Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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BERKSHIRE HATHAWAY INC DEL
0.54%BERKSHIRE HATHAWAY INC DEL
Shares24.4K
Event2026-03-31
Filed2026-04-22
NVDA
0.84%NVIDIA CORPORATION
Shares43.7K
Event2026-03-31
Filed2026-04-22
AAPL
1.10%APPLE INC
Shares29.5K
Event2026-03-31
Filed2026-04-22
FTCS
-1.24%FIRST TR EXCHANGE-TRADED FD
Shares80.2K
Event2026-03-31
Filed2026-04-22
FTAI AVIATION LTD
-0.51%FTAI AVIATION LTD
Shares23.6K
Event2026-03-31
Filed2026-04-22
UNP
8.56%UNION PAC CORP
Shares15.3K
Event2026-03-31
Filed2026-04-22
TDIV
2.60%FIRST TR EXCHANGE TRADED FD
Shares38.8K
Event2026-03-31
Filed2026-04-22
FVD
-2.45%FIRST TR EXCHANGE-TRADED FD
Shares72.6K
Event2026-03-31
Filed2026-04-22
MSFT
5.53%MICROSOFT CORP
Shares9.0K
Event2026-03-31
Filed2026-04-22
FV
0.47%FIRST TR EXCHANGE TRADED FD
Shares52.8K
Event2026-03-31
Filed2026-04-22
JGRO
8.59%J P MORGAN EXCHANGE TRADED F
Shares34.4K
Event2026-03-31
Filed2026-04-22
WMT
15.51%WALMART INC
Shares22.9K
Event2026-03-31
Filed2026-04-22
AMZN
2.29%AMAZON COM INC
Shares11.4K
Event2026-03-31
Filed2026-04-22
EPD
-0.57%ENTERPRISE PRODS PARTNERS L
Shares59.7K
Event2026-03-31
Filed2026-04-22
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares3
Event2026-03-31
Filed2026-04-22
ALL
-0.31%ALLSTATE CORP
Shares10.1K
Event2026-03-31
Filed2026-04-22
VANGUARD INDEX FDS
15.91%VANGUARD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-04-22
DE
-0.50%DEERE & CO
Shares3.0K
Event2026-03-31
Filed2026-04-22
RDVY
1.27%FIRST TR EXCHANGE TRADED FD
Shares22.3K
Event2026-03-31
Filed2026-04-22
FEX
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares12.0K
Event2026-03-31
Filed2026-04-22
WELL
0.00%WELLTOWER INC
Shares7.0K
Event2026-03-31
Filed2026-04-22
OKE
0.00%ONEOK INC NEW
Shares14.8K
Event2026-03-31
Filed2026-04-22
FIW
0.19%FIRST TR EXCHANGE-TRADED FD
Shares12.3K
Event2026-03-31
Filed2026-04-22
FXH
-0.55%FIRST TR EXCHANGE-TRADED FD
Shares11.5K
Event2026-03-31
Filed2026-04-22
DIVO
2.33%AMPLIFY ETF TR
Shares27.6K
Event2026-03-31
Filed2026-04-22
SGI
0.00%SOMNIGROUP INTERNATIONAL INC
Shares16.3K
Event2026-03-31
Filed2026-04-22
XOM
0.00%EXXON MOBIL CORP
Shares6.8K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
-0.25%ALPHABET INC
Shares4.0K
Event2026-03-31
Filed2026-04-22
MAR
0.00%MARRIOTT INTL INC NEW
Shares3.5K
Event2026-03-31
Filed2026-04-22
TSLA
0.00%TESLA INC
Shares2.8K
Event2026-03-31
Filed2026-04-22
WCN
0.00%WASTE CONNECTIONS INC
Shares6.3K
Event2026-03-31
Filed2026-04-22
LECO
0.00%LINCOLN ELEC HLDGS INC
Shares4.0K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
10.56%ALPHABET INC
Shares3.4K
Event2026-03-31
