Morey & Quinn Wealth Partners, LLC New Holdings in Q4 2024

Morey & Quinn Wealth Partners, LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24.1K
New
$442.29 - $483.08 $10.7M - $11.6M
24.1K $10.9B
FTCS
First Trust Capital Strength E

ETFs
86.7K
New
$87.62 - $94.03 $7.6M - $8.15M
86.7K $7.62B
AAPL
Apple Inc.

Technology
30.1K
New
$221.69 - $259.02 $6.67M - $7.8M
30.1K $7.54B
NVDA
Nvidia Corp

Technology
44K
New
$117.0 - $148.88 $5.15M - $6.56M
44K $5.92B
FVD
First Tr Value Line Divid Inde

ETFs
96.6K
New
$43.4 - $46.7 $4.19M - $4.51M
96.6K $4.22B
Ftai Aviation LTD
25.3K
New
N/A
25.3K $3.64B
UNP
Union Pacific Corp

Industrials
15.8K
New
$223.15 - $249.32 $3.53M - $3.94M
15.8K $3.61B
MSFT
Microsoft Corp

Technology
8.16K
New
$406.35 - $454.46 $3.32M - $3.71M
8.16K $3.44B
FV
First Trust Dorsey Wright Focu

ETFs
51.5K
New
$57.47 - $62.82 $2.96M - $3.23M
51.5K $3.04B
AMZN
Amazon Com Inc

Consumer Cyclical
11.7K
New
$180.88 - $232.93 $2.12M - $2.73M
11.7K $2.57B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$664750.0 - $724132.5 $1.99M - $2.17M
3 $2.04B
EPD
Enterprise Products Partners L.P.

Energy
64.9K
New
$28.66 - $34.43 $1.86M - $2.23M
64.9K $2.04B
ALL
Allstate Corp

Financial Services
10.1K
New
$181.25 - $208.2 $1.84M - $2.11M
10.1K $1.95B
WMT
Walmart Inc.

Consumer Defensive
20.4K
New
$79.1 - $95.7 $1.61M - $1.95M
20.4K $1.84B
FXH
First Tr Exchange Trd Fd Healt

ETFs
15.6K
New
$103.53 - $112.72 $1.62M - $1.76M
15.6K $1.63B
OKE
Oneok Inc

Energy
15.6K
New
$92.28 - $117.05 $1.44M - $1.83M
15.6K $1.57B
FIW
First Trust Water ETF

ETFs
13K
New
$102.02 - $110.91 $1.33M - $1.45M
13K $1.33B
RDVY
First Trust Rising Dividend Ac

ETFs
21.7K
New
$58.65 - $64.37 $1.27M - $1.4M
21.7K $1.28B
FEX
First Tr Large Cap Core Alphde

ETFs
12.1K
New
$103.29 - $112.88 $1.25M - $1.37M
12.1K $1.26B
TSLA
Tesla, Inc.

Consumer Cyclical
3.05K
New
$213.65 - $479.86 $652K - $1.46M
3.05K $1.23B
WCN
Waste Connections, Inc.

Industrials
6.79K
New
$171.06 - $193.25 $1.16M - $1.31M
6.79K $1.17B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
28.8K
New
$40.26 - $42.88 $1.16M - $1.23M
28.8K $1.16B
BSX
Boston Scientific Corp

Healthcare
12.7K
New
$83.62 - $91.5 $1.06M - $1.16M
12.7K $1.13B
DE
Deere & CO

Industrials
2.44K
New
$389.45 - $466.0 $950K - $1.14M
2.44K $1.03B
HD
Home Depot, Inc.

Consumer Cyclical
2.62K
New
$385.02 - $431.37 $1.01M - $1.13M
2.62K $1.02B
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
17.4K
New
$47.66 - $57.86 $827K - $1M
17.4K $984M
WELL
Welltower Inc.

Real Estate
7.63K
New
$123.11 - $139.3 $939K - $1.06M
7.63K $962M
NNN
National Retail Properties, Inc.

Real Estate
23K
New
$39.77 - $49.34 $916K - $1.14M
23K $941M
CRM
Salesforce, Inc.

Technology
2.79K
New
$270.87 - $367.87 $757K - $1.03M
2.79K $934M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
New
$521.84 - $558.82 $821K - $879K
1.57K $847M
UNH
Unitedhealth Group Inc

Healthcare
1.63K
New
$485.52 - $625.25 $792K - $1.02M
1.63K $826M
CVS
Cvs Health Corp

Healthcare
17.5K
New
$43.78 - $67.46 $768K - $1.18M
17.5K $787M
LECO
Lincoln Electric Holdings Inc

Industrials
4.03K
New
$187.47 - $219.94 $756K - $886K
4.03K $756M
COST
Costco Wholesale Corp

Consumer Defensive
812
New
$873.59 - $994.69 $709K - $808K
812 $744M
FXL
First Tr Exchange Traded Fd Fi

ETFs
4.89K
New
$136.18 - $158.26 $666K - $774K
4.89K $727M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
88.4K
New
$8.17 - $8.66 $722K - $765K
88.4K $722M
XOM
Exxon Mobil Corp

Energy
6.68K
New
$105.51 - $125.37 $705K - $837K
6.68K $718M
GOOG
Alphabet Inc.

Communication Services
3.76K
New
$163.08 - $198.16 $613K - $744K
3.76K $715M
ORCL
Oracle Corp

Technology
4.14K
New
$165.41 - $192.43 $685K - $796K
4.14K $690M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.8K
New
$48.48 - $49.47 $667K - $681K
13.8K $670M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.2K
New
$58.39 - $67.04 $594K - $682K
10.2K $646M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
39.6K
New
$14.14 - $17.78 $560K - $705K
39.6K $622M
JHI
John Hancock Investors Trust

Financial Services
43.5K
New
$13.67 - $14.45 $595K - $629K
43.5K $595M
FTA
First Tr Large Cap Value

ETFs
7.68K
New
$75.21 - $83.49 $578K - $641K
7.68K $587M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
38.8K
New
$14.38 - $15.35 $558K - $596K
38.8K $581M
GOOGL
Alphabet Inc.

Communication Services
2.98K
New
$161.86 - $196.66 $483K - $586K
2.98K $564M
FPX
First Trust Us Equity Opportun

ETFs
4.67K
New
$109.38 - $131.9 $510K - $615K
4.67K $557M
ERC
Allspring Multi Sector Income Fund

Financial Services
60.3K
New
$8.84 - $9.54 $533K - $576K
60.3K $555M
MAA
Mid America Apartment Communities Inc.

Real Estate
3.58K
New
$149.17 - $165.2 $534K - $591K
3.58K $553M
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
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