Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2025) About Morey & Quinn Wealth Partners, LLCInvestment ActivityMorey & Quinn Wealth Partners, LLC has $125.00 million in total holdings as of June 30, 2025.Morey & Quinn Wealth Partners, LLC owns shares of 129 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 3.99% of the portfolio was purchased this quarter.About 4.67% of the portfolio was sold this quarter.This quarter, Morey & Quinn Wealth Partners, LLC has purchased 125 new stocks and bought additional shares in 31 stocks.Morey & Quinn Wealth Partners, LLC sold shares of 58 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $11,719,201First Trust Capital Strength ETF $7,511,185NVIDIA $7,081,271Apple $5,989,450Microsoft $4,147,953 Largest New Holdings this Quarter 025072877 - Avantis U.S. Small Cap Value ETF $386,355 Holding33740F565 - First Trust Innovation Leaders ETF $263,257 Holding025072109 - American Century Diversified Corporate Bond ETF $258,038 Holding337345102 - First Trust NASDAQ-100 Technology Sector Index Fund $227,801 Holding46641Q332 - JPMorgan Equity Premium Income ETF $209,492 Holding Largest Purchases this Quarter JPMorgan Active Growth ETF 15,232 shares (about $1.31M)Avantis U.S. Small Cap Value ETF 4,241 shares (about $386.36K)First Trust Innovation Leaders ETF 8,944 shares (about $263.26K)American Century Diversified Corporate Bond ETF 5,482 shares (about $258.04K)Avantis Core Fixed Income ETF 6,074 shares (about $252.80K) Largest Sales this Quarter First Trust Value Line Dividend Index Fund 14,355 shares (about $641.67K)CVS Health 6,250 shares (about $431.13K)First Trust Capital Strength ETF 4,668 shares (about $424.28K)Union Pacific 1,555 shares (about $357.78K)First Trust Health Care AlphaDEX Fund 2,383 shares (about $247.08K) 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$11,719,201$190,908 ▼-1.6%24,1259.4%FinanceFTCSFirst Trust Capital Strength ETF$7,511,185$424,277 ▼-5.3%82,6406.0%ETFNVDANVIDIA$7,081,271$56,402 ▲0.8%44,8215.7%Computer and TechnologyAAPLApple$5,989,450$233,070 ▼-3.7%29,1934.8%Computer and TechnologyMSFTMicrosoft$4,147,953$17,410 ▲0.4%8,3393.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$3,753,041$641,666 ▼-14.6%83,9613.0%ETFUNPUnion Pacific$3,315,474$357,777 ▼-9.7%14,4102.7%TransportationTDIVFirst Trust NASDAQ Technology Dividend Index Fund$3,123,455$78,988 ▲2.6%34,6402.5%ManufacturingFVFirst Trust Dorsey Wright Focus 5 ETF$3,056,498$54,163 ▼-1.7%51,5782.4%ManufacturingFTAI AVIATION LTD$2,782,933$85,360 ▼-3.0%24,1912.2%SHSAMZNAmazon.com$2,468,357$88,195 ▼-3.4%11,2512.0%Retail/WholesaleBRK.ABerkshire Hathaway$2,186,4000.0%31.7%FinanceALLAllstate$2,040,328$17,514 ▼-0.9%10,1351.6%FinanceWMTWalmart$1,948,169$39,112 ▼-2.0%19,9241.6%Retail/WholesaleEPDEnterprise Products Partners$1,934,957$143,421 ▼-6.9%62,3981.5%EnergyJGROJPMorgan Active Growth ETF$1,830,451$1,311,018 ▲252.4%21,2671.5%ETFDEDeere & Company$1,443,603$50,849 ▲3.7%2,8391.2%IndustrialsFXHFirst Trust Health Care AlphaDEX Fund$1,378,787$247,078 ▼-15.2%13,2981.1%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$1,332,8220.0%12,1211.1%ETFBSXBoston Scientific$1,292,250$52,953 ▼-3.9%12,0311.0%MedicalFIWFirst Trust Water ETF$1,258,652$194,910 ▼-13.4%11,6561.