MorganRosel Wealth Management, LLC
Top Portfolio Positions
51 positions ·
$50,077,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
9,983 | $6,492,344 | 12.96% | |
| IAUM |
iShares Gold Trust Micro
|
110,084 | $5,140,922 | 10.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,340 | $4,236,501 | 8.46% | |
| AAPL |
Apple Inc.
Technology
|
11,731 | $2,977,210 | 5.95% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
103,159 | $1,765,050 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
4,142 | $1,533,244 | 3.06% | |
| RKLB |
Rocket Lab Corp
Industrials
|
18,006 | $1,156,345 | 2.31% | |
| NVDA |
Nvidia Corp
Technology
|
6,521 | $1,137,262 | 2.27% | |
| KLAC |
Kla Corp
Technology
|
719 | $1,058,662 | 2.11% | |
| PWR |
Quanta Services, Inc.
Industrials
|
1,860 | $1,021,177 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,140,922 | 110,084 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,174,142 | 236,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,557,586 | 248,249 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,882,418 | 299,558 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,596,467 | 275,793 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,399,130 | 320,945 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,537,182 | 325,226 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,408,989 | 319,353 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,969,272 | 314,356 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,828,302 | 331,471 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,656,456 | 306,583 | Shares | Sole | 2023-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||