Morgan Rosel Wealth Management, LLC Sells in Q3 2025

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.8K
- 9.28%
$92.18 - $95.14 $997K - $1.03M
106K $10.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.61K
- 24.74%
$108.8 - $169.61 $284K - $443K
7.95K $864K
COST
Costco Wholesale Corp

Consumer Defensive
-500
- 27.56%
$915.95 - $994.57 $458K - $497K
1.31K $1.22M
BR
Broadridge Financial Solutions, Inc.

Technology
-2.02K
- 40.54%
$233.75 - $266.89 $471K - $538K
2.96K $704K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-82.2K
- 6.67%
$21.69 - $23.34 $1.78M - $1.92M
1.15M $26.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-6.97K
- 40.31%
$89.32 - $107.82 $623K - $752K
10.3K $1.11M
IAUM
I Shares Gold Trust Micro

ETFs
-51.3K
- 17.13%
$32.6 - $38.5 $1.67M - $1.98M
248K $9.56M
AMP
Ameriprise Financial Inc

Financial Services
-342
- 15.08%
$486.13 - $544.55 $166K - $186K
1.93K $946K
COOP
Mr. Cooper Group Inc.

Financial Services
-4.75K
- 36.08%
$143.29 - $220.9 $681K - $1.05M
8.42K $1.78M
XOM
Exxon Mobil Corp

Energy
-1.57K
- 41.61%
$105.83 - $117.22 $166K - $184K
2.2K $248K
MCK
Mckesson Corp

Healthcare
-241
- 12.39%
$659.01 - $772.54 $159K - $186K
1.7K $1.32M
HEI
Heico Corp

Industrials
-79
- 1.76%
$304.5 - $337.56 $24.1K - $26.7K
4.41K $1.42M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-3.29K
- 3.36%
$60.96 - $64.31 $201K - $212K
94.6K $6.01M
IEMG
Ishares Inc

ETFs
-398
- 3.03%
N/A
12.7K $682K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-266
- 6.48%
$181.56 - $190.33 $48.3K - $50.6K
3.84K $728K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 1.45%
$211.65 - $238.24 $4.23K - $4.76K
1.36K $299K
Rocket Lab Corp Com
-8.25K
- 25.0%
N/A
24.8K $0
Linde PLC Shs
-306
- 18.29%
N/A
1.37K $0
JXN
Jackson Financial Inc.

Financial Services
-893
- 12.3%
$84.06 - $103.8 $75.1K - $92.7K
6.37K $644K
PIZ
Invesco Exchange Traded Fd Tr
-434
- 2.91%
N/A
14.5K $0
VT
Vanguard Total World Stk Index

ETFs
-114
- 2.9%
$128.41 - $138.03 $14.6K - $15.7K
3.82K $526K
VBR
Vanguard Small Cap Value ETF

ETFs
-110
- 2.93%
$195.41 - $212.37 $21.5K - $23.4K
3.64K $760K
GOOGL
Alphabet Inc.

Communication Services
-37
- 1.94%
$174.36 - $254.72 $6.45K - $9.42K
1.87K $455K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.23K
- 3.75%
$66.38 - $71.68 $281K - $303K
109K $7.75M
REVG
Rev Group, Inc.

Industrials
-1.86K
- 5.3%
$46.09 - $63.91 $85.6K - $119K
33.2K $1.88M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-20.9K
- 6.57%
$30.13 - $33.37 $630K - $697K
297K $9.91M
APH
Amphenol Corp

Technology
-151
- 1.01%
$97.39 - $125.4 $14.7K - $18.9K
14.8K $1.84M
AAPL
Apple Inc.

Technology
-838
- 5.95%
$202.38 - $256.87 $170K - $215K
13.3K $3.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-150
- 0.81%
$617.65 - $666.84 $92.6K - $100K
18.4K $12.3M
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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