Morey & Quinn Wealth Partners, LLC

13F filer · CIK 0002055521

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$155MU.S. long equity reported on 13F

Positions894 new · 0 closed

Net flow last quarter-$1.65MBuys minus sells

Top 10 positions weight34.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202689 positions
BRK.BBerkshire Hathaway Inc	$11.9M	7.67%	Not reported	-2.5%	Q4 2024
NVDANvidia Corp	$8.68M	5.58%	0.00%	-0.8%	Q4 2024
AAPLApple Inc.	$8.53M	5.49%	0.00%	+0.1%	Q4 2024
FTAIFTAI Aviation Ltd.	$6.03M	3.88%	0.02%	-5.4%	Q4 2024
UNPUnion Pacific Corp	$4.09M	2.63%	0.00%	-2.1%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$3.35M	2.16%	Not reported	-4.2%	Q4 2024
MSFTMicrosoft Corp	$3.25M	2.09%	0.00%	-2.8%	Q4 2024
AMZNAmazon Com Inc	$2.71M	1.75%	0.00%	0.0%	Q4 2024
WMTWalmart Inc.	$2.5M	1.61%	0.00%	-3.8%	Q4 2024
ALLAllstate Corp	$2.33M	1.50%	0.00%	-2.6%	Q4 2024
BRK.ABerkshire Hathaway Inc	$2.25M	1.45%	Not reported	Not reported	Q4 2024
MUMicron Technology Inc	$2M	1.29%	0.00%	+1.6%	Q3 2025
EPDEnterprise Products Partners L.P.	$1.97M	1.26%	0.00%	-10.5%	Q4 2024
DEDeere & Co	$1.87M	1.20%	0.00%	-2.1%	Q4 2024
GOOGAlphabet Inc.	$1.38M	0.89%	Not reported	-1.8%	Q4 2024
MARMarriott International Inc	$1.3M	0.83%	0.00%	+0.4%	Q1 2025
WELLWelltower Inc.	$1.29M	0.83%	0.00%	-18.6%	Q4 2024
SGISomnigroup International Inc.	$1.27M	0.82%	0.01%	Not reported	Q4 2024
CATCaterpillar Inc	$1.21M	0.78%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$1.21M	0.78%	0.00%	-0.9%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$1.15M	0.74%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$1.14M	0.73%	0.00%	-4.5%	Q4 2024
OKEOneok Inc	$1.14M	0.73%	0.00%	-11.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.09M	0.70%	Not reported	+6.2%	Q4 2024
LECOLincoln Electric Holdings Inc	$1.07M	0.69%	0.01%	Not reported	Q4 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$1.04M	0.67%	Not reported	-4.8%	Q4 2024
WCNWaste Connections, Inc.	$1.03M	0.66%	0.00%	-1.5%	Q4 2024
CVSCVS HEALTH Corp	$951K	0.61%	0.00%	-11.1%	Q4 2024
HDHome Depot, Inc.	$941K	0.61%	0.00%	+0.9%	Q4 2024
XOMExxonMobil Holdings Corp	$940K	0.60%	0.00%	+1.2%	Q4 2024
COSTCostco Wholesale Corp	$884K	0.57%	0.00%	-1.3%	Q4 2024
NNNNNN REIT, Inc.	$827K	0.53%	0.01%	-19.6%	Q4 2024
ORCLOracle Corp	$725K	0.47%	0.00%	-0.9%	Q4 2024
LLYELI LILLY & Co	$723K	0.47%	0.00%	-4.6%	Q4 2024
UNHUnitedhealth Group Inc	$718K	0.46%	0.00%	+0.4%	Q4 2024
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$668K	0.43%	Not reported	-9.7%	Q4 2024
CWCurtiss Wright Corp	$630K	0.41%	0.00%	-4.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$601K	0.39%	0.00%	-9.6%	Q4 2025
VVisa Inc.	$589K	0.38%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$569K	0.37%	0.00%	+3.5%	Q4 2024
NREFNexPoint Real Estate Finance, Inc.	$567K	0.36%	0.19%	-3.5%	Q4 2024
ERCAllspring Multi-Sector Income Fund	$562K	0.36%	Not reported	-3.8%	Q4 2024
JHIJohn Hancock Investors Trust	$552K	0.36%	Not reported	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$545K	0.35%	0.00%	+6.1%	Q4 2024
VMIValmont Industries Inc	$531K	0.34%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$506K	0.33%	0.00%	New	Q2 2026
BSXBoston Scientific Corp	$496K	0.32%	0.00%	+0.3%	Q4 2024
MCKMckesson Corp	$491K	0.32%	0.00%	-0.6%	Q3 2025
CPCanadian Pacific Kansas City Ltd	$491K	0.32%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$490K	0.32%	0.00%	Not reported	Q4 2024

