Morey & Quinn Wealth Partners, LLC Top Holdings and 13F Report (2025) About Morey & Quinn Wealth Partners, LLCInvestment ActivityMorey & Quinn Wealth Partners, LLC has $117.87 million in total holdings as of December 31, 2024.Morey & Quinn Wealth Partners, LLC owns shares of 119 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway $10,924,048First Trust Capital Strength ETF $7,615,093Apple $7,539,288NVIDIA $5,915,341First Trust Value Line Dividend Index Fund $4,217,301 Sector AllocationMap of 500 Largest Holdings ofMorey & Quinn Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$10,924,04824,1009.3%FinanceFTCSFirst Trust Capital Strength ETF$7,615,09386,7136.5%ETFAAPLApple$7,539,28830,1076.4%Computer and TechnologyNVDANVIDIA$5,915,34144,0495.0%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$4,217,30196,6383.6%ETFFTAIFTAI Aviation$3,639,60325,2683.1%AerospaceUNPUnion Pacific$3,607,84215,8213.1%TransportationMSFTMicrosoft$3,439,0038,1592.9%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$3,039,04751,4572.6%ManufacturingAMZNAmazon.com$2,568,17911,7062.2%Retail/WholesaleTDIVFirst Trust NASDAQ Technology Dividend Index Fund$2,454,73531,2862.1%ManufacturingBRK.ABerkshire Hathaway$2,042,76031.7%FinanceEPDEnterprise Products Partners$2,035,19664,8981.7%Oils/EnergyALLAllstate$1,954,55410,1381.7%FinanceWMTWalmart$1,843,32120,4021.6%Retail/WholesaleFXHFirst Trust Health Care AlphaDEX Fund$1,625,82715,6131.4%ETFOKEONEOK$1,565,43715,5921.3%Oils/EnergyFIWFirst Trust Water ETF$1,331,03013,0431.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,281,96821,6771.1%ManufacturingFEXFirst Trust Large Cap Core AlphaDEX Fund$1,264,09912,1201.1%ETFTSLATesla$1,232,1163,0511.0%Auto/Tires/TrucksWCNWaste Connections$1,165,0286,7901.0%Business ServicesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,164,20428,7601.0%ETFBSXBoston Scientific$1,133,20312,6871.0%MedicalDEDeere & Company$1,033,4042,4390.9%Industrial ProductsHDHome Depot$1,017,6102,6160.9%Retail/WholesaleTPXTempur Sealy International$983,69817,3520.8%Retail/WholesaleWELLWelltower$961,7357,6310.8%FinanceNNNNNN REIT$941,37223,0450.8%FinanceCRMSalesforce$934,1592,7940.8%Computer and TechnologyVOOVanguard S&P 500 ETF$847,4671,5730.7%ETFUNHUnitedHealth Group$825,7241,6320.7%MedicalCVSCVS Health$787,30617,5390.7%MedicalLECOLincoln Electric$755,5044,0300.6%Industrial ProductsCOSTCostco Wholesale$744,0118120.6%Retail/WholesaleFXLFirst Trust Technology AlphaDEX Fund$726,7074,8920.6%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$721,99988,3720.6%Financial ServicesXOMExxon Mobil$718,4606,6790.6%Oils/EnergyGOOGAlphabet$715,2933,7560.6%Computer and TechnologyORCLOracle$689,7234,1390.6%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$670,04013,7670.6%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$645,87610,1790.5%ManufacturingNREFNexPoint Real Estate Finance$621,93739,6390.5%FinanceJHIJohn Hancock Investors Trust$595,44043,5270.5%FinanceFTAFirst Trust Large Cap Value AlphaDEX Fund$587,2137,6800.5%ManufacturingETYEaton Vance Tax-Managed Diversified Equity Income Fund$580,59838,8360.5%Financial ServicesGOOGLAlphabet$564,4932,9820.5%Computer and TechnologyFPXFirst Trust US Equity Opportunities ETF$557,4774,6650.5%ETFERCAllspring Multi-Sector Income Fund$554,51560,3390.5%Financial ServicesMAAMid-America Apartment Communities$553,2063,5790.5%FinanceMPWRMonolithic Power Systems$548,5069270.5%Computer and TechnologyCAGConagra Brands$545,97619,6750.5%Consumer StaplesFDLFirst Trust Morningstar Dividend Leaders Index$538,00713,3630.5%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$533,4673,2100.5%ETFQCOMQUALCOMM$533,3273,4720.5%Computer and TechnologyPEPPepsiCo$521,8703,4320.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$515,1498790.4%FinanceFDNFirst Trust Dow Jones Internet Index Fund$501,6602,0630.4%ETFRECSColumbia Research Enhanced Core ETF$497,10914,3590.4%ETFVZVerizon Communications$493,18812,3330.4%Computer and TechnologyVVisa$492,0741,5570.4%Business ServicesFTSLFirst Trust Senior Loan ETF$485,61210,5020.4%ManufacturingFYXFirst Trust Small Cap Core AlphaDEX Fund$484,3614,7930.4%ManufacturingPGProcter & Gamble$475,6132,8370.4%Consumer StaplesUPSUnited Parcel Service$458,4633,6360.4%TransportationROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$457,18810,1510.4%ManufacturingTAT&T$448,31719,6890.4%Computer and TechnologySTWDStarwood Property Trust$427,66222,5680.4%FinanceCPCanadian Pacific Kansas City$422,8585,8430.4%TransportationPFFiShares Preferred and Income Securities ETF$421,13913,3950.4%ETFLWLamb Weston$416,6196,2340.4%Consumer StaplesNXTGFirst Trust Indxx NextG ETF$409,6704,8030.3%ManufacturingFPEFirst Trust Preferred Securities and Income ETF$404,56022,8570.3%ETFLLYEli Lilly and Company$399,8965180.3%MedicalTSCOTractor Supply$393,2227,4110.3%Retail/WholesaleCATCaterpillar$387,0651,0670.3%Industrial ProductsAMGNAmgen$374,5401,4370.3%MedicalRJFRaymond James$371,5492,3920.3%FinanceMRKMerck & Co., Inc.$359,0233,6090.3%MedicalDISWalt Disney$359,0023,2240.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$356,6671,4880.3%FinanceFNXFirst Trust Mid Cap Core AlphaDEX Fund$355,6083,0730.3%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$353,5103,5510.3%ETFRYJInvesco Bloomberg Analyst Rating Improvers ETF$351,2145,0810.3%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$344,1042,4890.3%ETFQQQInvesco QQQ$342,2956700.3%FinanceNEENextEra Energy$334,5424,6670.3%UtilitiesFXDFirst Trust Consumer Discretionary AlphaDEX Fund$328,8375,0880.3%ETFMETAMeta Platforms$323,2025520.3%Computer and TechnologyFDUSFidus Investment$310,63414,7780.3%FinanceCWCurtiss-Wright$309,0928710.3%AerospaceDNPDNP Select Income Fund$306,05434,7000.3%FinanceFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$299,2404,0000.3%ETFFTLSFirst Trust Long/Short Equity ETF$296,1454,5000.3%ETFFTGSFirst Trust Growth Strength ETF$284,4859,0600.2%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$283,33915,5510.2%ManufacturingJQUAJPMorgan US Quality Factor ETF$281,7684,9200.2%ETFFPFFirst Trust Intermediate Duration Preferred & Income Fund$279,76415,5420.2%Financial ServicesJPSTJPMorgan Ultra-Short Income ETF$276,3305,4860.2%ETFFXOFirst Trust Financial AlphaDEX Fund$274,7645,0760.2%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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