Morgan Rosel Wealth Management, LLC Options Holdings

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
CDNS
Cadence Design Systems Inc

Technology
CALL
$308,000
1K
Q2 2025
New holding
FISV
Fiserv Inc

Technology
CALL
$125,000
1K
Q2 2025
New holding
COOP
Mr. Cooper Group Inc.

Financial Services
CALL
$149,000
1K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 359
  • Current Value $348 Million
  • Prior Value $313 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 73 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 51 stocks
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