Q1 2026Reported Apr 22, 202685 positions
BRK.BBerkshire Hathaway Inc	$11.7M	8.33%	Not reported	+0.5%	Q4 2024
NVDANvidia Corp	$7.63M	5.43%	0.00%	+0.8%	Q4 2024
AAPLApple Inc.	$7.48M	5.32%	0.00%	+1.1%	Q4 2024
FTAIFTAI Aviation Ltd.	$5.78M	4.11%	0.02%	-0.5%	Q4 2024
UNPUnion Pacific Corp	$3.72M	2.65%	0.00%	+8.6%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$3.41M	2.43%	Not reported	-2.5%	Q4 2024
MSFTMicrosoft Corp	$3.32M	2.36%	0.00%	+5.5%	Q4 2024
WMTWalmart Inc.	$2.85M	2.02%	0.00%	+15.5%	Q4 2024
AMZNAmazon Com Inc	$2.37M	1.69%	0.00%	+2.3%	Q4 2024
EPDEnterprise Products Partners L.P.	$2.26M	1.61%	0.00%	-0.6%	Q4 2024
BRK.ABerkshire Hathaway Inc	$2.15M	1.53%	Not reported	Not reported	Q4 2024
ALLAllstate Corp	$2.09M	1.48%	0.00%	-0.3%	Q4 2024
DEDeere & Co	$1.69M	1.21%	0.00%	-0.5%	Q4 2024
WELLWelltower Inc.	$1.38M	0.98%	0.00%	Not reported	Q4 2024
OKEOneok Inc	$1.33M	0.95%	0.00%	Not reported	Q4 2024
SGISomnigroup International Inc.	$1.2M	0.85%	0.01%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$1.15M	0.82%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$1.14M	0.81%	Not reported	-0.3%	Q4 2024
MARMarriott International Inc	$1.14M	0.81%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$1.06M	0.75%	0.00%	Not reported	Q4 2024
WCNWaste Connections, Inc.	$1.02M	0.73%	0.00%	Not reported	Q4 2024
LECOLincoln Electric Holdings Inc	$1M	0.71%	0.01%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$979K	0.70%	0.00%	+10.6%	Q4 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$966K	0.69%	Not reported	Not reported	Q4 2024
COSTCostco Wholesale Corp	$954K	0.68%	0.00%	+11.4%	Q4 2024
NNNNNN REIT, Inc.	$929K	0.66%	0.01%	-0.5%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$909K	0.65%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$870K	0.62%	0.00%	-0.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$807K	0.57%	Not reported	+10.4%	Q4 2024
CATCaterpillar Inc	$803K	0.57%	0.00%	-0.2%	Q4 2024
CVSCVS HEALTH Corp	$743K	0.53%	0.00%	0.0%	Q4 2024
ORCLOracle Corp	$734K	0.52%	0.00%	+6.9%	Q4 2024
BSXBoston Scientific Corp	$727K	0.52%	0.00%	+1.4%	Q4 2024
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$701K	0.50%	Not reported	-0.6%	Q4 2024
CWCurtiss Wright Corp	$593K	0.42%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$592K	0.42%	0.00%	+1.6%	Q4 2024
LLYELI LILLY & Co	$581K	0.41%	0.00%	-4.4%	Q4 2024
MUMicron Technology Inc	$575K	0.41%	0.00%	+0.5%	Q3 2025
ERCAllspring Multi-Sector Income Fund	$572K	0.41%	Not reported	Not reported	Q4 2024
MCKMckesson Corp	$566K	0.40%	0.00%	Not reported	Q3 2025
VZVerizon Communications Inc	$538K	0.38%	0.00%	-5.0%	Q4 2024
CRMSalesforce, Inc.	$537K	0.38%	0.00%	+2.4%	Q4 2024
JHIJohn Hancock Investors Trust	$535K	0.38%	Not reported	Not reported	Q4 2024
VVisa Inc.	$519K	0.37%	0.00%	+7.9%	Q4 2024
KOCoca Cola Co	$514K	0.37%	0.00%	+54.1%	Q4 2024
PEPPepsico Inc	$511K	0.36%	0.00%	Not reported	Q4 2024
NREFNexPoint Real Estate Finance, Inc.	$510K	0.36%	0.20%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$466K	0.33%	0.00%	+1.3%	Q4 2024
JPMJPMorgan Chase & Co	$462K	0.33%	0.00%	+5.5%	Q4 2024
MRKMerck & Co., Inc.	$458K	0.33%	0.00%	Not reported	Q4 2024

