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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 27.36% of Morey & Quinn Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: INTC, WCPB, SPYI, ASML, AVDE, WTFC, MS, FTXL, VOO, JGRO.
Started 7 new stock positions in WCPB, SPYI, MS, WTFC, ASML, FTXL, INTC.
Reduced shares in these 10 stocks: FTAI, BRK.B, WELL, EPD, NNN, FTCS, STWD, FVD, OKE, CVS.
Morey & Quinn Wealth Partners was a net seller of stock by $-414k.
Morey & Quinn Wealth Partners has $156M in assets under management (AUM), dropping by 10.57%.
Central Index Key (CIK): 0002055521

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Portfolio Holdings for Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners holds 143 positions in its portfolio as reported in the June 2026 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)	7.7	$12M	-2%	24k	500.39	View chart
NVIDIA Corporation (NVDA)	5.6	$8.7M		43k	200.09	View chart
Apple (AAPL)	5.5	$8.5M		30k	289.36	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.7	$7.4M	-2%	78k	93.92	View chart
Ftai Aviation SHS (FTAI)	3.9	$6.0M	-5%	22k	270.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.9	$4.4M		39k	114.88	View chart
Union Pacific Corporation (UNP)	2.6	$4.1M	-2%	15k	272.00	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	2.6	$4.0M		53k	75.88	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.3	$3.6M	+4%	36k	98.59	View chart
First Tr Exchange-traded SHS (FVD)	2.2	$3.4M	-4%	70k	48.18	View chart
Microsoft Corporation (MSFT)	2.1	$3.3M	-2%	8.7k	373.04	View chart
Amazon (AMZN)	1.7	$2.7M		11k	238.34	View chart
Wal-Mart Stores (WMT)	1.6	$2.5M	-3%	22k	113.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$2.4M	+7%	3.5k	686.80	View chart
Allstate Corporation (ALL)	1.5	$2.3M	-2%	9.8k	237.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.4	$2.2M		3.00	748850.00	View chart
Micron Technology (MU)	1.3	$2.0M		1.7k	1154.29	View chart
Enterprise Products Partners (EPD)	1.3	$2.0M	-10%	54k	36.76	View chart
Deere & Company (DE)	1.2	$1.9M	-2%	2.9k	634.33	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$1.8M		22k	81.06	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.1	$1.7M		12k	139.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.4M		3.9k	353.33	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.9	$1.4M	-3%	11k	122.40	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.9	$1.4M		12k	109.52	View chart
Marriott Intl Cl A (MAR)	0.8	$1.3M		3.5k	370.61	View chart
Welltower Inc Com reit (WELL)	0.8	$1.3M	-18%	5.7k	226.97	View chart
Tempur-Pedic International (SGI)	0.8	$1.3M		16k	78.40	View chart
Caterpillar (CAT)	0.8	$1.2M		1.1k	1064.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.2M		3.4k	357.37	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.8	$1.2M	-5%	26k	45.70	View chart
Monolithic Power Systems (MPWR)	0.7	$1.1M		831.00	1382.36	View chart
Tesla Motors (TSLA)	0.7	$1.1M	-4%	2.7k	420.60	View chart
Oneok (OKE)	0.7	$1.1M	-11%	13k	86.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M	+6%	1.5k	736.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$1.1M		8.7k	124.76	View chart
Lincoln Electric Holdings (LECO)	0.7	$1.1M		4.0k	265.51	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.7	$1.1M		4.9k	217.22	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.7	$1.0M	-4%	106k	9.81	View chart
Waste Connections (WCN)	0.7	$1.0M		6.2k	166.69	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.0M	-3%	27k	37.00	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.6	$1.0M	-2%	11k	89.85	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$995k	+2%	23k	43.28	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.6	$981k	-2%	25k	39.24	View chart
CVS Caremark Corporation (CVS)	0.6	$951k	-11%	9.2k	103.45	View chart
Home Depot (HD)	0.6	$941k		2.7k	352.68	View chart
Exxon Mobil Corporation (XOM)	0.6	$940k		6.9k	136.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$908k	+9%	2.5k	370.08	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$888k		18k	49.78	View chart
Costco Wholesale Corporation (COST)	0.6	$884k		945.00	935.47	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$855k		3.4k	247.86	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$839k	-2%	4.1k	206.18	View chart
National Retail Properties (NNN)	0.5	$827k	-19%	18k	46.53	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$741k		7.7k	96.80	View chart
Oracle Corporation (ORCL)	0.5	$725k		4.9k	146.55	View chart
Eli Lilly & Co. (LLY)	0.5	$723k	-4%	603.00	1199.43	View chart
UnitedHealth (UNH)	0.5	$718k		1.7k	415.71	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.4	$686k	-3%	4.5k	153.35	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.4	$668k	-9%	46k	14.54	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.4	$658k		4.6k	144.29	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$649k	-7%	13k	48.66	View chart
Curtiss-Wright (CW)	0.4	$630k	-4%	831.00	757.76	View chart
Advanced Micro Devices (AMD)	0.4	$601k	-9%	1.0k	580.91	View chart
Visa Com Cl A (V)	0.4	$589k		1.7k	343.09	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.4	$586k	+11%	14k	41.41	View chart
Coca-Cola Company (KO)	0.4	$569k	+3%	7.0k	81.27	View chart
Nexpoint Real Estate Fin (NREF)	0.4	$567k	-3%	37k	15.50	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.4	$562k	-3%	61k	9.21	View chart
