Morey & Quinn Wealth Partners, LLC Reduced Holdings in Q2 2025

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-393
- 1.6%
$483.48 - $539.8 $190K - $212K
24.1K $11.7B
AAPL
Apple Inc.

Technology
-1.14K
- 3.75%
$172.42 - $223.89 $196K - $254K
29.2K $5.99B
FVD
First Tr Value Line Divid Inde

ETFs
-14.4K
- 14.6%
$40.62 - $45.12 $583K - $648K
84K $3.75B
UNP
Union Pacific Corp

Industrials
-1.56K
- 9.74%
$208.27 - $238.46 $324K - $371K
14.4K $3.32B
CVS
Cvs Health Corp

Healthcare
-6.25K
- 36.2%
$60.04 - $70.18 $375K - $439K
11K $760M
OKE
Oneok Inc

Energy
-967
- 6.15%
$78.71 - $100.37 $76.1K - $97.1K
14.8K $1.2B
EPD
Enterprise Products Partners L.P.

Energy
-4.63K
- 6.9%
$28.95 - $34.22 $134K - $158K
62.4K $1.93B
FTCS
First Trust Capital Strength E

ETFs
-4.67K
- 5.35%
$81.6 - $92.39 $381K - $431K
82.6K $7.51B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-2.38K
- 15.2%
$93.63 - $103.68 $223K - $247K
13.3K $1.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
-332
- 36.64%
$496.48 - $617.85 $165K - $205K
574 $355M
FIW
First Trust Water ETF

ETFs
-1.81K
- 13.41%
$90.26 - $108.05 $163K - $195K
11.7K $1.26B
QCOM
Qualcomm Inc

Technology
-690
- 20.45%
$124.66 - $159.48 $86K - $110K
2.68K $427M
AMGN
Amgen Inc

Healthcare
-156
- 10.84%
$262.28 - $309.85 $40.9K - $48.3K
1.28K $358M
WCN
Waste Connections, Inc.

Industrials
-157
- 2.39%
$183.26 - $199.95 $28.8K - $31.4K
6.42K $1.2B
FTSL
First Trust Senior Ln Fund

ETFs
-1.76K
- 14.89%
$44.58 - $46.07 $78.2K - $80.9K
10K $460M
ALL
Allstate Corp

Financial Services
-87
- 0.85%
$180.53 - $212.64 $15.7K - $18.5K
10.1K $2.04B
PEP
Pepsico Inc

Consumer Defensive
-71
- 2.04%
$128.02 - $151.37 $9.09K - $10.7K
3.42K $451M
FDL
First Tr Morningstar Dividend

ETFs
-885
- 6.21%
$38.19 - $43.19 $33.8K - $38.2K
13.4K $560M
UPS
United Parcel Service Inc

Industrials
-130
- 3.83%
$91.92 - $110.2 $11.9K - $14.3K
3.27K $330M
MRK
Merck & Co., Inc.

Healthcare
-45
- 1.22%
$73.47 - $87.12 $3.31K - $3.92K
3.66K $289M
RDVY
First Trust Rising Dividend Ac

ETFs
-2K
- 9.15%
$51.6 - $62.74 $103K - $126K
19.9K $1.25B
KO
Coca Cola CO

Consumer Defensive
-400
- 8.68%
$68.37 - $73.9 $27.3K - $29.6K
4.21K $298M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.96K
- 6.74%
$37.18 - $42.55 $72.8K - $83.3K
27.1K $1.15B
FBT
First Trust Nyse Arca Biotechn

ETFs
-17
- 0.52%
$145.67 - $165.99 $2.48K - $2.82K
3.24K $522M
TSCO
Tractor Supply CO

Consumer Cyclical
-250
- 3.32%
$47.86 - $55.77 $12K - $13.9K
7.29K $385M
LADR
Ladder Capital Corp

Real Estate
-960
- 4.76%
$9.86 - $11.4 $9.47K - $10.9K
19.2K $206M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-194
- 7.21%
$90.85 - $102.31 $17.6K - $19.8K
2.5K $252M
NNN
National Retail Properties, Inc.

Real Estate
-825
- 3.58%
$37.56 - $43.42 $31K - $35.8K
22.2K $959M
CBRE
Cbre Group, Inc.

Real Estate
-252
- 13.4%
$113.94 - $140.12 $28.7K - $35.3K
1.63K $228M
MDT
Medtronic PLC

Healthcare
-114
- 3.98%
$80.68 - $88.86 $9.2K - $10.1K
2.75K $239M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-779
- 4.46%
$12.76 - $14.51 $9.94K - $11.3K
16.7K $239M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
-210
- 4.27%
N/A
4.71K $334M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-230
- 7.48%
$94.92 - $114.85 $21.8K - $26.4K
2.84K $327M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-750
- 4.83%
$16.43 - $18.82 $12.3K - $14.1K
14.8K $278M
JHI
John Hancock Investors Trust

Financial Services
-1.3K
- 3.02%
$12.41 - $13.85 $16.1K - $18K
41.7K $577M
SRE
Sempra Energy

Utilities
-200
- 7.02%
$63.78 - $78.91 $12.8K - $15.8K
2.65K $201M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2
- 0.01%
$48.5 - $49.35 $97 - $98.7
16.8K $828M
AVT
Avnet Inc

Technology
-266
- 5.52%
$41.51 - $53.08 $11K - $14.1K
4.55K $242M
FXR
First Trust Industrials/Produc

ETFs
-100
- 2.5%
$60.85 - $74.22 $6.09K - $7.42K
3.9K $289M
T
At&T Inc.

Communication Services
-62
- 0.31%
$26.33 - $28.94 $1.63K - $1.79K
19.7K $569M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-36
- 0.71%
$45.9 - $56.06 $1.65K - $2.02K
5.01K $281M
Ftai Aviation LTD
-742
- 2.98%
N/A
24.2K $2.78B
FIP
Ftai Infrastructure LLC
-647
- 5.56%
$3.23 - $6.73 $2.09K - $4.35K
11K $67.8M
RTX
Raytheon Technologies Corp

Industrials
-5
- 0.3%
$113.75 - $148.48 $569 - $742
1.67K $244M
BSX
Boston Scientific Corp

Healthcare
-493
- 3.94%
$89.7 - $107.41 $44.2K - $53K
12K $1.29B
RJF
Raymond James Financial Inc

Financial Services
-1
- 0.04%
$123.65 - $153.88 $124 - $154
2.41K $370M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-254
- 5.29%
$74.67 - $97.29 $19K - $24.7K
4.55K $443M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-636
- 6.28%
$35.38 - $48.3 $22.5K - $30.7K
9.49K $458M
Canadian Pacific Kansas City
-32
- 0.54%
N/A
5.84K $463M
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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