Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners as of June 30, 2025

Portfolio Holdings for Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners holds 129 positions in its portfolio as reported in the June 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) 9.4 $12M 24k 485.77
First Tr Exchange-traded Cap Strength Etf (FTCS) 6.0 $7.5M 83k 90.89
NVIDIA Corporation (NVDA) 5.7 $7.1M 45k 157.99
Apple (AAPL) 4.8 $6.0M 29k 205.17
Microsoft Corporation (MSFT) 3.3 $4.1M 8.3k 497.42
First Tr Exchange-traded SHS (FVD) 3.0 $3.8M 84k 44.70
Union Pacific Corporation (UNP) 2.7 $3.3M 14k 230.08
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.5 $3.1M 35k 90.17
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.4 $3.1M 52k 59.26
Ftai Aviation SHS (FTAI) 2.2 $2.8M 24k 115.04
Amazon (AMZN) 2.0 $2.5M 11k 219.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $2.2M 3.00 728800.00
Allstate Corporation (ALL) 1.6 $2.0M 10k 201.31
Wal-Mart Stores (WMT) 1.6 $1.9M 20k 97.78
Enterprise Products Partners (EPD) 1.5 $1.9M 62k 31.01
J P Morgan Exchange Traded F Active Growth (JGRO) 1.5 $1.8M 21k 86.07
Deere & Company (DE) 1.2 $1.4M 2.8k 508.49
First Tr Exchange Traded Hlth Care Alph (FXH) 1.1 $1.4M 13k 103.68
First Tr Exchange-traded A Com Shs (FEX) 1.1 $1.3M 12k 109.96
Boston Scientific Corporation (BSX) 1.0 $1.3M 12k 107.41
First Tr Exchange-traded Wtr Etf (FIW) 1.0 $1.3M 12k 107.98
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.0 $1.2M 20k 62.74
Oneok (OKE) 1.0 $1.2M 15k 81.63
Waste Connections (WCN) 1.0 $1.2M 6.4k 186.72
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $1.2M 27k 42.55
Tempur-Pedic International (SGI) 0.9 $1.1M 16k 68.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.1M 1.9k 567.94
Welltower Inc Com reit (WELL) 0.9 $1.1M 7.0k 153.73
Oracle Corporation (ORCL) 0.8 $1.0M 4.6k 218.63
Tesla Motors (TSLA) 0.8 $984k 3.1k 317.66
Home Depot (HD) 0.8 $973k 2.7k 366.64
National Retail Properties (NNN) 0.8 $959k 22k 43.18
Marriott Intl Cl A (MAR) 0.8 $952k 3.5k 273.22
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.7 $912k 104k 8.75
Lincoln Electric Holdings (LECO) 0.7 $836k 4.0k 207.32
Costco Wholesale Corporation (COST) 0.7 $835k 843.00 989.94
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $828k 17k 49.26
First Tr Exchange Traded Tech Alphadex (FXL) 0.6 $769k 4.9k 157.36
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.6 $768k 10k 75.58
CVS Caremark Corporation (CVS) 0.6 $760k 11k 68.98
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.6 $759k 49k 15.47
salesforce (CRM) 0.6 $758k 2.8k 272.70
Exxon Mobil Corporation (XOM) 0.6 $732k 6.8k 107.80
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.6 $728k 20k 36.79
Alphabet Cap Stk Cl C (GOOG) 0.6 $708k 4.0k 177.39
Monolithic Power Systems (MPWR) 0.5 $680k 930.00 731.38
First Tr Exchange-traded Growth Strength (FTGS) 0.5 $613k 18k 34.19
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.5 $603k 4.2k 144.90
First Tr Exchange-traded A Com Shs (FTA) 0.5 $602k 7.7k 78.63
Wells Fargo Adv Multi-Sector Inco Fund (ERC) 0.5 $600k 64k 9.45
John Hancock Investors Trust (JHI) 0.5 $577k 42k 13.84
At&t (T) 0.5 $569k 20k 28.94
Visa Com Cl A (V) 0.5 $565k 1.6k 355.05
First Tr Exchange-traded SHS (FDL) 0.4 $560k 13k 41.87
UnitedHealth (UNH) 0.4 $555k 1.8k 312.03
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $552k 2.0k 269.33
Nexpoint Real Estate Fin (NREF) 0.4 $547k 40k 13.79
Alphabet Cap Stk Cl A (GOOGL) 0.4 $542k 3.1k 176.23
Verizon Communications (VZ) 0.4 $535k 12k 43.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $533k 966.00 551.42
Mid-America Apartment (MAA) 0.4 $530k 3.6k 148.01
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.4 $522k 3.2k 161.31
