Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2026) About Morey & Quinn Wealth Partners, LLCInvestment ActivityMorey & Quinn Wealth Partners, LLC has $153.37 million in total holdings as of September 30, 2026.Morey & Quinn Wealth Partners, LLC owns shares of 139 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 2.72% of the portfolio was purchased this quarter.About 3.30% of the portfolio was sold this quarter.This quarter, Morey & Quinn Wealth Partners, LLC has purchased 143 new stocks and bought additional shares in 51 stocks.Morey & Quinn Wealth Partners, LLC sold shares of 46 stocks and completely divested from 8 stocks this quarter.Largest Holdings Berkshire Hathaway $11,778,011NVIDIA $9,938,429Apple $9,836,320First Trust Capital Strength ETF $7,311,560Microsoft $4,516,320 Largest New Holdings this Quarter 60770K107 - Moderna $288,855 Holding00287Y109 - AbbVie $211,626 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $206,948 Holding33740F821 - First Trust Active Factor Large Cap ETF $200,573 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,535 shares (about $1.08M)NORTHERN LTS FD TR II 14,213 shares (about $344.17K)Moderna 1,500 shares (about $288.86K)Vanguard Total Stock Market ETF 745 shares (about $278.84K)Invesco QQQ 350 shares (about $258.90K) Largest Sales this Quarter FTAI AVIATION LTD 2,080 shares (about $347.42K)First Trust Low Duration Opportunities ETF 4,689 shares (about $227.23K)Monolithic Power Systems 101 shares (about $136.07K)First Trust Senior Loan ETF 2,094 shares (about $93.33K)Berkshire Hathaway 186 shares (about $92.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMorey & Quinn Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$11,778,011$92,619 ▼-0.8%23,6537.7%FinanceNVDANVIDIA$9,938,429$31,288 ▲0.3%43,5176.5%TechnologyAAPLApple$9,836,320$16,318 ▲0.2%29,5376.4%TechnologyFTCSFirst Trust Capital Strength ETF$7,311,560$47,488 ▼-0.6%77,9074.8%ETFMSFTMicrosoft$4,516,320$43,599 ▲1.0%8,8052.9%TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,381,723$13,877 ▲0.3%38,8382.9%ETFUNPUnion Pacific$4,081,975$6,803 ▼-0.2%15,0002.7%IndustrialsFVFirst Trust Dorsey Wright Focus 5 ETF$3,947,508$68,111 ▲1.8%53,7842.6%ETFJGROJPMorgan Active Growth ETF$3,559,649$75,622 ▲2.2%36,8572.3%ETFVOOVanguard S&P 500 ETF$3,533,171$1,075,861 ▲43.8%5,0412.3%ETFFTAI AVIATION LTD$3,376,511$347,422 ▼-9.3%20,2152.2%SHSFVDFirst Trust Value Line Dividend Index Fund$3,228,631$33,588 ▼-1.0%68,8262.1%ETFAMZNAmazon.com$2,780,514$57,305 ▼-2.0%11,1601.8%Consumer DiscretionaryWALMART INC$2,313,987$23,902 ▲1.0%22,2671.5%COMBRK.ABerkshire Hathaway$2,241,0150.0%31.5%FinanceALLAllstate$2,152,099$22,630 ▼-1.0%9,7001.4%FinanceDEDeere & Company$1,907,874$71,184 ▼-3.6%2,8411.2%IndustrialsEPDEnterprise Products Partners$1,897,367$7,122 ▼-0.4%53,2821.2%EnergyMUMicron Technology$1,845,836$2,130 ▲0.1%1,7331.2%TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$1,748,390$9,865 ▲0.6%22,3321.1%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$1,545,818$33,152 ▼-2.1%11,6571.0%ETFFXHFirst Trust Health Care AlphaDEX Fund$1,495,022$43,275 ▲3.0%11,4351.0%ETFQQQInvesco QQQ$1,357,384$258,902 ▲23.6%1,8350.9%ETFGOOGAlphabet$1,342,175$10,904 ▲0.8%3,9390.9%Communication ServicesWELLWelltower$1,311,9080.0%5,6980.9%Real EstateFIWFirst Trust Water ETF$1,293,151$11,312 ▲0.9%12,4610.8%ETFMARMarriott International$1,244,1990.0%3,4980.8%Consumer DiscretionaryDIVOAmplify CWP Enhanced Dividend Income ETF$1,199,442$11,808 ▼-1.0%25,8000.8%ETFVTIVanguard Total Stock Market ETF$1,197,336$278,842 ▲30.4%3,1990.8%ETFGOOGLAlphabet$1,172,281$11,355 ▲1.0%3,4070.8%Communication ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$1,149,412$722 ▲0.1%11,1500.7%ETFFXLFirst Trust Technology AlphaDEX Fund$1,076,270$6,630 ▼-0.6%4,8700.7%ETFLECOLincoln Electric$1,066,2570.0%4,0300.7%IndustrialsFTGSFirst Trust Growth Strength ETF$1,055,535$24,003 ▲2.3%27,8360.7%ETFILDRFirst Trust Innovation Leaders ETF$1,039,008$52,101 ▲5.3%26,3040.7%ETFRECSColumbia Research Enhanced Core ETF$1,032,430$3,652 ▼-0.4%22,8970.7%ETFAVUVAvantis U.S. Small Cap Value ETF$1,015,884$4,004 ▼-0.4%8,6260.7%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$1,014,633$15,244 ▲1.5%107,8250.7%FinanceSOMNIGROUP INTERNATIONAL INC$1,009,4260.0%16,2520.7%COMMPWRMonolithic Power Systems$983,471$136,069 ▼-12.2%7300.6%TechnologyTSLATesla$963,6640.0%2,7160.6%Consumer DiscretionaryFBTFirst Trust NYSE Arca Biotechnology Index Fund$938,9150.0%3,4490.6%ETFWCNWaste Connections$932,970$20,781 ▼-2.2%6,0610.6%IndustrialsCOSTCostco Wholesale$877,568$17,296 ▲2.0%9640.6%Consumer StaplesCATCaterpillar$830,249$88,376 ▼-9.6%1,0240.5%IndustrialsCVSCVS Health$774,298$13,368 ▼-1.7%9,0360.5%HealthcareHDHome Depot$770,968$11,664 ▲1.5%2,7100.5%Consumer DiscretionaryNORTHERN LTS FD TR II$746,597$344,168 ▲85.5%30,8320.5%WEITZ CORE PLUSNNNNNN REIT$730,6050.0%17,7810.5%Real EstateFPXFirst Trust US Equity Opportunities ETF$725,550$891 ▲0.1%4,0720.5%ETFFTAFirst Trust Large Cap Value AlphaDEX Fund$718,378$10,674 ▼-1.5%7,5380.5%ETFNXTGFirst Trust Indxx NextG ETF$688,2210.0%4,4700.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$687,359$32,168 ▲4.9%13,9960.4%ETFORCLOracle$681,557$2,746 ▲0.4%4,9640.4%TechnologyLLYEli Lilly and Company$667,635$30,084 ▼-4.3%5770.4%HealthcareETYEaton Vance Tax-Managed Diversified Equity Income Fund$642,872$2,389 ▼-0.4%45,7560.4%FinanceLMBSFirst Trust Low Duration Opportunities ETF$637,346$227,229 ▼-26.3%13,1520.4%ETFCRMSalesforce$637,085$22,728 ▼-3.4%2,7750.4%TechnologyAMDAdvanced Micro Devices$634,395$1,224 ▲0.2%1,0370.4%TechnologyVVisa$616,9700.0%1,7170.4%FinanceUNHUnitedHealth Group$616,077$18,357 ▼-2.9%1,6780.4%HealthcareFYXFirst Trust Small Cap Core AlphaDEX Fund$614,1250.0%4,5630.4%ETFKOCoca-Cola$607,983$5,337 ▲0.9%7,0630.4%Consumer StaplesAVDEAvantis International Equity ETF$603,016$164,451 ▲37.5%6,6920.4%ETFSPYSPDR S&P 500 ETF Trust$594,851$158,627 ▲36.4%7800.4%ETFNREFNexPoint Real Estate Finance$567,4430.0%36,5620.4%FinanceAVIGAvantis Core Fixed Income ETF$566,980$9,454 ▲1.7%14,3940.4%ETFJPMJPMorgan Chase & Co.$565,029$13,894 ▲2.5%1,7080.4%FinanceMCKMcKesson$554,9770.0%6500.4%HealthcareMRKMerck & Co., Inc.$553,631$145 ▼0.0%3,8100.4%HealthcareFDNFirst Trust Dow Jones Internet Index Fund$552,670$8,653 ▼-1.5%1,9160.4%ETFAMGNAmgen$537,4250.0%1,2750.4%HealthcareROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$529,525$4,146 ▼-0.8%8,9400.3%ETFERCAllspring Multi-Sector Income Fund$519,9840.0%61,0310.3%FinanceJHIJohn Hancock Investors Trust$512,2370.0%41,4770.3%FinanceVZVerizon Communications$511,015$20,962 ▲4.3%11,1410.3%Communication ServicesBSXBoston Scientific$507,693$262 ▲0.1%11,6310.3%HealthcareAVLVAvantis U.S. Large Cap Value ETF$497,872$38,889 ▲8.5%5,5050.3%ETFCPCanadian Pacific Kansas City$482,3470.0%5,6680.3%IndustrialsQCOMQualcomm$481,767$2,392 ▲0.5%2,6180.3%TechnologyTAT&T$471,455$5,539 ▼-1.2%19,3220.3%Communication ServicesPGProcter & Gamble$469,391$12,203 ▲2.7%3,2310.3%Consumer StaplesCWCurtiss-Wright$451,9140.0%8310.3%IndustrialsMETAMeta Platforms$436,558$4,351 ▲1.0%6020.3%Communication ServicesINTCIntel$435,977$120 ▼0.0%3,6260.3%TechnologyAVTAvnet$435,182$3,498 ▼-0.8%4,3540.3%TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$427,531$14,015 ▼-3.2%2,4100.3%ETFSPYINEOS S&P 500 High Income ETF$422,436$94,111 ▲28.7%7,9450.3%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$420,8570.0%3,1200.3%ETFVMIValmont Industries$411,126$14,815 ▼-3.5%8880.3%IndustrialsFPEFirst Trust Preferred Securities and Income ETF$409,953$8,713 ▼-2.1%24,0440.3%ETFPEPPepsiCo$385,102$28,259 ▼-6.8%3,0390.3%Consumer StaplesRJFRaymond James Financial$379,090$6,479 ▼-1.7%2,3990.2%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$368,908$50,968 ▲16.0%6,0220.2%ETFFTLSFirst Trust Long/Short Equity ETF$365,7350.0%4,7690.2%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$356,2230.0%1,0800.2%ETFAVGOBroadcom$342,059$28,095 ▲8.9%9740.2%TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$336,7010.0%18,1510.2%ETFFXDFirst Trust Consumer Discretionary AlphaDEX Fund$334,327$11,865 ▲3.7%5,2130.2%ETFMAAMid-America Apartment Communities$333,6750.0%2,8340.2%Real EstateShowing largest 100 holdings. 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