Morey & Quinn Wealth Partners, LLC Incresed Positions in Q1 2025

Morey & Quinn Wealth Partners, LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
418
+ 1.73%
$442.66 - $534.52 $185K - $223K
24.5K $13.1B
EPD
Enterprise Products Partners L.P.

Energy
2.13K
+ 3.27%
$31.75 - $34.14 $67.5K - $72.5K
67K $2.29B
DE
Deere & CO

Industrials
300
+ 12.3%
$408.57 - $509.27 $123K - $153K
2.74K $1.29B
WELL
Welltower Inc.

Real Estate
165
+ 2.16%
$124.05 - $156.86 $20.5K - $25.9K
7.8K $1.19B
FTCS
First Trust Capital Strength E

ETFs
595
+ 0.69%
$86.39 - $91.35 $51.4K - $54.4K
87.3K $7.83B
FVD
First Tr Value Line Divid Inde

ETFs
1.68K
+ 1.74%
$42.61 - $45.51 $71.5K - $76.4K
98.3K $4.38B
UNP
Union Pacific Corp

Industrials
144
+ 0.91%
$225.21 - $254.42 $32.4K - $36.6K
16K $3.77B
ALL
Allstate Corp

Financial Services
84
+ 0.83%
$180.99 - $210.18 $15.2K - $17.7K
10.2K $2.12B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.05K
+ 22.12%
$48.31 - $49.23 $147K - $150K
16.8K $826M
T
At&T Inc.

Communication Services
23
+ 0.12%
$21.56 - $28.28 $496 - $650
19.7K $557M
FDL
First Tr Morningstar Dividend

ETFs
887
+ 6.64%
$39.69 - $43.83 $35.2K - $38.9K
14.3K $619M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
227
+ 14.43%
$507.05 - $563.67 $115K - $128K
1.8K $925M
KO
Coca Cola CO

Consumer Defensive
520
+ 12.71%
$60.81 - $72.32 $31.6K - $37.6K
4.61K $330M
AMGN
Amgen Inc

Healthcare
2
+ 0.14%
$258.59 - $327.36 $517 - $655
1.44K $448M
VZ
Verizon Communications Inc

Communication Services
27
+ 0.22%
$37.81 - $46.49 $1.02K - $1.26K
12.4K $561M
V
Visa Inc.

Financial Services
35
+ 2.25%
$306.92 - $362.71 $10.7K - $12.7K
1.59K $558M
UNH
Unitedhealth Group Inc

Healthcare
69
+ 4.23%
$461.52 - $548.18 $31.8K - $37.8K
1.7K $891M
FTGS
First Tr Exchange Traded Fd Gr
2.33K
+ 25.76%
N/A
11.4K $339M
FTSL
First Trust Senior Ln Fund

ETFs
1.28K
+ 12.21%
$45.65 - $46.48 $58.5K - $59.6K
11.8K $538M
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 9.27%
$225.19 - $279.95 $31.1K - $38.6K
1.63K $399M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
5.4K
+ 6.11%
$8.11 - $8.58 $43.8K - $46.3K
93.8K $763M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 1.97%
$890.62 - $1076.86 $14.2K - $17.2K
828 $783M
CVX
Chevron Corp

Energy
31
+ 2.08%
$146.71 - $167.97 $4.55K - $5.21K
1.52K $255M
TDIV
First Trust Nasdaq Technology

ETFs
2.48K
+ 7.92%
$73.39 - $83.95 $182K - $208K
33.8K $2.49B
ERC
Allspring Multi Sector Income Fund

Financial Services
3.11K
+ 5.16%
$9.04 - $9.39 $28.1K - $29.2K
63.5K $585M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.58%
$725.72 - $929.72 $2.18K - $2.79K
521 $430M
DTE
Dte Energy CO

Utilities
9
+ 0.54%
$117.6 - $138.27 $1.06K - $1.24K
1.67K $231M
QQQ
Invesco Qqq Trust, Series 1

ETFs
123
+ 18.36%
$468.34 - $539.52 $57.6K - $66.4K
793 $372M
PG
Procter & Gamble CO

Consumer Defensive
100
+ 3.52%
$158.56 - $176.26 $15.9K - $17.6K
2.94K $501M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.62K
+ 9.31%
$14.21 - $15.67 $51.4K - $56.6K
42.5K $605M
FIW
First Trust Water ETF

ETFs
418
+ 3.2%
$99.48 - $106.74 $41.6K - $44.6K
13.5K $1.36B
TSCO
Tractor Supply CO

Consumer Cyclical
126
+ 1.7%
$51.66 - $57.94 $6.51K - $7.3K
7.54K $415M
RECS
Columbia ETF Tr I

ETFs
1.23K
+ 8.54%
$32.64 - $36.08 $40K - $44.2K
15.6K $518M
FBT
First Trust Nyse Arca Biotechn

ETFs
45
+ 1.4%
$164.86 - $182.19 $7.42K - $8.2K
3.26K $554M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
285
+ 0.99%
$39.61 - $42.65 $11.3K - $12.2K
29K $1.18B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
52
+ 2.27%
$87.68 - $94.52 $4.56K - $4.92K
2.35K $220M
First Tr Exchng Traded Fd Vi
192
+ 1.9%
N/A
10.3K $209M
VMI
Valmont Industries Inc

Industrials
100
+ 12.2%
$285.37 - $376.98 $28.5K - $37.7K
920 $263M
FTLS
First Tr Long/Short Equity ETF

ETFs
269
+ 5.98%
$63.42 - $68.17 $17.1K - $18.3K
4.77K $306M
CBRE
Cbre Group, Inc.

Real Estate
70
+ 3.87%
$121.79 - $147.13 $8.53K - $10.3K
1.88K $246M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
180
+ 3.66%
$55.41 - $60.74 $9.97K - $10.9K
5.1K $288M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.86K
+ 11.93%
$16.57 - $18.85 $30.7K - $35K
17.4K $289M
META
Meta Platforms, Inc.

Communication Services
16
+ 2.9%
$576.36 - $736.67 $9.22K - $11.8K
568 $327M
PEP
Pepsico Inc

Consumer Defensive
56
+ 1.63%
$142.64 - $156.42 $7.99K - $8.76K
3.49K $523M
FPE
First Tr Pfd Secs & Income ETF

ETFs
168
+ 0.74%
$17.53 - $17.87 $2.95K - $3K
23K $405M
RDVY
First Trust Rising Dividend Ac

ETFs
208
+ 0.96%
$57.22 - $63.39 $11.9K - $13.2K
21.9K $1.28B
NEE
Nextera Energy Inc

Utilities
39
+ 0.84%
$66.96 - $76.16 $2.61K - $2.97K
4.71K $334M
FXH
First Tr Exchange Trd Fd Healt

ETFs
68
+ 0.44%
$102.5 - $112.02 $6.97K - $7.62K
15.7K $1.62B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11
+ 0.11%
$62.72 - $71.92 $690 - $791
10.2K $642M
Activity Summary
Buys All Purchases 76 New Holdings 7 Increased Positions 69 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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