Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Morey & Quinn Wealth Partners, LLC (CIK 2055521) reported $140.6M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($11.7M, 8.33%), NVDA ($7.6M, 5.43%), AAPL ($7.5M, 5.32%), FTCS ($7.4M, 5.29%), FTAI ($5.8M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.7M | 8.33% | 24,441 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $7.6M | 5.43% | 43,739 | Added |
| 3 | AAPL | APPLE INC | $7.5M | 5.32% | 29,461 | Added |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | $7.4M | 5.29% | 80,226 | Trimmed |
| 5 | FTAI | FTAI AVIATION LTD | $5.8M | 4.11% | 23,573 | Trimmed |
| 6 | UNP | UNION PAC CORP | $3.7M | 2.65% | 15,342 | Added |
| 7 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.6M | 2.58% | 38,795 | Added |
| 8 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.4M | 2.43% | 72,612 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $3.3M | 2.36% | 8,971 | Added |
| 10 | FV | FIRST TR EXCHANGE TRADED FD | $3.2M | 2.27% | 52,818 | Added |
| 11 | JGRO | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.07% | 34,397 | Added |
| 12 | WMT | WALMART INC | $2.8M | 2.02% | 22,907 | Added |
| 13 | AMZN | AMAZON COM INC | $2.4M | 1.69% | 11,394 | Added |
| 14 | EPD | ENTERPRISE PRODS PARTNERS L | $2.3M | 1.61% | 59,738 | Trimmed |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.53% | 3 | Hold |
| 16 | ALL | ALLSTATE CORP | $2.1M | 1.48% | 10,064 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $1.9M | 1.39% | 3,263 | Added |
| 18 | DE | DEERE & CO | $1.7M | 1.21% | 3,009 | Trimmed |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.5M | 1.08% | 22,280 | Added |
| 20 | FEX | FIRST TR EXCHANGE-TRADED ALP | $1.5M | 1.04% | 12,007 | Hold |
| 21 | WELL | WELLTOWER INC | $1.4M | 0.98% | 6,998 | Hold |
| 22 | OKE | ONEOK INC NEW | $1.3M | 0.95% | 14,755 | Hold |
| 23 | FIW | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.90% | 12,308 | Added |
| 24 | FXH | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.89% | 11,458 | Trimmed |
| 25 | DIVO | AMPLIFY ETF TR | $1.2M | 0.88% | 27,624 | Added |
Source: SEC Form 13F filings · as of 2026-03-31