Morey & Quinn Wealth Partners, LLC Portfolio Holdings
Q3 2025•132 long positions•$137.0M portfolio value
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Holding135 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $12.2M 8.91% | +$76.4K Bought | 0.001% 24.3K shares | 24.1K → 24.3K +$76.4K | +0.63% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $8.1M 5.91% | -$265.7K Sold | 0.0% 43.4K shares | 44.8K → 43.4K −$265.7K | -3.18% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 5.65% | +$3.1K Bought | — 82.7K shares | 82.6K → 82.7K +$3.1K | +0.04% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $7.4M 5.4% | -$36.4K Sold | 0.0% 29.1K shares | 29.2K → 29.1K −$36.4K | -0.49% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $4.4M 3.21% | +$77.7K Bought | 0.0% 8.5K shares | 8.3K → 8.5K +$77.7K | +1.8% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Rental & Leasing Services Industrials | $4.0M 2.94% | -$8.3K Sold | 0.024% 24.1K shares | 24.2K → 24.1K −$8.3K | -0.21% | $17.1B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 2.68% | -$205.1K Sold | — 79.5K shares | 84.0K → 79.5K −$205.1K | -5.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.59% | +$130.5K Bought | — 36.0K shares | 34.6K → 36.0K +$130.5K | +3.82% | — — | Q4 2024 Held for 11 months | |
Railroads Industrials | $3.3M 2.43% | -$75.6K Sold | 0.002% 14.1K shares | 14.4K → 14.1K −$75.6K | -2.22% | $140.18B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.37% | +$55.0K Bought | — 52.5K shares | 51.6K → 52.5K +$55.0K | +1.72% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $2.5M 1.79% | -$18.0K Sold | 0.0% 11.2K shares | 11.3K → 11.2K −$18.0K | -0.73% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.74% | +$396.7K Bought | — 25.5K shares | 21.3K → 25.5K +$396.7K | +19.9% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $2.3M 1.65% | — | 0.0% 3.0 shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Property & Casualty Financial Services | $2.2M 1.59% | -$3.2K Sold | 0.004% 10.1K shares | 10.1K → 10.1K −$3.2K | -0.15% | $56.6B Large Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $2.0M 1.49% | -$9.5K Sold | 0.0% 19.8K shares | 19.9K → 19.8K −$9.5K | -0.46% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $1.9M 1.42% | -$10.0K Sold | 0.003% 62.1K shares | 62.4K → 62.1K −$10.0K | -0.51% | $67.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.03% | — | — 12.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.4M 1.0% | — | — 16.3K shares | — | — | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $1.4M 1.0% | — | 0.008% 16.3K shares | — | — | $17.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.996% | +$55.5K Bought | — 12.2K shares | 11.7K → 12.2K +$55.5K | +4.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.994% | +$25.0K Bought | — 20.3K shares | 19.9K → 20.3K +$25.0K | +1.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.991% | -$100.3K Sold | — 12.4K shares | 13.3K → 12.4K −$100.3K | -6.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.99% | +$180.6K Bought | — 2.2K shares | 1.9K → 2.2K +$180.6K | +15.36% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.3M 0.963% | +$28.4K Bought | 0.0% 4.7K shares | 4.6K → 4.7K +$28.4K | +2.2% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $1.3M 0.942% | -$6.9K Sold | 0.001% 2.8K shares | 2.8K → 2.8K −$6.9K | -0.53% | $123.61B Large Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $1.3M 0.913% | -$125.4K Sold | 0.0% 2.8K shares | 3.1K → 2.8K −$125.4K | -9.11% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
REIT - Healthcare Facilities Real Estate | $1.2M 0.91% | -$3.7K Sold | 0.001% 7.0K shares | 7.0K → 7.0K −$3.7K | -0.3% | $119.14B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.874% | -$9.4K Sold | — 26.9K shares | 27.1K → 26.9K −$9.4K | -0.78% | — — | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $1.1M 0.821% | -$48.8K Sold | 0.001% 11.5K shares | 12.0K → 11.5K −$48.8K | -4.16% | $144.66B Large Cap | Q4 2024 Held for 11 months | |
Waste Management Industrials | $1.1M 0.821% | -$3.0K Sold | 0.002% 6.4K shares | 6.4K → 6.4K −$3.0K | -0.26% | $45.2B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $1.1M 0.786% | — | 0.002% 14.8K shares | — | — | $46.0B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $1.1M 0.785% | +$810.4 Bought | 0.0% 2.7K shares | 2.7K → 2.7K +$810.4 | +0.08% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $971.8K 0.709% | — | 0.0% 4.0K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Manufacturing - Tools & Accessories Industrials | $950.4K 0.693% | — | 0.007% 4.0K shares | — | — | $13.0B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $948.1K 0.692% | — | — 104.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $945.9K 0.69% | — | 0.012% 22.2K shares | — | — | $8.0B Mid Cap | Q4 2024 Held for 11 months | |
Travel Lodging Consumer Cyclical | $907.7K 0.662% | — | 0.001% 3.5K shares | — | — | $70.7B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $887.6K 0.648% | +$50.6K Bought | — 17.8K shares | 16.8K → 17.8K +$50.6K | +6.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $845.1K 0.617% | +$201.1K Bought | — 23.5K shares | 17.9K → 23.5K +$201.1K | +31.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $826.3K 0.603% | +$54.0K Bought | — 10.9K shares | 10.2K → 10.9K +$54.0K | +6.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $821.1K 0.599% | — | — 4.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $796.2K 0.581% | -$34.3K Sold | 0.001% 10.6K shares | 11.0K → 10.6K −$34.3K | -4.13% | $95.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $795.4K 0.58% | -$2.9K Sold | — 19.7K shares | 19.8K → 19.7K −$2.9K | -0.36% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $795.1K 0.58% | +$14.8K Bought | 0.0% 859.0 shares | 843.0 → 859.0 +$14.8K | +1.9% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $765.9K 0.559% | -$14.0K Sold | — 48.2K shares | 49.0K → 48.2K −$14.0K | -1.79% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $765.8K 0.559% | — | 0.0% 6.8K shares | — | — | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $764.1K 0.558% | -$92.1K Sold | 0.002% 830.0 shares | 930.0 → 830.0 −$92.1K | -10.75% | $44.1B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $748.5K 0.546% | +$1.5K Bought | 0.0% 3.1K shares | 3.1K → 3.1K +$1.5K | +0.2% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $691.0K 0.504% | — | — 4.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $679.5K 0.496% | +$21.1K Bought | 0.0% 2.9K shares | 2.8K → 2.9K +$21.1K | +3.2% | $225.62B Mega Cap | Q4 2024 Held for 11 months |
