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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, AAPL, FTCS, FTAI, and represent 29.01% of Morey & Quinn Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JGRO, VOO, AVUV, AMD, TDIV, ILDR, QQQ, RDVY, RECS, FTGS.
Started 1 new stock position in AMD.
Reduced shares in these 10 stocks: FVD, FTCS, FXH, FTAI, MCK, SPY, EPD, FIP, MRK, WCN.
Sold out of its position in FIP.
Morey & Quinn Wealth Partners was a net buyer of stock by $1.7M.
Morey & Quinn Wealth Partners has $139M in assets under management (AUM), dropping by 2.65%.
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 December 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)	8.8	$12M		24k	502.65	View chart
NVIDIA Corporation (NVDA)	5.8	$8.1M		43k	186.50	View chart
Apple (AAPL)	5.7	$7.9M		29k	271.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	5.4	$7.5M		81k	92.51	View chart
Ftai Aviation SHS (FTAI)	3.3	$4.7M		24k	196.85	View chart
Microsoft Corporation (MSFT)	3.0	$4.1M		8.5k	483.63	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.6	$3.7M	+5%	38k	96.84	View chart
First Tr Exchange-traded SHS (FVD)	2.5	$3.4M	-6%	74k	46.08	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	2.4	$3.3M		53k	62.92	View chart
Union Pacific Corporation (UNP)	2.3	$3.3M		14k	231.32	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.1	$2.9M	+24%	32k	92.80	View chart
Amazon (AMZN)	1.8	$2.6M		11k	230.82	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.6	$2.3M		3.00	754800.00	View chart
Wal-Mart Stores (WMT)	1.6	$2.2M		20k	111.41	View chart
Allstate Corporation (ALL)	1.5	$2.1M		10k	208.16	View chart
Enterprise Products Partners (EPD)	1.4	$1.9M	-3%	60k	32.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$1.8M	+27%	2.8k	627.22	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$1.5M	+8%	22k	69.47	View chart
Tempur-Pedic International (SGI)	1.0	$1.5M		16k	89.28	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.0	$1.4M		12k	118.61	View chart
Deere & Company (DE)	1.0	$1.4M	+7%	3.0k	465.57	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$1.3M		12k	108.64	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.9	$1.3M	-6%	12k	113.82	View chart
Welltower Inc Com reit (WELL)	0.9	$1.3M		7.0k	185.61	View chart
Tesla Motors (TSLA)	0.9	$1.3M		2.8k	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.3M		4.0k	313.80	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$1.2M		27k	44.50	View chart
Waste Connections (WCN)	0.8	$1.1M		6.3k	175.36	View chart
Boston Scientific Corporation (BSX)	0.8	$1.1M		11k	95.35	View chart
Oneok (OKE)	0.8	$1.1M		15k	73.50	View chart
Marriott Intl Cl A (MAR)	0.8	$1.1M		3.5k	310.26	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.8	$1.1M	+7%	112k	9.53	View chart
Lincoln Electric Holdings (LECO)	0.7	$966k		4.0k	239.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$964k		3.1k	313.00	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$925k	+11%	26k	35.35	View chart
Home Depot (HD)	0.7	$914k		2.7k	344.10	View chart
Oracle Corporation (ORCL)	0.7	$910k		4.7k	194.91	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$900k	+11%	22k	40.84	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$892k		18k	49.99	View chart
National Retail Properties (NNN)	0.6	$881k		22k	39.63	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.6	$823k		4.9k	168.28	View chart
CVS Caremark Corporation (CVS)	0.6	$821k	-2%	10k	79.36	View chart
Exxon Mobil Corporation (XOM)	0.6	$817k		6.8k	120.34	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$796k	+2%	11k	71.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$794k	+45%	7.8k	101.98	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.6	$785k	+6%	51k	15.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$778k	+19%	1.3k	614.20	View chart
Monolithic Power Systems (MPWR)	0.5	$753k		831.00	906.36	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.5	$746k	+23%	23k	32.99	View chart
salesforce (CRM)	0.5	$744k	-2%	2.8k	264.92	View chart
Costco Wholesale Corporation (COST)	0.5	$741k		859.00	862.34	View chart
Eli Lilly & Co. (LLY)	0.5	$710k		661.00	1074.68	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$700k	+2%	3.4k	206.50	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$679k		4.2k	163.59	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$659k		7.7k	86.15	View chart
Caterpillar (CAT)	0.5	$650k		1.1k	572.87	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$620k	+2%	14k	44.34	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.4	$590k		63k	9.30	View chart
John Hancock Investors Trust (JHI)	0.4	$567k		42k	13.67	View chart
UnitedHealth (UNH)	0.4	$561k		1.7k	330.17	View chart
