Morey & Quinn Wealth Partners, LLC

Est. AUM

$140.6M

13F long equity, this entity only

Positions

136

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.7M	24441	8.33%	SOLE
2	NVIDIA CORPORATION	COM	$7.6M	43739	5.43%	SOLE
3	APPLE INC	COM	$7.5M	29461	5.32%	SOLE
4	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.4M	80226	5.29%	SOLE
5	FTAI AVIATION LTD	SHS	$5.8M	23573	4.11%	SOLE
6	UNION PAC CORP	COM	$3.7M	15342	2.65%	SOLE
7	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.6M	38795	2.58%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	SHS	$3.4M	72612	2.43%	SOLE
9	MICROSOFT CORP	COM	$3.3M	8971	2.36%	SOLE
10	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.2M	52818	2.27%	SOLE
11	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.9M	34397	2.07%	SOLE
12	WALMART INC	COM	$2.8M	22907	2.02%	SOLE
13	AMAZON COM INC	COM	$2.4M	11394	1.69%	SOLE
14	ENTERPRISE PRODS PARTNERS L	COM	$2.3M	59738	1.61%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	1.53%	SOLE
16	ALLSTATE CORP	COM	$2.1M	10064	1.48%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	3263	1.39%	SOLE
18	DEERE & CO	COM	$1.7M	3009	1.21%	SOLE
19	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	22280	1.08%	SOLE
20	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.5M	12007	1.04%	SOLE
21	WELLTOWER INC	COM	$1.4M	6998	0.98%	SOLE
22	ONEOK INC NEW	COM	$1.3M	14755	0.95%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.3M	12308	0.90%	SOLE
24	FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$1.3M	11458	0.89%	SOLE
25	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	27624	0.88%	SOLE
26	SOMNIGROUP INTERNATIONAL INC	COM	$1.2M	16252	0.85%	SOLE
27	EXXON MOBIL CORP	COM	$1.2M	6792	0.82%	SOLE
28	ALPHABET INC	CAP STK CL C	$1.1M	3980	0.81%	SOLE
29	MARRIOTT INTL INC NEW	CL A	$1.1M	3485	0.81%	SOLE
30	TESLA INC	COM	$1.1M	2844	0.75%	SOLE
31	WASTE CONNECTIONS INC	COM	$1.0M	6291	0.73%	SOLE
32	LINCOLN ELEC HLDGS INC	COM	$1.0M	4030	0.71%	SOLE
33	ALPHABET INC	CAP STK CL A	$979K	3404	0.70%	SOLE
34	AMERICAN CENTY ETF TR	US SML CP VALU	$974K	8814	0.69%	SOLE
35	EATON VANCE TAX-MANAGED GLOB	COM	$966K	111505	0.69%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$956K	28070	0.68%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$954K	957	0.68%	SOLE
38	NNN REIT INC	COM	$929K	22101	0.66%	SOLE
39	MONOLITHIC PWR SYS INC	COM	$909K	831	0.65%	SOLE
40	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$888K	17832	0.63%	SOLE
41	HOME DEPOT INC	COM	$870K	2646	0.62%	SOLE
42	COLUMBIA ETF TR I	RESH ENHNC COR	$870K	22331	0.62%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$807K	1399	0.57%	SOLE
44	CATERPILLAR INC	COM	$803K	1133	0.57%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$776K	4887	0.55%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$764K	25652	0.54%	SOLE
47	CVS HEALTH CORP	COM	$743K	10341	0.53%	SOLE
48	FIRST TR EXCHANGE-TRADED FD	SHS	$736K	14494	0.52%	SOLE
49	ORACLE CORP	COM	$734K	4990	0.52%	SOLE
50	BOSTON SCIENTIFIC CORP	COM	$727K	11587	0.52%	SOLE

1–50 of 136

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.