Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners as of Dec. 31, 2025

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