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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 28.47% of Morey & Quinn Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: WMT, VTI, UNP, VOO, SPXX, JGRO, FXZ, VIG, IBM, IFV.
Started 8 new stock positions in JBL, FXZ, SPXX, IFV, AVDE, IBM, VIG, SDVY.
Reduced shares in these 10 stocks: Nuveen Dow 30 Dyn Overwrite, INTU, LOW, FTCS, FVD, FTAI, VZ, LLY, KORP, DIS.
Sold out of its positions in INTU, LOW, Nuveen Dow 30 Dyn Overwrite.
Morey & Quinn Wealth Partners was a net buyer of stock by $3.8M.
Morey & Quinn Wealth Partners has $141M in assets under management (AUM), dropping by 0.95%.
Central Index Key (CIK): 0002055521

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Portfolio Holdings for Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners holds 136 positions in its portfolio as reported in the March 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)	8.3	$12M		24k	479.20	View chart
NVIDIA Corporation (NVDA)	5.4	$7.6M		44k	174.40	View chart
Apple (AAPL)	5.3	$7.5M		30k	253.79	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	5.3	$7.4M		80k	92.76	View chart
Ftai Aviation SHS (FTAI)	4.1	$5.8M		24k	245.00	View chart
Union Pacific Corporation (UNP)	2.6	$3.7M	+8%	15k	242.62	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.6	$3.6M	+2%	39k	93.66	View chart
First Tr Exchange-traded SHS (FVD)	2.4	$3.4M	-2%	73k	47.03	View chart
Microsoft Corporation (MSFT)	2.4	$3.3M	+5%	9.0k	370.18	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	2.3	$3.2M		53k	60.44	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.1	$2.9M	+8%	34k	84.52	View chart
Wal-Mart Stores (WMT)	2.0	$2.8M	+15%	23k	124.28	View chart
Amazon (AMZN)	1.7	$2.4M	+2%	11k	208.27	View chart
Enterprise Products Partners (EPD)	1.6	$2.3M		60k	37.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.5	$2.2M		3.00	718140.00	View chart
Allstate Corporation (ALL)	1.5	$2.1M		10k	207.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$1.9M	+15%	3.3k	597.50	View chart
Deere & Company (DE)	1.2	$1.7M		3.0k	563.30	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$1.5M		22k	68.28	View chart
First Tr Exchange-traded A Com Shs (FEX)	1.0	$1.5M		12k	121.93	View chart
Welltower Inc Com reit (WELL)	1.0	$1.4M		7.0k	197.71	View chart
Oneok (OKE)	0.9	$1.3M		15k	90.39	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.9	$1.3M		12k	103.13	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.9	$1.3M		12k	109.77	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$1.2M	+2%	28k	44.85	View chart
Tempur-Pedic International (SGI)	0.9	$1.2M		16k	73.92	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.2M		6.8k	169.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.1M		4.0k	286.86	View chart
Marriott Intl Cl A (MAR)	0.8	$1.1M		3.5k	327.09	View chart
Tesla Motors (TSLA)	0.8	$1.1M		2.8k	371.75	View chart
Waste Connections (WCN)	0.7	$1.0M		6.3k	162.44	View chart
Lincoln Electric Holdings (LECO)	0.7	$1.0M		4.0k	249.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$979k	+10%	3.4k	287.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$974k	+13%	8.8k	110.47	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.7	$966k		112k	8.66	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$956k	+7%	28k	34.05	View chart
Costco Wholesale Corporation (COST)	0.7	$954k	+11%	957.00	996.43	View chart
National Retail Properties (NNN)	0.7	$929k		22k	42.03	View chart
Monolithic Power Systems (MPWR)	0.6	$909k		831.00	1093.35	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$888k		18k	49.81	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$871k		22k	38.98	View chart
Home Depot (HD)	0.6	$870k		2.6k	328.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$807k	+10%	1.4k	577.11	View chart
Caterpillar (CAT)	0.6	$803k		1.1k	708.46	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.6	$776k		4.9k	158.87	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.5	$764k	+13%	26k	29.78	View chart
CVS Caremark Corporation (CVS)	0.5	$743k		10k	71.82	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$736k	+3%	15k	50.80	View chart
Oracle Corporation (ORCL)	0.5	$734k	+6%	5.0k	147.11	View chart
Boston Scientific Corporation (BSX)	0.5	$727k		12k	62.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$717k	+75%	2.2k	320.84	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$717k	+2%	11k	62.68	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.5	$707k		7.7k	92.35	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.5	$701k		51k	13.79	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$693k		3.4k	200.80	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$659k		4.2k	158.81	View chart
Curtiss-Wright (CW)	0.4	$593k		871.00	681.12	View chart
At&t (T)	0.4	$592k		20k	28.99	View chart
Eli Lilly & Co. (LLY)	0.4	$581k	-4%	632.00	919.77	View chart
Micron Technology (MU)	0.4	$575k		1.7k	337.84	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.4	$572k		63k	9.01	View chart
