CIK 2055521
Morey & Quinn Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
131
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 131
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 859 | $500K+ | SH |
| LLY | ELI LILLY & CO | 661 | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 8K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| ERC | ALLSPRING MULTI SECTOR INCOM | 63K | $500K+ | SH |
| JHI | HANCOCK JOHN INVT TR II | 41K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2K | $500K+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 13K | $500K+ | SH |
| MCK | MCKESSON CORP | 654 | $500K+ | SH |
| NREF | NEXPOINT REAL ESTATE FIN INC | 38K | $500K+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 5K | $500K+ | SH |
| T | AT&T INC | 20K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 4K | $100K–$500K | SH |
| NXTG | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 871 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 9K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 25K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 6K | $100K–$500K | SH |
| STWD | STARWOOD PPTY TR INC | 23K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC | 607 | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| VMI | VALMONT INDS INC | 920 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 7K | $100K–$500K | SH |
| UPGD | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| FXD | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 5K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 479 | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 18K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 18K | $100K–$500K | SH |