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 $135.7M. In the most recent quarter, they have increased their positions in MCK (+754 shares, valued at $582.5K), JGRO (+4.2K shares, valued at $396.7K), ILDR (+9.3K shares, valued at $302.2K); decreased their positions in NVDA (-1.4K shares, valued at $265.7K), FVD (-4.4K shares, valued at $205.1K), TSLA (-282 shares, valued at $125.4K); initiated new positions in MCK (+754 shares, valued at $582.5K), MU (+1.6K shares, valued at $276.1K), FEP (+4.1K shares, valued at $211.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL24.3K shares0.63%2025-09-302025-10-28
NVDA NVIDIA CORPORATION43.4K shares-3.18%2025-09-302025-10-28 FTCS FIRST TR EXCHANGE-TRADED FD82.7K shares0.04%2025-09-302025-10-28 AAPL APPLE INC29.1K shares-0.49%2025-09-302025-10-28 MSFT MICROSOFT CORP8.5K shares1.80%2025-09-302025-10-28 FTAI FTAI AVIATION LTD24.1K shares-0.21%2025-09-302025-10-28 FVD FIRST TR EXCHANGE-TRADED FD79.5K shares-5.28%2025-09-302025-10-28 TDIV FIRST TR EXCHANGE TRADED FD36.0K shares3.82%2025-09-302025-10-28 UNP UNION PAC CORP14.1K shares-2.22%2025-09-302025-10-28 FV FIRST TR EXCHANGE TRADED FD52.5K shares1.72%2025-09-302025-10-28 AMZN AMAZON COM INC11.2K shares-0.73%2025-09-302025-10-28 JGRO J P MORGAN EXCHANGE TRADED F25.5K shares19.90%2025-09-302025-10-28 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-10-28 ALL ALLSTATE CORP10.1K shares-0.15%2025-09-302025-10-28 WMT WALMART INC19.8K shares-0.46%2025-09-302025-10-28 EPD ENTERPRISE PRODS PARTNERS L62.1K shares-0.51%2025-09-302025-10-28 FEX FIRST TR EXCHANGE-TRADED ALP12.1K shares0.00%2025-09-302025-10-28 SGI SOMNIGROUP INTERNATIONAL INC16.3K shares0.00%2025-09-302025-10-28 FIW FIRST TR EXCHANGE-TRADED FD12.2K shares4.24%2025-09-302025-10-28 RDVY FIRST TR EXCHANGE TRADED FD20.3K shares1.87%2025-09-302025-10-28 FXH FIRST TR EXCHANGE TRADED FD12.4K shares-6.88%2025-09-302025-10-28 VOO VANGUARD INDEX FDS2.2K shares15.36%2025-09-302025-10-28 ORCL ORACLE CORP4.7K shares2.20%2025-09-302025-10-28 DE DEERE & CO2.8K shares-0.53%2025-09-302025-10-28 TSLA TESLA INC2.8K shares-9.11%2025-09-302025-10-28 WELL WELLTOWER INC7.0K shares-0.30%2025-09-302025-10-28 DIVO AMPLIFY ETF TR26.9K shares-0.78%2025-09-302025-10-28 BSX BOSTON SCIENTIFIC CORP11.5K shares-4.16%2025-09-302025-10-28 WCN WASTE CONNECTIONS INC6.4K shares-0.26%2025-09-302025-10-28 OKE ONEOK INC NEW14.8K shares0.00%2025-09-302025-10-28 HD HOME DEPOT INC2.7K shares0.08%2025-09-302025-10-28 GOOG ALPHABET INC4.0K shares0.00%2025-09-302025-10-28 LECO LINCOLN ELEC HLDGS INC4.0K shares0.00%2025-09-302025-10-28 EXG EATON VANCE TAX-MANAGED GLOB104.2K shares0.00%2025-09-302025-10-28 NNN NNN REIT INC22.2K shares0.00%2025-09-302025-10-28 MAR MARRIOTT INTL INC NEW3.5K shares0.00%2025-09-302025-10-28 LMBS FIRST TR EXCHANGE-TRADED FD17.8K shares6.04%2025-09-302025-10-28 FTGS FIRST TR EXCHANGE-TRADED FD23.5K shares31.23%2025-09-302025-10-28 CIBR