Morey & Quinn Wealth Partners, LLC
Filing Date
Global Rank
#5,956
/ 8,603
▲ 171
· as of Mar 2026
Top Industry
Insurance - Diversified
13.6%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+19.7%
SPY
+24.0%
Annualised alpha
-2.9%
Max drawdown
−16.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.4%
−0.6 pts
Top 5
41.6%
−0.8 pts
Top 10
56.3%
+0.1 pts
HHI
474
Diversified−18
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.0% | $22,699,315 |
| Financial Services | 21.5% | $18,759,082 |
| Industrials | 18.4% | $16,060,097 |
| Consumer Cyclical | 8.0% | $6,959,265 |
| Consumer Defensive | 6.6% | $5,805,789 |
| Healthcare | 4.8% | $4,228,667 |
| Real Estate | 4.7% | $4,130,083 |
| Energy | 4.4% | $3,881,366 |
| Communication Services | 3.2% | $2,758,798 |
| Unclassified | 1.3% | $1,137,196 |
| Utilities | 1.1% | $948,978 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | +3,075 | 22,907 | $2,846,881 | |
| KO | Coca Cola Co | +2,375 | 6,765 | $514,478 | |
| UNP | Union Pacific Corp | +1,210 | 15,342 | $3,722,276 | |
| MSFT | Microsoft Corp | +470 | 8,971 | $3,320,795 | |
| NVDA | Nvidia Corp | +365 | 43,739 | $7,628,081 | |
| GOOGL | Alphabet Inc. | +325 | 3,404 | $978,854 | |
| ORCL | Oracle Corp | +323 | 4,990 | $734,078 | |
| AAPL | Apple Inc. | +320 | 29,461 | $7,476,907 | |
| T | At&T Inc. | +316 | 20,410 | $591,685 | |
| AMZN | Amazon Com Inc | +255 | 11,394 | $2,373,028 | |
| BSX | Boston Scientific Corp | +160 | 11,587 | $727,084 | |
| QQQ | Invesco Qqq Trust, Series 1 | +132 | 1,399 | $807,474 | |
| BRK-B | Berkshire Hathaway Inc | +131 | 24,441 | $11,712,127 | |
| V | Visa Inc. | +125 | 1,717 | $518,946 | |
| QCOM | Qualcomm Inc/De | +100 | 2,588 | $333,282 | |
| COST | Costco Wholesale Corp /New | +98 | 957 | $953,583 | |
| AVGO | Broadcom Inc. | +91 | 856 | $264,940 | |
| JPM | Jpmorgan Chase & Co | +82 | 1,571 | $462,125 | |
| MDT | Medtronic plc | +78 | 2,725 | $236,121 | |
| CRM | Salesforce, Inc. | +66 | 2,875 | $536,676 | |
| NEE | Nextera Energy Inc | +61 | 4,767 | $442,758 | |
| PG | PROCTER & GAMBLE Co | +54 | 2,995 | $432,597 | |
| AMD | Advanced Micro Devices Inc | +47 | 1,145 | $232,927 | |
| RTX | RTX Corp | +38 | 1,710 | $329,859 | |
| CVX | Chevron Corp | +37 | 1,388 | $287,177 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | −564 | 10,722 | $538,244 | |
| EPD | Enterprise Products Partners L.P. | −340 | 59,738 | $2,260,485 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | −282 | 50,866 | $701,442 | |
| DIS | Walt Disney Co | −177 | 3,052 | $294,151 | |
| FTAI | FTAI Aviation Ltd. | −120 | 23,573 | $5,775,385 | |
| NNN | Nnn REIT, Inc. | −119 | 22,101 | $928,905 | |
| AVT | Avnet Inc | −110 | 4,444 | $273,839 | |
| ALL | Allstate Corp | −31 | 10,064 | $2,086,669 | |
| LLY | ELI LILLY & Co | −29 | 632 | $581,294 | |
| DE | Deere & Co | −15 | 3,009 | $1,694,969 | |
| TSCO | Tractor Supply Co /De/ | −15 | 7,010 | $317,553 | |
| HD | Home Depot, Inc. | −10 | 2,646 | $870,242 | |
| CAT | Caterpillar Inc | −2 | 1,133 | $802,685 | |
| No positions match the current search. | |||||
79 positions ·
$87,368,636 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 79 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 24,441 | $11,712,127 | 13.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 43,739 | $7,628,081 | 8.73% | |
| AAPL |
Apple Inc.
Technology
|
Added | 29,461 | $7,476,907 | 8.56% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Reduced | 23,573 | $5,775,385 | 6.61% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 15,342 | $3,722,276 | 4.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,971 | $3,320,795 | 3.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,907 | $2,846,881 | 3.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,394 | $2,373,028 | 2.72% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 59,738 | $2,260,485 | 2.59% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 10,064 | $2,086,669 | 2.39% | |
| DE |
Deere & Co
Industrials
|
Reduced | 3,009 | $1,694,969 | 1.94% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 6,998 | $1,383,574 | 1.58% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 14,755 | $1,333,704 | 1.53% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
Held | 16,252 | $1,201,347 | 1.38% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 3,485 | $1,139,838 | 1.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,844 | $1,057,257 | 1.21% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Held | 6,291 | $1,021,910 | 1.17% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Held | 4,030 | $1,003,792 | 1.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,404 | $978,854 | 1.12% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Held | 111,505 | $965,633 | 1.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 957 | $953,583 | 1.09% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
Reduced | 22,101 | $928,905 | 1.06% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Held | 831 | $908,573 | 1.04% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,646 | $870,242 | 1.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,399 | $807,474 | 0.92% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,133 | $802,685 | 0.92% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 10,341 | $742,690 | 0.85% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,990 | $734,078 | 0.84% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 11,587 | $727,084 | 0.83% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
Reduced | 50,866 | $701,442 | 0.80% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 871 | $593,255 | 0.68% | |
| T |
At&T Inc.
Communication Services
|
Added | 20,410 | $591,685 | 0.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 632 | $581,294 | 0.67% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,703 | $575,341 | 0.66% | |
| ERC |
Allspring Multi-Sector Income Fund
Financial Services
|
Held | 63,431 | $571,513 | 0.65% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 654 | $565,945 | 0.65% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 10,722 | $538,244 | 0.62% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,875 | $536,676 | 0.61% | |
| JHI |
John Hancock Investors Trust
Financial Services
|
Held | 41,477 | $535,468 | 0.61% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,717 | $518,946 | 0.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 6,765 | $514,478 | 0.59% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,292 | $511,214 | 0.59% | |
| NREF |
NexPoint Real Estate Finance, Inc.
Real Estate
|
Held | 37,884 | $510,297 | 0.58% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,721 | $465,685 | 0.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,571 | $462,125 | 0.53% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 3,811 | $458,425 | 0.52% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,283 | $451,423 | 0.52% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 5,668 | $445,844 | 0.51% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 4,767 | $442,758 | 0.51% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Held | 3,579 | $437,067 | 0.50% |