Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Morey & Quinn Wealth Partners, LLC

Investment Activity

Morey & Quinn Wealth Partners, LLC has $155.46 million in total holdings as of June 30, 2026.
Morey & Quinn Wealth Partners, LLC owns shares of 143 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 2.23% of the portfolio was purchased this quarter.
About 2.49% of the portfolio was sold this quarter.
This quarter, Morey & Quinn Wealth Partners, LLC has purchased 136 new stocks and bought additional shares in 41 stocks.
Morey & Quinn Wealth Partners, LLC sold shares of 68 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $11,928,797
NVIDIA: $8,679,919
Apple: $8,532,562
First Trust Capital Strength ETF: $7,364,527
FTAI AVIATION LTD: $6,031,466

Largest New Holdings this Quarter

458140100 - Intel: $506,465 Holding
664925880 - NORTHERN LTS FD TR II: $421,292 Holding
78433H303 - NEOS S&P 500 High Income ETF: $327,831 Holding
N07059210 - ASML: $234,754 Holding
97650W108 - Wintrust Financial: $211,186 Holding

Largest Purchases this Quarter

Intel: 3,627 shares (about $506.47K)
NORTHERN LTS FD TR II: 16,619 shares (about $421.29K)
NEOS S&P 500 High Income ETF: 6,175 shares (about $327.83K)
ASML: 118 shares (about $234.75K)
Avantis International Equity ETF: 2,410 shares (about $214.97K)

