Morgan Rosel Wealth Management, LLC Sells in Q4 2024

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
-34.3K
- 17.18%
$32.92 - $37.15 $1.13M - $1.27M
165K $5.49M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-19.8K
- 22.58%
$63.27 - $70.31 $1.25M - $1.39M
67.8K $4.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-111
- 0.09%
$57.29 - $63.1 $6.36K - $7K
125K $7.18M
MCK
Mckesson Corp

Healthcare
-1.17K
- 65.64%
$482.27 - $628.5 $563K - $733K
611 $348K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-2.82K
- 4.89%
$117.34 - $130.02 $331K - $367K
54.8K $6.49M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.85K
- 1.85%
$88.59 - $94.57 $164K - $175K
98.5K $8.74M
KLAC
Kla Corp

Technology
-283
- 17.51%
$614.46 - $829.55 $174K - $235K
1.33K $839K
NVT
N Vent Electric PLC

Industrials
-4.52K
- 31.78%
$67.69 - $79.19 $306K - $358K
9.7K $661K
MUB
Ishares National Muni Bond ETF

ETFs
-2.29K
- 15.53%
$105.78 - $108.7 $243K - $249K
12.5K $1.33M
IMMR
Immersion Corp

Technology
-23.7K
- 19.9%
$8.31 - $9.79 $197K - $232K
95.5K $833K
JXN
Jackson Financial Inc.

Financial Services
-1.45K
- 8.63%
$84.91 - $113.74 $123K - $165K
15.3K $1.34M
APH
Amphenol Corp

Technology
-3.8K
- 19.6%
$62.07 - $75.35 $236K - $286K
15.6K $1.08M
SKYW
Skywest Inc

Industrials
-4.29K
- 24.44%
$83.51 - $115.11 $358K - $493K
13.2K $1.33M
ETN
Eaton Corp PLC

Industrials
-499
- 14.29%
$326.96 - $377.52 $163K - $188K
2.99K $993K
INTU
Intuit Inc

Technology
-243
- 21.35%
$602.01 - $706.25 $146K - $172K
895 $562K
SLVM
Sylvamo Corp

Basic Materials
-251
- 1.43%
$78.56 - $95.69 $19.7K - $24K
17.2K $1.36M
IAUM
I Shares Gold Trust Micro

ETFs
-4.28K
- 1.32%
$25.56 - $27.81 $109K - $119K
321K $8.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-21
- 0.06%
$197.36 - $217.3 $4.14K - $4.56K
32.8K $6.51M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-368
- 13.45%
$114.08 - $125.68 $42K - $46.3K
2.37K $271K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.39K
- 15.78%
$110.69 - $154.48 $265K - $369K
12.8K $1.62M
RS
Reliance Steel & Aluminum CO

Basic Materials
-64
- 3.77%
$264.2 - $326.32 $16.9K - $20.9K
1.63K $439K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-180
- 2.55%
$115.08 - $119.55 $20.7K - $21.5K
6.89K $796K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-26
- 0.11%
$69.58 - $74.87 $1.81K - $1.95K
24.3K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 5.77%
$385.02 - $431.37 $15K - $16.8K
637 $247K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.63K
- 1.43%
$55.86 - $60.21 $91K - $98.1K
112K $6.43M
IEMG
Ishares Inc

ETFs
-237
- 1.86%
N/A
12.5K $671K
PIZ
Invesco Exchange Traded Fd Tr
-799
- 4.56%
N/A
16.7K $0
AMZN
Amazon Com Inc

Consumer Cyclical
-287
- 13.69%
$180.88 - $232.93 $51.9K - $66.9K
1.81K $397K
COOP
Mr. Cooper Group Inc.

Financial Services
-104
- 0.77%
$87.37 - $101.43 $9.09K - $10.5K
13.4K $1.29M
REVG
Rev Group, Inc.

Industrials
-3K
- 6.5%
$26.35 - $35.23 $78.9K - $106K
43.1K $1.37M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-165
- 0.73%
$102.88 - $117.55 $17K - $19.4K
22.6K $2.43M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-1.44K
- 5.98%
$54.76 - $72.24 $78.9K - $104K
22.6K $1.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-36
- 0.19%
$567.81 - $607.81 $20.4K - $21.9K
18.6K $10.9M
VTI
Vanguard Total Stock Market Et

ETFs
-3.62K
- 1.6%
$280.04 - $302.45 $1.01M - $1.09M
222K $64.4M
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email