Morey & Quinn Wealth Partners, LLC
Top Portfolio Positions
80 positions ·
$88,520,966 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
24,441 | $11,712,127 | 13.23% | |
| NVDA |
Nvidia Corp
Technology
|
43,739 | $7,628,081 | 8.62% | |
| AAPL |
Apple Inc.
Technology
|
29,461 | $7,476,907 | 8.45% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
23,573 | $5,775,385 | 6.52% | |
| UNP |
Union Pacific Corp
Industrials
|
15,342 | $3,722,276 | 4.20% | |
| MSFT |
Microsoft Corp
Technology
|
8,971 | $3,320,795 | 3.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
22,907 | $2,846,881 | 3.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,394 | $2,373,028 | 2.68% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
59,738 | $2,260,485 | 2.55% | |
| ALL |
Allstate Corp
Financial Services
|
10,064 | $2,086,669 | 2.36% |
Portfolio Trend
6 quarters · across all stocks
Holdings in FDUS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,302 | 13,278 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $256,265 | 13,278 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $269,012 | 13,278 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $298,515 | 14,778 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $301,323 | 14,778 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $310,633 | 14,778 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||