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 101–131 of 131
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PTBD | PACER FDS TR | 16K | $100K–$500K | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| KORP | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| FPF | FIRST TR INTER DURATN PFD & | 15K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 765 | $100K–$500K | SH |
| LW | LAMB WESTON HLDGS INC | 6K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| FDUS | FIDUS INVT CORP | 13K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 2K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 17K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| INTU | INTUIT | 352 | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| AVT | AVNET INC | 5K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| LADR | LADDER CAP CORP | 19K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| FEP | FIRST TR EXCH TRD ALPHDX FD | 4K | $100K–$500K | SH |
| LOW | LOWES COS INC | 837 | $100K–$500K | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 18K | $100K–$500K | SH |
| ACRE | ARES COML REAL ESTATE CORP | 12K | $50K–$100K | SH |