Largest Sales this Quarter

FTAI AVIATION LTD: 1,278 shares (about $345.74K)
Berkshire Hathaway: 602 shares (about $301.23K)
Welltower: 1,300 shares (about $295.06K)
Enterprise Products Partners: 6,256 shares (about $229.97K)
NNN REIT: 4,320 shares (about $201.01K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$11,928,797	$301,235 â–¼	-2.5%	23,839	7.7%	Finance
NVDA NVIDIA	$8,679,919	$71,832 â–¼	-0.8%	43,380	5.6%	Computer and Technology
AAPL Apple	$8,532,562	$7,813 â–²	0.1%	29,488	5.5%	Computer and Technology
FTCS First Trust Capital Strength ETF	$7,364,527	$170,276 â–¼	-2.3%	78,413	4.7%	ETF
FTAI AVIATION LTD	$6,031,466	$345,737 â–¼	-5.4%	22,295	3.9%	SHS
TDIV First Trust NASDAQ Technology Dividend Index Fund	$4,447,621	$9,190 â–¼	-0.2%	38,715	2.9%	Manufacturing
UNP Union Pacific	$4,086,825	$86,225 â–¼	-2.1%	15,025	2.6%	Transportation
FV First Trust Dorsey Wright Focus 5 ETF	$4,010,745	$2,883 â–²	0.1%	52,856	2.6%	Manufacturing
JGRO JPMorgan Active Growth ETF	$3,556,536	$165,335 â–²	4.9%	36,074	2.3%	ETF
FVD First Trust Value Line Dividend Index Fund	$3,350,539	$147,913 â–¼	-4.2%	69,542	2.2%	ETF
MSFT Microsoft	$3,252,881	$93,632 â–¼	-2.8%	8,720	2.1%	Computer and Technology
AMZN Amazon.com	$2,714,693	$953 â–¼	0.0%	11,390	1.7%	Retail/Wholesale
WALMART INC	$2,495,911	$98,536 â–¼	-3.8%	22,037	1.6%	COM
VOO Vanguard S&P 500 ETF	$2,407,930	$166,893 â–²	7.4%	3,506	1.5%	ETF
ALL Allstate	$2,332,349	$62,342 â–¼	-2.6%	9,802	1.5%	Finance
BRK.A Berkshire Hathaway	$2,246,550		0.0%	3	1.4%	Finance
MU Micron Technology	$1,998,076	$32,320 â–²	1.6%	1,731	1.3%	Computer and Technology
EPD Enterprise Products Partners	$1,965,993	$229,970 â–¼	-10.5%	53,482	1.3%	Energy
DE Deere & Company	$1,869,371	$39,328 â–¼	-2.1%	2,947	1.2%	Industrials
RDVY First Trust Rising Dividend Achievers ETF	$1,799,987	$5,998 â–¼	-0.3%	22,206	1.2%	Manufacturing
FEX First Trust Large Cap Core AlphaDEX Fund	$1,665,490	$13,987 â–¼	-0.8%	11,907	1.1%	ETF
GOOG Alphabet	$1,380,460	$25,793 â–¼	-1.8%	3,907	0.9%	Computer and Technology
FXH First Trust Health Care AlphaDEX Fund	$1,359,125	$43,329 â–¼	-3.1%	11,104	0.9%	ETF
FIW First Trust Water ETF	$1,352,821	$4,819 â–²	0.4%	12,352	0.9%	ETF
MAR Marriott International	$1,296,392	$4,818 â–²	0.4%	3,498	0.8%	Consumer Discretionary
WELL Welltower	$1,293,275	$295,061 â–¼	-18.6%	5,698	0.8%	Finance
SOMNIGROUP INTERNATIONAL INC	$1,274,174		0.0%	16,252	0.8%	COM
CAT Caterpillar	$1,206,532		0.0%	1,133	0.8%	Industrials
GOOGL Alphabet	$1,205,766	$10,721 â–¼	-0.9%	3,374	0.8%	Computer and Technology
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,190,667	$71,749 â–¼	-5.7%	26,054	0.8%	ETF
MPWR Monolithic Power Systems	$1,148,741		0.0%	831	0.7%	Computer and Technology
TSLA Tesla	$1,142,350	$53,837 â–¼	-4.5%	2,716	0.7%	Auto/Tires/Trucks
OKE ONEOK	$1,140,914	$141,886 â–¼	-11.1%	13,123	0.7%	Energy
QQQ Invesco QQQ	$1,093,424	$63,323 â–²	6.1%	1,485	0.7%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$1,080,422	$19,213 â–¼	-1.7%	8,660	0.7%	ETF
LECO Lincoln Electric	$1,070,005		0.0%	4,030	0.7%	Industrials
FXL First Trust Technology AlphaDEX Fund	$1,064,378	$2,824 â–²	0.3%	4,900	0.7%	ETF
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund	$1,041,871	$51,993 â–¼	-4.8%	106,205	0.7%	Financial Services
WCN Waste Connections	$1,032,811	$15,836 â–¼	-1.5%	6,196	0.7%	Business Services
FTGS First Trust Growth Strength ETF	$1,006,561	$32,081 â–¼	-3.1%	27,203	0.6%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$1,001,162	$25,876 â–¼	-2.5%	11,143	0.6%	Manufacturing
RECS Columbia Research Enhanced Core ETF	$994,492	$28,002 â–²	2.9%	22,978	0.6%	ETF
ILDR First Trust Innovation Leaders ETF	$980,536	$26,176 â–¼	-2.6%	24,985	0.6%	ETF
CVS CVS Health	$950,923	$118,865 â–¼	-11.1%	9,192	0.6%	Medical
HD Home Depot	$941,303	$8,112 â–²	0.9%	2,669	0.6%	Retail/Wholesale
XOM ExxonMobil	$940,087	$11,484 â–²	1.2%	6,876	0.6%	Energy
VTI Vanguard Total Stock Market ETF	$908,184	$80,678 â–²	9.7%	2,454	0.6%	ETF
LMBS First Trust Low Duration Opportunities ETF	$888,125	$448 â–²	0.1%	17,841	0.6%	Manufacturing
COST Costco Wholesale	$884,019	$11,226 â–¼	-1.3%	945	0.6%	Retail/Wholesale
FBT First Trust NYSE Arca Biotechnology Index Fund	$854,872		0.0%	3,449	0.5%	ETF
