MorganRosel Wealth Management, LLC Portfolio Holdings
Q3 2025•108 long positions•$385.9M portfolio value
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Holding361 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $78.6M 20.36% | +$387.6K Bought | — 239.5K shares | 238.3K → 239.5K +$387.6K | +0.5% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $26.8M 6.94% | -$1.9M Sold | — 1.2M shares | 1.2M → 1.2M −$1.9M | -6.67% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.3M 3.18% | -$99.9K Sold | — 18.4K shares | 18.6K → 18.4K −$99.9K | -0.81% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.2M 2.63% | +$759.2K Bought | — 108.8K shares | 100.7K → 108.8K +$759.2K | +8.08% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $10.1M 2.61% | -$1.0M Sold | — 105.8K shares | 116.6K → 105.8K −$1.0M | -9.28% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $9.9M 2.57% | -$697.3K Sold | — 297.1K shares | 318.0K → 297.1K −$697.3K | -6.57% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $9.8M 2.55% | +$660.3K Bought | — 33.5K shares | 31.2K → 33.5K +$660.3K | +7.2% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $9.6M 2.49% | +$370.3K Bought | — 122.1K shares | 117.4K → 122.1K +$370.3K | +4.01% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $9.6M 2.48% | -$2.0M Sold | — 248.2K shares | 299.6K → 248.2K −$2.0M | -17.13% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $9.5M 2.46% | +$197.6K Bought | — 65.2K shares | 63.8K → 65.2K +$197.6K | +2.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.4M 2.44% | +$908.7K Bought | — 400.7K shares | 362.0K → 400.7K +$908.7K | +10.7% | — — | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $9.4M 2.43% | +$838.2K Bought | — 31.9K shares | 29.0K → 31.9K +$838.2K | +9.84% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.1M 2.37% | +$1.0M Bought | — 15.2K shares | 13.6K → 15.2K +$1.0M | +12.29% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.9M 2.31% | +$845.1K Bought | — 14.6K shares | 13.2K → 14.6K +$845.1K | +10.46% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.9M 2.3% | +$535.0K Bought | — 206.4K shares | 193.9K → 206.4K +$535.0K | +6.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.8M 2.01% | +$2.0M Bought | — 155.5K shares | 116.1K → 155.5K +$2.0M | +33.97% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $7.7M 2.01% | -$301.7K Sold | — 108.6K shares | 112.8K → 108.6K −$301.7K | -3.75% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $7.3M 1.9% | +$48.8K Bought | — 73.8K shares | 73.3K → 73.8K +$48.8K | +0.67% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.2M 1.86% | +$178.8K Bought | — 114.0K shares | 111.2K → 114.0K +$178.8K | +2.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.9M 1.78% | +$1.3M Bought | — 147.7K shares | 120.6K → 147.7K +$1.3M | +22.47% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.5M 1.68% | +$532.4K Bought | — 108.2K shares | 99.3K → 108.2K +$532.4K | +8.95% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $6.0M 1.56% | -$209.2K Sold | — 94.6K shares | 97.9K → 94.6K −$209.2K | -3.36% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.4M 1.15% | +$179.1K Bought | — 54.5K shares | 52.3K → 54.5K +$179.1K | +4.22% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.3M 1.12% | +$84.6K Bought | — 22.3K shares | 21.8K → 22.3K +$84.6K | +1.99% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.3M 1.11% | +$686.1K Bought | — 42.5K shares | 35.7K → 42.5K +$686.1K | +19.17% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.5M 0.897% | +$37.3K Bought | — 40.8K shares | 40.4K → 40.8K +$37.3K | +1.09% | — — | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $3.4M 0.874% | -$213.4K Sold | 0.0% 13.3K shares | 14.1K → 13.3K −$213.4K | -5.95% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $3.2M 0.839% | +$277.1K Bought | 0.0% 6.3K shares | 5.7K → 6.3K +$277.1K | +9.36% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.2M 0.824% | +$208.0K Bought | — 12.4K shares | 11.6K → 12.4K +$208.0K | +6.99% | — — | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $3.0M 0.79% | +$705.7K Bought | — 153.9K shares | 118.2K → 153.9K +$705.7K | +30.