Current Market Value 366,927,881
Current Holdings 359
Most Recent File Date 2025-08-01
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MorganRosel Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 359 366,928
2025-04-25 2025-03-31 13F-HR 350 329,449
2025-02-04 2024-12-31 13F-HR 103 304,737
2024-10-10 2024-09-30 13F-HR 101 303,290
2024-07-15 2024-06-30 13F-HR 98 283,179
2024-04-18 2024-03-31 13F-HR 105 280,288
2024-01-19 2023-12-31 13F-HR 97 258,573
2023-10-30 2023-09-30 13F-HR 96 239,534
2023-08-04 2023-06-30 13F-HR 92 245,158
2023-04-13 2023-03-31 13F-HR 89 234,379
2023-01-20 2022-12-31 13F-HR 90 217,131
2022-10-14 2022-09-30 13F-HR 89 199,357
2022-07-27 2022-06-30 13F-HR 85 186,926
2022-04-22 2022-03-31 13F-HR 87 206,295
2022-01-24 2021-12-31 13F-HR 82 205,662
2021-10-26 2021-09-30 13F-HR 82 183,163
2021-07-28 2021-06-30 13F-HR 83 178,240
2021-04-30 2021-03-31 13F-HR 78 158,709
2021-02-11 2020-12-31 13F-HR 73 142,119
2020-10-13 2020-09-30 13F-HR 72 124,288
2020-07-13 2020-06-30 13F-HR 69 108,132
2020-04-17 2020-03-31 13F-HR 65 87,696
2020-01-14 2019-12-31 13F-HR 74 131,734
2019-10-31 2019-09-30 13F-HR 69 121,856
2019-08-06 2019-06-30 13F-HR 69 121,386
2019-04-09 2019-03-31 13F-HR 68 117,852
2019-02-14 2018-12-31 13F-HR 65 96,628