Filed2026-04-22
AVUV
13.17%AMERICAN CENTY ETF TR
Shares8.8K
Event2026-03-31
Filed2026-04-22
EXG
0.00%EATON VANCE TAX-MANAGED GLOB
Shares111.5K
Event2026-03-31
Filed2026-04-22
FTGS
7.26%FIRST TR EXCHANGE-TRADED FD
Shares28.1K
Event2026-03-31
Filed2026-04-22
COST
11.41%COSTCO WHOLESALE CORPORATION
Shares957
Event2026-03-31
Filed2026-04-22
NNN
-0.54%NNN REIT INC
Shares22.1K
Event2026-03-31
Filed2026-04-22
MPWR
0.00%MONOLITHIC PWR SYS INC
Shares831
Event2026-03-31
Filed2026-04-22
LMBS
-0.11%FIRST TR EXCHANGE-TRADED FD
Shares17.8K
Event2026-03-31
Filed2026-04-22
RECS
1.31%COLUMBIA ETF TR I
Shares22.3K
Event2026-03-31
Filed2026-04-22
HD
-0.38%HOME DEPOT INC
Shares2.6K
Event2026-03-31
Filed2026-04-22
INVESCO QQQ TR
10.42%INVESCO QQQ TR
Shares1.4K
Event2026-03-31
Filed2026-04-22
CAT
-0.18%CATERPILLAR INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
FXL
-0.02%FIRST TR EXCHANGE-TRADED FD
Shares4.9K
Event2026-03-31
Filed2026-04-22
ILDR
13.41%FIRST TR EXCHNG TRADED FD VI
Shares25.7K
Event2026-03-31
Filed2026-04-22
CVS
0.01%CVS HEALTH CORP
Shares10.3K
Event2026-03-31
Filed2026-04-22
FDL
3.66%FIRST TR EXCHANGE-TRADED FD
Shares14.5K
Event2026-03-31
Filed2026-04-22
ORCL
6.92%ORACLE CORP
Shares5.0K
Event2026-03-31
Filed2026-04-22
BSX
1.40%BOSTON SCIENTIFIC CORP
Shares11.6K
Event2026-03-31
Filed2026-04-22
VTI
75.51%VANGUARD INDEX FDS
Shares2.2K
Event2026-03-31
Filed2026-04-22
CIBR
2.60%FIRST TR EXCHANGE-TRADED FD
Shares11.4K
Event2026-03-31
Filed2026-04-22
FTA
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares7.7K
Event2026-03-31
Filed2026-04-22
ETY
-0.55%EATON VANCE TAX-MANAGED DIVE
Shares50.9K
Event2026-03-31
Filed2026-04-22
FBT
1.71%FIRST TR EXCHANGE-TRADED FD
Shares3.4K
Event2026-03-31
Filed2026-04-22
FPX
0.02%FIRST TR EXCHANGE-TRADED FD
Shares4.2K
Event2026-03-31
Filed2026-04-22
CW
0.00%CURTISS WRIGHT CORP
Shares871
Event2026-03-31
Filed2026-04-22
T
1.57%AT&T INC
Shares20.4K
Event2026-03-31
Filed2026-04-22
LLY
-4.39%ELI LILLY & CO
Shares632
Event2026-03-31
Filed2026-04-22
MU
0.47%MICRON TECHNOLOGY INC
Shares1.7K
Event2026-03-31
Filed2026-04-22
ERC
0.00%ALLSPRING MULTI SECTOR INCOM
Shares63.4K
Event2026-03-31
Filed2026-04-22
MCK
0.00%MCKESSON CORP
Shares654
Event2026-03-31
Filed2026-04-22
FYX
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares4.6K
Event2026-03-31
Filed2026-04-22
VZ
-5.00%VERIZON COMMUNICATIONS INC
Shares10.7K
Event2026-03-31
Filed2026-04-22
CRM
2.35%SALESFORCE INC
Shares2.9K
Event2026-03-31
Filed2026-04-22
JHI
0.00%HANCOCK JOHN INVT TR II
Shares41.5K
Event2026-03-31
Filed2026-04-22
AVIG
-2.49%AMERICAN CENTY ETF TR
Shares12.7K
Event2026-03-31
Filed2026-04-22
V
7.85%VISA INC
Shares1.7K