Eli Lilly & Co. (LLY) 0.4 $486k 623.00 779.53
JPMorgan Chase & Co. (JPM) 0.4 $482k 1.7k 289.89
American Centy Etf Tr Avantis Core Fi (AVIG) 0.4 $474k 11k 41.62
Procter & Gamble Company (PG) 0.4 $468k 2.9k 159.32
First Tr Exchange-traded A Com Shs (FYX) 0.4 $466k 4.8k 97.28
Canadian Pacific Kansas City (CP) 0.4 $463k 5.8k 79.27
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $460k 10k 45.89
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.4 $458k 9.5k 48.30
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $458k 26k 17.80
Starwood Property Trust (STWD) 0.4 $453k 23k 20.07
Caterpillar (CAT) 0.4 $453k 1.2k 388.21
Pepsi (PEP) 0.4 $451k 3.4k 132.04
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.4 $443k 4.5k 97.28
Qualcomm (QCOM) 0.3 $427k 2.7k 159.24
Curtiss-Wright (CW) 0.3 $426k 871.00 488.55
Meta Platforms Cl A (META) 0.3 $419k 568.00 738.09
Walt Disney Company (DIS) 0.3 $402k 3.2k 124.02
ConAgra Foods (CAG) 0.3 $395k 19k 20.47
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $386k 4.2k 91.10
Tractor Supply Company (TSCO) 0.3 $385k 7.3k 52.77
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $382k 5.6k 68.21
First Tr Exchange-traded A Com Shs (FTC) 0.3 $376k 2.5k 150.97
Raymond James Financial (RJF) 0.3 $370k 2.4k 153.37
Amgen (AMGN) 0.3 $358k 1.3k 279.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $355k 574.00 617.77
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) 0.3 $334k 4.7k 70.96
United Parcel Service CL B (UPS) 0.3 $330k 3.3k 100.94
Nextera Energy (NEE) 0.3 $327k 4.7k 69.42
First Tr Exchange-traded A Com Shs (FNX) 0.3 $327k 2.8k 114.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $324k 1.1k 303.93
Lamb Weston Hldgs (LW) 0.3 $323k 6.2k 51.85
First Tr Exchange Traded Consumr Discre (FXD) 0.3 $319k 5.0k 63.44
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.3 $317k 16k 19.75
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $316k 4.8k 66.28
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $314k 5.2k 60.05
Valmont Industries (VMI) 0.2 $300k 920.00 326.57
Fidus Invt (FDUS) 0.2 $299k 15k 20.20
Coca-Cola Company (KO) 0.2 $298k 4.2k 70.75
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $291k 17k 16.72
Merck & Co (MRK) 0.2 $290k 3.7k 79.16
First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $290k 3.9k 74.22
First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $281k 5.0k 56.06
First Tr Inter Duration Pfd & Income (FPF) 0.2 $278k 15k 18.82
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $278k 5.5k 50.68
Intuit (INTU) 0.2 $277k 352.00 787.63
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.2 $263k 8.9k 29.43
American Centy Etf Tr Diversifid Crp (KORP) 0.2 $258k 5.5k 47.07
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $252k 2.5k 100.69
Raytheon Technologies Corp (RTX) 0.2 $244k 1.7k 146.02
Avnet (AVT) 0.2 $242k 4.6k 53.08
Medtronic SHS (MDT) 0.2 $240k 2.7k 87.17
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.2 $239k 17k 14.34
Cbre Group Cl A (CBRE) 0.2 $228k 1.6k 140.12
First Tr Exchange-traded SHS (QTEC) 0.2 $228k 1.1k 212.90
DTE Energy Company (DTE) 0.2 $223k 1.7k 132.47
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $220k 2.3k 93.87
Roper Industries (ROP) 0.2 $219k 387.00 566.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $210k 3.7k 56.85
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $209k 3.8k 54.40
American Homes 4 Rent Cl A (AMH) 0.2 $208k 5.8k 36.07
Broadcom (AVGO) 0.2 $208k 755.00 275.65
Ladder Cap Corp Cl A (LADR) 0.2 $206k 19k 10.75
Sempra Energy (SRE) 0.2 $201k 2.7k 75.77
Republic Services (RSG) 0.2 $201k 814.00 246.61
Pimco Income Strategy Fund II (PFN) 0.1 $131k 18k 7.39
Ares Coml Real Estate (ACRE) 0.1 $75k 16k 4.77
Ftai Infrastructure Common Stock (FIP) 0.1 $68k 11k 6.17