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Morey & Quinn Wealth Partners

Latest statistics and disclosures from Morey & Quinn Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, NVDA, FTCS, AAPL, MSFT, and represent 29.36% of Morey & Quinn Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: MCK, JGRO, ILDR, MU, FEP, LOW, CVX, FTGS, VOO, TDIV.
Started 5 new stock positions in MU, LOW, MCK, FEP, CVX.
Reduced shares in these 10 stocks: NVDA, ROP, AMH, FVD, RSG, TSLA, FXH, MPWR, UNP, JPM.
Sold out of its positions in AMH, RSG, ROP.
Morey & Quinn Wealth Partners was a net buyer of stock by $1.5M.
Morey & Quinn Wealth Partners has $136M in assets under management (AUM), dropping by 8.54%.
Central Index Key (CIK): 0002055521

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Portfolio Holdings for Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners holds 131 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	9.0	$12M		24k	502.74	View chart
NVIDIA Corporation (NVDA)	6.0	$8.1M	-3%	43k	186.58	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	5.7	$7.7M		83k	93.64	View chart
Apple (AAPL)	5.5	$7.4M		29k	254.63	View chart
Microsoft Corporation (MSFT)	3.2	$4.4M		8.5k	517.96	View chart
Ftai Aviation SHS (FTAI)	3.0	$4.0M		24k	166.86	View chart
First Tr Exchange-traded SHS (FVD)	2.7	$3.7M	-5%	80k	46.24	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.6	$3.5M	+3%	36k	98.59	View chart
Union Pacific Corporation (UNP)	2.5	$3.3M	-2%	14k	236.37	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	2.4	$3.2M		53k	61.92	View chart
Amazon (AMZN)	1.8	$2.5M		11k	219.57	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.8	$2.4M	+19%	26k	93.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.7	$2.3M		3.00	754200.00	View chart
Allstate Corporation (ALL)	1.6	$2.2M		10k	214.66	View chart
Wal-Mart Stores (WMT)	1.5	$2.0M		20k	103.06	View chart
Enterprise Products Partners (EPD)	1.4	$1.9M		62k	31.27	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.0	$1.4M		12k	116.82	View chart
Tempur-Pedic International (SGI)	1.0	$1.4M		16k	84.33	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$1.4M	+4%	12k	112.35	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$1.4M		20k	67.26	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	1.0	$1.4M	-6%	12k	109.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.4M	+15%	2.2k	612.37	View chart
Oracle Corporation (ORCL)	1.0	$1.3M	+2%	4.7k	281.24	View chart
Deere & Company (DE)	1.0	$1.3M		2.8k	457.26	View chart
Tesla Motors (TSLA)	0.9	$1.3M	-9%	2.8k	444.72	View chart
Welltower Inc Com reit (WELL)	0.9	$1.2M		7.0k	178.14	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$1.2M		27k	44.57	View chart
Boston Scientific Corporation (BSX)	0.8	$1.1M	-4%	12k	97.63	View chart
Waste Connections (WCN)	0.8	$1.1M		6.4k	175.80	View chart
Oneok (OKE)	0.8	$1.1M		15k	72.97	View chart
Home Depot (HD)	0.8	$1.1M		2.7k	405.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$972k		4.0k	243.55	View chart
Lincoln Electric Holdings (LECO)	0.7	$950k		4.0k	235.83	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.7	$948k		104k	9.10	View chart
National Retail Properties (NNN)	0.7	$946k		22k	42.57	View chart
Marriott Intl Cl A (MAR)	0.7	$908k		3.5k	260.45	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$888k	+6%	18k	49.79	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$845k	+31%	24k	35.91	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$826k	+6%	11k	76.01	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.6	$821k		4.9k	167.99	View chart
CVS Caremark Corporation (CVS)	0.6	$796k	-4%	11k	75.39	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$795k		20k	40.35	View chart
Costco Wholesale Corporation (COST)	0.6	$795k		859.00	925.63	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.6	$766k		48k	15.90	View chart
Exxon Mobil Corporation (XOM)	0.6	$766k		6.8k	112.75	View chart
Monolithic Power Systems (MPWR)	0.6	$764k	-10%	830.00	920.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$749k		3.1k	243.10	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$691k		4.2k	166.16	View chart
salesforce (CRM)	0.5	$680k	+3%	2.9k	237.01	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$637k		7.7k	83.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$636k	+9%	1.1k	600.18	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.4	$608k		63k	9.58	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$595k	+2%	3.3k	179.27	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.4	$592k	+104%	18k	32.39	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$590k		14k	43.41	View chart
UnitedHealth (UNH)	0.4	$586k	-4%	1.7k	345.36	View chart
John Hancock Investors Trust (JHI)	0.4	$583k		42k	13.99	View chart
McKesson Corporation (MCK)	0.4	$583k	NEW	754.00	772.54	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$579k		2.1k	279.84	View chart
At&t (T)	0.4	$555k		20k	28.24	View chart
