Morey & Quinn Wealth Partners, LLC Purchases in Q4 2025

Morey & Quinn Wealth Partners, LLC

  • $139 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JGRO
J P Morgan Exchange Traded Fd
6.18K
+ 24.22%
N/A
31.7K $2.94B
AAPL
Apple Inc.

Technology
91
+ 0.31%
$245.27 - $275.25 $22.3K - $25K
29.1K $7.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
599
+ 27.03%
$600.51 - $631.95 $360K - $379K
2.82K $1.77B
AVUV
American Centy ETF Tr Avantis

ETFs
2.44K
+ 45.71%
$95.19 - $100.66 $233K - $246K
7.79K $794M
AMD
Advanced Micro Devices Inc

Technology
1.1K
New
$164.01 - $264.33 $180K - $290K
1.1K $235M
LLY
Eli Lilly & CO

Healthcare
10
+ 1.54%
$799.57 - $1025.28 $8K - $10.3K
661 $710M
MU
Micron Technology Inc

Technology
45
+ 2.73%
$181.6 - $253.3 $8.17K - $11.4K
1.7K $484M
RDVY
First Trust Rising Dividend Ac

ETFs
1.75K
+ 8.63%
$65.02 - $68.31 $114K - $119K
22K $1.53B
ILDR
First Tr Exchange Traded Fd Vi
4.35K
+ 23.78%
$32.56 - $34.56 $141K - $150K
22.6K $746M
QQQ
Invesco Qqq Trust, Series 1

ETFs
207
+ 19.53%
$589.5 - $635.77 $122K - $132K
1.27K $778M
TDIV
First Trust Nasdaq Technology

ETFs
1.85K
+ 5.14%
$96.0 - $102.5 $177K - $189K
37.8K $3.66B
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
7.32K
+ 7.02%
$9.01 - $9.36 $65.9K - $68.5K
112K $1.06B
FBT
First Trust Nyse Arca Biotechn

ETFs
73
+ 2.2%
$182.41 - $203.02 $13.3K - $14.8K
3.39K $700M
RECS
Columbia ETF Tr I

ETFs
2.33K
+ 11.81%
$39.39 - $41.32 $91.7K - $96.2K
22K $900M
VTI
Vanguard Total Stock Market Et

ETFs
220
+ 20.87%
$321.8 - $337.95 $70.8K - $74.3K
1.27K $427M
FTGS
First Tr Exchange Traded Fd Gr
2.64K
+ 11.2%
N/A
26.2K $925M
FV
First Trust Dorsey Wright Focu

ETFs
103
+ 0.2%
$60.63 - $62.78 $6.24K - $6.47K
52.6K $3.31B
AVLV
American Centy ETF Tr Avantis
499
+ 9.33%
$70.14 - $73.74 $35K - $36.8K
5.85K $443M
AVIG
American Centy ETF Tr Avantis

ETFs
950
+ 7.85%
$41.84 - $42.48 $39.7K - $40.4K
13.1K $547M
FDL
First Tr Morningstar Dividend

ETFs
387
+ 2.85%
$42.27 - $43.9 $16.4K - $17K
14K $620M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 1.07%
$401.99 - $468.37 $12.1K - $14.1K
2.84K $1.28B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
845
+ 4.88%
$16.88 - $17.5 $14.3K - $14.8K
18.2K $321M
CBRE
Cbre Group, Inc.

Real Estate
100
+ 6.14%
$149.99 - $164.2 $15K - $16.4K
1.73K $278M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
315
+ 7.65%
$56.33 - $59.22 $17.7K - $18.7K
4.44K $258M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.98K
+ 6.19%
$15.41 - $15.87 $45.9K - $47.3K
51.1K $785M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 0.14%
$475.68 - $513.11 $15.7K - $16.9K
24.3K $12.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
175
+ 4.93%
$56.0 - $57.6 $9.8K - $10.1K
3.72K $213M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
26
+ 0.15%
$49.78 - $50.16 $1.29K - $1.3K
17.9K $892M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
119
+ 0.44%
$43.6 - $45.68 $5.19K - $5.44K
27K $1.2B
KORP
American Centy ETF Tr Diversif

ETFs
77
+ 1.34%
$47.27 - $48.16 $3.64K - $3.71K
5.84K $276M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 0.12%
$904.44 - $1105.05 $904 - $1.11K
831 $753M
DTE
Dte Energy CO

Utilities
6
+ 0.36%
$133.44 - $143.32 $801 - $860
1.69K $218M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.06%
$320.52 - $369.92 $321 - $370
1.7K $561M
RJF
Raymond James Financial Inc

Financial Services
8
+ 0.33%
$158.05 - $167.64 $1.26K - $1.34K
2.43K $390M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
269
+ 2.47%
$74.62 - $78.21 $20.1K - $21K
11.1K $796M
FIW
First Trust Water ETF

ETFs
135
+ 1.11%
$110.5 - $115.7 $14.9K - $15.6K
12.3K $1.33B
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 0.04%
$52.49 - $56.37 $157 - $169
7.03K $351M
T
At&T Inc.

Communication Services
444
+ 2.26%
$24.44 - $27.55 $10.9K - $12.2K
20.1K $499M
UNP
Union Pacific Corp

Industrials
42
+ 0.3%
$216.37 - $237.41 $9.09K - $9.97K
14.1K $3.27B
MSFT
Microsoft Corp

Technology
12
+ 0.14%
$496.82 - $542.07 $5.96K - $6.5K
8.5K $4.11B
Activity Summary
Buys All Purchases 41 New Holdings 1 Increased Positions 40 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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