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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 $399,560,756
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf - ETF
 239,227 $80,205,671 20.07%
2.
Schwab Strategic Trust
 FNDF 1,162,596 $27,948,808 6.99%
3.
Spdr S & P 500 Etf Trust
 SPY 18,238 $12,436,928 3.11%
4.
Pimco Etf Trust
 116,301 $10,825,297 2.71%
5.
Schwab Strategic Trust
 FNDF 231,875 $10,483,069 2.62%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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