The Analysis of MorganRosel Wealth Management, LLC's Holdings

Currently, MorganRosel Wealth Management, LLC holds 108 types of securities in its portfolio with a total value $385.9M. In the most recent quarter, they have increased their positions in VUSB (+39.4K shares, valued at $2.0M), LAUR (+52.9K shares, valued at $1.7M), JBL (+6.5K shares, valued at $1.4M); decreased their positions in IAUM (-51.3K shares, valued at $2.0M), SCHF (-82.2K shares, valued at $1.9M), USMV (-10.8K shares, valued at $1.0M); initiated new positions in LAUR (+52.9K shares, valued at $1.7M), JBL (+6.5K shares, valued at $1.4M), GTES (+48.1K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF239.5K shares0.50%2025-09-302025-10-24

SCHF SCHWAB INTERNATIONAL EQUITY ETF1.2M shares-6.67%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TRUST18.4K shares-0.81%2025-09-302025-10-24

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND108.8K shares8.08%2025-09-302025-10-24

USMV ISHARES MSCI USA MIN VOL FACTOR ETF105.8K shares-9.28%2025-09-302025-10-24

SCHE SCHWAB EMERGING MARKETS EQUITY ETF297.1K shares-6.57%2025-09-302025-10-24

VO VANGUARD MID-CAP ETF33.5K shares7.20%2025-09-302025-10-24

VPLS VANGUARD CORE PLUS BOND ETF122.1K shares4.01%2025-09-302025-10-24

Sponsored

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST248.2K shares-17.13%2025-09-302025-10-24

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF65.2K shares2.13%2025-09-302025-10-24

SCHZ SCHWAB US AGGREGATE BOND ETF400.7K shares10.70%2025-09-302025-10-24

VOT VANGUARD MID-CAP GROWTH ETF31.9K shares9.84%2025-09-302025-10-24

QQQ INVESCO QQQ TRUST SERIES I15.2K shares12.29%2025-09-302025-10-24

VOO VANGUARD S&P 500 ETF14.6K shares10.46%2025-09-302025-10-24

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF206.4K shares6.42%2025-09-302025-10-24

VUSB VANGUARD ULTRA-SHORT BOND ETF155.5K shares33.97%2025-09-302025-10-24

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND108.6K shares-3.75%2025-09-302025-10-24

RPV INVESCO S&P 500 PURE VALUE ETF73.8K shares0.67%2025-09-302025-10-24

JQUA JPMORGAN U.S. QUALITY FACTOR ETF114.0K shares2.56%2025-09-302025-10-24

JPIE JPMORGAN INCOME ETF147.7K shares22.47%2025-09-302025-10-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF108.2K shares8.95%2025-09-302025-10-24

XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF94.6K shares-3.36%2025-09-302025-10-24

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF54.5K shares4.22%2025-09-302025-10-24

QUAL ISHARES MSCI USA QUALITY FACTOR ETF22.3K shares1.99%2025-09-302025-10-24

Sponsored

AGG ISHARES CORE U.S. AGGREGATE BOND ETF42.5K shares19.17%2025-09-302025-10-24

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF40.8K shares1.09%2025-09-302025-10-24

AAPL APPLE INC COM13.3K shares-5.95%2025-09-302025-10-24

MSFT MICROSOFT CORP COM6.3K shares9.36%2025-09-302025-10-24

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF12.4K shares6.99%2025-09-302025-10-24

PDI PIMCO DYNAMIC INCOME FD SHS153.9K shares30.14%2025-09-302025-10-24

IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF56.4K shares1.89%2025-09-302025-10-24

VWO VANGUARD FTSE EMERGING MARKETS ETF48.8K shares14.32%2025-09-302025-10-24

Sponsored

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF22.1K shares0.78%2025-09-302025-10-24

VLUE ISHARES MSCI USA VALUE FACTOR ETF19.7K shares11.72%2025-09-302025-10-24

TSLA TESLA INC COM5.4K shares0.00%2025-09-302025-10-24

IBEX IBEX LTD SHS NEW47.1K shares15.93%2025-09-302025-10-24

REVG REV GROUP INC COM33.2K shares-5.30%2025-09-302025-10-24

APH AMPHENOL CORP NEW CL A14.8K shares-1.01%2025-09-302025-10-24

SPLV INVESCO S&P 500 LOW VOLATILITY ETF24.6K shares0.30%2025-09-302025-10-24

COOP MR COOPER GROUP INC COM8.4K shares-36.08%2025-09-302025-10-24

Sponsored

LAUR LAUREATE EDUCATION INC COMMON STOCK52.9K sharesnew addition2025-09-302025-10-24

