Morey & Quinn Wealth Partners, LLC: 13F holdings
CIK 20555212026Q2
| Positions | 143 |
|---|---|
| Reported value | $155.5m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 23,839 | $11.9m | 7.7% |
| NVDA NVIDIA CORPORATION | 43,380 | $8.7m | 5.6% |
| AAPL APPLE INC | 29,488 | $8.5m | 5.5% |
| FTCS FIRST TR EXCHANGE-TRADED FD | 78,413 | $7.4m | 4.7% |
| FTAI FTAI AVIATION LTD | 22,295 | $6.0m | 3.9% |
| TDIV FIRST TR EXCHANGE TRADED FD | 38,715 | $4.4m | 2.9% |
| UNP UNION PAC CORP | 15,025 | $4.1m | 2.6% |
| FV FIRST TR EXCHANGE TRADED FD | 52,856 | $4.0m | 2.6% |
| JGRO J P MORGAN EXCHANGE TRADED F | 36,074 | $3.6m | 2.3% |
| FVD FIRST TR EXCHANGE-TRADED FD | 69,542 | $3.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055521")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.