Event2026-03-31
Filed2026-04-22
NXTG
2.78%FIRST TR EXCHANGE-TRADED FD
Shares4.6K
Event2026-03-31
Filed2026-04-22
KO
54.10%COCA COLA CO
Shares6.8K
Event2026-03-31
Filed2026-04-22
PEP
0.00%PEPSICO INC
Shares3.3K
Event2026-03-31
Filed2026-04-22
NREF
0.00%NEXPOINT REAL ESTATE FIN INC
Shares37.9K
Event2026-03-31
Filed2026-04-22
FDN
0.29%FIRST TR EXCHANGE-TRADED FD
Shares2.1K
Event2026-03-31
Filed2026-04-22
UNH
1.29%UNITEDHEALTH GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-04-22
JPM
5.51%JPMORGAN CHASE & CO
Shares1.6K
Event2026-03-31
Filed2026-04-22
MERCK & CO INC
0.00%MERCK & CO INC
Shares3.8K
Event2026-03-31
Filed2026-04-22
AVLV
-2.77%AMERICAN CENTY ETF TR
Shares5.7K
Event2026-03-31
Filed2026-04-22
AMGN
0.00%AMGEN INC
Shares1.3K
Event2026-03-31
Filed2026-04-22
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares5.7K
Event2026-03-31
Filed2026-04-22
NEE
1.30%NEXTERA ENERGY INC
Shares4.8K
Event2026-03-31
Filed2026-04-22
MAA
0.00%MID-AMER APT CMNTYS INC
Shares3.6K
Event2026-03-31
Filed2026-04-22
FPE
-1.20%FIRST TR EXCH TRADED FD III
Shares24.5K
Event2026-03-31
Filed2026-04-22
PG
1.84%PROCTER & GAMBLE CO
Shares3.0K
Event2026-03-31
Filed2026-04-22
ROBT
-0.22%FIRST TR EXCHANGE TRADED FD
Shares9.1K
Event2026-03-31
Filed2026-04-22
FTSL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares9.3K
Event2026-03-31
Filed2026-04-22
STWD
0.00%STARWOOD PPTY TR INC
Shares22.6K
Event2026-03-31
Filed2026-04-22
FTC
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares2.5K
Event2026-03-31
Filed2026-04-22
VMI
0.00%VALMONT INDS INC
Shares920
Event2026-03-31
Filed2026-04-22
FNX
1.83%FIRST TR EXCHANGE-TRADED ALP
Shares2.8K
Event2026-03-31
Filed2026-04-22
META
2.47%META PLATFORMS INC
Shares622
Event2026-03-31
Filed2026-04-22
RJF
0.33%RAYMOND JAMES FINL INC
Shares2.4K
Event2026-03-31
Filed2026-04-22
UPGD
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.7K
Event2026-03-31
Filed2026-04-22
FTLS
0.00%FIRST TR EXCH TRADED FD III
Shares4.8K
Event2026-03-31
Filed2026-04-22
QCOM
4.02%QUALCOMM INC
Shares2.6K
Event2026-03-31
Filed2026-04-22
RTX
2.27%RTX CORPORATION
Shares1.7K
Event2026-03-31
Filed2026-04-22
SPY
5.85%STATE STR SPDR S&P 500 ETF T
Shares507
Event2026-03-31
Filed2026-04-22
FXD
0.00%FIRST TR EXCHANGE-TRADED FD
Shares5.0K
Event2026-03-31
Filed2026-04-22
JQUA
-0.04%J P MORGAN EXCHANGE TRADED F
Shares5.2K
Event2026-03-31
Filed2026-04-22
FXR
0.00%FIRST TR EXCHANGE-TRADED FD
Shares3.9K
Event2026-03-31
Filed2026-04-22
TSCO
-0.21%TRACTOR SUPPLY CO
Shares7.0K
Event2026-03-31
Filed2026-04-22
QYLD
0.00%GLOBAL X FDS
Shares18.2K
Event2026-03-31
Filed2026-04-22
PTBD
0.00%PACER FDS TR
Shares16.1K
Event2026-03-31
Filed2026-04-22
