Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: MorganRosel Wealth Management LLC
  City: Highlands Ranch
  State: CO
  Zip: 80129
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $280,287,000
  Total Value Change : $21,712,000
  Securities Held Change : 8
   
All Securities Held : 105
  New Positions : 15
  Closed Positions : 7
  Increased Positions : 30
  Unchanged Positions : 9
  Decreased Positions : 51

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VPLS)1 Year Chart         VPLS Vanguard Core Plus Bond ETF New $0.00 $7,310,000 95,284 2.61% 7,310,000 95,284 1.059    N/A
   (WIRE)1 Year Chart         WIRE Encore Wire Corp 42 New $282.00 $1,126,000 4,286 0.4% 1,126,000 4,286 0.021    Industrial Electrical...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 52 New $288.93 $1,019,000 3,274 0.36% 1,019,000 3,274 0.001    Technical & System So...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 60 New $115.01 $854,000 7,378 0.3% 854,000 7,378 0.006    Closed - End Fund - E...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 61 New $204.03 $848,000 4,138 0.3% 848,000 4,138 0.004    Business Services
   (PR)1 Year Chart         PR Permian Resources Corp 67 New $16.28 $733,000 41,516 0.26% 733,000 41,516 0.008    N/A
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 69 New $134.95 $713,000 4,807 0.25% 713,000 4,807 0.002    Steel & Iron
   (PTC)1 Year Chart         PTC PTC INC 74 New $184.21 $617,000 3,268 0.22% 617,000 3,268 0.003    Technical & System So...
   (AGO)1 Year Chart         AGO Assured Guaranty Ltd 75 New $77.35 $596,000 6,836 0.21% 596,000 6,836 0.008    Life & Health Insurance
   (RIG)1 Year Chart         RIG Transocean Inc 91 New $6.00 $251,000 40,000 0.09% 251,000 40,000 0.007    Oil & Gas Drilling & ...
   (FB)1 Year Chart         FB Meta Platforms Inc 95 New $473.23 $234,000 481 0.08% 234,000 481 0    Internet Service Prov...
   (URI)1 Year Chart         URI United Rentals Inc 99 New $681.14 $216,000 300 0.08% 216,000 300 0    Rental & Leasing Serv...
   (CI)1 Year Chart         CI Cigna Corporation 100 New $339.26 $214,000 588 0.08% 214,000 588 0    Health Care Plans
   (MTDR)1 Year Chart         MTDR Matador Resources Co 101 New $61.65 $200,000 3,000 0.07% 200,000 3,000 0.003    N/A
   (LAC)1 Year Chart         LAC Lithium Americas Corp 104 New $4.43 $101,000 15,000 0.04% 101,000 15,000 0.009    N/A
      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us