Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2025) About Morey & Quinn Wealth Partners, LLCInvestment ActivityMorey & Quinn Wealth Partners, LLC has $120.76 million in total holdings as of March 31, 2025.Morey & Quinn Wealth Partners, LLC owns shares of 125 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Morey & Quinn Wealth Partners, LLC has purchased 119 new stocks and bought additional shares in 69 stocks.Morey & Quinn Wealth Partners, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $13,057,796First Trust Capital Strength ETF $7,826,299Apple $6,736,891NVIDIA $4,819,009First Trust Value Line Dividend Index Fund $4,383,895 Largest New Holdings this Quarter 571903202 - Marriott International $827,789 Holding46654Q609 - JPMorgan Active Growth ETF $445,323 Holding025072349 - Avantis U.S. Large Cap Value ETF $276,164 Holding922908769 - Vanguard Total Stock Market ETF $225,918 Holding75513E101 - RTX $222,135 Holding Largest Purchases this Quarter Marriott International 3,475 shares (about $827.79K)JPMorgan Active Growth ETF 6,035 shares (about $445.32K)Avantis U.S. Large Cap Value ETF 4,235 shares (about $276.16K)Vanguard Total Stock Market ETF 822 shares (about $225.92K)Berkshire Hathaway 418 shares (about $222.62K) Largest Sales this Quarter ProShares S&P 500 Aristocrats ETF 859 shares (about $87.78K)Waste Connections 215 shares (about $41.97K)FTAI Aviation 335 shares (about $37.20K)United Parcel Service 239 shares (about $26.29K)Tempur Sealy International 400 shares (about $23.95K) 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$13,057,796$222,618 ▲1.7%24,51810.8%FinanceFTCSFirst Trust Capital Strength ETF$7,826,299$53,336 ▲0.7%87,3086.5%ETFAAPLApple$6,736,891$49,312 ▲0.7%30,3295.6%Computer and TechnologyNVDANVIDIA$4,819,009$44,978 ▲0.9%44,4644.0%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$4,383,895$74,822 ▲1.7%98,3163.6%ETFUNPUnion Pacific$3,771,593$34,019 ▲0.9%15,9653.1%TransportationMSFTMicrosoft$3,117,254$54,432 ▲1.8%8,3042.6%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$2,879,726$56,780 ▲2.0%52,4922.4%ManufacturingFTAIFTAI Aviation$2,768,311$37,195 ▼-1.3%24,9332.3%AerospaceTDIVFirst Trust NASDAQ Technology Dividend Index Fund$2,485,336$182,403 ▲7.9%33,7642.1%ManufacturingBRK.ABerkshire Hathaway$2,395,3250.0%32.0%FinanceEPDEnterprise Products Partners$2,288,160$72,547 ▲3.3%67,0231.9%EnergyAMZNAmazon.com$2,217,100$10,084 ▼-0.5%11,6531.8%Retail/WholesaleALLAllstate$2,116,722$17,394 ▲0.8%10,2221.8%FinanceWMTWalmart$1,784,244$6,848 ▼-0.4%20,3241.5%Retail/WholesaleFXHFirst Trust Health Care AlphaDEX Fund$1,624,601$7,045 ▲0.4%15,6811.3%ETFOKEONEOK$1,559,937$12,899 ▲0.8%15,7221.3%EnergyFIWFirst Trust Water ETF$1,355,665$42,097 ▲3.2%13,4611.1%ETFDEDeere & Company$1,285,550$140,805 ▲12.3%2,7391.1%IndustrialsWCNWaste Connections$1,283,374$41,966 ▼-3.2%6,5751.1%Business ServicesRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,281,130$12,176 ▲1.0%21,8851.1%ManufacturingBSXBoston Scientific$1,263,421$16,443 ▼-1.3%12,5241.0%MedicalFEXFirst Trust Large Cap Core AlphaDEX Fund$1,241,887$102 ▲0.0%12,1211.0%ETFWELLWelltower$1,194,425$25,280 ▲2.2%7,7961.0%FinanceDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,184,164$11,619 ▲1.0%29,0451.0%ETFCVSCVS Health$1,169,771$18,496 ▼-1.6%17,2661.0%MedicalTPXTempur Sealy International$1,015,099$23,952 ▼-2.3%16,9520.8%Retail/WholesaleNNNNNN REIT$982,8520.0%23,0450.8%FinanceHDHome Depot$972,676$13,927 ▲1.5%2,6540.8%Retail/WholesaleVOOVanguard S&P 500 ETF$925,167$116,674 ▲14.4%1,8000.8%ETFUNHUnitedHealth Group$891,065$36,145 ▲4.2%1,7010.7%MedicalMARMarriott International$827,789$827,789 ▲New Holding3,4750.7%Consumer DiscretionaryLMBSFirst Trust Low Duration Opportunities ETF$826,478$149,692 ▲22.1%16,8120.7%ManufacturingXOMExxon Mobil$807,773$13,439 ▲1.7%6,7920.7%EnergyTSLATesla$786,810$3,887 ▼-0.5%3,0360.7%Auto/Tires/TrucksCOSTCostco Wholesale$783,106$15,132 ▲2.0%8280.6%Retail/WholesaleEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$763,304$43,956 ▲6.1%93,7720.6%Financial ServicesLECOLincoln Electric$762,3150.0%4,0300.6%IndustrialsCRMSalesforce$738,828$11,003 ▼-1.5%2,7530.6%Computer and TechnologyFXLFirst Trust Technology AlphaDEX