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Morey & Quinn Wealth Partners, LLC13F | |
| Morey & Quinn Wealth Partners, LLC | |
| Last update 2025-04-17 | 125 Stocks (7 new) |
| Value $121.00 Mil | Turnover 4 % |
Morey & Quinn Wealth Partners,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 24,518 | 13,057.8 | +1.73% | 10.810 | +0.18% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
FTCS | First Trust Capital Strength ETF | 87,308 | 7,826.3 | +0.69% | 6.480 | +0.04% | 0.090 | +5.15% | +3.89% | 8,347.2 | ||
AAPL | Apple Inc | 30,329 | 6,736.9 | +0.74% | 5.580 | +0.04% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 44,464 | 4,819.0 | +0.94% | 3.990 | +0.04% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 98,316 | 4,383.9 | +1.74% | 3.630 | +0.06% | 0.050 | +5.71% | +4.62% | 9,045.9 | ||
UNP | Union Pacific Corp | 15,965 | 3,771.6 | +0.91% | 3.120 | +0.03% | 0.000 | +2.71% | -0.25% | 134,354.3 | Transportation | |
MSFT | Microsoft Corp | 8,304 | 3,117.3 | +1.78% | 2.580 | +0.05% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
FV |
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
| 52,492 | 2,879.7 | +2.01% | 2.380 | +0.05% | 0.080 | +16.36% | +2.37% | 3,695.9 | ||
FTAI | FTAI Aviation Ltd | 24,933 | 2,768.3 | -1.33% | 2.290 | -0.04% | 0.020 | +22.45% | -20.70% | 11,649.3 | Business Services | |
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 33,764 | 2,485.3 | +7.92% | 2.060 | +0.15% | 0.090 | +34.72% | +18.47% | 3,382.9 |
Morey & Quinn Wealth Partners, LLC's Historical Top Holdings Breakdowns
Morey & Quinn Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MAR | Marriott International Inc | 2025-03-31 | New Buy New Buy | +0.69% | 237.01 ($271.8) 304.45 | $272.58 | 0.29% | New holding | 3,475 | 3,475 | |
JGRO | JPMorgan Active Growth ETF | 2025-03-31 | New Buy New Buy | +0.37% | 73.37 ($80.4) 85.29 | $87.12 | 8.36% | New holding | 6,035 | 6,035 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.23% | 63.51 ($67.8) 70.42 | $69.01 | 1.78% | New holding | 4,235 | 4,235 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +0.19% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | New holding | 822 | 822 | |
AVIG | Avantis Core Fixed Income ETF | 2025-03-31 | New Buy New Buy | +0.18% | 40.06 ($40.91) 41.55 | $41.20 | 0.72% | New holding | 5,325 | 5,325 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.18% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 1.73% | 24,518 | 418 | |
RTX | RTX Corp | 2025-03-31 | New Buy New Buy | +0.18% | 114.1 ($126.79) 135.66 | $151.50 | 19.49% | New holding | 1,677 | 1,677 | |
INTU | Intuit Inc | 2025-03-31 | New Buy New Buy | +0.17% | 555.63 ($600.51) 630.23 | $752.63 | 25.33% | New holding | 329 | 329 | |
QTEC |
First Trust NASDAQ-100 Technology Sector Index Fd
First Trust NASDAQ-100 Technology Sector Index Fd
| 2025-03-31 | Sold Out Sold Out | -0.17% | 173.56 ($192.15) 210.67 | $216.92 | 12.89% | Sold Out | 0 | -1,083 | |
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 2025-03-31 | Add Add | +0.15% | 73.39 ($79.19) 83.95 | $92.29 | 16.54% | Add 7.92% | 33,764 | 2,478 |
Morey & Quinn Wealth Partners, LLC Total Holding History ($B)
Morey & Quinn Wealth Partners, LLC's Asset Allocation
Morey & Quinn Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Morey & Quinn Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Morey & Quinn Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Morey & Quinn Wealth Partners, LLC's Holdings Heat Map
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Morey & Quinn Wealth Partners, LLC's Holdings Bubble Chart
Morey & Quinn Wealth Partners, LLC News
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