Morey & Quinn Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MQ Morey & Quinn Wealth Partners, LLC | Institutional Filer | ▲ 0.95% | $140.6M | 136 |
Current Portfolio Holdings
Showing all 136 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 24K | $11.7M | 8.33% |
| 2 | NVDA | NVIDIA Corporation | Technology | 44K | $7.6M | 5.43% |
| 3 | AAPL | Apple Inc. | Technology | 29K | $7.5M | 5.32% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 80K | $7.4M | 5.29% |
| 5 | FTAI | FTAI Aviation Ltd. | Industrials | 24K | $5.8M | 4.11% |
| 6 | UNP | Union Pacific Corporation | Industrials | 15K | $3.7M | 2.65% |
| 7 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 39K | $3.6M | 2.58% |
| 8 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 73K | $3.4M | 2.43% |
| 9 | MSFT | Microsoft Corporation | Technology | 9K | $3.3M | 2.36% |
| 10 | FV | FIRST TR EXCHANGE TRADED FD | — | 53K | $3.2M | 2.27% |
| 11 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 34K | $2.9M | 2.07% |
| 12 | WMT | Walmart Inc. | Consumer Defensive | 23K | $2.8M | 2.02% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 11K | $2.4M | 1.69% |
| 14 | EPD | Enterprise Products Partners L.P. | Energy | 60K | $2.3M | 1.61% |
| 15 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 3 | $2.2M | 1.53% |
Showing 1 to 15 of 136 holdings