Morey & Quinn Wealth Partners, LLC Portfolio Holdings by Sector
Morey & Quinn Wealth Partners, LLC
- $118 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FTCS FVD FV TDIV FXH FIW RDVY FEX 41 stocks |
$37.7 Million
33.33% of portfolio
|
41
|
- |
41
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$13 Million
11.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.54 Million
6.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MPWR QCOM 3 stocks |
$7 Million
6.18% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$4.13 Million
3.65% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EXG JHI ETY ERC FDUS DNP FPF DIAX 9 stocks |
$3.75 Million
3.31% of portfolio
|
9
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$3.61 Million
3.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$3.6 Million
3.18% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.59 Million
2.28% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.57 Million
2.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$1.95 Million
1.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$1.61 Million
1.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1.6 Million
1.42% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.42 Million
1.25% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NREF STWD LADR ACRE 4 stocks |
$1.37 Million
1.21% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX MDT 2 stocks |
$1.36 Million
1.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.23 Million
1.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$1.17 Million
1.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN MRK 3 stocks |
$1.13 Million
1.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.02 Million
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$983,698
0.87% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Packaged Foods | Consumer Defensive
CAG LW 2 stocks |
$962,595
0.85% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$961,735
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$941,505
0.83% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
NNN 1 stocks |
$941,372
0.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$934,706
0.83% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$934,159
0.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$776,513
0.69% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA AMH 2 stocks |
$769,119
0.68% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$755,504
0.67% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DTE 2 stocks |
$535,527
0.47% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$492,074
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$475,613
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$458,463
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$393,222
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$371,549
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$359,002
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$356,667
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CW 1 stocks |
$309,092
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
AVT 1 stocks |
$252,182
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI 1 stocks |
$251,469
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$237,766
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$232,458
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$201,182
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|