Fund HoldingsMorey & Quinn Wealth Partners, LLC

Total Portfolio Value
$155.46M
Total Bought
$9.88M
Total Sold
$9.38M
Net Transaction
+$507.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)1,7031,731+285751,9981.29%+1,423
APPLE INC(AAPL)29,46129,488+277,4778,5335.49%+1,056
NVIDIA CORPORATION(NVDA)43,73943,380-3597,6288,6805.58%+1,052
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
52,81852,856+383,1924,0112.58%+819
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
38,79538,715-803,6344,4482.86%+814
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
34,39736,074+1,6772,9073,5572.29%+649
INTEL CORP(INTC)03,627+3,62705060.33%+506
VANGUARD INDEX FDS3,2633,506+2431,9502,4081.55%+458
NORTHERN LTS FD TR II016,619+16,61904210.27%+421
CATERPILLAR INC(CAT)1,1331,13308031,2070.78%+404
ADVANCED MICRO DEVICES INC(AMD)1,1451,035-1102336010.39%+368
UNION PAC CORP(UNP)15,34215,025-3173,7224,0872.63%+365
AMAZON COM INC(AMZN)11,39411,390-42,3732,7151.75%+342
NEOS ETF TRUST
NEOS S&P 500 HI
06,175+6,17503280.21%+328
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
4,8874,900+137761,0640.68%+288
INVESCO QQQ TR1,3991,485+868071,0930.70%+286
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
11,43111,143-2887171,0010.64%+285
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
22,28022,206-741,5211,8001.16%+279
FTAI AVIATION LTD(FTAI)23,57322,295-1,2785,7756,0313.88%+256
UNITEDHEALTH GROUP INC(UNH)1,7211,728+74667180.46%+253
ALLSTATE CORP(ALL)10,0649,802-2622,0872,3321.50%+246
MONOLITHIC PWR SYS INC(MPWR)83183109091,1490.74%+240
ALPHABET INC(GOOG)3,9803,907-731,1421,3800.89%+239
ASML HLDG NV
N Y REGISTRY SHS
0118+11802350.15%+235
ALPHABET INC(GOOG)3,4043,374-309791,2060.78%+227
AMERICAN CENTY ETF TR2,4574,867+2,4102084340.28%+226
BERKSHIRE HATHAWAY INC DEL24,44123,839-60211,71211,9297.67%+217
FIRST TR EXCHNG TRADED FD VI
INNOVATION LEAD
25,65224,985-6677649810.63%+217
WINTRUST FINL CORP(WTFC)01,314+1,31402110.14%+211
CVS HEALTH CORP(CVS)10,3419,192-1,1497439510.61%+208
MORGAN STANLEY(MS)0993+99302080.13%+208
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
0713+71302030.13%+203
FIRST TR EXCHANGE-TRADED ALP
COM SHS
12,00711,907-1001,4641,6651.07%+202
VANGUARD INDEX FDS2,2362,454+2187179080.58%+191
FIRST TR EXCHANGE-TRADED FD4,1524,067-856598390.54%+179
DEERE & CO(DE)3,0092,947-621,6951,8691.20%+174
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
4,6204,470-1505176850.44%+168
VALMONT INDS INC(VMI)92092003685310.34%+164
FIRST TR EXCHANGE-TRADED FD3,4493,44906938550.55%+162
MARRIOTT INTL INC NEW(MAR)3,4853,498+131,1401,2960.83%+156
QUALCOMM INC(QCOM)2,5882,605+173334810.31%+148
ELI LILLY & CO(LLY)632603-295817230.47%+142
FIRST TR EXCHANGE-TRADED FD1,0751,080+52323620.23%+129
COLUMBIA ETF TR I
RESH ENHNC COR
22,33122,978+6478709940.64%+124
AVNET INC4,4444,389-552743900.25%+116
FIRST TR EXCHANGE-TRADED ALP
COM SHS
4,5624,563+15456580.42%+114
AMERICAN CENTY ETF TR8,8148,660-1549741,0800.69%+107
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
11,45811,104-3541,2581,3590.87%+101
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,7783,120+3423564570.29%+100
