MW

MorganRosel Wealth Management, LLC

13F
MorganRosel Wealth Management, LLC
Last update 2024-10-11 101 Stocks (12 new)
Value $303.00 Mil Turnover 5 %
Countries:
Top Holdings: VTI(21.07%)SCHF(8.47%)SPY(3.53%)SCHE(3.08%)USMV(3.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
MorganRosel Wealth Management,... Top Holdings of 2024-09-30 View Full List
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
225,683
63904.400
-0.75%
21.070
-0.16%
0.020
+6.44%
+21.02%
421434.124
 
SCHF 		Schwab International Equity ETF
624,859
25694.200
+1.44%
8.470
+0.12%
0.060
+1.80%
+7.03%
40865.480
 
SPY 		S&P 500 ETF TRUST ETF
18,649
10700.050
-0.12%
3.530
0%
0.000
+6.79%
+22.40%
603023.289
 
SCHE 		Schwab Emerging Markets Equity ETF
319,659
9327.650
+0.11%
3.080
0%
0.100
+8.43%
+15.69%
9573.384
 
USMV 		iShares MSCI USA Min Vol Factor ETF
100,316
9159.850
+1.86%
3.020
+0.06%
0.040
+5.28%
+16.70%
24204.081
 
IAUM 		iShares Gold Trust Micro
325,226
8537.180
+1.84%
2.810
+0.05%
0.590
+16.32%
+34.27%
1483.956
 
SCHZ 		Schwab US Aggregate Bond ETF
177,671
8442.930
+0.82%
2.780
+0.02%
0.100
+0.09%
-0.82%
8369.440
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
67,001
8416.670
+9.07%
2.780
+0.23%
0.010
+6.40%
+21.12%
62757.837
 
VPLS 		Vanguard Core-Plus Bond ETF
100,410
7964.520
+4.09%
2.630
+0.10%
4.330
+0.30%
+0.03%
181.209
 
VEU 		Vanguard FTSE All-World ex-US ETF
125,169
7885.650
-1.92%
2.600
-0.05%
0.020
+3.03%
+8.51%
39254.647
 

MorganRosel Wealth Management, LLC's Historical Top Holdings Breakdowns

MorganRosel Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JXN 		Jackson Financial Inc2024-09-30New Buy
+0.50%
●
69.1 ($83.41) 91.97
$101.97
22.25%
New holding
16,783
16,783
SLVM 		Sylvamo Corp2024-09-30New Buy
+0.50%
●
65.73 ($74.65) 87.18
$85.12
14.03%
New holding
17,500
17,500
SKYW 		SkyWest Inc2024-09-30New Buy
+0.49%
●
68.08 ($78.47) 87.62
$95.92
22.24%
New holding
17,535
17,535
TT 		Trane Technologies PLC2024-09-30New Buy
+0.46%
●
314.21 ($346.87) 388.73
$390.59
12.60%
New holding
3,597
3,597
VCTR 		Victory Capital Holdings Inc2024-09-30New Buy
+0.44%
●
45.29 ($51.62) 55.5
$61.22
18.60%
New holding
24,079
24,079
WIRE Encore Wire Corp2024-09-30Sold Out
-0.44%
●
289.84 ($289.84) 289.84
$289.84
0%
Sold Out
0
-4,292
APH 		Amphenol Corp2024-09-30New Buy
+0.42%
●
58.39 ($64.83) 70.41
$68.88
6.25%
New holding
19,392
19,392
CSL 		Carlisle Companies Inc2024-09-30New Buy
+0.41%
●
376.5 ($413.63) 449.75
$418.93
1.28%
New holding
2,781
2,781
MPC 		Marathon Petroleum Corp2024-09-30Reduce
-0.39%
●
158.61 ($169.02) 180.75
$145.28
-14.05%
Reduce -73.12%
2,334
-6,350
TDG 		TransDigm Group Inc2024-09-30New Buy
+0.36%
●
1202.03 ($1300.33) 1427.13
$1,336.17
2.76%
New holding
756
756

MorganRosel Wealth Management, LLC Total Holding History ($B)

To

MorganRosel Wealth Management, LLC's Asset Allocation

To

MorganRosel Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MorganRosel Wealth Management, LLC's Hypothetical Growth since 2024-09-30

MorganRosel Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MorganRosel Wealth Management, LLC's Holdings Heat Map

Size field:

MorganRosel Wealth Management, LLC's Holdings Bubble Chart

MorganRosel Wealth Management, LLC News

  • 1

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