Morey & Quinn Wealth Partners, LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$120.8B
Holdings
125
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 24,518 | $13.1B | 10.81% | |
| 2 | FTCSFIRST TR EXCHANGE-TRADED FD | 87,308 | $7.8B | 6.48% | |
| 3 | AAPLAPPLE INC | 30,329 | $6.7B | 5.58% | |
| 4 | NVDANVIDIA CORPORATION | 44,464 | $4.8B | 3.99% | |
| 5 | FVDFIRST TR VALUE LINE DIVID IN | 98,316 | $4.4B | 3.63% | |
| 6 | UNPUNION PAC CORP | 15,965 | $3.8B | 3.12% | |
| 7 | MSFTMICROSOFT CORP | 8,304 | $3.1B | 2.58% | |
| 8 | FAIFIRST TR EXCHANGE TRADED FD | 52,492 | $2.9B | 2.38% | |
| 9 | FTAIFTAI AVIATION LTD | 24,933 | $2.8B | 2.29% | |
| 10 | TDIVFIRST TR EXCHANGE TRADED FD | 33,764 | $2.5B | 2.06% | |
| 11 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 1.98% | |
| 12 | EPDENTERPRISE PRODS PARTNERS L | 67,023 | $2.3B | 1.89% | |
| 13 | AMZNAMAZON COM INC | 11,653 | $2.2B | 1.84% | |
| 14 | ALSALLSTATE CORP | 10,222 | $2.1B | 1.75% | |
| 15 | WMTWALMART INC | 20,324 | $1.8B | 1.48% | |
| 16 | FXHFIRST TR EXCHANGE TRADED FD | 15,681 | $1.6B | 1.35% | |
| 17 | OKEONEOK INC NEW | 15,722 | $1.6B | 1.29% | |
| 18 | FIWFIRST TR EXCHANGE-TRADED FD | 13,461 | $1.4B | 1.12% | |
| 19 | DEDEERE & CO | 2,739 | $1.3B | 1.06% | |
| 20 | WCNWASTE CONNECTIONS INC | 6,575 | $1.3B | 1.06% | |
| 21 | RDVYFIRST TR EXCHANGE TRADED FD | 21,885 | $1.3B | 1.06% | |
| 22 | BSXBOSTON SCIENTIFIC CORP | 12,524 | $1.3B | 1.05% | |
| 23 | FEXFIRST TR LRGE CP CORE ALPHA | 12,121 | $1.2B | 1.03% | |
| 24 | WELLWELLTOWER INC | 7,796 | $1.2B | 0.99% | |
| 25 | DIVOAMPLIFY ETF TR | 29,045 | $1.2B | 0.98% | |
| 26 | CVSCVS HEALTH CORP | 17,266 | $1.2B | 0.97% | |
| 27 | TPDSOMNIGROUP INTERNATIONAL INC | 16,952 | $1.0B | 0.84% | |
| 28 | NNNNNN REIT INC | 23,045 | $982.9M | 0.81% | |
| 29 | HDHOME DEPOT INC | 2,654 | $972.7M | 0.81% | |
| 30 | VOOVANGUARD INDEX FDS | 1,800 | $925.2M | 0.77% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 1,701 | $891.1M | 0.74% | |
| 32 | MARMARRIOTT INTL INC NEW | 3,475 | $827.8M | 0.69% | |
| 33 | LMBSFIRST TR EXCHANGE-TRADED FD | 16,812 | $826.5M | 0.68% | |
| 34 | XOMEXXON MOBIL CORP | 6,792 | $807.8M | 0.67% | |
| 35 | TSLATESLA INC | 3,036 | $786.8M | 0.65% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 828 | $783.1M | 0.65% | |
| 37 | XEXGXEATON VANCE TAX-MANAGED GLOB | 93,772 | $763.3M | 0.63% | |
| 38 | LECOLINCOLN ELEC HLDGS INC | 4,030 | $762.3M | 0.63% | |
| 39 | CRMSALESFORCE INC | 2,753 | $738.8M | 0.61% | |
| 40 | FXLFIRST TR EXCHANGE TRADED FD | 4,892 | $647.0M | 0.54% | |
| 41 | CIBRFIRST TR EXCHANGE TRADED FD | 10,190 | $642.0M | 0.53% | |
| 42 | ORCLORACLE CORP | 4,515 | $631.2M | 0.52% | |
| 43 | FDLFIRST TR MORNINGSTAR DIVID L | 14,250 | $619.0M | 0.51% | |
| 44 | GOOGALPHABET INC | 3,900 | $609.3M | 0.50% | |
| 45 | NREFNEXPOINT REAL ESTATE FIN INC | 39,639 | $606.1M | 0.50% | |
| 46 | XETYXEATON VANCE TAX-MANAGED DIVE | 42,451 | $605.4M | 0.50% | |
| 47 | MAAMID-AMER APT CMNTYS INC | 3,579 | $599.8M | 0.50% | |
| 48 | FTAFIRST TR LRG CP VL ALPHADEX | 7,650 | $586.9M | 0.49% | |
| 49 | ERCALLSPRING MULTI SECTOR INCOM | 63,451 | $585.0M | 0.48% | |
