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 PDI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,765,050 | 103,159 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,078,237 | 60,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,046,982 | 153,888 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,243,183 | 118,249 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,435,578 | 123,009 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,757,760 | 95,843 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,799,286 | 88,766 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,554,176 | 82,625 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,604,291 | 83,167 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,593,685 | 144,495 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,224,050 | 186,577 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,291,750 | 175,560 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,008,835 | 166,972 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,744,280 | 148,500 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,788,413 | 143,881 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,747,904 | 83,752 | Shares | Sole | 2022-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||