Fund$646,9670.0%4,8920.5%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$641,990$693 ▲0.1%10,1900.5%ManufacturingORCLOracle$631,242$52,569 ▲9.1%4,5150.5%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$619,034$38,532 ▲6.6%14,2500.5%ETFGOOGAlphabet$609,297$22,497 ▲3.8%3,9000.5%Computer and TechnologyNREFNexPoint Real Estate Finance$606,0810.0%39,6390.5%FinanceETYEaton Vance Tax-Managed Diversified Equity Income Fund$605,351$51,550 ▲9.3%42,4510.5%Financial ServicesMAAMid-America Apartment Communities$599,7690.0%3,5790.5%FinanceFTAFirst Trust Large Cap Value AlphaDEX Fund$586,908$2,302 ▼-0.4%7,6500.5%ManufacturingERCAllspring Multi-Sector Income Fund$585,018$28,693 ▲5.2%63,4510.5%Financial ServicesJHIJohn Hancock Investors Trust$583,532$7,124 ▼-1.2%43,0020.5%FinanceVZVerizon Communications$560,639$1,225 ▲0.2%12,3600.5%Computer and TechnologyVVisa$557,932$12,266 ▲2.2%1,5920.5%Business ServicesTAT&T$557,453$650 ▲0.1%19,7120.5%Computer and TechnologyFBTFirst Trust NYSE Arca Biotechnology Index Fund$553,655$7,654 ▲1.4%3,2550.5%ETFMPWRMonolithic Power Systems$539,381$1,740 ▲0.3%9300.4%Computer and TechnologyFTSLFirst Trust Senior Loan ETF$537,940$58,523 ▲12.2%11,7840.4%ManufacturingPEPPepsiCo$522,991$8,397 ▲1.6%3,4880.4%Consumer StaplesFPXFirst Trust US Equity Opportunities ETF$520,338$894 ▼-0.2%4,6570.4%ETFQCOMQUALCOMM$518,238$15,053 ▼-2.8%3,3740.4%Computer and TechnologyRECSColumbia Research Enhanced Core ETF$517,564$40,714 ▲8.5%15,5850.4%ETFCAGConagra Brands$513,952$10,775 ▼-2.1%19,2710.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$507,065$15,111 ▲3.1%9060.4%FinancePGProcter & Gamble$500,513$17,042 ▲3.5%2,9370.4%Consumer StaplesGOOGLAlphabet$469,796$8,660 ▲1.9%3,0380.4%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$468,514$10,219 ▲2.2%2,1090.4%ETFAMGNAmgen$448,320$623 ▲0.1%1,4390.4%MedicalSTWDStarwood Property Trust$446,1680.0%22,5680.4%FinanceJGROJPMorgan Active Growth ETF$445,323$445,323 ▲New Holding6,0350.4%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$431,7840.0%4,7930.4%ManufacturingLLYEli Lilly and Company$430,299$2,478 ▲0.6%5210.4%MedicalTSCOTractor Supply$415,288$6,943 ▲1.7%7,5370.3%Retail/WholesaleCPCanadian Pacific Kansas City$412,484$2,247 ▲0.5%5,8750.3%TransportationROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$411,853$976 ▼-0.2%10,1270.3%ManufacturingPFFiShares Preferred and Income Securities ETF$408,555$3,073 ▼-0.7%13,2950.3%ETFNXTGFirst Trust Indxx NextG ETF$407,6100.0%4,8030.3%ManufacturingFPEFirst Trust Preferred Securities and Income ETF$405,002$2,955 ▲0.7%23,0250.3%ETFJPMJPMorgan Chase & Co.$398,836$33,850 ▲9.3%1,6260.3%FinanceUPSUnited Parcel Service$373,636$26,288 ▼-6.6%3,3970.3%TransportationQQQInvesco QQQ$371,644$57,645 ▲18.4%7930.3%FinanceCATCaterpillar$363,110$11,213 ▲3.2%1,1010.3%IndustrialsRYJInvesco Bloomberg Analyst Rating Improvers ETF$344,162$11,551 ▼-3.2%4,9160.3%ETFDNPDNP Select Income Fund$343,1830.0%34,7000.3%FinanceFTGSFirst Trust Growth Strength ETF$338,982$69,439 ▲25.8%11,3940.3%ETFRJFRaymond James$334,912$2,639 ▲0.8%2,4110.3%FinanceFNXFirst Trust Mid Cap Core AlphaDEX Fund$334,8960.0%3,0730.3%ManufacturingNEENextEra Energy$333,588$2,765 ▲0.8%4,7060.3%UtilitiesMRKMerck & Co., Inc.$332,292$8,348 ▲2.6%3,7020.3%MedicalLWLamb Weston$332,2730.0%6,2340.3%Consumer StaplesKOCoca-Cola$330,168$37,242 ▲12.7%4,6100.3%Consumer StaplesMETAMeta Platforms$327,372$9,222 ▲2.9%5680.3%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$327,0550.0%2,4890.3%ETFDISWalt Disney$319,615$1,382 ▲0.4%3,2380.3%Consumer DiscretionaryFTLSFirst Trust Long/Short Equity ETF$305,598$17,238 ▲6.0%4,7690.3%ETFFDUSFidus Investment$301,3230.0%14,7780.2%FinanceFXDFirst Trust Consumer Discretionary AlphaDEX Fund$291,071$3,473 ▼-1.2%5,0280.2%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$289,462$30,849 ▲11.9%17,4060.2%ManufacturingJQUAJPMorgan US Quality Factor ETF$287,997$10,165 ▲3.7%5,1000.2%ETFFPFFirst Trust Intermediate Duration Preferred & Income Fund$285,8250.0%15,5420.2%Financial ServicesFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$278,5600.0%4,0000.2%ETFJPSTJPMorgan Ultra-Short Income ETF$277,7560.0%5,4860.2%ETFShowing 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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