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Portfolio (Quarterly) Guide ↗

Morey & Quinn Wealth Partners, LLC

· CIK 0002055521
13F Portfolio $155M AUM 143 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 29 Added 61 Reduced
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCK MCKESSON CORP Healthcare 650.0 $491K 0.32% -4.0 -0.6% $755.60 +18.2%
42 AVLV AMERICAN CENTY ETF TR 5,075.0 $463K 0.30% -609.0 -10.7% $91.21 +3.1%
43 AMGN AMGEN INC Healthcare 1,275.0 $462K 0.30% -8.0 -0.6% $362.12 +19.4%
44 PEP PEPSICO INC Consumer Defensive 3,262.0 $442K 0.28% -30.0 -0.9% $135.40 +4.2%
45 T AT&T INC Communication Services 19,549.0 $405K 0.26% -861.0 -4.2% $20.70 +25.6%
46 MAA MID-AMER APT CMNTYS INC Real Estate 2,834.0 $394K 0.25% -745.0 -20.8% $138.94 -6.7%
47 AVT AVNET INC Technology 4,389.0 $390K 0.25% -55.0 -1.2% $88.82 -0.2%
48 META META PLATFORMS INC Communication Services 596.0 $336K 0.22% -26.0 -4.2% $563.29 +2.6%
49 UPGD INVESCO EXCHANGE TRADED FD T 3,979.0 $326K 0.21% -725.0 -15.4% $81.93 +1.6%
50 FXO FIRST TR EXCHANGE-TRADED FD 4,961.0 $310K 0.20% -40.0 -0.8% $62.46 +6.1%
51 UPS UNITED PARCEL SVCS INC Industrials 2,832.0 $304K 0.20% -243.0 -7.9% $107.50 -2.0%
52 J P MORGAN EXCHANGE TRADED F 4,155.0 $300K 0.19% -1K -20.5% $72.28
53 DIS DISNEY WALT CO Communication Services 3,002.0 $289K 0.19% -50.0 -1.6% $96.25 +12.3%
54 FPF FIRST TR INTER DURATN PFD & Financial Services 13,192.0 $240K 0.15% -2K -10.8% $18.17 -2.0%
55 CVX CHEVRON CORPORATION Energy 1,365.0 $226K 0.15% -23.0 -1.7% $165.76 +21.8%
56 IFV FIRST TR EXCHANGE TRADED FD 8,160.0 $220K 0.14% -144.0 -1.7% $26.93 -2.3%
57 KORP AMERICAN CENTY ETF TR 4,680.0 $219K 0.14% -756.0 -13.9% $46.85 -1.9%
58 DTE DTE ENERGY CO Utilities 1,429.0 $218K 0.14% -272.0 -16.0% $152.39 -10.8%
59 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,781.0 $214K 0.14% -229.0 -3.3% $31.61 +9.8%
60 STWD STARWOOD PPTY TR INC Real Estate 12,703.0 $208K 0.13% -10K -43.7% $16.38 -3.5%
Page 3 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.5%
Industrials 14.9%
Financial Services 12.8%
Consumer Cyclical 8.5%
Consumer Defensive 7.2%
Healthcare 6.1%
Real Estate 5.1%
Communication Services 3.6%
Energy 3.1%
Utilities 1.2%