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CIK: 0002055521
Total reported value
$155.5M
$155.5M
136 檔
25.8%
At the close of Q1 2026, Morey & Quinn Wealth Partners, LLC disclosed equity holdings valued at approximately $155.5M, spread across 136 reported holdings.
In Q1 2026, Morey & Quinn Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 53 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.33% | -0.66% | +0.54% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.43% | +0.15% | +0.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.32% | +0.17% | +1.10% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 5.29% | -0.55% | -1.24% | |
| 5 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 4.11% | -0.23% | -0.51% | |
| 6 | UNP | Union Pacific CORP | Stock-Industrials | 2.65% | -0.02% | +8.56% | |
| 7 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.58% | +0.28% | +2.60% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.43% | -0.27% | -2.45% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.27% | +5.53% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.27% | +0.31% | +0.47% | |
| 11 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.07% | +0.22% | +8.59% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.41% | +15.51% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.06% | +2.29% | |
| 14 | EPD | Enterprise Products Partners | Stock-Energy | 1.61% | -0.35% | -0.57% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.53% | -0.08% | — | |
| 16 | ALL | Allstate CORP | Stock-Financials | 1.48% | +0.02% | -0.31% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.16% | +15.91% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.21% | -0.01% | -0.50% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.08% | +0.08% | +1.27% | |
| 20 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.04% | +0.03% | — | |
| 21 | WELL | Welltower Inc | Stock-Real Estate | 0.98% | -0.15% | — | |
| 22 | OKE | Oneok Inc | Stock-Energy | 0.95% | -0.22% | — | |
| 23 | FIW | First Trust Water ETF | ETF-Other | 0.90% | -0.03% | +0.19% | |
| 24 | FXH | First Trust Health Care Alph | ETF-Other | 0.89% | -0.02% | -0.55% | |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.88% | -0.11% | +2.33% | |
| 26 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.85% | -0.03% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.22% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.08% | -0.25% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.81% | +0.02% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.02% | — | |
| 31 | WCN | Waste Connections Inc | Stock-Industrials | 0.73% | -0.07% | — | |
| 32 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.71% | -0.02% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.08% | +10.56% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | +0.01% | +13.17% | |
| 35 | XEXGX | Eaton Vance Tax-managed Glob | Stock-Other | 0.69% | -0.02% | — | |
| 36 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.68% | -0.03% | +7.26% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.11% | +11.41% | |
| 38 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.66% | -0.13% | -0.54% | |
| 39 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.65% | +0.09% | — | |
| 40 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.63% | -0.06% | -0.11% | |
| 41 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.62% | +0.02% | +1.31% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | -0.38% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.13% | +10.42% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.21% | -0.18% | |
| 45 | FXL | First Trust Technology Alpha | ETF-Tech | 0.55% | +0.13% | -0.02% | |
| 46 | ILDR | First Trust Innovation Leade | ETF-Other | 0.54% | +0.09% | +13.41% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.53% | +0.08% | +0.01% | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.52% | -0.10% | +3.66% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.05% | +6.92% | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.52% | -0.20% | +1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTAI | FTAI Aviation Ltd. | +0.8% | -0.51% | Trim |
| 2 | WMT | Walmart Inc | +0.4% | +15.51% | Add |
| 3 | UNP | Union Pacific CORP | +0.3% | +8.56% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 5 | EPD | Enterprise Products Partners | +0.2% | -0.57% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +75.51% | Add |
| 7 | DE | Deere & Co | +0.2% | -0.50% | Trim |
| 8 | OKE | Oneok Inc | +0.2% | — | Unchanged |
| 9 | COST | Costco Wholesale CORP | +0.2% | +11.41% | Add |
| 10 | KO | Coca-cola Co/the | +0.2% | +54.10% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.91% | Add |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | +13.17% | Add |
| 13 | MPWR | Monolithic Power Systems Inc | +0.1% | — | Unchanged |
| 14 | CAT | Caterpillar Inc | +0.1% | -0.18% | Trim |
| 15 | CW | Curtiss-wright CORP | +0.1% | — | Unchanged |
| 16 | FDL | First Trust Morn Dvd Lead In | +0.1% | +3.66% | Add |
| 17 | T | At&t Inc | +0.1% | +1.57% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | +0.47% | Add |
| 19 | WELL | Welltower Inc | +0.1% | — | Unchanged |
| 20 | CVX | Chevron CORP | +0.1% | +2.74% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | -5.00% | Trim |
| 22 | NEE | Nextera Energy Inc | 0% | +1.30% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 24 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 25 | AVT | Avnet Inc | 0% | -2.42% | Trim |
| 26 | NNN | Nnn Reit Inc | 0% | -0.54% | Trim |
| 27 | FTA | First Trust L C Val Alp | 0% | — | Unchanged |
| 28 | FEX | First Trust Large Cap Core A | 0% | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 30 | LECO | Lincoln Electric Holdings | 0% | — | Unchanged |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +2.33% | Add |
| 32 | NXTG | First Trust Indxx Nextg ETF | 0% | +2.78% | Add |
| 33 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 34 | FTGS | First Trust Grwth Strgth ETF | 0% | +7.26% | Add |
| 35 | DTE | Dte Energy Company | 0% | +0.47% | Add |
| 36 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 37 | FYX | First Trust Small Cap Core A | 0% | — | Unchanged |
| 38 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +10.42% | Add |
| 40 | SRE | Sempra | 0% | — | Unchanged |
| 41 | RTX | Rtx CORP | 0% | +2.27% | Add |
| 42 | AVLV | Avantis US Large Cap Value | 0% | -2.77% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | +10.56% | Add |
| 44 | PG | Procter & Gamble Co/the | 0% | +1.84% | Add |
| 45 | FXR | First Trust Indst/producers | 0% | — | Unchanged |
| 46 | NOBL | Proshares S&p 500 Dividend A | 0% | +0.04% | Add |
| 47 | ILDR | First Trust Innovation Leade | — | +13.41% | Add |
| 48 | FNX | First Trust Mid Cap Core Alp | — | +1.83% | Add |
| 49 | PTBD | Pacer Trendpilot US Bond ETF | — | — | Unchanged |
| 50 | FEP | First Trust Europe | — | — | Unchanged |
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 136 disclosed positions in Q1 2026.
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, NVDA, AAPL) accounted for 25.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
XSSPX
市值: $238.6K
Top Position Liquidated / Trimmed
XDIAX
前期市值: $254.5K
During Q1 2026, Morey & Quinn Wealth Partners, LLC's top holdings by market value included BRK-B (8.3%)、NVDA (5.4%)、AAPL (5.3%). The largest single position, BRK-B, represented 8.3% of total portfolio value.
In Q1 2026, Morey & Quinn Wealth Partners, LLC made 89 total portfolio adjustments, initiating 8 new buys, adding to 53 positions, trimming 25 holdings, and fully liquidating 3 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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