Morey & Quinn Wealth Partners, LLC Reduced Holdings in Q3 2025

Morey & Quinn Wealth Partners, LLC

  • $136 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-500
- 4.16%
$97.03 - $108.14 $48.5K - $54.1K
11.5K $1.13B
DE
Deere & CO

Industrials
-15
- 0.53%
$457.26 - $524.37 $6.86K - $7.87K
2.82K $1.29B
FVD
First Tr Value Line Divid Inde

ETFs
-4.44K
- 5.28%
$44.73 - $46.86 $198K - $208K
79.5K $3.68B
WCN
Waste Connections, Inc.

Industrials
-17
- 0.26%
$171.32 - $191.84 $2.91K - $3.26K
6.4K $1.13B
UPS
United Parcel Service Inc

Industrials
-99
- 3.03%
$82.58 - $105.54 $8.18K - $10.4K
3.17K $265M
CAG
Conagra Brands Inc.

Consumer Defensive
-200
- 1.04%
$18.04 - $21.14 $3.61K - $4.23K
19.1K $349M
FDUS
Fidus Investment Corp

Financial Services
-1.5K
- 10.15%
$20.18 - $21.99 $30.3K - $33K
13.3K $269M
VZ
Verizon Communications Inc

Communication Services
-749
- 6.06%
$40.84 - $45.06 $30.6K - $33.7K
11.6K $510M
FTSL
First Trust Senior Ln Fund

ETFs
-485
- 4.84%
$45.81 - $46.18 $22.2K - $22.4K
9.54K $437M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-915
- 6.88%
$98.56 - $110.68 $90.2K - $101K
12.4K $1.36B
AMZN
Amazon Com Inc

Consumer Cyclical
-82
- 0.73%
$211.65 - $238.24 $17.4K - $19.5K
11.2K $2.45B
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 10.52%
$282.78 - $316.06 $49.5K - $55.3K
1.49K $470M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-138
- 3.74%
$55.61 - $57.37 $7.67K - $7.92K
3.55K $203M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
-1.35K
- 3.41%
$13.63 - $15.56 $18.4K - $21K
38.3K $543M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-38
- 1.52%
$101.12 - $106.18 $3.84K - $4.03K
2.46K $254M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-100
- 0.57%
$16.46 - $17.1 $1.65K - $1.71K
17.3K $294M
QCOM
Qualcomm Inc

Technology
-90
- 3.35%
$145.84 - $173.55 $13.1K - $15.6K
2.59K $431M
AVLV
American Centy ETF Tr Avantis
-249
- 4.45%
$68.33 - $72.69 $17K - $18.1K
5.35K $386M
EPD
Enterprise Products Partners L.P.

Energy
-320
- 0.51%
$30.74 - $32.14 $9.84K - $10.3K
62.1K $1.94B
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-878
- 1.79%
$15.5 - $16.01 $13.6K - $14.1K
48.2K $766M
ERC
Allspring Multi Sector Income Fund

Financial Services
-20
- 0.03%
$9.18 - $9.7 $184 - $194
63.4K $608M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-10
- 0.04%
$17.81 - $18.39 $178 - $184
25.7K $469M
MDT
Medtronic PLC

Healthcare
-100
- 3.64%
$87.67 - $95.74 $8.77K - $9.57K
2.65K $252M
TSCO
Tractor Supply CO

Consumer Cyclical
-265
- 3.64%
$54.08 - $62.65 $14.3K - $16.6K
7.02K $399M
UNP
Union Pacific Corp

Industrials
-320
- 2.22%
$214.91 - $237.16 $68.8K - $75.9K
14.1K $3.33B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-115
- 4.05%
$115.08 - $126.88 $13.2K - $14.6K
2.73K $342M
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 1.22%
$303.93 - $329.86 $3.95K - $4.29K
1.05K $346M
PEP
Pepsico Inc

Consumer Defensive
-50
- 1.46%
$133.81 - $152.16 $6.69K - $7.61K
3.37K $473M
FYX
First Tr Small Cap Core Alphad

ETFs
-231
- 4.82%
$96.35 - $111.0 $22.3K - $25.6K
4.56K $497M
UNH
Unitedhealth Group Inc

Healthcare
-80
- 4.5%
$237.77 - $353.61 $19K - $28.3K
1.7K $586M
CVS
Cvs Health Corp

Healthcare
-455
- 4.13%
$58.75 - $76.5 $26.7K - $34.8K
10.6K $796M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-211
- 0.78%
$42.39 - $44.63 $8.94K - $9.42K
26.9K $1.2B
RECS
Columbia ETF Tr I

ETFs
-71
- 0.36%
$36.82 - $40.35 $2.61K - $2.86K
19.7K $795M
MPWR
Monolithic Power Systems Inc

Technology
-100
- 10.75%
$711.24 - $922.81 $71.1K - $92.3K
830 $764M
CAT
Caterpillar Inc

Industrials
-25
- 2.14%
$390.92 - $477.15 $9.77K - $11.9K
1.14K $544M
WMT
Walmart Inc.

Consumer Defensive
-92
- 0.46%
$94.4 - $104.27 $8.68K - $9.59K
19.8K $2.04B
ALL
Allstate Corp

Financial Services
-15
- 0.15%
$192.0 - $214.65 $2.88K - $3.22K
10.1K $2.17B
WELL
Welltower Inc.

Real Estate
-21
- 0.3%
$150.71 - $178.14 $3.16K - $3.74K
7K $1.25B
TSLA
Tesla, Inc.

Consumer Cyclical
-282
- 9.11%
$293.94 - $444.72 $82.9K - $125K
2.81K $1.25B
NVDA
Nvidia Corp

Technology
-1.42K
- 3.18%
$153.3 - $186.58 $218K - $266K
43.4K $8.1B
Ftai Aviation LTD
-50
- 0.21%
N/A
24.1K $4.03B
AAPL
Apple Inc.

Technology
-143
- 0.49%
$202.38 - $256.87 $28.9K - $36.7K
29.1K $7.4B
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 43 Reductions 43 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