Morey & Quinn Wealth Partners, LLC Portfolio Holdings by Sector
Morey & Quinn Wealth Partners, LLC
- $121 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FTCS FVD FV TDIV FXH FIW RDVY FEX 41 stocks |
$38 Million
32.72% of portfolio
|
25
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$15.5 Million
13.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.74 Million
5.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MPWR QCOM 3 stocks |
$5.88 Million
5.05% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EXG ETY ERC JHI DNP FDUS FPF DIAX 9 stocks |
$3.85 Million
3.32% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$3.85 Million
3.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$3.77 Million
3.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3.75 Million
3.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.57 Million
2.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.22 Million
1.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$2.12 Million
1.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS UNH 2 stocks |
$2.06 Million
1.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.65 Million
1.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX MDT 2 stocks |
$1.52 Million
1.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1.41 Million
1.21% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NREF STWD LADR ACRE 4 stocks |
$1.35 Million
1.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$1.28 Million
1.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY MRK 3 stocks |
$1.21 Million
1.04% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$1.19 Million
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.12 Million
0.96% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.06 Million
0.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$1.02 Million
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
REIT—Retail | Real Estate
NNN 1 stocks |
$982,852
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$972,676
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU 2 stocks |
$940,831
0.81% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$853,159
0.73% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG LW 2 stocks |
$846,225
0.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$827,789
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA AMH 2 stocks |
$817,933
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$786,810
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$762,315
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DTE 2 stocks |
$564,865
0.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$557,932
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$500,513
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
CW RTX 2 stocks |
$498,477
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$415,288
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$398,836
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$373,636
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$334,912
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$319,615
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI 1 stocks |
$262,540
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$245,997
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
AVT 1 stocks |
$231,794
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$228,167
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$225,918
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$203,376
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|