Top 50 Morey & Quinn Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.33% | 24.4K | $11.7M | +0.54%(+131) | $457.79(+6.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.43% | 43.7K | $7.6M | +0.84%(+365) | $128.29(+76.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.32% | 29.5K | $7.5M | +1.10%(+320) | $232.78(+28.39%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 5.29% | 80.2K | $7.4M | -1.24%(-1.01K) | $89.31(+3.28%) | 2026-03-31 | |
| FTAI | FTAI AVIATION LTD | 4.11% | 23.6K | $5.8M | -0.51%(-120) | $138.47(+92.89%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 2.65% | 15.3K | $3.7M | +8.56%(+1.21K) | $237.19(+11.58%) | 2026-03-31 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2.58% | 38.8K | $3.6M | +2.60%(+984) | $81.01(+37.78%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.43% | 72.6K | $3.4M | -2.45%(-1.83K) | $44.56(+5.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.36% | 9.0K | $3.3M | +5.53%(+470) | $427.02(-5.11%) | 2026-03-31 | |
| FV | FIRST TR EXCHANGE TRADED FD | 2.27% | 52.8K | $3.2M | +0.47%(+248) | $58.69(+19.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.51% | +24.25% |
| Top 20 Holdings Unweighted | +7.48% | +24.16% |
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