Morgan Rosel Wealth Management, LLC Purchases in Q3 2024

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.87K
+ 1.44%
$36.98 - $41.55 $328K - $368K
625K $25.7M
JXN
Jackson Financial Inc.

Financial Services
16.8K
New
$69.1 - $91.97 $1.16M - $1.54M
16.8K $1.53M
SLVM
Sylvamo Corp

Basic Materials
17.5K
New
$65.73 - $87.18 $1.15M - $1.53M
17.5K $1.5M
SKYW
Skywest Inc

Industrials
17.5K
New
$68.08 - $87.62 $1.19M - $1.54M
17.5K $1.49M
TT
Trane Technologies PLC

Industrials
3.6K
New
$314.21 - $388.71 $1.13M - $1.4M
3.6K $1.4M
VCTR
Victory Capital Holdings, Inc.

Financial Services
24.1K
New
$45.29 - $55.5 $1.09M - $1.34M
24.1K $1.33M
APH
Amphenol Corp

Technology
19.4K
New
$58.39 - $70.41 $1.13M - $1.37M
19.4K $1.26M
CSL
Carlisle Companies Inc

Industrials
2.78K
New
$376.5 - $449.34 $1.05M - $1.25M
2.78K $1.25M
IAUM
I Shares Gold Trust Micro

ETFs
5.87K
+ 1.84%
$23.25 - $26.67 $137K - $157K
325K $8.54M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.57K
+ 9.07%
$113.41 - $125.62 $632K - $700K
67K $8.42M
IMMR
Immersion Corp

Technology
119K
New
$8.49 - $13.51 $1.01M - $1.61M
119K $1.06M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.83K
+ 1.86%
$83.76 - $91.82 $153K - $168K
100K $9.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
365
+ 0.11%
$25.45 - $29.53 $9.29K - $10.8K
320K $9.33M
VO
Vanguard Mid Cap ETF

ETFs
126
+ 0.46%
$237.84 - $263.83 $30K - $33.2K
27.7K $7.31M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.01%
$179.99 - $201.6 $720 - $806
32.8K $6.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.42K
+ 1.26%
$51.29 - $56.57 $72.6K - $80K
114K $6.44M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.52K
+ 3.85%
$90.01 - $95.32 $227K - $240K
68K $6.43M
REVG
Rev Group, Inc.

Industrials
12.5K
+ 37.16%
$23.9 - $31.84 $299K - $398K
46.1K $1.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.45K
+ 0.82%
$45.2 - $47.87 $65.4K - $69.2K
178K $8.44M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
159
+ 0.18%
$65.06 - $71.72 $10.3K - $11.4K
87.5K $6.22M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
918
+ 2.35%
$69.31 - $77.34 $63.6K - $71K
39.9K $3.06M
PDI
Pimco Dynamic Income Fund

Financial Services
6.14K
+ 7.43%
$18.7 - $20.25 $115K - $124K
88.8K $1.8M
URI
United Rentals, Inc.

Industrials
300
New
$627.41 - $814.1 $188K - $244K
300 $242K
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 8.0%
$191.76 - $263.26 $38.4K - $52.7K
2.7K $706K
CI
Cigna Corp

Healthcare
588
New
$319.12 - $367.1 $188K - $216K
588 $203K
VTV
Vanguard Value ETF

ETFs
1.17K
New
$159.75 - $174.57 $186K - $204K
1.17K $203K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.24K
+ 22.69%
$54.31 - $61.04 $122K - $137K
12.1K $739K
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 12.19%
$801.83 - $917.05 $123K - $140K
1.41K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
850
+ 2.78%
$41.9 - $48.26 $35.6K - $41K
31.4K $1.5M
HYG
Ishares Tr

ETFs
559
+ 1.81%
$76.72 - $80.36 $42.9K - $44.9K
31.5K $2.53M
AAPL
Apple Inc.

Technology
5
+ 0.08%
$207.23 - $234.82 $1.04K - $1.17K
6.21K $1.45M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.15K
+ 2.42%
$35.7 - $41.13 $41.2K - $47.5K
48.8K $1.97M
JPIE
J P Morgan Exchange Traded Fd
1.51K
+ 2.73%
$45.17 - $46.39 $68K - $69.9K
56.6K $2.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
375
+ 4.04%
$96.25 - $101.98 $36.1K - $38.2K
9.65K $977K
EEMV
Ishares Msci Emerging Markets

ETFs
385
+ 4.55%
$56.77 - $63.31 $21.9K - $24.4K
8.84K $554K
FNDB
Schwab Fundamental U S Broad M

ETFs
4
+ 0.03%
$64.17 - $70.37 $257 - $281
12.7K $893K
FNDE
Schwab Fundamental Emerging Mk

ETFs
492
+ 3.41%
$28.02 - $32.68 $13.8K - $16.1K
14.9K $481K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
171
+ 2.48%
$114.73 - $120.23 $19.6K - $20.6K
7.07K $845K
BND
Vanguard Bd Index Fd Inc Total

ETFs
55
+ 0.38%
$71.45 - $75.64 $3.93K - $4.16K
14.5K $1.09M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
131
+ 3.33%
$82.69 - $94.63 $10.8K - $12.4K
4.07K $377K
IEMG
Ishares Inc

ETFs
216
+ 1.72%
$53.64 - $53.64 $11.6K - $11.6K
12.8K $684K
VUSB
Vanguard Bd Index Fds
2.1K
+ 3.37%
N/A
64.3K $0
Vanguard Malvern Fds
3.95K
+ 4.09%
N/A
100K $0
PIE
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 3.33%
$18.8 - $21.87 $19.5K - $22.7K
32.2K $663K
MSFT
Microsoft Corp

Technology
175
+ 3.21%
$395.15 - $467.56 $69.2K - $81.8K
5.63K $2.42M
MCK
Mckesson Corp

Healthcare
125
+ 7.56%
$479.06 - $630.38 $59.9K - $78.8K
1.78K $878K
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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