Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $258,572,947
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 238,879 $56,666,876 21.91%
2.
Schwab Strategic Trust
 FNDF 612,078 $22,622,403 8.74%
3.
Schwab Strategic Trust
 FNDF 295,003 $13,753,040 5.31%
4.
Spdr S & P 500 Etf Trust
 SPY 19,120 $9,087,927 3.51%
5.
Ishares Tr
 103,088 $8,043,957 3.11%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)