McKesson Corporation (MCK)	0.4	$566k		654.00	865.36	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.4	$545k		4.6k	119.37	View chart
Verizon Communications (VZ)	0.4	$538k	-4%	11k	50.20	View chart
salesforce (CRM)	0.4	$537k	+2%	2.9k	186.68	View chart
John Hancock Investors Trust (JHI)	0.4	$536k		42k	12.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.4	$529k	-2%	13k	41.54	View chart
Visa Com Cl A (V)	0.4	$519k	+7%	1.7k	302.24	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.4	$517k	+2%	4.6k	111.93	View chart
Coca-Cola Company (KO)	0.4	$515k	+54%	6.8k	76.05	View chart
Pepsi (PEP)	0.4	$511k		3.3k	155.29	View chart
Nexpoint Real Estate Fin (NREF)	0.4	$510k		38k	13.47	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$486k		2.1k	234.03	View chart
UnitedHealth (UNH)	0.3	$466k		1.7k	270.64	View chart
JPMorgan Chase & Co. (JPM)	0.3	$462k	+5%	1.6k	294.14	View chart
Merck & Co (MRK)	0.3	$458k		3.8k	120.29	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$458k	-2%	5.7k	80.61	View chart
Amgen (AMGN)	0.3	$451k		1.3k	351.85	View chart
Canadian Pacific Kansas City (CP)	0.3	$446k		5.7k	78.66	View chart
Nextera Energy (NEE)	0.3	$443k		4.8k	92.87	View chart
Mid-America Apartment (MAA)	0.3	$437k		3.6k	122.12	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$436k		25k	17.75	View chart
Procter & Gamble Company (PG)	0.3	$433k		3.0k	144.44	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.3	$421k		9.1k	46.16	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$415k		9.3k	44.80	View chart
Starwood Property Trust (STWD)	0.3	$389k		23k	17.22	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.3	$384k		2.5k	154.14	View chart
Valmont Industries (VMI)	0.3	$368k		920.00	399.57	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$356k		2.8k	128.24	View chart
Meta Platforms Cl A (META)	0.3	$356k	+2%	622.00	572.13	View chart
Raymond James Financial (RJF)	0.3	$353k		2.4k	144.79	View chart
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD)	0.2	$343k		4.7k	72.87	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$336k		4.8k	70.36	View chart
Qualcomm (QCOM)	0.2	$333k	+4%	2.6k	128.77	View chart
Raytheon Technologies Corp (RTX)	0.2	$330k	+2%	1.7k	192.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$330k	+5%	507.00	650.34	View chart
First Tr Exchange-traded Consumr Discre (FXD)	0.2	$322k		5.0k	64.02	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$320k		5.2k	61.32	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.2	$318k		3.9k	81.63	View chart
Tractor Supply Company (TSCO)	0.2	$318k		7.0k	45.30	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$311k		18k	17.15	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.2	$305k		16k	18.98	View chart
United Parcel Svcs CL B (UPS)	0.2	$303k		3.1k	98.38	View chart
Walt Disney Company (DIS)	0.2	$294k	-5%	3.1k	96.38	View chart
Chevron Corporation (CVX)	0.2	$287k	+2%	1.4k	206.90	View chart
ConAgra Foods (CAG)	0.2	$284k		18k	15.72	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$281k		5.0k	56.19	View chart
Avnet (AVT)	0.2	$274k	-2%	4.4k	61.62	View chart
Broadcom (AVGO)	0.2	$265k	+11%	856.00	309.51	View chart
Lamb Weston Hldgs (LW)	0.2	$263k		6.2k	42.26	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.2	$261k		15k	17.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$260k		2.5k	106.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$259k		5.1k	50.61	View chart
Sempra Energy (SRE)	0.2	$258k		2.7k	97.17	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$253k	-6%	5.4k	46.61	View chart
DTE Energy Company (DTE)	0.2	$249k		1.7k	146.20	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$246k		4.4k	55.52	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.2	$239k	NEW	15k	16.07	View chart
Medtronic SHS (MDT)	0.2	$236k	+2%	2.7k	86.65	View chart
Cbre Group Cl A (CBRE)	0.2	$234k		1.7k	135.46	View chart
Advanced Micro Devices (AMD)	0.2	$233k	+4%	1.1k	203.43	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$232k		1.1k	216.05	View chart
Fidus Invt (FDUS)	0.2	$231k		13k	17.42	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.2	$227k	NEW	3.0k	76.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$218k		2.3k	92.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$217k	NEW	1.0k	215.06	View chart
International Business Machines (IBM)	0.2	$213k	NEW	879.00	242.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$211k		3.7k	56.68	View chart
First Tr Exchange Traded Dorsey Wright (IFV)	0.1	$210k	NEW	8.3k	25.27	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$209k		3.8k	54.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$209k	NEW	2.5k	84.84	View chart
Jabil Circuit (JBL)	0.1	$201k	NEW	756.00	265.52	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$200k	NEW	5.1k	39.43	View chart
Ladder Cap Corp Cl A (LADR)	0.1	$188k		19k	9.77	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$122k		18k	6.89	View chart
Ares Coml Real Estate (ACRE)	0.0	$60k		13k	4.80	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 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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