John Hancock Investors Trust (JHI)	0.4	$553k		42k	13.32	View chart
JPMorgan Chase & Co. (JPM)	0.4	$545k	+6%	1.7k	327.31	View chart
Valmont Industries (VMI)	0.3	$531k		920.00	577.60	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$515k	-6%	1.9k	264.72	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.3	$507k		9.0k	56.26	View chart
Intel Corporation (INTC)	0.3	$507k	NEW	3.6k	139.64	View chart
Boston Scientific Corporation (BSX)	0.3	$496k		12k	42.68	View chart
McKesson Corporation (MCK)	0.3	$491k		650.00	755.60	View chart
Canadian Pacific Kansas City (CP)	0.3	$491k		5.7k	86.65	View chart
Merck & Co (MRK)	0.3	$490k		3.8k	128.50	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.3	$482k		2.5k	193.77	View chart
Qualcomm (QCOM)	0.3	$481k		2.6k	184.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$463k	-10%	5.1k	91.21	View chart
Amgen (AMGN)	0.3	$462k		1.3k	362.12	View chart
Procter & Gamble Company (PG)	0.3	$462k	+5%	3.1k	146.64	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$457k	+12%	3.1k	146.35	View chart
Verizon Communications (VZ)	0.3	$452k		11k	42.34	View chart
salesforce (CRM)	0.3	$450k		2.9k	156.67	View chart
Pepsi (PEP)	0.3	$442k		3.3k	135.40	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$439k		25k	17.88	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$434k	+98%	4.9k	89.20	View chart
Nextera Energy (NEE)	0.3	$432k	+3%	4.9k	87.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$427k	+12%	572.00	746.77	View chart
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)	0.3	$421k	NEW	17k	25.35	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$414k		9.2k	44.75	View chart
At&t (T)	0.3	$405k	-4%	20k	20.70	View chart
Mid-America Apartment (MAA)	0.3	$394k	-20%	2.8k	138.94	View chart
Avnet (AVT)	0.3	$390k		4.4k	88.82	View chart
Raymond James Financial (RJF)	0.2	$371k		2.4k	152.03	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$362k		1.1k	334.80	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.2	$355k		3.9k	91.12	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$352k		4.8k	73.80	View chart
First Tr Exchange-traded Consumr Discre (FXD)	0.2	$348k		5.0k	69.17	View chart
Broadcom (AVGO)	0.2	$338k	+4%	894.00	377.75	View chart
Meta Platforms Cl A (META)	0.2	$336k	-4%	596.00	563.29	View chart
Raytheon Technologies Corp (RTX)	0.2	$335k	+3%	1.8k	189.73	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$335k		18k	18.43	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$328k	NEW	6.2k	53.09	View chart
Invesco Exchange Traded Fd T Bloo An Rati Etf (UPGD)	0.2	$326k	-15%	4.0k	81.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$319k	+17%	5.2k	61.46	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$310k		5.0k	62.46	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.2	$308k		16k	19.17	View chart
United Parcel Svcs CL B (UPS)	0.2	$304k	-7%	2.8k	107.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$300k	-20%	4.2k	72.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$297k	+24%	1.3k	236.54	View chart
Jabil Circuit (JBL)	0.2	$291k		756.00	385.32	View chart
Walt Disney Company (DIS)	0.2	$289k		3.0k	96.25	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.2	$277k		15k	18.64	View chart
Lamb Weston Hldgs (LW)	0.2	$269k		6.2k	43.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$268k	+3%	5.3k	50.57	View chart
Fidus Invt (FDUS)	0.2	$253k		13k	19.07	View chart
International Business Machines (IBM)	0.2	$250k		888.00	281.21	View chart
Cbre Group Cl A (CBRE)	0.2	$246k	+5%	1.8k	134.69	View chart
Sempra Energy (SRE)	0.2	$246k		2.7k	92.71	View chart
ConAgra Foods (CAG)	0.2	$243k		18k	13.46	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.2	$240k	-10%	13k	18.17	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$237k	+4%	2.5k	96.46	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.2	$237k		3.0k	79.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$235k	NEW	118.00	1989.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$235k	+11%	4.2k	56.48	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$230k	+66%	4.1k	56.16	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$226k	+3%	5.2k	43.14	View chart
Chevron Corporation (CVX)	0.1	$226k		1.4k	165.76	View chart
Medtronic SHS (MDT)	0.1	$226k	+5%	2.9k	78.23	View chart
First Tr Exchange Traded Dorsey Wright (IFV)	0.1	$220k		8.2k	26.93	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$219k	-13%	4.7k	46.85	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$218k		3.8k	57.05	View chart
DTE Energy Company (DTE)	0.1	$218k	-15%	1.4k	152.39	View chart
Tractor Supply Company (TSCO)	0.1	$214k	-3%	6.8k	31.61	View chart
Wintrust Financial Corporation (WTFC)	0.1	$211k	NEW	1.3k	160.72	View chart
Starwood Property Trust (STWD)	0.1	$208k	-43%	13k	16.38	View chart
Morgan Stanley Com New (MS)	0.1	$208k	NEW	993.00	209.10	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$203k	NEW	713.00	284.95	View chart
Ladder Cap Corp Cl A (LADR)	0.1	$191k		19k	9.95	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$126k		18k	7.13	View chart
Ares Coml Real Estate (ACRE)	0.0	$51k	-9%	11k	4.50	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 2026 Q2 filed July 27, 2026
Morey & Quinn Wealth Partners 2026 Q1 filed April 22, 2026
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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