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Home > Institutional Investor > Morganrosel Wealth Management, Llc > Profile

Instuitional Investor - Morganrosel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Morganrosel Wealth Management, Llc
Portfolio Value $304,737,088
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf - ETF
 222,063 $64,356,078 21.11%
2.
Schwab Strategic Trust
 FNDF 1,268,759 $23,472,042 7.7%
3.
Spdr S & P 500 Etf Trust
 SPY 18,613 $10,908,707 3.57%
4.
Ishares Trust
 IEF 68,100 $8,759,022 2.87%
5.
Ishares Msci Usa Min Vol Factor Etf - ETF
 98,462 $8,742,441 2.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)