PWR QUANTA SVCS INC COM3.6K shares1.03%2025-09-302025-10-24

ATGE ADTALEM GLOBAL ED INC COM9.3K shares0.91%2025-09-302025-10-24

HEI HEICO CORP NEW COM4.4K shares-1.76%2025-09-302025-10-24

JBL JABIL INC COM6.5K sharesnew addition2025-09-302025-10-24

VB VANGUARD SMALL-CAP ETF5.6K shares7.95%2025-09-302025-10-24

KLAC KLA CORP COM NEW1.3K shares6.13%2025-09-302025-10-24

MCK MCKESSON CORP COM1.7K shares-12.39%2025-09-302025-10-24

Sponsored

TT TRANE TECHNOLOGIES PLC SHS3.0K shares6.97%2025-09-302025-10-24

NVDA NVIDIA CORPORATION COM6.6K shares17.39%2025-09-302025-10-24

COST COSTCO WHSL CORP NEW COM1.3K shares-27.56%2025-09-302025-10-24

GTES GATES INDL CORP PLC ORD SHS48.1K sharesnew addition2025-09-302025-10-24

BND VANGUARD TOTAL BOND MARKET ETF16.1K shares1.28%2025-09-302025-10-24

RKLB ROCKET LAB CORP COM24.8K shares-25.00%2025-09-302025-10-24

USFD US FOODS HLDG CORP COM15.1K shares0.50%2025-09-302025-10-24

SLM SLM CORP COM40.9K sharesnew addition2025-09-302025-10-24

Sponsored

ORLY OREILLY AUTOMOTIVE INC COM10.3K shares-40.31%2025-09-302025-10-24

ETN EATON CORP PLC SHS2.8K shares6.75%2025-09-302025-10-24

PIE INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF43.7K shares6.19%2025-09-302025-10-24

VCTR VICTORY CAP HLDGS INC COM CL A16.3K shares-13.41%2025-09-302025-10-24

CQP CHENIERE ENERGY PARTNERS LP COM UNIT19.5K shares0.00%2025-09-302025-10-24

INTU INTUIT COM1.5K shares41.35%2025-09-302025-10-24

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF11.8K shares0.00%2025-09-302025-10-24

IEI ISHARES 3-7 YEAR TREASURY BOND ETF8.2K shares4.20%2025-09-302025-10-24

Sponsored

TDG TRANSDIGM GROUP INC COM722 shares0.28%2025-09-302025-10-24

SKYW SKYWEST INC COM9.4K shares15.23%2025-09-302025-10-24

AMP AMERIPRISE FINL INC COM1.9K shares-15.08%2025-09-302025-10-24

CDNS CADENCE DESIGN SYSTEM INC COM2.6K shares26170.00%2025-09-302025-10-24

SFM SPROUTS FMRS MKT INC COM8.0K shares-24.74%2025-09-302025-10-24

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF23.5K shares15.29%2025-09-302025-10-24

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF12.7K shares-3.03%2025-09-302025-10-24

ORCL ORACLE CORP COM2.9K shares0.00%2025-09-302025-10-24

Sponsored

FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF31.0K shares1.27%2025-09-302025-10-24

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF12.0K shares18.44%2025-09-302025-10-24

RS RELIANCE INC COM2.7K shares0.26%2025-09-302025-10-24

VBR VANGUARD SMALL CAP VALUE ETF3.6K shares-2.93%2025-09-302025-10-24

VOE VANGUARD MID-CAP VALUE ETF4.4K shares13.86%2025-09-302025-10-24

MUB ISHARES NATIONAL MUNI BOND ETF6.9K shares3.49%2025-09-302025-10-24

RSP INVESCO S&P 500 EQUAL WEIGHT ETF3.8K shares-6.48%2025-09-302025-10-24

DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF7.7K shares2.23%2025-09-302025-10-24

Sponsored

BR BROADRIDGE FINL SOLUTIONS INC COM3.0K shares-40.54%2025-09-302025-10-24

PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF14.5K shares-2.91%2025-09-302025-10-24

LIN LINDE PLC SHS1.4K shares-18.29%2025-09-302025-10-24

JXN JACKSON FINANCIAL INC COM CL A6.4K shares-12.30%2025-09-302025-10-24

CRGY CRESCENT ENERGY COMPANY CL A COM67.9K shares0.00%2025-09-302025-10-24

VT VANGUARD TOTAL WORLD STOCK ETF3.8K shares-2.90%2025-09-302025-10-24

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF3.5K shares8.00%2025-09-302025-10-24

GOOGL ALPHABET INC CAP STK CL A1.9K shares-1.94%2025-09-302025-10-24

Sponsored

MPC MARATHON PETE CORP COM2.3K shares0.00%2025-09-302025-10-24

IEFA ISHARES CORE MSCI EAFE ETF5.0K shares0.81%2025-09-302025-10-24

AMD ADVANCED MICRO DEVICES INC COM2.4K shares0.00%2025-09-302025-10-24

XEL XCEL ENERGY INC COM4.7K shares0.00%2025-09-302025-10-24

HON HONEYWELL INTL INC COM1.8K shares0.34%2025-09-302025-10-24

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF9.1K shares0.00%2025-09-302025-10-24

EMR EMERSON ELEC CO COM2.4K shares0.00%2025-09-302025-10-24

AMZN AMAZON COM INC COM1.4K shares-1.45%2025-09-302025-10-24

Sponsored

URI UNITED RENTALS INC COM300 shares0.00%2025-09-302025-10-24

VNQ VANGUARD REAL ESTATE ETF2.9K shares3.44%2025-09-302025-10-24

HD HOME DEPOT INC COM657 shares5.46%2025-09-302025-10-24

IWD ISHARES RUSSELL 1000 VALUE ETF1.3K shares0.00%2025-09-302025-10-24

VUG VANGUARD GROWTH ETF535 shares0.00%2025-09-302025-10-24

XOM EXXON MOBIL CORP COM2.2K shares-41.61%2025-09-302025-10-24

MCD MCDONALDS CORP COM806 shares0.00%2025-09-302025-10-24

VTV VANGUARD VALUE ETF1.3K shares7.28%2025-09-302025-10-24

Sponsored

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF4.7K shares0.00%2025-09-302025-10-24

GE GE AEROSPACE COM NEW675 shares0.90%2025-09-302025-10-24

BSX BOSTON SCIENTIFIC CORP COM2.1K shares0.00%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW400 shares4.44%2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available