Visa Com Cl A (V)	0.4	$558k		1.6k	350.71	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$557k		2.1k	269.18	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.4	$548k	+7%	13k	41.92	View chart
McKesson Corporation (MCK)	0.4	$537k	-13%	654.00	820.29	View chart
Nexpoint Real Estate Fin (NREF)	0.4	$533k		38k	14.08	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.4	$516k		4.6k	113.15	View chart
At&t (T)	0.4	$499k	+2%	20k	24.84	View chart
Mid-America Apartment (MAA)	0.4	$497k		3.6k	138.91	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.3	$484k		4.5k	107.77	View chart
Micron Technology (MU)	0.3	$484k	+2%	1.7k	285.41	View chart
Curtiss-Wright (CW)	0.3	$480k		871.00	551.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$480k		1.5k	322.20	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.3	$474k	-3%	9.1k	51.86	View chart
Pepsi (PEP)	0.3	$473k	-2%	3.3k	143.52	View chart
Verizon Communications (VZ)	0.3	$460k	-2%	11k	40.73	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$453k	-3%	25k	18.22	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$443k	+9%	5.8k	75.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$427k	+20%	1.3k	335.30	View chart
Qualcomm (QCOM)	0.3	$426k	-4%	2.5k	171.03	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$425k	-2%	9.3k	45.88	View chart
Procter & Gamble Company (PG)	0.3	$422k		2.9k	143.31	View chart
Amgen (AMGN)	0.3	$420k		1.3k	327.31	View chart
Canadian Pacific Kansas City (CP)	0.3	$417k	-2%	5.7k	73.63	View chart
Starwood Property Trust (STWD)	0.3	$406k		23k	18.01	View chart
Merck & Co (MRK)	0.3	$401k	-9%	3.8k	105.26	View chart
Meta Platforms Cl A (META)	0.3	$401k		607.00	660.09	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.3	$398k		2.5k	159.88	View chart
Raymond James Financial (RJF)	0.3	$390k		2.4k	160.59	View chart
Nextera Energy (NEE)	0.3	$378k		4.7k	80.29	View chart
Valmont Industries (VMI)	0.3	$370k		920.00	402.32	View chart
Walt Disney Company (DIS)	0.3	$367k		3.2k	113.78	View chart
Tractor Supply Company (TSCO)	0.3	$351k		7.0k	50.01	View chart
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD)	0.2	$348k		4.7k	73.99	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.2	$344k		5.0k	68.37	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$344k		2.7k	125.98	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$339k		4.8k	70.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$330k		5.2k	63.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$327k	-16%	479.00	681.92	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$321k	+4%	18k	17.67	View chart
ConAgra Foods (CAG)	0.2	$312k	-5%	18k	17.31	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.2	$312k		16k	19.40	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$312k		3.9k	79.87	View chart
Coca-Cola Company (KO)	0.2	$307k		4.4k	69.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$307k		1.7k	183.40	View chart
United Parcel Service CL B (UPS)	0.2	$304k	-3%	3.1k	99.19	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$302k		5.0k	60.35	View chart
Cbre Group Cl A (CBRE)	0.2	$278k	+6%	1.7k	160.79	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$276k		5.8k	47.25	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.2	$276k		15k	18.64	View chart
Broadcom (AVGO)	0.2	$265k	-2%	765.00	346.10	View chart
Lamb Weston Hldgs (LW)	0.2	$261k		6.2k	41.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$259k		5.1k	50.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$258k	+7%	4.4k	58.12	View chart
Fidus Invt (FDUS)	0.2	$256k		13k	19.30	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$256k		2.5k	104.06	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.2	$255k		17k	15.26	View chart
Medtronic SHS (MDT)	0.2	$254k		2.6k	96.06	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$248k		1.1k	230.28	View chart
Advanced Micro Devices (AMD)	0.2	$235k	NEW	1.1k	214.16	View chart
Sempra Energy (SRE)	0.2	$234k		2.7k	88.29	View chart
Intuit (INTU)	0.2	$233k		352.00	662.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$221k		2.3k	94.16	View chart
Avnet (AVT)	0.2	$219k		4.6k	48.08	View chart
DTE Energy Company (DTE)	0.2	$218k		1.7k	128.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$213k	+4%	3.7k	57.24	View chart
Ladder Cap Corp Cl A (LADR)	0.2	$211k		19k	10.99	View chart
Chevron Corporation (CVX)	0.1	$206k		1.4k	152.41	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$205k	-7%	3.8k	53.75	View chart
Lowe's Companies (LOW)	0.1	$202k		837.00	241.13	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$133k		18k	7.50	View chart
Ares Coml Real Estate (ACRE)	0.0	$60k	-20%	13k	4.78	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 Q4 filed Jan. 27, 2026
Morey & Quinn Wealth Partners 2025 Q3 filed Oct. 28, 2025
Morey & Quinn Wealth Partners 2025 Q2 filed July 23, 2025

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