Notify me when MorganRosel Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 111 | $399,560,756 | +$28,630,200 | -$19,934,572 | +$8,695,628 | VTI, SCHF, SPY, BOND, FNDF | 13F-HR | 13 Feb 2026, 11:36 |
| Q3 2025 | 108 | $385,927,343 | +$21,495,941 | -$24,751,848 | -$3,255,907 | VTI, SCHF, SPY, BOND, USMV | 13F-HR | 24 Oct 2025, 15:22 |
| Q2 2025 | 355 | $366,298,081 | +$36,409,485 | -$27,220,762 | +$9,188,723 | VTI, SCHF, SPY, USMV, IAUM | 13F-HR | 31 Jul 2025, 18:39 |
| Q1 2025 | 350 | $329,448,731 | +$39,984,947 | -$12,863,979 | +$27,120,968 | VTI, SCHF, SPY, USMV, BOND | 13F-HR | 25 Apr 2025, 13:19 |
| Q4 2024 | 103 | $304,737,093 | +$36,834,006 | -$13,369,515 | +$23,464,491 | VTI, SCHF, SPY, ITOT, USMV | 13F-HR | 04 Feb 2025, 16:15 |
| Q3 2024 | 101 | $303,290,284 | +$16,169,675 | -$14,512,560 | +$1,657,115 | VTI, SCHF, SPY, SCHE, USMV | 13F-HR | 10 Oct 2024, 17:21 |
| Q2 2024 | 98 | $283,178,858 | +$8,672,653 | -$6,440,729 | +$2,231,924 | VTI, SCHF, SPY, SCHE, USMV | 13F-HR | 15 Jul 2024, 15:10 |
| Q1 2024 | 105 | $280,288,304 | +$25,423,300 | -$23,164,794 | +$2,258,506 | VTI, SCHF, SPY, SCHZ, USMV | 13F-HR | 17 Apr 2024, 18:22 |
| Q4 2023 | 97 | $258,572,947 | +$14,979,163 | -$19,220,340 | -$4,241,177 | VTI, SCHF, SCHZ, SPY, USMV | 13F-HR | 19 Jan 2024, 16:21 |
| Q3 2023 | 96 | $239,533,736 | +$21,950,573 | -$19,307,874 | +$2,642,699 | VTI, SCHF, SCHZ, SPY, SCHE | 13F-HR | 27 Oct 2023, 17:39 |
| Q2 2023 | 92 | $245,157,920 | +$37,622,285 | -$35,250,858 | +$2,371,427 | VTI, SCHF, SCHZ, SPY, FNDF | 13F-HR | 04 Aug 2023, 17:15 |
| Q1 2023 | 89 | $234,379,391 | +$30,992,463 | -$21,962,068 | +$9,030,395 | VTI, SCHF, SCHZ, SPY, RPV | 13F-HR | 12 Apr 2023, 21:57 |
| Q4 2022 | 90 | $217,131,305 | +$44,790,220 | -$41,381,803 | +$3,408,417 | VTI, SCHF, SPY, SCHZ, SGOV | 13F-HR | 19 Jan 2023, 21:06 |
| Q3 2022 | 89 | $199,357,000 | +$55,025,551 | -$33,236,741 | +$21,788,810 | VTI, SCHF, SCHZ, SPY, SGOV | 13F-HR | 14 Oct 2022, 17:16 |
| Q2 2022 | 85 | $186,926,000 | +$31,795,603 | -$25,221,947 | +$6,573,656 | VTI, SCHF, SPY, SCHZ, DJP | 13F-HR | 27 Jul 2022, 09:00 |
| Q1 2022 | 87 | $206,295,000 | +$36,620,886 | -$31,497,049 | +$5,123,837 | VTI, SCHF, SPY, SCHZ, DJP | 13F-HR | 21 Apr 2022, 19:48 |
| Q4 2021 | 82 | $205,662,000 | +$28,142,274 | -$15,392,892 | +$12,749,382 | VTI, SPY, SCHZ, SCHF, PDP | 13F-HR | 21 Jan 2022, 19:09 |
| Q3 2021 | 82 | $183,163,000 | +$17,263,569 | -$9,569,399 | +$7,694,170 | VTI, SPY, SCHZ, SCHF, PDP | 13F-HR | 26 Oct 2021, 12:00 |
| Q2 2021 | 83 | $178,240,000 | +$19,815,568 | -$11,755,847 | +$8,059,721 | VTI, SPY, SCHZ, SCHF, PDP | 13F-HR | 27 Jul 2021, 21:12 |
| Q1 2021 | 78 | $158,709,000 | +$29,048,966 | -$20,538,053 | +$8,510,913 | VTI, SPY, SCHF, SCHZ, PDP | 13F-HR | 30 Apr 2021, 17:12 |
| Q4 2020 | 73 | $142,119,000 | +$14,584,140 | -$9,075,577 | +$5,508,563 | VTI, SPY, PDP, SCHZ, SCHF | 13F-HR | 10 Feb 2021, 21:14 |
| Q3 2020 | 71 | $122,671,000 | +$16,728,839 | -$7,944,264 | +$8,784,575 | VTI, SPY, PDP, SCHZ, SCHF | 13F-HR | 13 Oct 2020, 09:45 |
| Q2 2020 | 68 | $106,946,000 | +$18,152,707 | -$13,076,011 | +$5,076,696 | VTI, SPY, PDP, SCHZ, SCHF | 13F-HR | 13 Jul 2020, 13:28 |
| Q1 2020 | 64 | $86,627,000 | +$5,436,495 | -$28,124,209 | -$22,687,714 | VTI, PDP, SPLV, SPY, SCHZ | 13F-HR | 17 Apr 2020, 10:42 |
| Q4 2019 | 74 | $131,734,000 | +$8,136,947 | -$5,479,714 | +$2,657,233 | VTI, SPY, PDP, SPLV, SCHZ | 13F-HR | 13 Jan 2020, 19:57 |
| Q3 2019 | 69 | $121,856,000 | +$20,576,605 | -$20,468,223 | +$108,382 | VTI, SPY, PDP, SPLV, SCHZ | 13F-HR | 31 Oct 2019, 15:39 |
| Q2 2019 | 69 | $121,386,000 | +$13,307,802 | -$13,844,172 | -$536,370 | VTI, PDP, SPY, SPLV, USMV | 13F-HR | 06 Aug 2019, 16:57 |
| Q1 2019 | 68 | $117,852,000 | +$29,240,214 | -$18,242,577 | +$10,997,637 | VTI, SPLV, SPY, PDP, SHV | 13F-HR | 09 Apr 2019, 10:02 |
| Q4 2018 | 65 | $96,628,000 | $0 | $0 | $0 | SHV, VTI, PDP, SPLV, USMV | 13F-HR | 14 Feb 2019, 14:34 |