Morey & Quinn Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Morey & Quinn Wealth Partners, LLC held in its portfolio 125 assets valued at $139,274,053 (i.e. $139.27M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($12.22M), NVIDIA CORPORATION ($8.09M), and APPLE INC ($7.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 125 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Morey & Quinn Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 24310 | 12219422 | CL B NEW |
| NVIDIA CORPORATION | 43374 | 8089254 | COM |
| APPLE INC | 29141 | 7922181 | COM |
| FIRST TR EXCHANGE-TRADED FD | 81234 | 7515078 | CAP STRENGTH ETF |
| FTAI AVIATION LTD | 23693 | 4663967 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 89495 | 4297634 | SHS |
| MICROSOFT CORP | 8501 | 4111365 | COM |
| FIRST TR EXCHANGE TRADED FD | 37811 | 3661634 | NASD TECH DIV |
| FIRST TR EXCHANGE-TRADED ALP | 29436 | 3340996 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 52570 | 3307680 | DORSEY WRT 5 ETF |
| UNION PAC CORP | 14132 | 3269035 | COM |
| J P MORGAN EXCHANGE TRADED F | 31675 | 2939440 | ACTIVE GROWTH |
| AMAZON COM INC | 11139 | 2571104 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| WALMART INC | 19832 | 2209483 | COM |
| ALLSTATE CORP | 10095 | 2101327 | COM |
| ENTERPRISE PRODS PARTNERS L | 60078 | 1926096 | COM |
| VANGUARD INDEX FDS | 2815 | 1765637 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE TRADED FD | 22001 | 1528398 | RISNG DIVD ACHIV |
| SOMNIGROUP INTERNATIONAL INC | 16252 | 1450999 | COM |
| DEERE & CO | 3024 | 1407884 | COM |
| FIRST TR EXCHANGE-TRADED FD | 12285 | 1334621 | WTR ETF |
| FIRST TR EXCHANGE TRADED FD | 11521 | 1311315 | HLTH CARE ALPH |
| WELLTOWER INC | 6998 | 1298899 | COM |
| TESLA INC | 2844 | 1279004 | COM |
| ALPHABET INC | 3990 | 1252062 | CAP STK CL C |
| AMPLIFY ETF TR | 26995 | 1201277 | CWP ENHANCED DIV |
| WASTE CONNECTIONS INC | 6291 | 1103190 | COM |
| BOSTON SCIENTIFIC CORP | 11427 | 1089564 | COM |
| ONEOK INC NEW | 14755 | 1084493 | COM |
| MARRIOTT INTL INC NEW | 3485 | 1081243 | CL A |
| EATON VANCE TAX-MANAGED GLOB | 111505 | 1062643 | COM |
| LINCOLN ELEC HLDGS INC | 4030 | 965749 | COM |
| ALPHABET INC | 3079 | 963727 | CAP STK CL A |
| FIRST TR EXCHANGE-TRADED FD | 26170 | 925121 | GROWTH STRENGTH |
| HOME DEPOT INC | 2656 | 913940 | COM |
| ORACLE CORP | 4667 | 909645 | COM |
| COLUMBIA ETF TR I | 22042 | 900199 | RESH ENHNC COR |
| FIRST TR EXCHANGE-TRADED FD | 17852 | 892421 | FST LOW OPPT EFT |
| NNN REIT INC | 22220 | 880563 | COM |
| FIRST TR EXCHANGE TRADED FD | 4888 | 822553 | TECH ALPHADEX |
| CVS HEALTH CORP | 10340 | 820551 | COM |
| EXXON MOBIL CORP | 6792 | 817349 | COM |
| FIRST TR EXCHANGE TRADED FD | 11141 | 796030 | NASDAQ CYB ETF |
| AMERICAN CENTY ETF TR | 7788 | 794220 | US SML CP VALU |
| EATON VANCE TAX-MANAGED DIVE | 51148 | 784610 | COM |
| INVESCO QQQ TR | 1267 | 778188 | UNIT SER 1 |
| MONOLITHIC PWR SYS INC | 831 | 753185 | COM |
| FIRST TR EXCHNG TRADED FD VI | 22619 | 746201 | INNOVATION LEAD |
| SALESFORCE INC | 2809 | 744165 | COM |
| COSTCO WHSL CORP NEW | 859 | 740750 | COM |
| ELI LILLY & CO | 661 | 710363 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3391 | 700226 | NY ARCA BIOTECH |
| FIRST TR EXCHANGE-TRADED FD | 4151 | 679059 | US EQTY OPPT ETF |
| CATERPILLAR INC | 1135 | 650207 | COM |
| ALLSPRING MULTI SECTOR INCOM | 63431 | 589908 | COM |
| HANCOCK JOHN INVT TR II | 41477 | 566986 | COM |
| UNITEDHEALTH GROUP INC | 1699 | 560962 | COM |
