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


Currently, Morey & Quinn Wealth Partners, LLC holds 136 types of securities in its portfolio with a total value $140.6M. In the most recent quarter, they have increased their positions in WMT (+3.1K shares, valued at $382.2K), VTI (+962 shares, valued at $308.6K), UNP (+1.2K shares, valued at $293.6K); decreased their positions in FTCS (-1.0K shares, valued at $93.5K), FVD (-1.8K shares, valued at $85.9K), N/A (-120 shares, valued at $29.4K); initiated new positions in SPXX (+14.8K shares, valued at $238.6K), FXZ (+3.0K shares, valued at $227.0K), VIG (+1.0K shares, valued at $216.8K).


1M P&L
+4.5M+3.69%
3M P&L
+6.1M+5.07%
HY P&L
+11.7M+10.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.7M
45.1%
2Semiconductors9.7M
8.3%
3Consumer Electronics7.5M
6.4%

Top Industries by Stock Count

1N/A62 stocks
49.2%
2Semiconductors5 stocks
4.0%
3REIT - Mortgage4 stocks
3.2%
Stock Holdings
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.54%
Shares24.4K
Event2026-03-31
Filed2026-04-22
NVDA
NVIDIA CORPORATION
0.84%
Shares43.7K
Event2026-03-31
Filed2026-04-22
AAPL
APPLE INC
1.10%
Shares29.5K
Event2026-03-31
Filed2026-04-22
FTCS
FIRST TR EXCHANGE-TRADED FD
-1.24%
Shares80.2K
Event2026-03-31
Filed2026-04-22
FTAI AVIATION LTD
FTAI AVIATION LTD
-0.51%
Shares23.6K
Event2026-03-31
Filed2026-04-22
UNP
UNION PAC CORP
8.56%
Shares15.3K
Event2026-03-31
Filed2026-04-22
TDIV
FIRST TR EXCHANGE TRADED FD
2.60%
Shares38.8K
Event2026-03-31
Filed2026-04-22
FVD
FIRST TR EXCHANGE-TRADED FD
-2.45%
Shares72.6K
Event2026-03-31
Filed2026-04-22
MSFT
MICROSOFT CORP
5.53%
Shares9.0K
Event2026-03-31
Filed2026-04-22
FV
FIRST TR EXCHANGE TRADED FD
0.47%
Shares52.8K
Event2026-03-31
Filed2026-04-22
JGRO
J P MORGAN EXCHANGE TRADED F
8.59%
Shares34.4K
Event2026-03-31
Filed2026-04-22
WMT
WALMART INC
15.51%
Shares22.9K
Event2026-03-31
Filed2026-04-22
AMZN
AMAZON COM INC
2.29%
Shares11.4K
Event2026-03-31
Filed2026-04-22
EPD
ENTERPRISE PRODS PARTNERS L
-0.57%
Shares59.7K
Event2026-03-31
Filed2026-04-22
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares3
Event2026-03-31
Filed2026-04-22
ALL
ALLSTATE CORP
-0.31%
Shares10.1K
Event2026-03-31
Filed2026-04-22
VANGUARD INDEX FDS
VANGUARD INDEX FDS
15.91%
Shares3.3K
Event2026-03-31
Filed2026-04-22
DE
DEERE & CO
-0.50%
Shares3.0K
Event2026-03-31
Filed2026-04-22
RDVY
FIRST TR EXCHANGE TRADED FD
1.27%
Shares22.3K
Event2026-03-31
Filed2026-04-22
FEX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-22
WELL
WELLTOWER INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-22
OKE
ONEOK INC NEW
0.00%
Shares14.8K
Event2026-03-31
Filed2026-04-22
FIW
FIRST TR EXCHANGE-TRADED FD
0.19%
Shares12.3K
Event2026-03-31
Filed2026-04-22
FXH
FIRST TR EXCHANGE-TRADED FD
-0.55%
Shares11.5K
Event2026-03-31
Filed2026-04-22
DIVO
AMPLIFY ETF TR
2.33%
Shares27.6K
Event2026-03-31
Filed2026-04-22
SGI
SOMNIGROUP INTERNATIONAL INC
0.00%
Shares16.3K
Event2026-03-31
Filed2026-04-22
XOM
EXXON MOBIL CORP
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
-0.25%
Shares4.0K
Event2026-03-31
Filed2026-04-22
MAR
MARRIOTT INTL INC NEW
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-22
TSLA
TESLA INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-22
WCN
WASTE CONNECTIONS INC
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-22
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
10.56%
Shares3.4K
Event2026-03-31
Filed2026-04-22
AVUV
AMERICAN CENTY ETF TR
13.17%
Shares8.8K
Event2026-03-31
Filed2026-04-22
EXG
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares111.5K
Event2026-03-31
Filed2026-04-22
FTGS
FIRST TR EXCHANGE-TRADED FD
7.26%
Shares28.1K
Event2026-03-31
Filed2026-04-22
COST
COSTCO WHOLESALE CORPORATION
11.41%
Shares957
Event2026-03-31
Filed2026-04-22
NNN
NNN REIT INC
-0.54%
Shares22.1K
Event2026-03-31
Filed2026-04-22
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares831
Event2026-03-31
Filed2026-04-22
LMBS
FIRST TR EXCHANGE-TRADED FD
-0.11%
Shares17.8K
Event2026-03-31
Filed2026-04-22
RECS
COLUMBIA ETF TR I
1.31%
Shares22.3K
Event2026-03-31
Filed2026-04-22
HD
HOME DEPOT INC
-0.38%
Shares2.6K
Event2026-03-31
Filed2026-04-22
INVESCO QQQ TR
INVESCO QQQ TR
10.42%
Shares1.4K
Event2026-03-31
Filed2026-04-22
CAT
CATERPILLAR INC
-0.18%
Shares1.1K
Event2026-03-31
Filed2026-04-22
FXL
FIRST TR EXCHANGE-TRADED FD
-0.02%
Shares4.9K
Event2026-03-31
Filed2026-04-22
ILDR
FIRST TR EXCHNG TRADED FD VI
13.41%
Shares25.7K
Event2026-03-31
Filed2026-04-22
CVS
CVS HEALTH CORP
0.01%
Shares10.3K
Event2026-03-31
Filed2026-04-22
FDL
FIRST TR EXCHANGE-TRADED FD
3.66%
Shares14.5K
Event2026-03-31
Filed2026-04-22
ORCL
ORACLE CORP
6.92%
Shares5.0K
Event2026-03-31
Filed2026-04-22
BSX
BOSTON SCIENTIFIC CORP
1.40%
Shares11.6K
Event2026-03-31
Filed2026-04-22
VTI
VANGUARD INDEX FDS
75.51%
Shares2.2K
Event2026-03-31
Filed2026-04-22
CIBR
FIRST TR EXCHANGE-TRADED FD
2.60%
Shares11.4K
Event2026-03-31
Filed2026-04-22
FTA
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-22
ETY
EATON VANCE TAX-MANAGED DIVE
-0.55%
Shares50.9K
Event2026-03-31
Filed2026-04-22
FBT
FIRST TR EXCHANGE-TRADED FD
1.71%
Shares3.4K
Event2026-03-31
Filed2026-04-22
FPX
FIRST TR EXCHANGE-TRADED FD
0.02%
Shares4.2K
Event2026-03-31
Filed2026-04-22
CW
CURTISS WRIGHT CORP
0.00%
Shares871
Event2026-03-31
Filed2026-04-22
T
AT&T INC
1.57%
Shares20.4K
Event2026-03-31
Filed2026-04-22
LLY
ELI LILLY & CO
-4.39%
Shares632
Event2026-03-31
Filed2026-04-22
MU
MICRON TECHNOLOGY INC
0.47%
Shares1.7K
Event2026-03-31
Filed2026-04-22
ERC
ALLSPRING MULTI SECTOR INCOM
0.00%
Shares63.4K
Event2026-03-31
Filed2026-04-22
MCK
MCKESSON CORP
0.00%
Shares654
Event2026-03-31
Filed2026-04-22
FYX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-22
VZ
VERIZON COMMUNICATIONS INC
-5.00%
Shares10.7K
Event2026-03-31
Filed2026-04-22
CRM
SALESFORCE INC
2.35%
Shares2.9K
Event2026-03-31
Filed2026-04-22
JHI
HANCOCK JOHN INVT TR II
0.00%
Shares41.5K
Event2026-03-31
Filed2026-04-22
AVIG
AMERICAN CENTY ETF TR
-2.49%
Shares12.7K
Event2026-03-31
Filed2026-04-22
V
VISA INC
7.85%
Shares1.7K
Event2026-03-31
Filed2026-04-22
NXTG
FIRST TR EXCHANGE-TRADED FD
2.78%
Shares4.6K
Event2026-03-31
Filed2026-04-22
KO
COCA COLA CO
54.10%
Shares6.8K
Event2026-03-31
Filed2026-04-22
PEP
PEPSICO INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-22
NREF
NEXPOINT REAL ESTATE FIN INC
0.00%
Shares37.9K
Event2026-03-31
Filed2026-04-22
FDN
FIRST TR EXCHANGE-TRADED FD
0.29%
Shares2.1K
Event2026-03-31
Filed2026-04-22
UNH
UNITEDHEALTH GROUP INC
1.29%
Shares1.7K
Event2026-03-31
Filed2026-04-22
JPM
JPMORGAN CHASE & CO
5.51%
Shares1.6K
Event2026-03-31
Filed2026-04-22
MERCK & CO INC
MERCK & CO INC
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-22
AVLV
AMERICAN CENTY ETF TR
-2.77%
Shares5.7K
Event2026-03-31
Filed2026-04-22
AMGN
AMGEN INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-22
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-22
NEE
NEXTERA ENERGY INC
1.30%
Shares4.8K
Event2026-03-31
Filed2026-04-22
MAA
MID-AMER APT CMNTYS INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-22
FPE
FIRST TR EXCH TRADED FD III
-1.20%
Shares24.5K
Event2026-03-31
Filed2026-04-22
PG
PROCTER & GAMBLE CO
1.84%
Shares3.0K
Event2026-03-31
Filed2026-04-22
ROBT
FIRST TR EXCHANGE TRADED FD
-0.22%
Shares9.1K
Event2026-03-31
Filed2026-04-22
FTSL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-22
STWD
STARWOOD PPTY TR INC
0.00%
Shares22.6K
Event2026-03-31
Filed2026-04-22
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-22
VMI
VALMONT INDS INC
0.00%
Shares920
Event2026-03-31
Filed2026-04-22
FNX
FIRST TR EXCHANGE-TRADED ALP
1.83%
Shares2.8K
Event2026-03-31
Filed2026-04-22
META
META PLATFORMS INC
2.47%
Shares622
Event2026-03-31
Filed2026-04-22
RJF
RAYMOND JAMES FINL INC
0.33%
Shares2.4K
Event2026-03-31
Filed2026-04-22
UPGD
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-22
FTLS
FIRST TR EXCH TRADED FD III
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-22
QCOM
QUALCOMM INC
4.02%
Shares2.6K
Event2026-03-31
Filed2026-04-22
RTX
RTX CORPORATION
2.27%
Shares1.7K
Event2026-03-31
Filed2026-04-22
SPY
STATE STR SPDR S&P 500 ETF T
5.85%
Shares507
Event2026-03-31
Filed2026-04-22
FXD
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-22
JQUA
J P MORGAN EXCHANGE TRADED F
-0.04%
Shares5.2K
Event2026-03-31
Filed2026-04-22
FXR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-22
TSCO
TRACTOR SUPPLY CO
-0.21%
Shares7.0K
Event2026-03-31
Filed2026-04-22
QYLD
GLOBAL X FDS
0.00%
Shares18.2K
Event2026-03-31
Filed2026-04-22
PTBD
PACER FDS TR
0.00%
Shares16.1K
Event2026-03-31
Filed2026-04-22
UPS
UNITED PARCEL SVCS INC
0.33%
Shares3.1K
Event2026-03-31
Filed2026-04-22
DIS
DISNEY WALT CO
-5.48%
Shares3.1K
Event2026-03-31
Filed2026-04-22
CVX
CHEVRON CORPORATION
2.74%
Shares1.4K
Event2026-03-31
Filed2026-04-22
CAG
CONAGRA BRANDS INC
0.00%
Shares18.0K
Event2026-03-31
Filed2026-04-22
FXO
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-22
AVT
AVNET INC
-2.42%
Shares4.4K
Event2026-03-31
Filed2026-04-22
BROADCOM INC
BROADCOM INC
11.90%
Shares856
Event2026-03-31
Filed2026-04-22
LW
LAMB WESTON HLDGS INC
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-22
FPF
FIRST TR INTER DURATN PFD &
0.00%
Shares14.8K
Event2026-03-31
Filed2026-04-22
NOBL
PROSHARES TR
0.04%
Shares2.5K
Event2026-03-31
Filed2026-04-22
JPST
J P MORGAN EXCHANGE TRADED F
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-22
SRE
SEMPRA
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-22
KORP
AMERICAN CENTY ETF TR
-6.97%
Shares5.4K
Event2026-03-31
Filed2026-04-22
DTE
DTE ENERGY CO
0.47%
Shares1.7K
Event2026-03-31
Filed2026-04-22
JEPQ
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-22
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
New
Shares14.8K
Event2026-03-31
Filed2026-04-22
MEDTRONIC PLC
MEDTRONIC PLC
2.95%
Shares2.7K
Event2026-03-31
Filed2026-04-22
CBRE
CBRE GROUP INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-22
AMD
ADVANCED MICRO DEVICES INC
4.28%
Shares1.1K
Event2026-03-31
Filed2026-04-22
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-22
FDUS
FIDUS INVT CORP
0.00%
Shares13.3K
Event2026-03-31
Filed2026-04-22
FXZ
FIRST TR EXCHANGE-TRADED FD
New
Shares3.0K
Event2026-03-31
Filed2026-04-22
USMV
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-22
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares1.0K
Event2026-03-31
Filed2026-04-22
IBM
INTERNATIONAL BUSINESS MACHS
New
Shares879
Event2026-03-31
Filed2026-04-22
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-22
IFV
FIRST TR EXCHANGE TRADED FD
New
Shares8.3K
Event2026-03-31
Filed2026-04-22
FEP
FIRST TR EXCH TRD ALPHDX FD
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-22
AVDE
AMERICAN CENTY ETF TR
New
Shares2.5K
Event2026-03-31
Filed2026-04-22
JBL
JABIL INC
New
Shares756
Event2026-03-31
Filed2026-04-22
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares5.1K
Event2026-03-31
Filed2026-04-22
LADR
LADDER CAP CORP
0.00%
Shares19.2K
Event2026-03-31
Filed2026-04-22
PFN
PIMCO INCOME STRATEGY FD II
0.00%
Shares17.7K
Event2026-03-31
Filed2026-04-22
ACRE
ARES COML REAL ESTATE CORP
0.00%
Shares12.5K
Event2026-03-31
Filed2026-04-22

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available