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,247,428$125,671 ▼-9.2%19,8821.0%ManufacturingOKEONEOK$1,204,451$78,936 ▼-6.2%14,7551.0%EnergyWCNWaste Connections$1,198,369$29,315 ▼-2.4%6,4181.0%Business ServicesDIVOAmplify CWP Enhanced Dividend Income ETF$1,152,551$83,313 ▼-6.7%27,0870.9%ETFTPXTempur Sealy International$1,105,964$47,636 ▼-4.1%16,2520.9%Retail/WholesaleVOOVanguard S&P 500 ETF$1,091,014$68,721 ▲6.7%1,9210.9%ETFWELLWelltower$1,079,031$119,448 ▼-10.0%7,0190.9%FinanceORCLOracle$1,003,512$16,397 ▲1.7%4,5900.8%Computer and TechnologyTSLATesla$983,475$19,060 ▲2.0%3,0960.8%Auto/Tires/TrucksHDHome Depot$973,0740.0%2,6540.8%Retail/WholesaleNNNNNN REIT$959,442$35,623 ▼-3.6%22,2200.8%FinanceMARMarriott International$952,187$2,732 ▲0.3%3,4850.8%Consumer DiscretionaryEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$911,636$91,131 ▲11.1%104,1870.7%Financial ServicesLECOLincoln Electric$835,5000.0%4,0300.7%IndustrialsCOSTCostco Wholesale$834,519$14,849 ▲1.8%8430.7%Retail/WholesaleLMBSFirst Trust Low Duration Opportunities ETF$828,061$99 ▼0.0%16,8100.7%ManufacturingFXLFirst Trust Technology AlphaDEX Fund$769,164$629 ▼-0.1%4,8880.6%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$768,007$2,116 ▼-0.3%10,1620.6%ManufacturingCVSCVS Health$759,889$431,128 ▼-36.2%11,0160.6%MedicalETYEaton Vance Tax-Managed Diversified Equity Income Fund$758,742$102,025 ▲15.5%49,0460.6%Financial ServicesCRMSalesforce$757,566$6,818 ▲0.9%2,7780.6%Computer and TechnologyXOMExxon Mobil$732,1780.0%6,7920.6%EnergyRECSColumbia Research Enhanced Core ETF$727,875$154,515 ▲26.9%19,7850.6%ETFGOOGAlphabet$707,786$15,965 ▲2.3%3,9900.6%Computer and TechnologyMPWRMonolithic Power Systems$680,1830.0%9300.5%Computer and TechnologyFTGSFirst Trust Growth Strength ETF$613,177$223,608 ▲57.4%17,9340.5%ETFFPXFirst Trust US Equity Opportunities ETF$602,641$72,160 ▼-10.7%4,1590.5%ETFFTAFirst Trust Large Cap Value AlphaDEX Fund$601,5200.0%7,6500.5%ManufacturingERCAllspring Multi-Sector Income Fund$599,6120.0%63,4510.5%Financial ServicesJHIJohn Hancock Investors Trust$577,359$17,998 ▼-3.0%41,7020.5%FinanceTAT&T$568,669$1,794 ▼-0.3%19,6500.5%Computer and TechnologyVVisa$565,2400.0%1,5920.5%Business ServicesFDLFirst Trust Morningstar Dividend Leaders Index Fund$559,606$37,056 ▼-6.2%13,3650.4%ETFUNHUnitedHealth Group$554,782$24,026 ▲4.5%1,7780.4%MedicalFDNFirst Trust Dow Jones Internet Index Fund$551,857$16,160 ▼-2.8%2,0490.4%ETFNREFNexPoint Real Estate Finance$546,6220.0%39,6390.4%FinanceGOOGLAlphabet$541,555$6,168 ▲1.2%3,0730.4%Computer and TechnologyVZVerizon Communications$534,846$43 ▲0.0%12,3610.4%Computer and TechnologyQQQInvesco QQQ$532,674$95,396 ▲21.8%9660.4%FinanceMAAMid-America Apartment Communities$529,7280.0%3,5790.4%FinanceFBTFirst Trust NYSE Arca Biotechnology Index Fund$522,321$2,742 ▼-0.5%3,2380.4%ETFLLYEli Lilly and Company$485,647$79,512 ▲19.6%6230.4%MedicalJPMJPMorgan Chase & Co.