| 50 | JHIHANCOCK JOHN INVT TR II | 43,002 | $583.5M | 0.48% | |
| 51 | BACVERIZON COMMUNICATIONS INC | 12,360 | $560.6M | 0.46% | |
| 52 | VVISA INC | 1,592 | $557.9M | 0.46% | |
| 53 | TAT&T INC | 19,712 | $557.5M | 0.46% | |
| 54 | FBTFIRST TR EXCHANGE-TRADED FD | 3,255 | $553.7M | 0.46% | |
| 55 | MPWRMONOLITHIC PWR SYS INC | 930 | $539.4M | 0.45% | |
| 56 | FTSLFIRST TR EXCHANGE-TRADED FD | 11,784 | $537.9M | 0.45% | |
| 57 | PEPPEPSICO INC | 3,488 | $523.0M | 0.43% | |
| 58 | FPXFIRST TR EXCHANGE-TRADED FD | 4,657 | $520.3M | 0.43% | |
| 59 | QCOMQUALCOMM INC | 3,374 | $518.2M | 0.43% | |
| 60 | RECSCOLUMBIA ETF TR I | 15,585 | $517.6M | 0.43% | |
| 61 | CAGCONAGRA BRANDS INC | 19,271 | $514.0M | 0.43% | |
| 62 | SPYSPDR S&P 500 ETF TR | 906 | $507.1M | 0.42% | |
| 63 | PGPROCTER AND GAMBLE CO | 2,937 | $500.5M | 0.41% | |
| 64 | GOOGLALPHABET INC | 3,038 | $469.8M | 0.39% | |
| 65 | FDNFIRST TR EXCHANGE-TRADED FD | 2,109 | $468.5M | 0.39% | |
| 66 | AMGNAMGEN INC | 1,439 | $448.3M | 0.37% | |
| 67 | STWDSTARWOOD PPTY TR INC | 22,568 | $446.2M | 0.37% | |
| 68 | JGROJ P MORGAN EXCHANGE TRADED F | 6,035 | $445.3M | 0.37% | |
| 69 | FYXFIRST TR SML CP CORE ALPHA F | 4,793 | $431.8M | 0.36% | |
| 70 | LLYELI LILLY & CO | 521 | $430.3M | 0.36% | |
| 71 | TSCOTRACTOR SUPPLY CO | 7,537 | $415.3M | 0.34% | |
| 72 | CPCANADIAN PACIFIC KANSAS CITY | 5,875 | $412.5M | 0.34% | |
| 73 | ROBTFIRST TR EXCHANGE TRADED FD | 10,127 | $411.9M | 0.34% | |
| 74 | PFFISHARES TR | 13,295 | $408.6M | 0.34% | |
| 75 | NXTGFIRST TR EXCHANGE TRADED FD | 4,803 | $407.6M | 0.34% | |
| 76 | XFEBFIRST TR EXCH TRADED FD III | 23,025 | $405.0M | 0.34% | |
| 77 | JPMJPMORGAN CHASE & CO. | 1,626 | $398.8M | 0.33% | |
| 78 | UPSUNITED PARCEL SERVICE INC | 3,397 | $373.6M | 0.31% | |
| 79 | NDQINVESCO QQQ TR | 793 | $371.6M | 0.31% | |
| 80 | CATCATERPILLAR INC | 1,101 | $363.1M | 0.30% | |
| 81 | UPGDINVESCO EXCHANGE TRADED FD T | 4,916 | $344.2M | 0.29% | |
| 82 | DNPDNP SELECT INCOME FD INC | 34,700 | $343.2M | 0.28% | |
| 83 | FTGSFIRST TR EXCHANGE-TRADED FD | 11,394 | $339.0M | 0.28% | |
| 84 | RJFRAYMOND JAMES FINL INC | 2,411 | $334.9M | 0.28% | |
| 85 | FNXFIRST TR MID CAP CORE ALPHAD | 3,073 | $334.9M | 0.28% | |
| 86 | NEENEXTERA ENERGY INC | 4,706 | $333.6M | 0.28% | |
| 87 | MRKMERCK & CO INC | 3,702 | $332.3M | 0.28% | |
| 88 | LWLAMB WESTON HLDGS INC | 6,234 | $332.3M | 0.28% | |
| 89 | KOCOCA COLA CO | 4,610 | $330.2M | 0.27% | |
| 90 | METAMETA PLATFORMS INC | 568 | $327.4M | 0.27% | |
| 91 | FTCFIRST TRUST LRGCP GWT ALPHAD | 2,489 | $327.1M | 0.27% | |
| 92 | DISDISNEY WALT CO | 3,238 | $319.6M | 0.26% | |
| 93 | FTLSFIRST TR EXCH TRADED FD III | 4,769 | $305.6M | 0.25% | |
| 94 | FDUSFIDUS INVT CORP | 14,778 | $301.3M | 0.25% | |
| 95 | FXDFIRST TR EXCHANGE TRADED FD | 5,028 | $291.1M | 0.24% | |
| 96 | QYLDGLOBAL X FDS | 17,406 | $289.5M | 0.24% | |
| 97 | JQUAJ P MORGAN EXCHANGE TRADED F | 5,100 | $288.0M | 0.24% | |
| 98 | FPFFIRST TR INTER DURATN PFD & | 15,542 | $285.8M | 0.24% | |
| 99 | FXRFIRST TR EXCHANGE TRADED FD | 4,000 | $278.6M | 0.23% | |
| 100 | JPSTJ P MORGAN EXCHANGE TRADED F | 5,486 | $277.8M | 0.23% |
Page 1 of 2Next