Morey & Quinn Wealth Partners, LLC
Filing Date
Global Rank
#5,936
/ 8,578
▲ 143
Top Industry
Insurance - Diversified
13.4%
3Y Alpha vs SPY
-4.4%
Period ended 3 months ago
Filed Apr 22, 2026 · 55d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.4%
SPY
+25.8%
Annualised alpha
-3.9%
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
80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.2%
−0.6 pts
Top 5
41.0%
−0.9 pts
Top 10
55.6%
−0.1 pts
HHI
463
Diversified−20
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.6% | $22,699,315 |
| Financial Services | 21.2% | $18,759,082 |
| Industrials | 18.1% | $16,060,097 |
| Consumer Cyclical | 7.9% | $6,959,265 |
| Consumer Defensive | 6.6% | $5,805,789 |
| Energy | 5.7% | $5,033,696 |
| Healthcare | 4.8% | $4,228,667 |
| Real Estate | 4.7% | $4,130,083 |
| Communication Services | 3.1% | $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. | |||||
8 positions ·
$4,228,667 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 10,341 | $742,690 | 17.56% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 11,587 | $727,084 | 17.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 632 | $581,294 | 13.75% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 654 | $565,945 | 13.38% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,721 | $465,685 | 11.01% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 3,811 | $458,425 | 10.84% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,283 | $451,423 | 10.68% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 2,725 | $236,121 | 5.58% |