Caterpillar (CAT)	0.4	$544k	-2%	1.1k	477.15	View chart
Visa Com Cl A (V)	0.4	$544k		1.6k	341.38	View chart
Nexpoint Real Estate Fin (NREF)	0.4	$543k	-3%	38k	14.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$532k	+26%	5.3k	99.53	View chart
Verizon Communications (VZ)	0.4	$510k	-6%	12k	43.95	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.4	$510k	+6%	12k	42.08	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.4	$502k		9.5k	52.89	View chart
Mid-America Apartment (MAA)	0.4	$500k		3.6k	139.73	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.4	$497k	-4%	4.6k	108.98	View chart
Eli Lilly & Co. (LLY)	0.4	$497k	+4%	651.00	763.00	View chart
Curtiss-Wright (CW)	0.3	$473k		871.00	542.94	View chart
Pepsi (PEP)	0.3	$473k		3.4k	140.44	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.3	$471k		4.5k	103.59	View chart
JPMorgan Chase & Co. (JPM)	0.3	$470k	-10%	1.5k	315.41	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$469k		26k	18.24	View chart
Procter & Gamble Company (PG)	0.3	$452k		2.9k	153.65	View chart
Meta Platforms Cl A (META)	0.3	$446k	+6%	607.00	734.38	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$438k	-4%	9.5k	45.84	View chart
Starwood Property Trust (STWD)	0.3	$437k		23k	19.37	View chart
Canadian Pacific Kansas City (CP)	0.3	$435k		5.8k	74.49	View chart
Qualcomm (QCOM)	0.3	$432k	-3%	2.6k	166.34	View chart
Raymond James Financial (RJF)	0.3	$418k		2.4k	172.60	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.3	$400k		2.5k	160.66	View chart
Tractor Supply Company (TSCO)	0.3	$399k	-3%	7.0k	56.87	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$386k	-4%	5.3k	72.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$383k		574.00	666.63	View chart
Walt Disney Company (DIS)	0.3	$371k		3.2k	114.51	View chart
Amgen (AMGN)	0.3	$362k		1.3k	282.20	View chart
Lamb Weston Hldgs (LW)	0.3	$362k		6.2k	58.08	View chart
Valmont Industries (VMI)	0.3	$357k		920.00	387.73	View chart
Nextera Energy (NEE)	0.3	$355k		4.7k	75.49	View chart
Merck & Co (MRK)	0.3	$353k	+15%	4.2k	83.93	View chart
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD)	0.3	$352k		4.7k	74.89	View chart
ConAgra Foods (CAG)	0.3	$349k		19k	18.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$346k		1.1k	328.17	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.3	$343k		5.0k	68.22	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$342k	-4%	2.7k	125.41	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$334k		4.8k	69.95	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$329k		5.2k	62.91	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.2	$319k		16k	19.83	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$304k		3.9k	78.06	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$298k		5.0k	59.39	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$294k		17k	17.01	View chart
Coca-Cola Company (KO)	0.2	$291k	+4%	4.4k	66.32	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.2	$283k		15k	19.15	View chart
Raytheon Technologies Corp (RTX)	0.2	$280k		1.7k	167.33	View chart
Micron Technology (MU)	0.2	$276k	NEW	1.7k	167.32	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$275k	+5%	5.8k	47.60	View chart
Fidus Invt (FDUS)	0.2	$269k	-10%	13k	20.26	View chart
United Parcel Service CL B (UPS)	0.2	$265k	-3%	3.2k	83.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$260k	-6%	5.1k	50.73	View chart
Broadcom (AVGO)	0.2	$258k	+3%	781.00	329.91	View chart
Cbre Group Cl A (CBRE)	0.2	$257k		1.6k	157.56	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$254k		2.5k	103.06	View chart
Medtronic SHS (MDT)	0.2	$252k	-3%	2.6k	95.24	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.2	$248k		17k	14.89	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$247k		1.1k	229.68	View chart
Intuit (INTU)	0.2	$240k		352.00	682.91	View chart
DTE Energy Company (DTE)	0.2	$239k		1.7k	141.47	View chart
Sempra Energy (SRE)	0.2	$238k		2.7k	89.98	View chart
Avnet (AVT)	0.2	$238k		4.6k	52.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$237k	+7%	4.1k	57.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$223k		2.3k	95.14	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$211k	NEW	4.1k	51.18	View chart
Lowe's Companies (LOW)	0.2	$210k	NEW	837.00	251.28	View chart
Chevron Corporation (CVX)	0.2	$210k	NEW	1.4k	155.29	View chart
Ladder Cap Corp Cl A (LADR)	0.2	$210k		19k	10.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$203k	-3%	3.5k	57.10	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$134k		18k	7.59	View chart
Ares Coml Real Estate (ACRE)	0.1	$71k		16k	4.51	View chart
Ftai Infrastructure Common Stock (FIP)	0.0	$48k		11k	4.36	View chart

Past Filings by Morey & Quinn Wealth Partners

SEC 13F filings are viewable for Morey & Quinn Wealth Partners going back to 2025

Morey & Quinn Wealth Partners 2025 Q3 filed Oct. 28, 2025
Morey & Quinn Wealth Partners 2025 Q2 filed July 23, 2025

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