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MorganRosel Wealth Management, LLC Buys Seagate Technology PLC, Lam Research Corp, Cirrus Logic Inc, Sells SPDR S&P 500, iShares Core S&P Small-Cap, PowerShares QQQ Trust Ser 1

Investment company MorganRosel Wealth Management, LLC (Current Portfolio) buys Seagate Technology PLC, Lam Research Corp, Cirrus Logic Inc, Reliance Steel & Aluminum Co, Target Corp, sells SPDR S&P 500, iShares Core S&P Small-Cap, PowerShares QQQ Trust Ser 1, iShares Edge MSCI Min Vol USA, Vanguard Mid-Cap Value during the 3-months ended 2020Q1, according to the most recent filings of the investment company, MorganRosel Wealth Management, LLC. As of 2020Q1, MorganRosel Wealth Management, LLC owns 58 stocks with a total value of $71 million. These are the details of the buys and sells.

For the details of MorganRosel Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/morganrosel+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MorganRosel Wealth Management, LLC
  1. Vanguard Total Stock Market (VTI) - 99,502 shares, 18.02% of the total portfolio. Shares reduced by 2.91%
  2. Invesco S&P 500 Low Volatility (SPLV) - 144,093 shares, 9.50% of the total portfolio. Shares reduced by 5.33%
  3. SPDR S&P 500 (SPY) - 25,699 shares, 9.31% of the total portfolio. Shares reduced by 35.12%
  4. Schwab US Aggregate Bond (SCHZ) - 116,494 shares, 8.88% of the total portfolio. Shares added by 7.60%
  5. Schwab International Equity (SCHF) - 182,750 shares, 6.64% of the total portfolio. Shares added by 15.67%
New Purchase: Seagate Technology PLC (STX)

MorganRosel Wealth Management, LLC initiated holding in Seagate Technology PLC. The purchase prices were between $40.73 and $63.23, with an estimated average price of $53.61. The stock is now traded at around $51.06. The impact to a portfolio due to this purchase was 0.79%. The holding were 11,446 shares as of .

New Purchase: Lam Research Corp (LRCX)

MorganRosel Wealth Management, LLC initiated holding in Lam Research Corp. The purchase prices were between $187.89 and $341.58, with an estimated average price of $289.1. The stock is now traded at around $274.82. The impact to a portfolio due to this purchase was 0.74%. The holding were 2,207 shares as of .

New Purchase: Target Corp (TGT)

MorganRosel Wealth Management, LLC initiated holding in Target Corp. The purchase prices were between $91.04 and $128.21, with an estimated average price of $111.48. The stock is now traded at around $108.86. The impact to a portfolio due to this purchase was 0.71%. The holding were 5,401 shares as of .

New Purchase: Cirrus Logic Inc (CRUS)

MorganRosel Wealth Management, LLC initiated holding in Cirrus Logic Inc. The purchase prices were between $50.55 and $86.04, with an estimated average price of $74.31. The stock is now traded at around $70.02. The impact to a portfolio due to this purchase was 0.71%. The holding were 7,712 shares as of .

New Purchase: Reliance Steel & Aluminum Co (RS)

MorganRosel Wealth Management, LLC initiated holding in Reliance Steel & Aluminum Co. The purchase prices were between $71.42 and $121.5, with an estimated average price of $107.25. The stock is now traded at around $86.58. The impact to a portfolio due to this purchase was 0.71%. The holding were 5,726 shares as of .

New Purchase: Trane Technologies PLC (2IS)

MorganRosel Wealth Management, LLC initiated holding in Trane Technologies PLC. The purchase prices were between $65 and $103.98, with an estimated average price of $91.12. The stock is now traded at around $79.50. The impact to a portfolio due to this purchase was 0.68%. The holding were 5,884 shares as of .

Sold Out: iShares Core S&P Small-Cap (IJR)

MorganRosel Wealth Management, LLC sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $48.88 and $85.12, with an estimated average price of $74.15.

Sold Out: Vanguard Mid-Cap Value (VOE)

MorganRosel Wealth Management, LLC sold out a holding in Vanguard Mid-Cap Value. The sale prices were between $68.69 and $121.9, with an estimated average price of $108.87.

Sold Out: Ingersoll Rand Inc (IR)

MorganRosel Wealth Management, LLC sold out a holding in Ingersoll Rand Inc. The sale prices were between $71.26 and $117.82, with an estimated average price of $101.89.

Sold Out: American Express Co (AXP)

MorganRosel Wealth Management, LLC sold out a holding in American Express Co. The sale prices were between $68.96 and $136.93, with an estimated average price of $117.01.

Sold Out: Aflac Inc (AFL)

MorganRosel Wealth Management, LLC sold out a holding in Aflac Inc. The sale prices were between $25.27 and $53.42, with an estimated average price of $46.04.

Sold Out: Credit Acceptance Corp (CACC)

MorganRosel Wealth Management, LLC sold out a holding in Credit Acceptance Corp. The sale prices were between $234.35 and $466.84, with an estimated average price of $405.23.

Reduced: SPDR S&P 500 (SPY)

MorganRosel Wealth Management, LLC reduced to a holding in SPDR S&P 500 by 35.12%. The sale prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $283.87. The impact to a portfolio due to this sale was -4.15%. MorganRosel Wealth Management, LLC still held 25,699 shares as of .

Reduced: PowerShares QQQ Trust Ser 1 (QQQ)

MorganRosel Wealth Management, LLC reduced to a holding in PowerShares QQQ Trust Ser 1 by 63.57%. The sale prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $213.89. The impact to a portfolio due to this sale was -3.05%. MorganRosel Wealth Management, LLC still held 8,884 shares as of .

Reduced: iShares Edge MSCI Min Vol USA (USMV)

MorganRosel Wealth Management, LLC reduced to a holding in iShares Edge MSCI Min Vol USA by 54.5%. The sale prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $59.28. The impact to a portfolio due to this sale was -2.5%. MorganRosel Wealth Management, LLC still held 34,348 shares as of .



Here is the complete portfolio of MorganRosel Wealth Management, LLC. Also check out:

1. MorganRosel Wealth Management, LLC's Undervalued Stocks
2. MorganRosel Wealth Management, LLC's Top Growth Companies, and
3. MorganRosel Wealth Management, LLC's High Yield stocks
4. Stocks that MorganRosel Wealth Management, LLC keeps buying

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