Q4 2025Reported Jan 27, 202685 positions
BRK.BBerkshire Hathaway Inc	$12.2M	8.77%	Not reported	+0.1%	Q4 2024
NVDANvidia Corp	$8.09M	5.81%	0.00%	-0.1%	Q4 2024
AAPLApple Inc.	$7.92M	5.69%	0.00%	+0.3%	Q4 2024
FTAIFTAI Aviation Ltd.	$4.66M	3.35%	0.02%	-1.9%	Q4 2024
MSFTMicrosoft Corp	$4.11M	2.95%	0.00%	+0.1%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$3.43M	2.46%	Not reported	-6.4%	Q4 2024
UNPUnion Pacific Corp	$3.27M	2.35%	0.00%	+0.3%	Q4 2024
AMZNAmazon Com Inc	$2.57M	1.85%	0.00%	-0.3%	Q4 2024
BRK.ABerkshire Hathaway Inc	$2.26M	1.63%	Not reported	Not reported	Q4 2024
WMTWalmart Inc.	$2.21M	1.59%	0.00%	Not reported	Q4 2024
ALLAllstate Corp	$2.1M	1.51%	0.00%	-0.3%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.93M	1.38%	0.00%	-3.2%	Q4 2024
SGISomnigroup International Inc.	$1.45M	1.04%	0.01%	Not reported	Q4 2024
DEDeere & Co	$1.41M	1.01%	0.00%	+7.1%	Q4 2024
WELLWelltower Inc.	$1.3M	0.93%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$1.28M	0.92%	0.00%	+1.1%	Q4 2024
GOOGAlphabet Inc.	$1.25M	0.90%	Not reported	Not reported	Q4 2024
WCNWaste Connections, Inc.	$1.1M	0.79%	0.00%	-1.7%	Q4 2024
BSXBoston Scientific Corp	$1.09M	0.78%	0.00%	-0.9%	Q4 2024
OKEOneok Inc	$1.08M	0.78%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$1.08M	0.78%	0.00%	Not reported	Q1 2025
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$1.06M	0.76%	Not reported	+7.0%	Q4 2024
LECOLincoln Electric Holdings Inc	$966K	0.69%	0.01%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$964K	0.69%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$914K	0.66%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$910K	0.65%	0.00%	-0.5%	Q4 2024
NNNNNN REIT, Inc.	$881K	0.63%	0.01%	Not reported	Q4 2024
CVSCVS HEALTH Corp	$821K	0.59%	0.00%	-2.1%	Q4 2024
XOMExxonMobil Holdings Corp	$817K	0.59%	0.00%	Not reported	Q4 2024
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$785K	0.56%	Not reported	+6.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$778K	0.56%	Not reported	+19.5%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$753K	0.54%	0.00%	+0.1%	Q4 2024
CRMSalesforce, Inc.	$744K	0.53%	0.00%	-2.0%	Q4 2024
COSTCostco Wholesale Corp	$741K	0.53%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$710K	0.51%	0.00%	+1.5%	Q4 2024
CATCaterpillar Inc	$650K	0.47%	0.00%	-0.5%	Q4 2024
ERCAllspring Multi-Sector Income Fund	$590K	0.42%	Not reported	Not reported	Q4 2024
JHIJohn Hancock Investors Trust	$567K	0.41%	Not reported	-0.5%	Q4 2024
UNHUnitedhealth Group Inc	$561K	0.40%	0.00%	+0.1%	Q4 2024
VVisa Inc.	$558K	0.40%	0.00%	Not reported	Q4 2024
MCKMckesson Corp	$536K	0.39%	0.00%	-13.3%	Q3 2025
NREFNexPoint Real Estate Finance, Inc.	$533K	0.38%	0.20%	-1.1%	Q4 2024
TAt&T Inc.	$499K	0.36%	0.00%	+2.3%	Q4 2024
MAAMid America Apartment Communities Inc.	$497K	0.36%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$484K	0.35%	0.00%	+2.7%	Q3 2025
CWCurtiss Wright Corp	$480K	0.34%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$480K	0.34%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$472K	0.34%	0.00%	-2.2%	Q4 2024
VZVerizon Communications Inc	$460K	0.33%	0.00%	-2.8%	Q4 2024
QCOMQualcomm Inc	$426K	0.31%	0.00%	-4.1%	Q4 2024

