Morey & Quinn Wealth Partners, LLC Incresed Positions in Q2 2025

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
357
+ 0.8%
$94.31 - $157.99 $33.7K - $56.4K
44.8K $7.08B
JGRO
J P Morgan Exchange Traded Fd
15.2K
+ 252.39%
N/A
21.3K $1.83B
MSFT
Microsoft Corp

Technology
35
+ 0.42%
$354.56 - $497.45 $12.4K - $17.4K
8.34K $4.15B
TDIV
First Trust Nasdaq Technology

ETFs
876
+ 2.59%
$64.41 - $90.17 $56.4K - $79K
34.6K $3.12B
ORCL
Oracle Corp

Technology
75
+ 1.66%
$122.82 - $218.63 $9.21K - $16.4K
4.59K $1B
FTGS
First Tr Exchange Traded Fd Gr
6.54K
+ 57.4%
N/A
17.9K $613M
AVIG
American Centy ETF Tr Avantis

ETFs
6.07K
+ 114.07%
$40.41 - $41.62 $245K - $253K
11.4K $474M
RECS
Columbia ETF Tr I

ETFs
4.2K
+ 26.95%
$29.4 - $36.79 $123K - $155K
19.8K $728M
TSLA
Tesla, Inc.

Consumer Cyclical
60
+ 1.98%
$221.86 - $362.89 $13.3K - $21.8K
3.1K $983M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
121
+ 6.72%
$456.74 - $568.03 $55.3K - $68.7K
1.92K $1.09B
DE
Deere & CO

Industrials
100
+ 3.65%
$412.99 - $531.48 $41.3K - $53.1K
2.84K $1.44B
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
6.6K
+ 15.54%
$12.25 - $15.47 $80.8K - $102K
49K $759M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
10.4K
+ 11.11%
$7.19 - $8.75 $74.9K - $91.1K
104K $912M
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.29%
$211.12 - $274.14 $2.11K - $2.74K
3.49K $952M
AVLV
American Centy ETF Tr Avantis
1.36K
+ 32.14%
$56.85 - $68.21 $77.4K - $92.8K
5.6K $382M
GOOG
Alphabet Inc.

Communication Services
90
+ 2.31%
$146.58 - $180.01 $13.2K - $16.2K
3.99K $708M
VTI
Vanguard Total Stock Market Et

ETFs
245
+ 29.81%
$243.75 - $303.93 $59.7K - $74.5K
1.07K $324M
CAT
Caterpillar Inc

Industrials
65
+ 5.9%
$273.94 - $388.21 $17.8K - $25.2K
1.17K $453M
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 2.34%
$210.28 - $289.91 $7.99K - $11K
1.66K $482M
INTU
Intuit Inc

Technology
23
+ 6.99%
$544.07 - $787.63 $12.5K - $18.1K
352 $277M
GOOGL
Alphabet Inc.

Communication Services
35
+ 1.15%
$144.7 - $178.6 $5.06K - $6.25K
3.07K $542M
LLY
Eli Lilly & CO

Healthcare
102
+ 19.58%
$713.71 - $898.95 $72.8K - $91.7K
623 $486M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.68K
+ 11.63%
$16.93 - $17.81 $45.3K - $47.7K
25.7K $458M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 1.81%
$908.13 - $1056.85 $13.6K - $15.9K
843 $835M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
2.76K
+ 20.74%
$19.43 - $20.13 $53.6K - $55.6K
16.1K $317M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
130
+ 2.55%
$50.39 - $60.05 $6.55K - $7.81K
5.23K $314M
CRM
Salesforce, Inc.

Technology
25
+ 0.91%
$236.26 - $291.15 $5.91K - $7.28K
2.78K $758M
DTE
Dte Energy CO

Utilities
7
+ 0.42%
$127.39 - $139.49 $892 - $976
1.68K $223M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.01%
$41.67 - $45.62 $41.7 - $45.6
12.4K $535M
UNH
Unitedhealth Group Inc

Healthcare
77
+ 4.53%
$274.35 - $599.47 $21.1K - $46.2K
1.78K $555M
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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