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
Holdings in IBEX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 | $1,181,139 | 40,589 | Shares | Sole | 2025-08-01 | |
| 2025-09-30 | $1,906,668 | 47,055 | Shares | Sole | 2025-10-24 | |
| 2025-12-31 | $1,730,355 | 45,321 | Shares | Sole | 2026-02-13 | |
| 2026-03-31 | $652,423 | 24,326 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||