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CIK: 0002055521
Total reported value
$155.5M
$155.5M
119 檔
23.3%
At the close of Q4 2024, Morey & Quinn Wealth Partners, LLC disclosed equity holdings valued at approximately $155.5M, spread across 119 reported holdings.
During Q4 2024, Morey & Quinn Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.27% | -0.66% | — | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 6.46% | -0.55% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.40% | +0.17% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.02% | +0.15% | — | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 3.58% | -0.27% | — | |
| 6 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 3.09% | -0.23% | — | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 3.06% | -0.02% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.27% | — | |
| 9 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.58% | +0.31% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.06% | — | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.08% | +0.28% | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.73% | -0.08% | — | |
| 13 | EPD | Enterprise Products Partners | Stock-Energy | 1.73% | -0.35% | — | |
| 14 | ALL | Allstate CORP | Stock-Financials | 1.66% | +0.02% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.41% | — | |
| 16 | FXH | First Trust Health Care Alph | ETF-Other | 1.38% | -0.02% | — | |
| 17 | OKE | Oneok Inc | Stock-Energy | 1.33% | -0.22% | — | |
| 18 | FIW | First Trust Water ETF | ETF-Other | 1.13% | -0.03% | — | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.09% | +0.08% | — | |
| 20 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.07% | +0.03% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | -0.02% | — | |
| 22 | WCN | Waste Connections Inc | Stock-Industrials | 0.99% | -0.07% | — | |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.99% | -0.11% | — | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.96% | -0.20% | — | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.88% | -0.01% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.01% | — | |
| 27 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.83% | -0.03% | — | |
| 28 | WELL | Welltower Inc | Stock-Real Estate | 0.82% | -0.15% | — | |
| 29 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.80% | -0.13% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.09% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.16% | — | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.13% | — | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 0.67% | +0.08% | — | |
| 34 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.64% | -0.02% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.11% | — | |
| 36 | FXL | First Trust Technology Alpha | ETF-Tech | 0.62% | +0.13% | — | |
| 37 | XEXGX | Eaton Vance Tax-managed Glob | Stock-Other | 0.61% | -0.02% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.22% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.08% | — | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.05% | — | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.57% | -0.06% | — | |
| 42 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.55% | +0.13% | — | |
| 43 | NREF | Nexpoint Real Estate Finance | Stock-Other | 0.53% | — | — | |
| 44 | JHI | John Hancock Investors Tr | Stock-Other | 0.51% | -0.02% | — | |
| 45 | FTA | First Trust L C Val Alp | ETF-Other | 0.50% | -0.02% | — | |
| 46 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.49% | -0.07% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.08% | — | |
| 48 | FPX | First Trust US Equity Opport | ETF-Other | 0.47% | +0.07% | — | |
| 49 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.47% | -0.05% | — | |
| 50 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.47% | -0.06% | — |
According to official SEC Form 13F filings, Morey & Quinn Wealth Partners, LLC reported a total U.S. public equity portfolio value of $155.5M across 119 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, FTCS, AAPL) accounted for 23.3% of total reported equity market value during Q4 2024.
During Q4 2024, Morey & Quinn Wealth Partners, LLC's top holdings by market value included BRK-B (9.3%)、FTCS (6.5%)、AAPL (6.4%). The largest single position, BRK-B, represented 9.3% of total portfolio value.
In Q4 2024, Morey & Quinn Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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