Q3 2025Reported Oct 28, 202585 positions
BRK.BBerkshire Hathaway Inc	$12.2M	9.00%	Not reported	+0.6%	Q4 2024
NVDANvidia Corp	$8.1M	5.97%	0.00%	-3.2%	Q4 2024
AAPLApple Inc.	$7.4M	5.45%	0.00%	-0.5%	Q4 2024
MSFTMicrosoft Corp	$4.4M	3.24%	0.00%	+1.8%	Q4 2024
FTAIFTAI Aviation Ltd.	$4.03M	2.97%	0.02%	-0.2%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$3.68M	2.71%	Not reported	-5.3%	Q4 2024
UNPUnion Pacific Corp	$3.33M	2.45%	0.00%	-2.2%	Q4 2024
AMZNAmazon Com Inc	$2.45M	1.81%	0.00%	-0.7%	Q4 2024
BRK.ABerkshire Hathaway Inc	$2.26M	1.67%	Not reported	Not reported	Q4 2024
ALLAllstate Corp	$2.17M	1.60%	0.00%	-0.2%	Q4 2024
WMTWalmart Inc.	$2.04M	1.51%	0.00%	-0.5%	Q4 2024
EPDEnterprise Products Partners L.P.	$1.94M	1.43%	0.00%	-0.5%	Q4 2024
SGISomnigroup International Inc.	$1.37M	1.01%	0.01%	Not reported	Q4 2024
ORCLOracle Corp	$1.32M	0.97%	0.00%	+2.2%	Q4 2024
DEDeere & Co	$1.29M	0.95%	0.00%	-0.5%	Q4 2024
TSLATesla, Inc.	$1.25M	0.92%	0.00%	-9.1%	Q4 2024
WELLWelltower Inc.	$1.25M	0.92%	0.00%	-0.3%	Q4 2024
BSXBoston Scientific Corp	$1.13M	0.83%	0.00%	-4.2%	Q4 2024
WCNWaste Connections, Inc.	$1.13M	0.83%	0.00%	-0.3%	Q4 2024
OKEOneok Inc	$1.08M	0.79%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.08M	0.79%	0.00%	+0.1%	Q4 2024
GOOGAlphabet Inc.	$972K	0.72%	Not reported	Not reported	Q4 2024
LECOLincoln Electric Holdings Inc	$950K	0.70%	0.01%	Not reported	Q4 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$948K	0.70%	Not reported	Not reported	Q4 2024
NNNNNN REIT, Inc.	$946K	0.70%	0.01%	Not reported	Q4 2024
MARMarriott International Inc	$908K	0.67%	0.00%	Not reported	Q1 2025
CVSCVS HEALTH Corp	$796K	0.59%	0.00%	-4.1%	Q4 2024
COSTCostco Wholesale Corp	$795K	0.59%	0.00%	+1.9%	Q4 2024
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$766K	0.56%	Not reported	-1.8%	Q4 2024
XOMExxonMobil Holdings Corp	$766K	0.56%	0.00%	Not reported	Q4 2024
MPWRMonolithic Power Systems, Inc.	$764K	0.56%	0.00%	-10.8%	Q4 2024
GOOGLAlphabet Inc.	$749K	0.55%	0.00%	+0.2%	Q4 2024
CRMSalesforce, Inc.	$680K	0.50%	0.00%	+3.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$636K	0.47%	Not reported	+9.7%	Q4 2024
ERCAllspring Multi-Sector Income Fund	$608K	0.45%	Not reported	0.0%	Q4 2024
UNHUnitedhealth Group Inc	$586K	0.43%	0.00%	-4.5%	Q4 2024
JHIJohn Hancock Investors Trust	$583K	0.43%	Not reported	Not reported	Q4 2024
MCKMckesson Corp	$582K	0.43%	0.00%	New	Q3 2025
TAt&T Inc.	$555K	0.41%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$544K	0.40%	0.00%	-2.1%	Q4 2024
VVisa Inc.	$543K	0.40%	0.00%	Not reported	Q4 2024
NREFNexPoint Real Estate Finance, Inc.	$543K	0.40%	0.22%	-3.4%	Q4 2024
VZVerizon Communications Inc	$510K	0.38%	0.00%	-6.1%	Q4 2024
MAAMid America Apartment Communities Inc.	$500K	0.37%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$497K	0.37%	0.00%	+4.5%	Q4 2024
CWCurtiss Wright Corp	$473K	0.35%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$473K	0.35%	0.00%	-1.5%	Q4 2024
JPMJPMorgan Chase & Co	$470K	0.35%	0.00%	-10.5%	Q4 2024
PGPROCTER & GAMBLE Co	$452K	0.33%	0.00%	+0.1%	Q4 2024
METAMeta Platforms, Inc.	$446K	0.33%	Not reported	+6.9%	Q4 2024

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