The Analysis of Morey & Quinn Wealth Partners, LLC's Holdings

Currently, Morey & Quinn Wealth Partners, LLC holds 131 types of securities in its portfolio with a total value $139.3M. In the most recent quarter, they have increased their positions in JGRO (+6.2K shares, valued at $573.1K), N/A (+599 shares, valued at $375.7K), AVUV (+2.4K shares, valued at $249.1K); decreased their positions in FVD (-5.1K shares, valued at $234.5K), FTCS (-1.4K shares, valued at $133.1K), FXH (-862 shares, valued at $98.1K); initiated new positions in AMD (+1.1K shares, valued at $235.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.3K shares0.14%2025-12-312026-01-27

NVDA NVIDIA CORPORATION43.4K shares-0.05%2025-12-312026-01-27

AAPL APPLE INC29.1K shares0.31%2025-12-312026-01-27

FTCS FIRST TR EXCHANGE-TRADED FD81.2K shares-1.74%2025-12-312026-01-27

FTAI AVIATION LTD FTAI AVIATION LTD23.7K shares-1.86%2025-12-312026-01-27

MSFT MICROSOFT CORP8.5K shares0.14%2025-12-312026-01-27

TDIV FIRST TR EXCHANGE TRADED FD37.8K shares5.14%2025-12-312026-01-27

FVD FIRST TR EXCHANGE-TRADED FD74.4K shares-6.40%2025-12-312026-01-27

Sponsored

FV FIRST TR EXCHANGE TRADED FD52.6K shares0.20%2025-12-312026-01-27

UNP UNION PAC CORP14.1K shares0.30%2025-12-312026-01-27

JGRO J P MORGAN EXCHANGE TRADED F31.7K shares24.22%2025-12-312026-01-27

AMZN AMAZON COM INC11.1K shares-0.27%2025-12-312026-01-27

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-01-27

WMT WALMART INC19.8K shares0.00%2025-12-312026-01-27

ALL ALLSTATE CORP10.1K shares-0.25%2025-12-312026-01-27

EPD ENTERPRISE PRODS PARTNERS L60.1K shares-3.22%2025-12-312026-01-27

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares27.03%2025-12-312026-01-27

