Filer Name: MOREY & QUINN WEALTH PARTNERS, LLC
CIK: 2055521
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 119
Portfolio Value: $0.12B

Morey & Quinn Wealth Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 24,100 $11M 9.27% - -
FTCS US FIRST TRUST CAPITAL STRENGTH 86,713 $8M 6.46% - -
AAPL US APPLE INC 30,107 $8M 6.40% - -
NVDA US NVIDIA CORP 44,049 $6M 5.02% - -
FVD US FIRST TRUST VALUE LINE DVD 96,638 $4M 3.58% - -
FTAI US FTAI AVIATION LTD 25,268 $4M 3.09% - -
UNP US UNION PACIFIC CORP 15,821 $4M 3.06% - -
MSFT US MICROSOFT CORP 8,159 $3M 2.92% - -
FV US FIRST TRUST DW FOCUS 5 FUND 51,457 $3M 2.58% - -
AMZN US AMAZON.COM INC 11,706 $3M 2.18% - -
TDIV US FT NASDAQ TECH DVD INDEX FD 31,286 $2M 2.08% - -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 3 $2M 1.73% - -
EPD US ENTERPRISE PRODUCTS PARTNERS 64,898 $2M 1.73% - -
ALL US ALLSTATE CORP 10,138 $2M 1.66% - -
WMT US WALMART INC 20,402 $2M 1.56% - -
FXH US FIRST TRUST HEALTH CARE ALPH 15,613 $2M 1.38% - -
OKE US ONEOK INC 15,592 $2M 1.33% - -
FIW US FIRST TRUST WATER ETF 13,043 $1M 1.13% - -
RDVY US FIRST TRUST RISING DIVIDEND 21,677 $1M 1.09% - -
FEX US FIRST TRUST LARGE CAP CORE A 12,120 $1M 1.07% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us