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Morey & Quinn Wealth Partners, LLC

Portfolio Manager
Morey & Quinn Wealth Partners, LLC
Performance
-1.79% (2026 Q1)
AUM (13F)
$140.60M
# of Holdings
136
Performance Rank
Allocation (Top 20)
55.89%

Morey & Quinn Wealth Partners, LLC Holdings Map

Top 50 Morey & Quinn Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
8.33%24.4K$11.7M
+0.54%(+131)
2025-Q1: 24.5K shares2025-Q2: 24.1K shares2025-Q3: 24.3K shares2025-Q4: 24.3K shares2026-Q1: 24.4K shares
$457.79(+6.06%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.43%43.7K$7.6M
+0.84%(+365)
2025-Q1: 44.5K shares2025-Q2: 44.8K shares2025-Q3: 43.4K shares2025-Q4: 43.4K shares2026-Q1: 43.7K shares
$128.29(+76.03%)
2026-03-31
AAPL
APPLE INC
5.32%29.5K$7.5M
+1.10%(+320)
2025-Q1: 30.3K shares2025-Q2: 29.2K shares2025-Q3: 29.1K shares2025-Q4: 29.1K shares2026-Q1: 29.5K shares
$232.78(+28.39%)
2026-03-31
FTCS
FIRST TR EXCHANGE-TRADED FD
5.29%80.2K$7.4M
-1.24%(-1.01K)
2025-Q1: 87.3K shares2025-Q2: 82.6K shares2025-Q3: 82.7K shares2025-Q4: 81.2K shares2026-Q1: 80.2K shares
$89.31(+3.28%)
2026-03-31
FTAI
FTAI AVIATION LTD
4.11%23.6K$5.8M
-0.51%(-120)
2025-Q1: 24.9K shares2025-Q2: 24.2K shares2025-Q3: 24.1K shares2025-Q4: 23.7K shares2026-Q1: 23.6K shares
$138.47(+92.89%)
2026-03-31
UNP
UNION PAC CORP
2.65%15.3K$3.7M
+8.56%(+1.21K)
2025-Q1: 16.0K shares2025-Q2: 14.4K shares2025-Q3: 14.1K shares2025-Q4: 14.1K shares2026-Q1: 15.3K shares
$237.19(+11.58%)
2026-03-31
TDIV
FIRST TR EXCHANGE TRADED FD
2.58%38.8K$3.6M
+2.60%(+984)
2025-Q1: 33.8K shares2025-Q2: 34.6K shares2025-Q3: 36.0K shares2025-Q4: 37.8K shares2026-Q1: 38.8K shares
$81.01(+37.78%)
2026-03-31
FVD
FIRST TR EXCHANGE-TRADED FD
2.43%72.6K$3.4M
-2.45%(-1.83K)
2025-Q1: 98.3K shares2025-Q2: 84.0K shares2025-Q3: 79.5K shares2025-Q4: 74.4K shares2026-Q1: 72.6K shares
$44.56(+5.12%)
2026-03-31
MSFT
MICROSOFT CORP
2.36%9.0K$3.3M
+5.53%(+470)
2025-Q1: 8.3K shares2025-Q2: 8.3K shares2025-Q3: 8.5K shares2025-Q4: 8.5K shares2026-Q1: 9.0K shares
$427.02(-5.11%)
2026-03-31
FV
FIRST TR EXCHANGE TRADED FD
2.27%52.8K$3.2M
+0.47%(+248)
2025-Q1: 52.5K shares2025-Q2: 51.6K shares2025-Q3: 52.5K shares2025-Q4: 52.6K shares2026-Q1: 52.8K shares
$58.69(+19.36%)
2026-03-31

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