FPX First Trust US Equity Opportunities ETF	$838,536	$17,525 â–¼	-2.0%	4,067	0.5%	ETF
NNN NNN REIT	$827,331	$201,005 â–¼	-19.5%	17,781	0.5%	Finance
FTA First Trust Large Cap Value AlphaDEX Fund	$740,509		0.0%	7,650	0.5%	Manufacturing
ORCL Oracle	$724,543	$6,741 â–¼	-0.9%	4,944	0.5%	Computer and Technology
LLY Eli Lilly and Company	$723,256	$34,783 â–¼	-4.6%	603	0.5%	Medical
UNH UnitedHealth Group	$718,341	$2,910 â–²	0.4%	1,728	0.5%	Medical
NXTG First Trust Indxx NextG ETF	$685,494	$23,003 â–¼	-3.2%	4,470	0.4%	Manufacturing
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund	$667,764	$71,828 â–¼	-9.7%	45,926	0.4%	Financial Services
FYX First Trust Small Cap Core AlphaDEX Fund	$658,376	$144 â–²	0.0%	4,563	0.4%	Manufacturing
FDL First Trust Morningstar Dividend Leaders Index Fund	$649,189	$56,106 â–¼	-8.0%	13,341	0.4%	ETF
CW Curtiss-Wright	$629,699	$30,310 â–¼	-4.6%	831	0.4%	Aerospace
AMD Advanced Micro Devices	$601,242	$63,900 â–¼	-9.6%	1,035	0.4%	Computer and Technology
V Visa	$589,086		0.0%	1,717	0.4%	Business Services
AVIG Avantis Core Fixed Income ETF	$586,117	$58,802 â–²	11.2%	14,154	0.4%	ETF
KO CocaCola	$568,971	$19,180 â–²	3.5%	7,001	0.4%	Consumer Staples
NREF NexPoint Real Estate Finance	$566,712	$20,491 â–¼	-3.5%	36,562	0.4%	Finance
ERC Allspring Multi-Sector Income Fund	$562,096	$22,104 â–¼	-3.8%	61,031	0.4%	Financial Services
JHI John Hancock Investors Trust	$552,469		0.0%	41,477	0.4%	Finance
JPM JPMorgan Chase & Co.	$545,303	$31,095 â–²	6.0%	1,666	0.4%	Finance
VMI Valmont Industries	$531,392		0.0%	920	0.3%	Industrials
FDN First Trust Dow Jones Internet Index Fund	$515,145	$34,414 â–¼	-6.3%	1,946	0.3%	ETF
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF	$506,887	$5,626 â–¼	-1.1%	9,010	0.3%	Manufacturing
INTC Intel	$506,465	$506,465 â–²	New Holding	3,627	0.3%	Computer and Technology
BSX Boston Scientific	$496,155	$1,622 â–²	0.3%	11,625	0.3%	Medical
MCK McKesson	$491,140	$3,022 â–¼	-0.6%	650	0.3%	Medical
CP Canadian Pacific Kansas City	$491,132		0.0%	5,668	0.3%	Transportation
MRK Merck & Co., Inc.	$489,714		0.0%	3,811	0.3%	Medical
FTC First Trust Large Cap Growth AlphaDEX Fund	$482,294		0.0%	2,489	0.3%	ETF
QCOM Qualcomm	$481,328	$3,141 â–²	0.7%	2,605	0.3%	Computer and Technology
AVLV Avantis U.S. Large Cap Value ETF	$462,891	$55,547 â–¼	-10.7%	5,075	0.3%	ETF
AMGN Amgen	$461,703	$2,897 â–¼	-0.6%	1,275	0.3%	Medical
PG Procter & Gamble	$461,467	$22,289 â–²	5.1%	3,147	0.3%	Consumer Staples
FNX First Trust Mid Cap Core AlphaDEX Fund	$456,601	$50,050 â–²	12.3%	3,120	0.3%	Manufacturing
VZ Verizon Communications	$452,341	$1,609 â–¼	-0.4%	10,684	0.3%	Computer and Technology
CRM Salesforce	$450,260	$157 â–¼	0.0%	2,874	0.3%	Computer and Technology
PEP PepsiCo	$441,675	$4,062 â–¼	-0.9%	3,262	0.3%	Consumer Staples
FPE First Trust Preferred Securities and Income ETF	$439,038	$161 â–²	0.0%	24,555	0.3%	ETF
AVDE Avantis International Equity ETF	$434,136	$214,972 â–²	98.1%	4,867	0.3%	ETF
NEE NextEra Energy	$431,717	$13,340 â–²	3.2%	4,919	0.3%	Utilities
SPY SPDR S&P 500 ETF Trust	$427,152	$48,540 â–²	12.8%	572	0.3%	Finance
NORTHERN LTS FD TR II	$421,292	$421,292 â–²	New Holding	16,619	0.3%	WEITZ CORE PLUS
FTSL First Trust Senior Loan ETF	$413,669	$1,029 â–¼	-0.2%	9,244	0.3%	Manufacturing
T AT&T	$404,663	$17,823 â–¼	-4.2%	19,549	0.3%	Computer and Technology
MAA Mid-America Apartment Communities	$393,756	$103,510 â–¼	-20.8%	2,834	0.3%	Finance
AVT Avnet	$389,831	$4,885 â–¼	-1.2%	4,389	0.3%	Computer and Technology
RJF Raymond James Financial	$370,953	$760 â–²	0.2%	2,440	0.2%	Finance
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$361,581	$1,674 â–²	0.5%	1,080	0.2%	Manufacturing
FXR First Trust Industrials/Producer Durables AlphaDEX Fund	$355,368		0.0%	3,900	0.2%	ETF
FTLS First Trust Long/Short Equity ETF	$351,952		0.0%	4,769	0.2%	ETF
FXD First Trust Consumer Discretionary AlphaDEX Fund	$347,771		0.0%	5,028	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Morey & Quinn Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Morey & Quinn Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMorey & Quinn Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools