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Home > Institutional Investor > Morey & Quinn Wealth Partners, Llc > Profile

Instuitional Investor - Morey & Quinn Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Morey & Quinn Wealth Partners, Llc
Portfolio Value $120,758,041
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 24,518 $13,057,796 10.81%
2.
First Tr Exchange-Traded Fd - CAP STRENGTH ETF
 87,308 $7,826,299 6.48%
3.
Apple Inc.
 AAPL 30,329 $6,736,891 5.58%
4.
Nvidia Corp
 NVDA 44,464 $4,819,009 3.99%
5.
First Tr Value Line Divid In
 98,316 $4,383,895 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)