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
MPWR
Monolithic Power Systems Inc

Technology
927
New
$560.06 - $942.58 $519K - $874K
927 $549M
CAG
Conagra Brands Inc.

Consumer Defensive
19.7K
New
$26.48 - $32.72 $521K - $644K
19.7K $546M
FDL
First Tr Morningstar Dividend

ETFs
13.4K
New
$39.59 - $43.95 $529K - $587K
13.4K $538M
FBT
First Trust Nyse Arca Biotechn

ETFs
3.21K
New
$161.65 - $178.69 $519K - $574K
3.21K $533M
QCOM
Qualcomm Inc

Technology
3.47K
New
$150.4 - $178.04 $522K - $618K
3.47K $533M
PEP
Pepsico Inc

Consumer Defensive
3.43K
New
$151.29 - $176.1 $519K - $604K
3.43K $522M
SPY
Spdr S&P 500 ETF Trust

ETFs
879
New
$567.81 - $607.81 $499K - $534K
879 $515M
FDN
First Tr Fd Dow Jones

ETFs
2.06K
New
$210.5 - $257.24 $434K - $531K
2.06K $502M
RECS
Columbia ETF Tr I

ETFs
14.4K
New
$33.61 - $36.42 $483K - $523K
14.4K $497M
VZ
Verizon Communications Inc

Communication Services
12.3K
New
$39.6 - $45.21 $488K - $558K
12.3K $493M
FTSL
First Trust Senior Ln Fund

ETFs
10.5K
New
$45.9 - $46.48 $482K - $488K
10.5K $486M
FYX
First Tr Small Cap Core Alphad

ETFs
4.79K
New
$96.51 - $110.53 $463K - $530K
4.79K $484M
PG
Procter & Gamble CO

Consumer Defensive
2.84K
New
$161.05 - $179.7 $457K - $510K
2.84K $476M
UPS
United Parcel Service Inc

Industrials
3.64K
New
$122.65 - $138.35 $446K - $503K
3.64K $458M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
10.2K
New
$42.89 - $48.05 $435K - $488K
10.2K $457M
T
At&T Inc.

Communication Services
19.7K
New
$21.22 - $23.88 $418K - $470K
19.7K $448M
STWD
Starwood Property Trust, Inc.

Real Estate
22.6K
New
$18.95 - $20.37 $428K - $460K
22.6K $428M
Canadian Pacific Kansas City
5.84K
New
N/A
5.84K $423M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.4K
New
$31.23 - $33.51 $418K - $449K
13.4K $421M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
6.23K
New
$62.09 - $82.32 $387K - $513K
6.23K $417M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
4.8K
New
$83.21 - $88.08 $400K - $423K
4.8K $410M
FPE
First Tr Pfd Secs & Income ETF

ETFs
22.9K
New
$17.65 - $18.18 $403K - $416K
22.9K $405M
LLY
Eli Lilly & CO

Healthcare
518
New
$727.2 - $932.06 $377K - $483K
518 $400M
TSCO
Tractor Supply CO

Consumer Cyclical
7.41K
New
$52.59 - $303.74 $390K - $2.25M
7.41K $393M
CAT
Caterpillar Inc

Industrials
1.07K
New
$360.37 - $416.88 $385K - $445K
1.07K $387M
AMGN
Amgen Inc

Healthcare
1.44K
New
$258.78 - $328.31 $372K - $472K
1.44K $375M
RJF
Raymond James Financial Inc

Financial Services
2.39K
New
$123.0 - $170.1 $294K - $407K
2.39K $372M
MRK
Merck & Co., Inc.

Healthcare
3.61K
New
$96.31 - $114.76 $348K - $414K
3.61K $359M
DIS
Walt Disney CO

Communication Services
3.22K
New
$92.39 - $117.6 $298K - $379K
3.22K $359M
JPM
Jpmorgan Chase & CO

Financial Services
1.49K
New
$205.18 - $250.29 $305K - $372K
1.49K $357M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3.07K
New
$114.77 - $127.28 $353K - $391K
3.07K $356M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.55K
New
$99.2 - $108.47 $352K - $385K
3.55K $354M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
5.08K
New
N/A
5.08K $351M
FTC
First Tr Lge Cap Growth

ETFs
2.49K
New
$130.13 - $149.09 $324K - $371K
2.49K $344M
QQQ
Invesco Qqq Trust, Series 1

ETFs
670
New
$481.22 - $538.17 $322K - $361K
670 $342M
NEE
Nextera Energy Inc

Utilities
4.67K
New
$69.77 - $85.43 $326K - $399K
4.67K $335M
FXD
First Tr Exchange Traded Fd

ETFs
5.09K
New
$62.05 - $68.52 $316K - $349K
5.09K $329M
META
Meta Platforms, Inc.

Communication Services
552
New
$554.08 - $632.68 $306K - $349K
552 $323M
FDUS
Fidus Investment Corp

Financial Services
14.8K
New
$19.1 - $21.49 $282K - $318K
14.8K $311M
CW
Curtiss Wright Corp

Industrials
871
New
$335.08 - $389.49 $292K - $339K
871 $309M
DNP
Dnp Select Income Fund Inc

Financial Services
34.7K
New
$8.82 - $9.96 $306K - $346K
34.7K $306M
FXR
First Trust Industrials/Produc

ETFs
4K
New
$74.81 - $83.27 $299K - $333K
4K $299M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.5K
New
$63.1 - $67.29 $284K - $303K
4.5K $296M
FTGS
First Tr Exchange Traded Fd Gr
9.06K
New
N/A
9.06K $284M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.6K
New
$17.93 - $18.8 $279K - $292K
15.6K $283M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.92K
New
$55.86 - $60.21 $275K - $296K
4.92K $282M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
15.5K
New
$17.87 - $19.48 $278K - $303K
15.5K $280M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.49K
New
$50.37 - $50.6 $276K - $278K
5.49K $276M
FXO
First Tr Exchange Traded Fd Fi

ETFs
5.08K
New
$50.63 - $59.0 $257K - $299K
5.08K $275M
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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