Long-term investor
Morganrosel Wealth Management, LLC @morganroselwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001753218).
Record
- Tracked since 2025-06-30 (465 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days -1.4% · 6 months +4.6% · 1 year +2.2% · all +2.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 18.9% · long · since 2025-06-30
- 808524805 · 6.6% · long · since 2025-06-30
- 922908363 · 3.8% · long · since 2025-06-30
- 808524755 · 2.9% · long · since 2025-06-30
- 922042775 · 2.7% · long · since 2025-06-30
- 921943858 · 2.6% · long · since 2025-06-30
- 72201R775 · 2.6% · long · since 2025-06-30
- 78462F103 · 2.5% · long · since 2025-06-30
- 808524706 · 2.3% · long · since 2025-06-30
- 922020755 · 2.3% · long · since 2025-06-30
- 92203C303 · 2.0% · long · since 2025-06-30
- 922042866 · 1.9% · long · since 2026-03-31