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MorganRosel Wealth Management, LLC13F | |
| MorganRosel Wealth Management, LLC | |
| Last update 2025-04-25 | 351 Stocks (250 new) |
| Value $329.00 Mil | Turnover 12 % |
MorganRosel Wealth Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 227,910 | 62,638.8 | +2.63% | 19.010 | +0.49% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
SCHF | Schwab International Equity ETF | 1,226,748 | 24,265.1 | -3.31% | 7.370 | -0.25% | 0.060 | +11.99% | +19.38% | 48,597.1 | ||
SPY | SPDR S&P 500 ETF Trust | 18,515 | 10,357.1 | -0.53% | 3.140 | -0.02% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 101,661 | 9,521.6 | +3.25% | 2.890 | +0.09% | 0.040 | +3.59% | +5.42% | 23,553.1 | ||
BOND | PIMCO Active Bond ETF | 97,903 | 9,053.1 | +35.09% | 2.750 | +0.71% | 0.170 | +1.86% | +3.46% | 5,607.3 | ||
SCHE | Schwab Emerging Markets Equity ETF | 315,961 | 8,711.0 | -1.69% | 2.640 | -0.05% | 0.090 | +16.00% | +15.61% | 10,485.8 | ||
VPLS | Vanguard Core-Plus Bond ETF | 112,296 | 8,709.7 | +6.93% | 2.640 | +0.17% | 1.930 | +1.80% | +3.68% | 558.3 | ||
IAUM | iShares Gold Trust Micro | 275,793 | 8,596.5 | -14.07% | 2.610 | -0.39% | 0.400 | +0.78% | +27.59% | 3,213.4 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 67,984 | 8,294.7 | -0.17% | 2.520 | 0% | 0.010 | +20.01% | +7.44% | 72,171.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 355,779 | 8,239.8 | -1.21% | 2.500 | -0.03% | 0.100 | +1.25% | +3.34% | 8,562.3 |
MorganRosel Wealth Management, LLC's Historical Top Holdings Breakdowns
MorganRosel Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOT | Vanguard Mid-Cap Growth ETF | 2025-03-31 | New Buy New Buy | +2.15% | 237.55 ($260.02) 276.98 | $288.96 | 11.13% | New holding | 28,929 | 28,929 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | Reduce Reduce | -1.40% | 63.07 ($68.94) 73.5 | $77.17 | 11.94% | Reduce -99.56% | 299 | -67,463 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Add Add | +0.74% | 49.61 ($49.73) 49.89 | $49.79 | 0.12% | Add 74.58% | 114,108 | 48,747 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Add Add | +0.71% | 89.27 ($91.32) 92.9 | $91.19 | -0.14% | Add 35.09% | 97,903 | 25,429 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.65% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 45.79% | 13,204 | 4,147 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.65% | 95.85 ($97.76) 99.25 | $98.11 | 0.36% | Add 219.83% | 31,305 | 21,517 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | Add Add | +0.64% | 45.46 ($45.88) 46.18 | $46.09 | 0.46% | Add 78.4% | 103,909 | 45,664 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.49% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 2.63% | 227,910 | 5,847 | |
IAUM | iShares Gold Trust Micro | 2025-03-31 | Reduce Reduce | -0.39% | 26.29 ($28.6) 31.17 | $33.39 | 16.75% | Reduce -14.07% | 275,793 | -45,152 | |
JEF | Jefferies Financial Group Inc | 2025-03-31 | New Buy New Buy | +0.37% | 52.22 ($67.88) 81.31 | $56.24 | -17.15% | New holding | 23,039 | 23,039 |
MorganRosel Wealth Management, LLC Total Holding History ($B)
MorganRosel Wealth Management, LLC's Asset Allocation
MorganRosel Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MorganRosel Wealth Management, LLC's Hypothetical Growth since 2025-03-31
MorganRosel Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MorganRosel Wealth Management, LLC's Holdings Heat Map
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MorganRosel Wealth Management, LLC's Holdings Bubble Chart
MorganRosel Wealth Management, LLC News
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