Morey & Quinn Wealth Partners, LLC
137 holdingsFiling period: 2026-03-31Current AUM: $156.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 24.4K | $11.7M | $11.7M | 7.49% | +131 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 43.7K | $7.6M | $8.8M | 5.62% | +365 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 29.5K | $7.5M | $9.1M | 5.82% | +320 | 2026-03-31 |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 80.2K | $7.4M | $7.9M | 5.07% | -1,008 | 2026-03-31 |
| 5 | — | FTAI AVIATION LTD | 23.6K | $5.8M | $5.8M | 3.69% | -120 | 2026-03-31 |
| 6 | UNP | UNION PAC CORP | 15.3K | $3.7M | $4.5M | 2.87% | +1.2K | 2026-03-31 |
| 7 | TDIV | FIRST TR EXCHANGE TRADED FD | 38.8K | $3.6M | $4.3M | 2.74% | +984 | 2026-03-31 |
| 8 | FVD | FIRST TR EXCHANGE-TRADED FD | 72.6K | $3.4M | $3.6M | 2.33% | -1,826 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 9.0K | $3.3M | $4.2M | 2.67% | +470 | 2026-03-31 |
| 10 | FV | FIRST TR EXCHANGE TRADED FD | 52.8K | $3.2M | $3.7M | 2.35% | +248 | 2026-03-31 |
| 11 | JGRO | J P MORGAN EXCHANGE TRADED F | 34.4K | $2.9M | $3.2M | 2.02% | +2.7K | 2026-03-31 |
| 12 | WMT | WALMART INC | 22.9K | $2.8M | $2.5M | 1.63% | +3.1K | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 11.4K | $2.4M | $3.1M | 1.98% | +255 | 2026-03-31 |
| 14 | EPD | ENTERPRISE PRODS PARTNERS L | 59.7K | $2.3M | $2.3M | 1.45% | -340 | 2026-03-31 |
| 15 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | $2.2M | 1.38% | -- | 2026-03-31 |
| 16 | ALL | ALLSTATE CORP | 10.1K | $2.1M | $2.7M | 1.70% | -31 | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 3.3K | $1.9M | $2.2M | 1.43% | +448 | 2026-03-31 |
| 18 | DE | DEERE & CO | 3.0K | $1.7M | $1.8M | 1.14% | -15 | 2026-03-31 |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | 22.3K | $1.5M | $1.8M | 1.16% | +279 | 2026-03-31 |
| 20 | FEX | FIRST TR EXCHANGE-TRADED ALP | 12.0K | $1.5M | $1.6M | 1.05% | -- | 2026-03-31 |
| 21 | WELL | WELLTOWER INC | 7.0K | $1.4M | $1.6M | 1.05% | -- | 2026-03-31 |
| 22 | OKE | ONEOK INC NEW | 14.8K | $1.3M | $1.3M | 0.86% | -- | 2026-03-31 |
| 23 | FIW | FIRST TR EXCHANGE-TRADED FD | 12.3K | $1.3M | $1.3M | 0.86% | +23 | 2026-03-31 |
| 24 | FXH | FIRST TR EXCHANGE-TRADED FD | 11.5K | $1.3M | $1.5M | 0.93% | -63 | 2026-03-31 |
| 25 | DIVO | AMPLIFY ETF TR | 27.6K | $1.2M | $1.3M | 0.83% | +629 | 2026-03-31 |
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