$482,385$11,016 ▲2.3%1,6640.4%FinanceAVIGAvantis Core Fixed Income ETF$474,426$252,800 ▲114.1%11,3990.4%ETFPGProcter & Gamble$467,9130.0%2,9370.4%Consumer StaplesFYXFirst Trust Small Cap Core AlphaDEX Fund$466,2510.0%4,7930.4%ManufacturingCPCanadian Pacific Kansas City$463,175$2,537 ▼-0.5%5,8430.4%TransportationFTSLFirst Trust Senior Loan ETF$460,231$80,537 ▼-14.9%10,0290.4%ManufacturingROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$458,401$30,718 ▼-6.3%9,4910.4%ManufacturingFPEFirst Trust Preferred Securities and Income ETF$457,511$47,668 ▲11.6%25,7030.4%ETFSTWDSTARWOOD PROPERTY TRUST$452,9380.0%22,5680.4%FinanceCATCaterpillar$452,653$25,234 ▲5.9%1,1660.4%IndustrialsPEPPepsiCo$451,181$9,375 ▼-2.0%3,4170.4%Consumer StaplesNXTGFirst Trust Indxx NextG ETF$442,544$24,710 ▼-5.3%4,5490.4%ManufacturingQCOMQUALCOMM$427,411$109,878 ▼-20.5%2,6840.3%Computer and TechnologyCWCurtiss-Wright$425,5270.0%8710.3%AerospaceMETAMeta Platforms$419,2350.0%5680.3%Computer and TechnologyDISWalt Disney$401,5750.0%3,2380.3%Consumer DiscretionaryCAGConagra Brands$394,4730.0%19,2710.3%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$386,355$386,355 ▲New Holding4,2410.3%ETFTSCOTractor Supply$384,541$13,193 ▼-3.3%7,2870.3%Retail/WholesaleAVLVAvantis U.S. Large Cap Value ETF$381,703$92,834 ▲32.1%5,5960.3%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$375,7640.0%2,4890.3%ETFRJFRaymond James Financial$369,622$153 ▼0.0%2,4100.3%FinanceAMGNAmgen$358,226$43,557 ▼-10.8%1,2830.3%MedicalSPYSPDR S&P 500 ETF Trust$354,599$205,099 ▼-36.6%5740.3%FinanceRYJInvesco Bloomberg Analyst Rating Improvers ETF$333,954$14,902 ▼-4.3%4,7060.3%ETFUPSUnited Parcel Service$329,771$13,122 ▼-3.8%3,2670.3%TransportationNEENextEra Energy$326,6850.0%4,7060.3%UtilitiesFNXFirst Trust Mid Cap Core AlphaDEX Fund$326,519$26,416 ▼-7.5%2,8430.3%ManufacturingVTIVanguard Total Stock Market ETF$324,293$74,463 ▲29.8%1,0670.3%ETFLWLamb Weston$323,2330.0%6,2340.3%Consumer StaplesFXDFirst Trust Consumer Discretionary AlphaDEX Fund$318,9760.0%5,0280.3%ETFPTBDPacer Trendpilot US Bond ETF$317,361$54,510 ▲20.7%16,0690.3%ETFFTLSFirst Trust Long/Short Equity ETF$316,0890.0%4,7690.3%ETFJQUAJPMorgan U.S. Quality Factor ETF$314,062$7,807 ▲2.5%5,2300.3%ETFVMIValmont Industries$300,4440.0%9200.2%IndustrialsFDUSFidus Investment$298,5160.0%14,7780.2%FinanceKOCocaCola$297,858$28,300 ▼-8.7%4,2100.2%Consumer StaplesShowing largest 100 holdings. 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