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| Name: |
MorganRosel Wealth Management LLC |
| City: |
Highlands Ranch |
| State: |
CO |
| Zip: |
80129 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BSX |
Boston Scientific Corp |
86 |
- |
$74.55 |
$347,000 |
5,064 |
0.12% |
54,000 |
0 |
0 |
Medical Instruments &... |
|
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SYLD |
Cambria Shareholder Yield |
87 |
- |
$0.00 |
$311,000 |
4,242 |
0.11% |
24,000 |
0 |
0.008 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
89 |
- |
$81.36 |
$282,000 |
3,529 |
0.1% |
16,000 |
0 |
0 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
92 |
- |
$178.56 |
$250,000 |
1,398 |
0.09% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
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VXF |
Vanguard Extended Market VI... |
93 |
- |
$173.27 |
$245,000 |
1,395 |
0.09% |
16,000 |
0 |
0.002 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
97 |
- |
$451.98 |
$222,000 |
500 |
0.08% |
17,000 |
0 |
0 |
Closed - End Fund - Debt |
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FNDC |
Schwab Fundamental Internat... |
98 |
- |
$35.94 |
$218,000 |
6,152 |
0.08% |
4,000 |
0 |
0.007 |
N/A |
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RKLB |
Rocket Lab Usa, Inc. |
102 |
- |
$4.24 |
$136,000 |
33,008 |
0.05% |
-47,000 |
0 |
0.007 |
N/A |
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PTEN |
Patterson-UTI Energy |
103 |
- |
$11.06 |
$133,000 |
11,143 |
0.05% |
13,000 |
0 |
0.003 |
Oil & Gas Drilling & ... |
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