs: $286 Million
Technology: $16.3 Million
Industrials: $10.9 Million
Financial Services: $10.3 Million
Consumer Defensive: $6.38 Million
Consumer Cyclical: $4.94 Million
Energy: $2.95 Million
Healthcare: $2.36 Million
Other: $2.51 Million
Stock Holdings Table Market Cap. of $200 Billions or more
