Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2026) About Morey & Quinn Wealth Partners, LLCInvestment ActivityMorey & Quinn Wealth Partners, LLC has $140.60 million in total holdings as of March 31, 2026.Morey & Quinn Wealth Partners, LLC owns shares of 136 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 3.46% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Morey & Quinn Wealth Partners, LLC has purchased 131 new stocks and bought additional shares in 53 stocks.Morey & Quinn Wealth Partners, LLC sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $11,712,127NVIDIA $7,628,085Apple $7,476,827First Trust Capital Strength ETF $7,441,719FTAI AVIATION LTD $5,775,385 Largest New Holdings this Quarter 6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund $238,561 Holding33734X168 - First Trust Materials AlphaDEX Fund $226,953 Holding921908844 - Vanguard Dividend Appreciation ETF $216,777 Holding459200101 - International Business Machines $213,061 Holding33738R886 - First Trust Dorsey Wright International Focus 5 ETF $209,843 Holding Largest Purchases this Quarter WALMART INC 3,075 shares (about $382.16K)Vanguard Total Stock Market ETF 962 shares (about $308.65K)Union Pacific 1,210 shares (about $293.57K)Vanguard S&P 500 ETF 448 shares (about $267.68K)Nuveen S&P 500 Dynamic Overwrite Fund 14,845 shares (about $238.56K) Largest Sales this Quarter First Trust Capital Strength ETF 1,008 shares (about $93.50K)First Trust Value Line Dividend Index Fund 1,826 shares (about $85.88K)FTAI AVIATION LTD 120 shares (about $29.40K)Verizon Communications 564 shares (about $28.31K)Eli Lilly and Company 29 shares (about $26.67K) 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$11,712,127$62,775 ▲0.5%24,4418.3%FinanceNVDANVIDIA$7,628,085$63,656 ▲0.8%43,7395.4%Computer and TechnologyAAPLApple$7,476,827$81,212 ▲1.1%29,4615.3%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$7,441,719$93,502 ▼-1.2%80,2265.3%ETFFTAI AVIATION LTD$5,775,385$29,400 ▼-0.5%23,5734.1%SHSUNPUnion Pacific$3,722,298$293,572 ▲8.6%15,3422.6%TransportationTDIVFirst Trust NASDAQ Technology Dividend Index Fund$3,633,557$92,162 ▲2.6%38,7952.6%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$3,414,940$85,877 ▼-2.5%72,6122.4%ETFMSFTMicrosoft$3,320,910$173,986 ▲5.5%8,9712.4%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$3,192,195$14,989 ▲0.5%52,8182.3%ManufacturingJGROJPMorgan Active Growth ETF$2,907,234$230,063 ▲8.6%34,3972.1%ETFWALMART INC$2,846,882$382,161 ▲15.5%22,9072.0%COMAMZNAmazon.com$2,373,028$53,109 ▲2.3%11,3941.7%Retail/WholesaleEPDEnterprise Products Partners$2,260,480$12,866 ▼-0.6%59,7381.6%EnergyBRK.ABerkshire Hathaway$2,154,4200.0%31.5%FinanceALLAllstate$2,086,723$6,428 ▼-0.3%10,0641.5%FinanceVOOVanguard S&P 500 ETF$1,949,630$267,678 ▲15.9%3,2631.4%ETFDEDeere & Company$1,694,970$8,450 ▼-0.5%3,0091.2%IndustrialsRDVYFirst Trust Rising Dividend Achievers ETF$1,521,285$19,050 ▲1.3%22,2801.1%ManufacturingFEXFirst Trust Large Cap Core AlphaDEX Fund$1,463,9760.0%12,0071.0%ETFWELLWelltower$1,383,5750.0%6,9981.0%FinanceOKEONEOK$1,333,7040.0%14,7550.9%EnergyFIWFirst Trust Water ETF$1,269,329$2,372 ▲0.2%12,3080.9%ETFFXHFirst Trust Health Care AlphaDEX Fund$1,257,735$6,915 ▼-0.5%11,4580.9%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,238,936$28,211 ▲2.3%27,6240.9%ETFSOMNIGROUP INTERNATIONAL INC$1,201,3640.0%16,2520.9%COMXOMExxonMobil$1,152,3310.0%6,7920.8%EnergyGOOGAlphabet$1,141,703$2,869 ▼-0.3%3,9800.8%Computer and TechnologyMARMarriott International$1,139,8990.0%3,4850.8%Consumer DiscretionaryTSLATesla$1,057,2570.0%2,8440.8%Auto/Tires/TrucksWCNWaste Connections$1,021,9100.0%6,2910.7%Business ServicesLECOLincoln Electric$1,003,7920.0%4,0300.7%IndustrialsGOOGLAlphabet$978,854$93,457 ▲10.6%3,4040.7%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$973,683$113,342 ▲13.2%8,8140.7%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$965,6330.0%111,5050.7%Financial ServicesFTGSFirst Trust Growth Strength ETF$955,651$64,686 ▲7.3%28,0700.7%ETFCOSTCostco Wholesale$953,584$97,650 ▲11.4%9570.7%Retail/WholesaleNNNNNN REIT$928,888$5,001 ▼-0.5%22,1010.7%FinanceMPWRMonolithic Power