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 (431 days), 109 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.6% · 6 months +12.0% · 1 year +19.3% · all +19.3%
  • Max drawdown -0.9% · Sharpe 1.17 · win rate 4% · data quality High
  • 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

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