Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORGANROSEL WEALTH MANAGEMENT LLC | 08-04-2023 | 06-30-2023 | 92 | 245,157,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 51 | $1,022,171 | 1,070 | 0.00 | 0.00 | -192 | -15.21 | 06-30-2023 |
| STEEL DYNAMICS INC | COM | 52 | $985,381 | 9,046 | 0.00 | 0.00 | -2,547 | -21.97 | 06-30-2023 |
| ISHARES TR | MSCI USA VALUE | 53 | $962,942 | 10,267 | 0.00 | 0.00 | 7,043 | 218.46 | 06-30-2023 |
| ENCORE WIRE CORP | COM | 54 | $959,585 | 5,161 | 0.00 | 5,161 | +Inf | 06-30-2023 |