UPS
0.33%UNITED PARCEL SVCS INC
Shares3.1K
Event2026-03-31
Filed2026-04-22
DIS
-5.48%DISNEY WALT CO
Shares3.1K
Event2026-03-31
Filed2026-04-22
CVX
2.74%CHEVRON CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-04-22
CAG
0.00%CONAGRA BRANDS INC
Shares18.0K
Event2026-03-31
Filed2026-04-22
FXO
0.00%FIRST TR EXCHANGE-TRADED FD
Shares5.0K
Event2026-03-31
Filed2026-04-22
AVT
-2.42%AVNET INC
Shares4.4K
Event2026-03-31
Filed2026-04-22
BROADCOM INC
11.90%BROADCOM INC
Shares856
Event2026-03-31
Filed2026-04-22
LW
0.00%LAMB WESTON HLDGS INC
Shares6.2K
Event2026-03-31
Filed2026-04-22
FPF
0.00%FIRST TR INTER DURATN PFD &
Shares14.8K
Event2026-03-31
Filed2026-04-22
NOBL
0.04%PROSHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-22
JPST
0.00%J P MORGAN EXCHANGE TRADED F
Shares5.1K
Event2026-03-31
Filed2026-04-22
SRE
0.00%SEMPRA
Shares2.6K
Event2026-03-31
Filed2026-04-22
KORP
-6.97%AMERICAN CENTY ETF TR
Shares5.4K
Event2026-03-31
Filed2026-04-22
DTE
0.47%DTE ENERGY CO
Shares1.7K
Event2026-03-31
Filed2026-04-22
JEPQ
0.00%J P MORGAN EXCHANGE TRADED F
Shares4.4K
Event2026-03-31
Filed2026-04-22
SPXX
NewNUVEEN S&P 500 DYNAMIC OVERW
Shares14.8K
Event2026-03-31
Filed2026-04-22
MEDTRONIC PLC
2.95%MEDTRONIC PLC
Shares2.7K
Event2026-03-31
Filed2026-04-22
CBRE
0.00%CBRE GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-04-22
AMD
4.28%ADVANCED MICRO DEVICES INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
QTEC
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.1K
Event2026-03-31
Filed2026-04-22
FDUS
0.00%FIDUS INVT CORP
Shares13.3K
Event2026-03-31
Filed2026-04-22
FXZ
NewFIRST TR EXCHANGE-TRADED FD
Shares3.0K
Event2026-03-31
Filed2026-04-22
USMV
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-04-22
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares1.0K
Event2026-03-31
Filed2026-04-22
IBM
NewINTERNATIONAL BUSINESS MACHS
Shares879
Event2026-03-31
Filed2026-04-22
JEPI
0.00%J P MORGAN EXCHANGE TRADED F
Shares3.7K
Event2026-03-31
Filed2026-04-22
IFV
NewFIRST TR EXCHANGE TRADED FD
Shares8.3K
Event2026-03-31
Filed2026-04-22
FEP
0.00%FIRST TR EXCH TRD ALPHDX FD
Shares3.8K
Event2026-03-31
Filed2026-04-22
AVDE
NewAMERICAN CENTY ETF TR
Shares2.5K
Event2026-03-31
Filed2026-04-22
JBL
NewJABIL INC
Shares756
Event2026-03-31
Filed2026-04-22
SDVY
NewFIRST TR EXCHANGE TRADED FD
Shares5.1K
Event2026-03-31
Filed2026-04-22
LADR
0.00%LADDER CAP CORP
Shares19.2K
Event2026-03-31
Filed2026-04-22
PFN
0.00%PIMCO INCOME STRATEGY FD II
Shares17.7K
Event2026-03-31
Filed2026-04-22
ACRE
0.00%ARES COML REAL ESTATE CORP
Shares12.5K
Event2026-03-31
Filed2026-04-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available