RDVY FIRST TR EXCHANGE TRADED FD22.0K shares8.63%2025-12-312026-01-27

SGI SOMNIGROUP INTERNATIONAL INC16.3K shares0.00%2025-12-312026-01-27

FEX FIRST TR EXCHANGE-TRADED ALP12.0K shares-0.94%2025-12-312026-01-27

DE DEERE & CO3.0K shares7.08%2025-12-312026-01-27

FIW FIRST TR EXCHANGE-TRADED FD12.3K shares1.11%2025-12-312026-01-27

FXH FIRST TR EXCHANGE TRADED FD11.5K shares-6.96%2025-12-312026-01-27

WELL WELLTOWER INC7.0K shares0.00%2025-12-312026-01-27

Sponsored

TSLA TESLA INC2.8K shares1.07%2025-12-312026-01-27

ALPHABET INC ALPHABET INC4.0K shares0.00%2025-12-312026-01-27

DIVO AMPLIFY ETF TR27.0K shares0.44%2025-12-312026-01-27

WCN WASTE CONNECTIONS INC6.3K shares-1.72%2025-12-312026-01-27

BSX BOSTON SCIENTIFIC CORP11.4K shares-0.90%2025-12-312026-01-27

OKE ONEOK INC NEW14.8K shares0.00%2025-12-312026-01-27

MAR MARRIOTT INTL INC NEW3.5K shares0.00%2025-12-312026-01-27

EXG EATON VANCE TAX-MANAGED GLOB111.5K shares7.02%2025-12-312026-01-27

Sponsored

LECO LINCOLN ELEC HLDGS INC4.0K shares0.00%2025-12-312026-01-27

ALPHABET INC ALPHABET INC3.1K shares0.00%2025-12-312026-01-27

FTGS FIRST TR EXCHANGE-TRADED FD26.2K shares11.20%2025-12-312026-01-27

HD HOME DEPOT INC2.7K shares0.00%2025-12-312026-01-27

ORCL ORACLE CORP4.7K shares-0.51%2025-12-312026-01-27

RECS COLUMBIA ETF TR I22.0K shares11.81%2025-12-312026-01-27

LMBS FIRST TR EXCHANGE-TRADED FD17.9K shares0.15%2025-12-312026-01-27

NNN NNN REIT INC22.2K shares0.00%2025-12-312026-01-27

Sponsored

FXL FIRST TR EXCHANGE TRADED FD4.9K shares0.00%2025-12-312026-01-27

CVS CVS HEALTH CORP10.3K shares-2.09%2025-12-312026-01-27

XOM EXXON MOBIL CORP6.8K shares0.00%2025-12-312026-01-27

CIBR FIRST TR EXCHANGE TRADED FD11.1K shares2.47%2025-12-312026-01-27

AVUV AMERICAN CENTY ETF TR7.8K shares45.71%2025-12-312026-01-27

ETY EATON VANCE TAX-MANAGED DIVE51.1K shares6.19%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR1.3K shares19.53%2025-12-312026-01-27

MPWR MONOLITHIC PWR SYS INC831 shares0.12%2025-12-312026-01-27

Sponsored

ILDR FIRST TR EXCHNG TRADED FD VI22.6K shares23.78%2025-12-312026-01-27

CRM SALESFORCE INC2.8K shares-2.02%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW859 shares0.00%2025-12-312026-01-27

LLY ELI LILLY & CO661 shares1.54%2025-12-312026-01-27

FBT FIRST TR EXCHANGE-TRADED FD3.4K shares2.20%2025-12-312026-01-27

FPX FIRST TR EXCHANGE-TRADED FD4.2K shares-0.19%2025-12-312026-01-27

FTA FIRST TR EXCHANGE-TRADED ALP7.7K shares0.00%2025-12-312026-01-27

CAT CATERPILLAR INC1.1K shares-0.53%2025-12-312026-01-27

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD14.0K shares2.85%2025-12-312026-01-27

ERC ALLSPRING MULTI SECTOR INCOM63.4K shares0.00%2025-12-312026-01-27

JHI HANCOCK JOHN INVT TR II41.5K shares-0.54%2025-12-312026-01-27

UNH UNITEDHEALTH GROUP INC1.7K shares0.06%2025-12-312026-01-27

V VISA INC1.6K shares0.00%2025-12-312026-01-27

FDN FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2025-12-312026-01-27

AVIG AMERICAN CENTY ETF TR13.1K shares7.85%2025-12-312026-01-27

MCK MCKESSON CORP654 shares-13.26%2025-12-312026-01-27

Sponsored

NREF NEXPOINT REAL ESTATE FIN INC37.9K shares-1.06%2025-12-312026-01-27

FYX FIRST TR EXCHANGE-TRADED ALP4.6K shares0.00%2025-12-312026-01-27

T AT&T INC20.1K shares2.26%2025-12-312026-01-27

MAA MID-AMER APT CMNTYS INC3.6K shares0.00%2025-12-312026-01-27

NXTG FIRST TR EXCHANGE-TRADED FD4.5K shares-1.19%2025-12-312026-01-27

MU MICRON TECHNOLOGY INC1.7K shares2.73%2025-12-312026-01-27

CW CURTISS WRIGHT CORP871 shares0.00%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-12-312026-01-27

Sponsored

ROBT FIRST TR EXCHANGE TRADED FD9.1K shares-3.80%2025-12-312026-01-27

PEP PEPSICO INC3.3K shares-2.23%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC11.3K shares-2.81%2025-12-312026-01-27

FPE FIRST TR EXCH TRADED FD III24.8K shares-3.31%2025-12-312026-01-27

AVLV AMERICAN CENTY ETF TR5.8K shares9.33%2025-12-312026-01-27

VTI VANGUARD INDEX FDS1.3K shares20.87%2025-12-312026-01-27

QCOM QUALCOMM INC2.5K shares-4.09%2025-12-312026-01-27

FTSL FIRST TR EXCHANGE-TRADED FD9.3K shares-2.90%2025-12-312026-01-27

Sponsored

PG PROCTER AND GAMBLE CO2.9K shares0.00%2025-12-312026-01-27

AMGN AMGEN INC1.3K shares-0.08%2025-12-312026-01-27

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.7K shares-3.00%2025-12-312026-01-27

