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CIK: 0001753218
Total reported value
$296.3M
$296.3M
351 檔
39.1%
According to the latest 13F quarterly dataset, MorganRosel Wealth Management, LLC managed an equity portfolio of $296.3M at the end of Q1 2025, spanning 351 distinct U.S. exchange-listed positions.
In Q1 2025, MorganRosel Wealth Management, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.01% | -0.04% | +2.63% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.37% | -0.08% | -3.31% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.14% | -0.09% | -0.53% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.89% | -0.02% | +3.25% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.75% | -0.21% | +35.09% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.64% | -0.03% | -1.69% | |
| 7 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.64% | -0.24% | +6.93% | |
| 8 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 2.61% | -2.03% | EXIT | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.52% | +0.02% | -0.17% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.50% | -0.29% | -1.21% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.46% | +0.18% | +10.64% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.43% | +0.04% | +9.08% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.20% | -0.08% | -4.45% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.15% | +0.03% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | +0.26% | +45.79% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.99% | +0.07% | +3.33% | |
| 17 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 1.92% | — | +1.33% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.82% | +0.02% | -1.70% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.73% | -0.14% | -4.67% | |
| 20 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.73% | -0.01% | +74.58% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.45% | -0.04% | +78.40% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.44% | +0.19% | +31.22% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.23% | +0.09% | +11.43% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.12% | -0.07% | +42.40% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.98% | -0.09% | -0.17% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.03% | -1.39% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | +0.21% | +219.83% | |
| 28 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.74% | -0.15% | +28.34% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.12% | -0.03% | |
| 30 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.67% | -0.02% | -2.52% | |
| 31 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.67% | +0.05% | +4.81% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.62% | +0.39% | +21.96% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.56% | -0.02% | +1.22% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | +0.03% | +17.27% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.53% | +0.16% | +37.01% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.02% | -0.73% | |
| 37 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.50% | — | -14.93% | |
| 38 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.49% | — | +1.15% | |
| 39 | 1RG | Rev Group Inc | Stock-Other | 0.44% | — | +6.73% | |
| 40 | VCTR | Victory Capital Holding - A | Stock-Other | 0.42% | +0.02% | +6.86% | |
| 41 | SKYW | Skywest Inc | Stock-Industrials | 0.41% | — | +17.51% | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.41% | +0.03% | +31.60% | |
| 43 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.41% | -0.13% | EXIT | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.41% | +0.05% | +7.63% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 46 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.39% | -0.11% | -1.00% | |
| 47 | JEF | Jefferies Financial Group In | Stock-Financials | 0.37% | — | — | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.37% | +0.01% | +3.47% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | -0.04% | +6.75% | |
| 50 | SLVM | Sylvamo CORP | Stock-Materials | 0.36% | — | +1.29% |
According to official SEC Form 13F filings, MorganRosel Wealth Management, LLC reported a total U.S. public equity portfolio value of $296.3M across 351 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHF, SPY) accounted for 39.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $62.6M
During Q1 2025, MorganRosel Wealth Management, LLC's top holdings by market value included VTI (19.0%)、SCHF (7.4%)、SPY (3.1%). The largest single position, VTI, represented 19.0% of total portfolio value.
In Q1 2025, MorganRosel Wealth Management, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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