$183 Million is the total value of MorganRosel Wealth Management, LLC's 82 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $3,881,000 | – | 75,578 | +100.0% | 2.12% | – |
| SIVB | New | SVB FINANCIAL GROUP | $979,000 | – | 1,513 | +100.0% | 0.53% | – |
| SYF | New | SYNCHRONY FINANCIAL | $866,000 | – | 17,708 | +100.0% | 0.47% | – |
| DDS | New | DILLARDS INCcl a | $837,000 | – | 4,853 | +100.0% | 0.46% | – |
| SLM | New | SLM CORP | $819,000 | – | 46,534 | +100.0% | 0.45% | – |
| AN | New | AUTONATION INC | $760,000 | – | 6,240 | +100.0% | 0.42% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $235,000 | – | 7,296 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 19.6% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 10.8% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.8% |
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 8.4% |
| INVESCO EXCH TRADED FD TR II | 20 | Q3 2023 | 7.7% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.4% |
| ISHARES TR | 20 | Q3 2023 | 3.9% |
| ISHARES TR | 20 | Q3 2023 | 4.5% |
View MorganRosel Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-24 |
View MorganRosel Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.