STWD STARWOOD PPTY TR INC22.6K shares0.00%2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC3.8K shares-9.39%2025-12-312026-01-27

META META PLATFORMS INC607 shares0.00%2025-12-312026-01-27

FTC FIRST TR EXCHANGE-TRADED ALP2.5K shares0.00%2025-12-312026-01-27

RJF RAYMOND JAMES FINL INC2.4K shares0.33%2025-12-312026-01-27

Sponsored

NEE NEXTERA ENERGY INC4.7K shares0.00%2025-12-312026-01-27

VMI VALMONT INDS INC920 shares0.00%2025-12-312026-01-27

DIS DISNEY WALT CO3.2K shares-0.31%2025-12-312026-01-27

TSCO TRACTOR SUPPLY CO7.0K shares0.04%2025-12-312026-01-27

UPGD INVESCO EXCHANGE TRADED FD T4.7K shares-0.04%2025-12-312026-01-27

FXD FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2025-12-312026-01-27

FNX FIRST TR EXCHANGE-TRADED ALP2.7K shares0.00%2025-12-312026-01-27

FTLS FIRST TR EXCH TRADED FD III4.8K shares0.00%2025-12-312026-01-27

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F5.2K shares-0.08%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR479 shares-16.55%2025-12-312026-01-27

QYLD GLOBAL X FDS18.2K shares4.88%2025-12-312026-01-27

CAG CONAGRA BRANDS INC18.0K shares-5.41%2025-12-312026-01-27

PTBD PACER FDS TR16.1K shares0.00%2025-12-312026-01-27

FXR FIRST TR EXCHANGE TRADED FD3.9K shares0.00%2025-12-312026-01-27

KO COCA COLA CO4.4K shares0.00%2025-12-312026-01-27

RTX RTX CORPORATION1.7K shares0.00%2025-12-312026-01-27

Sponsored

UPS UNITED PARCEL SERVICE INC3.1K shares-3.25%2025-12-312026-01-27

FXO FIRST TR EXCHANGE TRADED FD5.0K shares-0.18%2025-12-312026-01-27

CBRE CBRE GROUP INC1.7K shares6.14%2025-12-312026-01-27

KORP AMERICAN CENTY ETF TR5.8K shares1.34%2025-12-312026-01-27

FPF FIRST TR INTER DURATN PFD &14.8K shares0.00%2025-12-312026-01-27

BROADCOM INC BROADCOM INC765 shares-2.05%2025-12-312026-01-27

LW LAMB WESTON HLDGS INC6.2K shares0.00%2025-12-312026-01-27

JPST J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2025-12-312026-01-27

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F4.4K shares7.65%2025-12-312026-01-27

FDUS FIDUS INVT CORP13.3K shares0.00%2025-12-312026-01-27

NOBL PROSHARES TR2.5K shares-0.16%2025-12-312026-01-27

DIAX NUVEEN DOW 30 DYNMC OVERWRT16.7K shares0.00%2025-12-312026-01-27

MEDTRONIC PLC MEDTRONIC PLC2.6K shares0.00%2025-12-312026-01-27

QTEC FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-27

SRE SEMPRA2.6K shares0.00%2025-12-312026-01-27

Sponsored

INTU INTUIT352 shares0.00%2025-12-312026-01-27

USMV ISHARES TR2.3K shares0.00%2025-12-312026-01-27

AVT AVNET INC4.6K shares0.00%2025-12-312026-01-27

DTE DTE ENERGY CO1.7K shares0.36%2025-12-312026-01-27

JEPI J P MORGAN EXCHANGE TRADED F3.7K shares4.93%2025-12-312026-01-27

LADR LADDER CAP CORP19.2K shares0.00%2025-12-312026-01-27

CVX CHEVRON CORP NEW1.4K shares0.00%2025-12-312026-01-27

FEP FIRST TR EXCH TRD ALPHDX FD3.8K shares-7.50%2025-12-312026-01-27

Sponsored

LOW LOWES COS INC837 shares0.00%2025-12-312026-01-27

PFN PIMCO INCOME STRATEGY FD II17.7K shares0.00%2025-12-312026-01-27

ACRE ARES COML REAL ESTATE CORP12.5K shares-20.35%2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available