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 0.7% | +$50.0K Bought | — 56.4K shares | 55.4K → 56.4K +$50.0K | +1.89% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 0.686% | +$331.4K Bought | — 48.8K shares | 42.7K → 48.8K +$331.4K | +14.32% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.6M 0.677% | +$20.3K Bought | — 22.1K shares | 21.9K → 22.1K +$20.3K | +0.78% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.5M 0.638% | +$258.2K Bought | — 19.7K shares | 17.6K → 19.7K +$258.2K | +11.72% | — — | Q3 2020 Held for 5y 2m | |
Auto - Manufacturers Consumer Cyclical | $2.4M 0.618% | — | 0.0% 5.4K shares | — | — | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Information Technology Services Technology | $1.9M 0.494% | +$262.0K Bought | 0.353% 47.1K shares | 40.6K → 47.1K +$262.0K | +15.93% | $539.5M Small Cap | Q2 2025 Held for 5 months | |
Agricultural - Machinery Industrials | $1.9M 0.487% | -$105.2K Sold | 0.068% 33.2K shares | 35.1K → 33.2K −$105.2K | -5.3% | $2.8B Mid Cap | Q2 2024 Held for 1y 5m | |
Hardware, Equipment & Parts Technology | $1.8M 0.476% | -$18.7K Sold | 0.001% 14.8K shares | 15.0K → 14.8K −$18.7K | -1.01% | $151.09B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.8M 0.468% | +$5.4K Bought | — 24.6K shares | 24.5K → 24.6K +$5.4K | +0.3% | — — | Q4 2018 Held for 6y 11m | |
Financial - Mortgages Financial Services | $1.8M 0.46% | -$1.0M Sold | 0.013% 8.4K shares | 13.2K → 8.4K −$1.0M | -36.08% | $13.5B Large Cap | Q3 2023 Held for 2y 2m | |
Education & Training Services Consumer Defensive | $1.7M 0.432% | +$1.7M New | 0.036% 52.9K shares | 0 → 52.9K +$1.7M | New | $4.6B Mid Cap | Q3 2025 Held for 2 months | |
Engineering & Construction Industrials | $1.5M 0.39% | +$15.3K Bought | 0.002% 3.6K shares | 3.6K → 3.6K +$15.3K | +1.03% | $61.8B Large Cap | Q4 2020 Held for 4y 11m | |
Education & Training Services Consumer Defensive | $1.4M 0.372% | +$13.0K Bought | 0.026% 9.3K shares | 9.2K → 9.3K +$13.0K | +0.91% | $5.6B Mid Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $1.4M 0.369% | -$25.5K Sold | 0.003% 4.4K shares | 4.5K → 4.4K −$25.5K | -1.76% | $44.9B Large Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $1.4M 0.368% | +$1.4M New | 0.006% 6.5K shares | 0 → 6.5K +$1.4M | New | $23.3B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 0.366% | +$104.0K Bought | — 5.6K shares | 5.1K → 5.6K +$104.0K | +7.95% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $1.4M 0.353% | +$78.7K Bought | 0.001% 1.3K shares | 1.2K → 1.3K +$78.7K | +6.13% | $142.03B Large Cap | Q3 2023 Held for 2y 2m | |
Medical - Distribution Healthcare | $1.3M 0.341% | -$186.2K Sold | 0.001% 1.7K shares | 1.9K → 1.7K −$186.2K | -12.39% | $96.1B Large Cap | Q2 2022 Held for 3y 5m | |
Construction Industrials | $1.3M 0.324% | +$81.4K Bought | 0.001% 3.0K shares | 2.8K → 3.0K +$81.4K | +6.97% | $93.9B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.2M 0.32% | +$183.0K Bought | 0.0% 6.6K shares | 5.6K → 6.6K +$183.0K | +17.39% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m |