Systems$908,5740.0%8310.6%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$888,212$996 ▼-0.1%17,8320.6%ManufacturingRECSColumbia Research Enhanced Core ETF$870,466$11,265 ▲1.3%22,3310.6%ETFHDHome Depot$870,243$3,289 ▼-0.4%2,6460.6%Retail/WholesaleQQQInvesco QQQ$807,373$76,178 ▲10.4%1,3990.6%FinanceCATCaterpillar$802,685$1,417 ▼-0.2%1,1330.6%IndustrialsFXLFirst Trust Technology AlphaDEX Fund$776,398$159 ▼0.0%4,8870.6%ETFILDRFirst Trust Innovation Leaders ETF$763,917$90,323 ▲13.4%25,6520.5%ETFCVSCVS Health$742,685$72 ▲0.0%10,3410.5%MedicalFDLFirst Trust Morningstar Dividend Leaders Index Fund$736,311$26,010 ▲3.7%14,4940.5%ETFORCLOracle$734,079$47,517 ▲6.9%4,9900.5%Computer and TechnologyBSXBoston Scientific$727,084$10,040 ▲1.4%11,5870.5%MedicalVTIVanguard Total Stock Market ETF$717,397$308,648 ▲75.5%2,2360.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$716,522$18,178 ▲2.6%11,4310.5%ManufacturingFTAFirst Trust Large Cap Value AlphaDEX Fund$706,4780.0%7,6500.5%ManufacturingETYEaton Vance Tax-Managed Diversified Equity Income Fund$701,442$3,889 ▼-0.6%50,8660.5%Financial ServicesFBTFirst Trust NYSE Arca Biotechnology Index Fund$692,547$11,646 ▲1.7%3,4490.5%ETFFPXFirst Trust US Equity Opportunities ETF$659,380$159 ▲0.0%4,1520.5%ETFCWCurtiss-Wright$593,2560.0%8710.4%AerospaceTAT&T$591,684$9,161 ▲1.6%20,4100.4%Computer and TechnologyLLYEli Lilly and Company$581,295$26,673 ▼-4.4%6320.4%MedicalMUMicron Technology$575,342$2,703 ▲0.5%1,7030.4%Computer and TechnologyERCAllspring Multi-Sector Income Fund$571,5130.0%63,4310.4%Financial ServicesMCKMcKesson$565,9450.0%6540.4%MedicalFYXFirst Trust Small Cap Core AlphaDEX Fund$544,5460.0%4,5620.4%ManufacturingVZVerizon Communications$538,225$28,312 ▼-5.0%10,7220.4%Computer and TechnologyCRMSalesforce$536,699$12,321 ▲2.3%2,8750.4%Computer and TechnologyJHIJohn Hancock Investors Trust$535,4640.0%41,4770.4%FinanceAVIGAvantis Core Fixed Income ETF$528,970$13,500 ▼-2.5%12,7340.4%ETFVVisa$518,946$37,780 ▲7.9%1,7170.4%Business ServicesNXTGFirst Trust Indxx NextG ETF$517,110$13,991 ▲2.8%4,6200.4%ManufacturingKOCocaCola$514,478$180,619 ▲54.1%6,7650.4%Consumer StaplesPEPPepsiCo$511,2150.0%3,2920.4%Consumer StaplesNREFNexPoint Real Estate Finance$510,2980.0%37,8840.4%FinanceFDNFirst Trust Dow Jones Internet Index Fund$485,846$1,404 ▲0.3%2,0760.3%ETFUNHUnitedHealth Group$465,771$5,954 ▲1.3%1,7210.3%MedicalJPMJPMorgan Chase & Co.$462,100$24,120 ▲5.5%1,5710.3%FinanceMRKMerck & Co., Inc.$458,4250.0%3,8110.3%MedicalAVLVAvantis U.S. Large Cap Value ETF$458,187$13,059 ▼-2.8%5,6840.3%ETFAMGNAmgen$451,4240.0%1,2830.3%MedicalCPCanadian Pacific Kansas City$445,8450.0%5,6680.3%TransportationNEENextEra Energy$442,715$5,665 ▲1.3%4,7670.3%UtilitiesMAAMid-America Apartment Communities$437,0670.0%3,5790.3%FinanceFPEFirst Trust Preferred Securities and Income ETF$435,689$5,272 ▼-1.2%24,5460.3%ETFPGProcter & Gamble$432,589$7,800 ▲1.8%2,9950.3%Consumer StaplesROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$420,506$923 ▼-0.2%9,1100.3%ManufacturingFTSLFirst Trust Senior Loan ETF$415,1620.0%9,2670.3%ManufacturingSTWDStarwood Property Trust$388,6190.0%22,5680.3%FinanceFTCFirst Trust Large Cap Growth AlphaDEX Fund$383,6610.0%2,4890.3%ETFVMIValmont Industries$367,6040.0%9200.3%IndustrialsFNXFirst Trust Mid Cap Core AlphaDEX Fund$356,258$6,412 ▲1.8%2,7780.3%ManufacturingMETAMeta Platforms$355,865$8,582 ▲2.5%6220.3%Computer and TechnologyRJFRaymond James Financial$352,564$1,158 ▲0.3%2,4350.3%FinanceRYJInvesco Bloomberg Analyst Rating Improvers ETF$342,7600.0%4,7040.2%ETFFTLSFirst Trust Long/Short Equity ETF$335,5470.0%4,7690.2%ETFQCOMQualcomm$333,248$12,877 ▲4.0%2,5880.2%Computer and TechnologyRTXRTX$329,859$7,330 ▲2.3%1,7100.2%AerospaceSPYSPDR S&P 500 ETF Trust$329,722$18,209 ▲5.8%5070.2%FinanceFXDFirst Trust Consumer Discretionary AlphaDEX Fund$321,8930.0%5,0280.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$320,336$123 ▼0.0%5,2240.2%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$318,3570.0%3,9000.2%ETFTSCOTractor Supply$317,573$680 ▼-0.2%7,0100.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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