FIRST TR EXCHANGE TRADED FD10.9K shares6.99%2025-09-302025-10-28 FXL FIRST TR EXCHANGE TRADED FD4.9K shares0.00%2025-09-302025-10-28 CVS CVS HEALTH CORP10.6K shares-4.13%2025-09-302025-10-28 RECS COLUMBIA ETF TR I19.7K shares-0.36%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW859 shares1.90%2025-09-302025-10-28 ETY EATON VANCE TAX-MANAGED DIVE48.2K shares-1.79%2025-09-302025-10-28 XOM EXXON MOBIL CORP6.8K shares0.00%2025-09-302025-10-28 MPWR MONOLITHIC PWR SYS INC830 shares-10.75%2025-09-302025-10-28 GOOGL ALPHABET INC3.1K shares0.20%2025-09-302025-10-28 FPX FIRST TR EXCHANGE-TRADED FD4.2K shares0.00%2025-09-302025-10-28 CRM SALESFORCE INC2.9K shares3.20%2025-09-302025-10-28 FTA FIRST TR EXCHANGE-TRADED ALP7.7K shares0.00%2025-09-302025-10-28 QQQ INVESCO QQQ TR1.1K shares9.73%2025-09-302025-10-28 ERC ALLSPRING MULTI SECTOR INCOM63.4K shares-0.03%2025-09-302025-10-28 FBT FIRST TR EXCHANGE-TRADED FD3.3K shares2.47%2025-09-302025-10-28 ILDR FIRST TR EXCHNG TRADED FD VI18.3K shares104.32%2025-09-302025-10-28 FDL FIRST TR EXCHANGE-TRADED FD13.6K shares1.72%2025-09-302025-10-28 UNH UNITEDHEALTH GROUP INC1.7K shares-4.50%2025-09-302025-10-28 JHI HANCOCK JOHN INVT TR II41.7K shares0.00%2025-09-302025-10-28 MCK MCKESSON CORP754 sharesnew addition2025-09-302025-10-28 FDN FIRST TR EXCHANGE-TRADED FD2.1K shares1.02%2025-09-302025-10-28 T AT&T INC19.6K shares0.00%2025-09-302025-10-28 CAT CATERPILLAR INC1.1K shares-2.14%2025-09-302025-10-28 V VISA INC1.6K shares0.00%2025-09-302025-10-28 NREF NEXPOINT REAL ESTATE FIN INC38.3K shares-3.41%2025-09-302025-10-28 AVUV AMERICAN CENTY ETF TR5.3K shares26.03%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC11.6K shares-6.06%2025-09-302025-10-28 AVIG AMERICAN CENTY ETF TR12.1K shares6.23%2025-09-302025-10-28 ROBT FIRST TR EXCHANGE TRADED FD9.5K shares0.00%2025-09-302025-10-28 MAA MID-AMER APT CMNTYS INC3.6K shares0.00%2025-09-302025-10-28 FYX FIRST TR EXCHANGE-TRADED ALP4.6K shares-4.82%2025-09-302025-10-28 LLY ELI LILLY & CO651 shares4.49%2025-09-302025-10-28 CW CURTISS WRIGHT CORP871 shares0.00%2025-09-302025-10-28 PEP PEPSICO INC3.4K shares-1.46%2025-09-302025-10-28 NXTG FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.1.5K shares-10.52%2025-09-302025-10-28 FPE FIRST TR EXCH TRADED FD III25.7K shares-0.04%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO2.9K shares0.14%2025-09-302025-10-28 META META PLATFORMS INC607 shares6.87%2025-09-302025-10-28 FTSL FIRST TR EXCHANGE-TRADED FD9.5K shares-4.84%2025-09-302025-10-28 STWD STARWOOD PPTY TR INC22.6K shares0.00%2025-09-302025-10-28 CP CANADIAN PACIFIC KANSAS CITY5.8K shares0.00%2025-09-302025-10-28 QCOM QUALCOMM INC2.6K shares-3.35%2025-09-302025-10-28 RJF RAYMOND JAMES FINL INC2.4K shares0.37%2025-09-302025-10-28 FTC FIRST TR EXCHANGE-TRADED ALP2.5K shares0.00%2025-09-302025-10-28 TSCO TRACTOR SUPPLY CO7.0K shares-3.64%2025-09-302025-10-28 AVLV AMERICAN CENTY ETF TR5.3K shares-4.45%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR574 shares0.00%2025-09-302025-10-28 DIS DISNEY WALT CO3.2K shares0.03%2025-09-302025-10-28 AMGN AMGEN INC1.3K shares0.08%2025-09-302025-10-28 LW LAMB WESTON HLDGS INC6.2K shares0.00%2025-09-302025-10-28 VMI VALMONT INDS INC920 shares0.00%2025-09-302025-10-28 NEE NEXTERA ENERGY INC4.7K shares0.00%2025-09-302025-10-28 MRK MERCK & CO INC4.2K shares15.01%2025-09-302025-10-28 UPGD INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2025-09-302025-10-28 CAG CONAGRA BRANDS INC19.1K shares-1.04%2025-09-302025-10-28 VTI VANGUARD INDEX FDS1.1K shares-1.22%2025-09-302025-10-28 FXD FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2025-09-302025-10-28 FNX FIRST TR EXCHANGE-TRADED ALP2.7K shares-4.05%2025-09-302025-10-28 FTLS FIRST TR EXCH TRADED FD III4.8K shares0.00%2025-09-302025-10-28 JQUA J P MORGAN EXCHANGE TRADED F5.2K shares0.00%2025-09-302025-10-28 PTBD PACER FDS TR16.1K shares0.00%2025-09-302025-10-28 FXR FIRST TR EXCHANGE TRADED FD3.9K shares0.00%2025-09-302025-10-28 FXO FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2025-09-302025-10-28 QYLD GLOBAL X FDS17.3K shares-0.57%2025-09-302025-10-28 KO COCA COLA CO4.4K shares4.28%2025-09-302025-10-28 FPF FIRST TR INTER DURATN PFD &14.8K shares0.00%2025-09-302025-10-28 RTX RTX CORPORATION1.7K shares0.00%2025-09-302025-10-28 MU MICRON TECHNOLOGY INC1.6K sharesnew addition2025-09-302025-10-28 KORP AMERICAN CENTY ETF TR5.8K shares5.18%2025-09-302025-10-28 FDUS FIDUS INVT CORP13.3K shares-10.15%2025-09-302025-10-28 UPS UNITED PARCEL SERVICE INC3.2K shares-3.03%2025-09-302025-10-28 JPST J P MORGAN EXCHANGE TRADED F5.1K shares-6.65%2025-09-302025-10-28 AVGO BROADCOM INC781 shares3.44%2025-09-302025-10-28 CBRE CBRE GROUP INC1.6K shares0.00%2025-09-302025-10-28 NOBL PROSHARES TR2.5K shares-1.52%2025-09-302025-10-28 MDT MEDTRONIC PLC2.6K shares-3.64%2025-09-302025-10-28 DIAX NUVEEN DOW 30 DYNMC OVERWRT16.7K shares0.00%2025-09-302025-10-28 QTEC FIRST TR EXCHANGE-TRADED FD1.1K shares0.47%2025-09-302025-10-28 INTU INTUIT352 shares0.00%2025-09-302025-10-28 DTE DTE ENERGY CO1.7K shares0.42%2025-09-302025-10-28 SRE SEMPRA2.6K shares0.00%2025-09-302025-10-28 AVT AVNET INC4.6K shares0.00%2025-09-302025-10-28 JEPQ J P MORGAN EXCHANGE TRADED F4.1K shares7.29%2025-09-302025-10-28 USMV ISHARES TR2.3K shares0.00%2025-09-302025-10-28 FEP FIRST TR EXCH TRD ALPHDX FD4.1K sharesnew addition2025-09-302025-10-28 LOW LOWES COS INC837 sharesnew addition2025-09-302025-10-28 CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-10-28 LADR LADDER CAP CORP19.2K shares0.00%2025-09-302025-10-28 JEPI J P MORGAN EXCHANGE TRADED F3.5K shares-3.74%2025-09-302025-10-28 PFN PIMCO INCOME STRATEGY FD II17.7K shares0.00%2025-09-302025-10-28 ACRE ARES COML REAL ESTATE CORP15.7K shares0.00%2025-09-302025-10-28 FIP FTAI INFRASTRUCTURE INC11.0K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available