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Size ($ in 1000's)
At 12/31/2025: $139,270
At 09/30/2025: $135,672Morey & Quinn Wealth Partners LLC AUM history
Morey & Quinn Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morey & Quinn Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the Morey & Quinn Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Morey & Quinn Wealth Partners LLC.
In the Morey & Quinn Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Morey & Quinn Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Morey & Quinn Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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$14,483 | | BRK.B | 24,310 | +33 | $12,219 | | BRK.A | 3 | UNCH | $2,264 | | NVIDIA CORPORATION |
43,374 |
-23 |
$8,089 | | NVDA | 43,374 | -23 | $8,089 | | APPLE INC |
29,141 |
+91 |
$7,922 | | AAPL | 29,141 | +91 | $7,922 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
81,234 |
-1,439 |
$7,515 | | FTCS | 81,234 | -1,439 | $7,515 | | FTAI AVIATION LTD |
23,693 |
-448 |
$4,664 | | FTAI | 23,693 | -448 | $4,664 | | MICROSOFT CORP |
8,501 |
+12 |
$4,111 | | MSFT | 8,501 | +12 | $4,111 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
37,811 |
+1,847 |
$3,662 | | TDIV | 37,811 | +1,847 | $3,662 | | FIRST TR EXCHANGE TRADED FD (FVD) |
74,438 |
-5,088 |
$3,430 | | FVD | 74,438 | -5,088 | $3,430 | | FIRST TR EXCHANGE TRADED FD (FV) |
52,570 |
+103 |
$3,308 | | FV | 52,570 | +103 | $3,308 | | UNION PAC CORP |
14,132 |
+42 |
$3,269 | | UNP | 14,132 | +42 | $3,269 | | J P MORGAN EXCHANGE TRADED F (JGRO) |
31,675 |
+6,176 |
$2,939 | | JGRO | 31,675 | +6,176 | $2,939 | | AMAZON COM INC |
11,139 |
-30 |
$2,571 | | AMZN | 11,139 | -30 | $2,571 | | WALMART INC |
19,832 |
UNCH |
$2,209 | | WMT | 19,832 | UNCH | $2,209 | | ALLSTATE CORP |
10,095 |
-25 |
$2,101 | | ALL | 10,095 | -25 | $2,101 | | ENTERPRISE PRODS PARTNERS L |
60,078 |
-2,000 |
$1,926 | | EPD | 60,078 | -2,000 | $1,926 | | VANGUARD INDEX FDS (VOO) |
2,815 |
+599 |
$1,766 | | VOO | 2,815 | +599 | $1,766 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
22,001 |
+1,747 |
$1,528 | | RDVY | 22,001 | +1,747 | $1,528 | | SOMNIGROUP INTERNATIONAL INC |
16,252 |
UNCH |
$1,451 | | SGI | 16,252 | UNCH | $1,451 | | FIRST TR EXCHANGE TRADED ALP (FEX) |
12,007 |
-114 |
$1,424 | | FEX | 12,007 | -114 | $1,424 | | DEERE & CO |
3,024 |
+200 |
$1,408 | | DE | 3,024 | +200 | $1,408 | | FIRST TR EXCHANGE TRADED FD (FIW) |
12,285 |
+135 |
$1,335 | | FIW | 12,285 | +135 | $1,335 | | FIRST TR EXCHANGE TRADED FD (FXH) |
11,521 |
-862 |
$1,311 | | FXH | 11,521 | -862 | $1,311 | | WELLTOWER INC |
6,998 |
UNCH |
$1,299 | | WELL | 6,998 | UNCH | $1,299 | | TESLA INC |
2,844 |
+30 |
$1,279 | | TSLA | 2,844 | +30 | $1,279 | | ALPHABET INC |
3,990 |
UNCH |
$1,252 | | GOOG | 3,990 | UNCH | $1,252 | | AMPLIFY ETF TR (DIVO) |
26,995 |
+119 |
$1,201 | | DIVO | 26,995 | +119 | $1,201 | | WASTE CONNECTIONS INC |
6,291 |
-110 |
$1,103 | | WCN | 6,291 | -110 | $1,103 | | BOSTON SCIENTIFIC CORP |
11,427 |
-104 |
$1,090 | | BSX | 11,427 | -104 | $1,090 | | ONEOK INC NEW |
14,755 |
UNCH |
$1,084 | | OKE | 14,755 | UNCH | $1,084 | | MARRIOTT INTL INC NEW |
3,485 |
UNCH |
$1,081 | | MAR | 3,485 | UNCH | $1,081 | | EATON VANCE TAX MANAGED GLOB |
111,505 |
+7,318 |
$1,063 | | EXG | 111,505 | +7,318 | $1,063 | | LINCOLN ELEC HLDGS INC |
4,030 |
UNCH |
$966 | | LECO | 4,030 | UNCH | $966 | | ALPHABET INC |
3,079 |
UNCH |
$964 | | GOOGL | 3,079 | UNCH | $964 | | FIRST TR EXCHANGE TRADED FD (FTGS) |
26,170 |
+2,635 |
$925 | | FTGS | 26,170 | +2,635 | $925 | | HOME DEPOT INC |
2,656 |
UNCH |
$914 | | HD | 2,656 | UNCH | $914 | | ORACLE CORP |
4,667 |
-24 |
$910 | | ORCL | 4,667 | -24 | $910 | | COLUMBIA ETF TR I (RECS) |
22,042 |
+2,328 |
$900 | | RECS | 22,042 | +2,328 | $900 | | FIRST TR EXCHANGE TRADED FD (LMBS) |
17,852 |
+26 |
$892 | | LMBS | 17,852 | +26 | $892 | | NNN REIT INC |
22,220 |
UNCH |
$881 | | NNN | 22,220 | UNCH | $881 | | FIRST TR EXCHANGE TRADED FD (FXL) |
4,888 |
UNCH |
$823 | | FXL | 4,888 | UNCH | $823 | | CVS HEALTH CORP |
10,340 |
-221 |
$821 | | CVS | 10,340 | -221 | $821 | | EXXON MOBIL CORP |
6,792 |
UNCH |
$817 | | XOM | 6,792 | UNCH | $817 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
11,141 |
+269 |
$796 | | CIBR | 11,141 | +269 | $796 | | AMERICAN CENTY ETF TR (AVUV) |
7,788 |
+2,443 |
$794 | | AVUV | 7,788 | +2,443 | $794 | | EATON VANCE TAX MANAGED DIVE |
51,148 |
+2,980 |
$785 | | ETY | 51,148 | +2,980 | $785 | | INVESCO QQQ TR |
1,267 |
+207 |
$778 | | QQQ | 1,267 | +207 | $778 | | MONOLITHIC PWR SYS INC |
831 |
+1 |
$753 | | MPWR | 831 | +1 | $753 | | FIRST TR EXCHNG TRADED FD VI (ILDR) |
22,619 |
+4,345 |
$746 | | ILDR | 22,619 | +4,345 | $746 | | SALESFORCE INC |
2,809 |
-58 |
$744 | | CRM | 2,809 | -58 | $744 | | COSTCO WHSL CORP NEW |
859 |
UNCH |
$741 | | COST | 859 | UNCH | $741 |
See Full List: All Stocks Held By Morey & Quinn Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Morey & Quinn Wealth Partners LLC
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