| VISA INC | 1592 | 558330 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 2070 | 557203 | DJ INTERNT IDX |
| AMERICAN CENTY ETF TR | 13059 | 547472 | AVANTIS CORE FI |
| MCKESSON CORP | 654 | 536470 | COM |
| NEXPOINT REAL ESTATE FIN INC | 37884 | 533407 | COM |
| AT&T INC | 20094 | 499133 | COM |
| MID-AMER APT CMNTYS INC | 3579 | 497159 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4495 | 484430 | INDXX NEXTG ETF |
| MICRON TECHNOLOGY INC | 1695 | 483770 | COM |
| CURTISS WRIGHT CORP | 871 | 480156 | COM |
| JPMORGAN CHASE & CO. | 1489 | 479757 | COM |
| FIRST TR EXCHANGE TRADED FD | 9130 | 473526 | NASDQ ARTFCIAL |
| PEPSICO INC | 3292 | 472468 | COM |
| VERIZON COMMUNICATIONS INC | 11286 | 459665 | COM |
| FIRST TR EXCH TRADED FD III | 24843 | 452632 | PFD SECS INC ETF |
| AMERICAN CENTY ETF TR | 5846 | 442951 | US LARGE CAP VLU |
| VANGUARD INDEX FDS | 1274 | 427175 | TOTAL STK MKT |
| QUALCOMM INC | 2488 | 425526 | COM |
| FIRST TR EXCHANGE-TRADED FD | 9267 | 425170 | SENIOR LN FD |
| PROCTER AND GAMBLE CO | 2941 | 421466 | COM |
| AMGEN INC | 1283 | 419939 | COM |
| CANADIAN PACIFIC KANSAS CITY | 5668 | 417335 | COM |
| STARWOOD PPTY TR INC | 22568 | 406448 | COM |
| MERCK & CO INC | 3811 | 401146 | COM |
| META PLATFORMS INC | 607 | 400675 | CL A |
| RAYMOND JAMES FINL INC | 2427 | 389752 | COM |
| NEXTERA ENERGY INC | 4706 | 377825 | COM |
| VALMONT INDS INC | 920 | 370134 | COM |
| DISNEY WALT CO | 3229 | 367397 | COM |
| TRACTOR SUPPLY CO | 7025 | 351336 | COM |
| INVESCO EXCHANGE TRADED FD T | 4704 | 348043 | BLOOMBERG ANALYS |
| FIRST TR EXCHANGE TRADED FD | 5028 | 343764 | CONSUMR DISCRE |
| FIRST TR EXCH TRADED FD III | 4769 | 338551 | LNG/SHT EQUITY |
| J P MORGAN EXCHANGE TRADED F | 5226 | 330179 | US QUALTY FCTR |
| SPDR S&P 500 ETF TR | 479 | 326640 | TR UNIT |
| GLOBAL X FDS | 18151 | 320728 | NASDAQ 100 COVER |
| CONAGRA BRANDS INC | 18040 | 312269 | COM |
| PACER FDS TR | 16069 | 311736 | TRENDPILOT US BD |
| FIRST TR EXCHANGE TRADED FD | 3900 | 311493 | INDLS PROD DUR |
| COCA COLA CO | 4390 | 306905 | COM |
| RTX CORPORATION | 1672 | 306645 | COM |
| UNITED PARCEL SERVICE INC | 3065 | 304017 | CL B |
| FIRST TR EXCHANGE TRADED FD | 5001 | 301810 | FINLS ALPHADEX |
| CBRE GROUP INC | 1729 | 278006 | CL A |
| AMERICAN CENTY ETF TR | 5843 | 276082 | DIVERSIFID CRP |
| FIRST TR INTER DURATN PFD & | 14792 | 275731 | COM |
| BROADCOM INC | 765 | 264767 | COM |
| LAMB WESTON HLDGS INC | 6234 | 261143 | COM |
| J P MORGAN EXCHANGE TRADED F | 5121 | 259071 | ULTRA SHRT ETF |
| J P MORGAN EXCHANGE TRADED F | 4435 | 257762 | NASDAQ EQT PREM |
| FIDUS INVT CORP | 13278 | 256265 | COM |
| PROSHARES TR | 2456 | 255580 | S&P 500 DV ARIST |
| NUVEEN DOW 30 DYNMC OVERWRT | 16676 | 254475 | SHS |
| MEDTRONIC PLC | 2647 | 254271 | SHS |
| ADVANCED MICRO DEVICES INC | 1098 | 235148 | COM |
| SEMPRA | 2650 | 233969 | COM |
| INTUIT | 352 | 233172 | COM |
| ISHARES TR | 2347 | 220994 | MSCI USA MIN VOL |
| AVNET INC | 4554 | 218956 | COM |
| DTE ENERGY CO | 1693 | 218314 | COM |
| J P MORGAN EXCHANGE TRADED F | 3722 | 213047 | EQUITY PREMIUM |
| LADDER CAP CORP | 19199 | 210997 | CL A |
| CHEVRON CORP NEW | 1351 | 205906 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 3821 | 205396 | EUROPE ALPHADEX |
| LOWES COS INC | 837 | 201828 | COM |
| PIMCO INCOME STRATEGY FD II | 17700 | 132750 | COM |
| ARES COML REAL ESTATE CORP | 12466 | 59587 | COM |
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