Morey & Quinn Wealth Partners, LLC Purchases in Q4 2024

Morey & Quinn Wealth Partners, LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
17.7K
New
$14.65 - $15.8 $260K - $280K
17.7K $267M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
13.3K
New
$19.99 - $20.7 $266K - $275K
13.3K $266M
KO
Coca Cola CO

Consumer Defensive
4.09K
New
$61.74 - $71.71 $253K - $293K
4.09K $255M
AVT
Avnet Inc

Technology
4.82K
New
$52.09 - $57.69 $251K - $278K
4.82K $252M
VMI
Valmont Industries Inc

Industrials
820
New
$287.0 - $352.14 $235K - $289K
820 $251M
CBRE
Cbre Group, Inc.

Real Estate
1.81K
New
$119.22 - $140.71 $216K - $255K
1.81K $238M
SRE
Sempra Energy

Utilities
2.65K
New
$80.81 - $94.77 $214K - $251K
2.65K $232M
MDT
Medtronic PLC

Healthcare
2.87K
New
$79.61 - $92.24 $229K - $265K
2.87K $229M
LADR
Ladder Capital Corp

Real Estate
20.2K
New
$10.95 - $11.99 $221K - $242K
20.2K $226M
CVX
Chevron Corp

Energy
1.49K
New
$141.15 - $162.53 $211K - $243K
1.49K $216M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.08K
New
$185.87 - $204.12 $201K - $221K
1.08K $204M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.3K
New
$88.59 - $94.57 $203K - $217K
2.3K $204M
ROP
Roper Technologies Inc

Industrials
387
New
$519.85 - $575.95 $201K - $223K
387 $201M
DTE
Dte Energy CO

Utilities
1.66K
New
$117.04 - $129.77 $195K - $216K
1.66K $201M
First Tr Exchng Traded Fd Vi
10.1K
New
N/A
10.1K $197M
PFN
Pimco Income Strategy Fund Ii

Financial Services
17.7K
New
$7.33 - $7.72 $130K - $137K
17.7K $132M
ACRE
Ares Commercial Real Estate Corp

Real Estate
15.7K
New
$5.89 - $7.29 $92.2K - $114K
15.7K $92.2M
FIP
Ftai Infrastructure LLC
11.6K
New
$7.07 - $9.79 $82.2K - $114K
11.6K $84.5M
Activity Summary
Buys All Purchases 119 New Holdings 119 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morey & Quinn Wealth Partners, LLC Portfolio

Follow Morey & Quinn Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morey & Quinn Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morey & Quinn Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email