MorganRosel Wealth Management, LLC
MorganRosel Wealth Management, LLC latest Q1_2021 13F filings reported $158,709,000 in market value on this 2021-04-30 report date . The portfolio quarterly return is 11.67%. This fund has 78 securities concentrations of 100% weights.
MorganRosel Wealth Management, LLC largest holding is Vanguard Total Stock Market with weight of 13.31% and $21,127,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-30 | 2021-03-31 | Q1_2021 | 13F-HR | 78 | $158,709,000 | 11.67% |
| 2021-02-10 | 2020-12-31 | Q4_2020 | 13F-HR | 73 | $142,119,000 | 15.85% |
| 2020-10-13 | 2020-09-30 | Q3_2020 | 13F-HR | 71 | $122,671,000 | 14.70% |
| 2020-07-13 | 2020-06-30 | Q2_2020 | 13F-HR | 68 | $106,946,000 | 23.46% |
| 2020-04-17 | 2020-03-31 | Q1_2020 | 13F-HR | 64 | $86,627,000 | -34.24% |
| 2020-01-14 | 2019-12-31 | Q4_2019 | 13F-HR | 74 | $131,734,000 | 8.11% |
| 2019-10-31 | 2019-09-30 | Q3_2019 | 13F-HR | 69 | $121,856,000 | 0.39% |
| 2019-08-06 | 2019-06-30 | Q2_2019 | 13F-HR | 69 | $121,386,000 | 3.00% |