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,4892,48903844820.31%+99
STATE STR SPDR S&P 500 ETF T(SPY)507572+653304270.27%+97
BERKSHIRE HATHAWAY INC DEL3302,1542,2471.45%+92
JABIL INC(JBL)75675602012910.19%+91
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
9,1109,010-1004215070.33%+86
TESLA INC(TSLA)2,8442,716-1281,0571,1420.73%+85
FIRST TR EXCHANGE-TRADED FD
WTR ETF
12,30812,352+441,2691,3530.87%+83
JPMORGAN CHASE & CO(JPM)1,5711,666+954625450.35%+83
VANGUARD SPECIALIZED FUNDS1,0081,255+2472172970.19%+80
EATON VANCE TAX-MANAGED GLOB
COM
111,505106,205-5,3009661,0420.67%+76
SOMNIGROUP INTERNATIONAL INC(SGI)16,25216,25201,2011,2740.82%+73
BROADCOM INC(AVGO)856894+382653380.22%+73
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
4,4355,190+7552463190.21%+73
HOME DEPOT INC(HD)2,6462,669+238709410.61%+71
VISA INC(V)1,7171,71705195890.38%+70
LINCOLN ELEC HLDGS INC(LECO)4,0304,03001,0041,0700.69%+66
AMERICAN CENTY ETF TR12,73414,154+1,4205295860.38%+57
NEXPOINT REAL ESTATE FIN INC(NREF)37,88436,562-1,3225105670.36%+56
COCA COLA CO(KO)6,7657,001+2365145690.37%+54
FIRST TR EXCHANGE-TRADED FD28,07027,203-8679561,0070.65%+51
CANADIAN PACIFIC KANSAS CITY(CP)5,6685,66804464910.32%+45
NUVEEN S&P 500 DYNAMIC OVERW
COM
14,84514,842-32392770.18%+38
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
3,9003,90003183550.23%+37
INTERNATIONAL BUSINESS MACHS(IBM)879888+92132500.16%+37
CURTISS WRIGHT CORP(CW)871831-405936300.41%+36
FIRST TR EXCHANGE-TRADED ALP
COM SHS
7,6507,65007067410.48%+34
MERCK & CO INC(MRK)3,8113,81104584900.31%+31
FIRST TR EXCHANGE-TRADED FD2,0761,946-1304865150.33%+29
PROCTER & GAMBLE CO(PG)2,9953,147+1524334610.30%+29
FIRST TR EXCHANGE-TRADED FD
FINLS ALPHADEX
5,0014,961-402813100.20%+29
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
5,0825,247+1652002260.15%+26
FIRST TR EXCHANGE-TRADED FD
CONSUMR DISCRE
5,0285,02803223480.22%+26
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
3,7224,154+4322112350.15%+24
GLOBAL X FDS
NASDAQ 100 COVER
18,15118,15103113350.22%+23
FIDUS INVT CORP(FDUS)13,27813,27802312530.16%+22
ISHARES TR
MSCI USA MIN ETF
2,3472,460+1132182370.15%+20
RAYMOND JAMES FINL INC(RJF)2,4352,440+53533710.24%+18
HANCOCK JOHN INVS TR(JHI)41,47741,47705355520.36%+17
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
4,7694,76903363520.23%+16
CBRE GROUP INC(CBRE)1,7291,829+1002342460.16%+12
WASTE CONNECTIONS INC(WCN)6,2916,196-951,0221,0330.66%+11
AMGEN INC(AMGN)1,2831,275-84514620.30%+10
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
8,3048,160-1442102200.14%+10
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
2,9782,97802272370.15%+10
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
3,8213,82102092180.14%+9
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
5,1215,298+1772592680.17%+9
LAMB WESTON HLDGS INC(LW)6,2346,23402632690.17%+6
RTX CORPORATION(RTX)1,7101,766+563303350.22%+5
AMERICAN CENTY ETF TR5,6845,075-6094584630.30%+5
PIMCO INCOME STRATEGY FD II(PFN)17,70017,70001221260.08%+4
LADDER CAP CORP(LADR)19,19919,19901881910.12%+3
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Morey & Quinn Wealth Partners, LLC — 13F Holdings — Q2 2026 | TickerTrail