Morey & Quinn Wealth Partners, LLC Diversified Active

Location: Omaha, NE

CIK: 0002055521 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $141M (100.0% shares, 0.0% debt)

Holdings (136)

BRK/B BERKSHIRE HATHAWAY INC DEL 8.3%
Value $11.71M Shares 24,441 Est. Cost $462.15 Unrealized +6.8%
NVDA NVIDIA CORPORATION 5.4%
Value $7.628M Shares 43,739 Est. Cost $137.79 Unrealized +35.4%
AAPL APPLE INC 5.3%
Value $7.477M Shares 29,461 Est. Cost $234.81 Unrealized +11.9%
FTCS FIRST TR EXCHANGE-TRADED FD 5.3%
Value $7.442M Shares 80,226 Est. Cost $87.82 Unrealized
FTAI FTAI AVIATION LTD 4.1%
Value $5.775M Shares 23,573 Est. Cost $145.85 Unrealized +85.7%
UNP UNION PAC CORP 2.6%
Value $3.722M Shares 15,342 Est. Cost $231.26 Unrealized +5.2%
TDIV FIRST TR EXCHANGE TRADED FD 2.6%
Value $3.634M Shares 38,795 Est. Cost $80.36 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 2.4%
Value $3.415M Shares 72,612 Est. Cost $43.66 Unrealized
MSFT MICROSOFT CORP 2.4%
Value $3.321M Shares 8,971 Est. Cost $424.16 Unrealized +2.5%
FV FIRST TR EXCHANGE TRADED FD 2.3%
Value $3.192M Shares 52,818 Est. Cost $59.03 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 2.1%
Value $2.907M Shares 34,397 Est. Cost $85.95 Unrealized
WMT WALMART INC 2.0%
Value $2.847M Shares 22,907 Est. Cost $90.67 Unrealized +34.6%
AMZN AMAZON COM INC 1.7%
Value $2.373M Shares 11,394 Est. Cost $205.08 Unrealized +10.6%
EPD ENTERPRISE PRODS PARTNERS L 1.6%
Value $2.26M Shares 59,738 Est. Cost $31.45 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.5%
Value $2.154M Shares 3 Est. Cost $692527.00 Unrealized +6.9%
ALL ALLSTATE CORP 1.5%
Value $2.087M Shares 10,064 Est. Cost $189.83 Unrealized +6.9%
VOO VANGUARD INDEX FDS 1.4%
Value $1.95M Shares 3,263 Est. Cost $569.08 Unrealized
DE DEERE & CO 1.2%
Value $1.695M Shares 3,009 Est. Cost $424.56 Unrealized +29.9%
RDVY FIRST TR EXCHANGE TRADED FD 1.1%
Value $1.521M Shares 22,280 Est. Cost $60.20 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 1.0%
Value $1.464M Shares 12,007 Est. Cost $104.30 Unrealized
WELL WELLTOWER INC 1.0%
Value $1.384M Shares 6,998 Est. Cost $128.94 Unrealized +45.0%
OKE ONEOK INC NEW 0.9%
Value $1.334M Shares 14,755 Est. Cost $96.84 Unrealized -18.9%
FIW FIRST TR EXCHANGE-TRADED FD 0.9%
Value $1.269M Shares 12,308 Est. Cost $102.50 Unrealized
FXH FIRST TR EXCHANGE-TRADED FD 0.9%
Value $1.258M Shares 11,458 Est. Cost $104.13 Unrealized
DIVO AMPLIFY ETF TR 0.9%
Value $1.239M Shares 27,624 Est. Cost $40.58 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.9%
Value $1.201M Shares 16,252 Est. Cost $53.36 Unrealized +72.4%
XOM EXXON MOBIL CORP 0.8%
Value $1.152M Shares 6,792 Est. Cost $112.27 Unrealized +23.6%
GOOG ALPHABET INC 0.8%
Value $1.142M Shares 3,980 Est. Cost $175.67 Unrealized +84.2%
MAR MARRIOTT INTL INC NEW 0.8%
Value $1.14M Shares 3,485 Est. Cost $269.39 Unrealized +22.8%
TSLA TESLA INC 0.8%
Value $1.057M Shares 2,844 Est. Cost $322.63 Unrealized +32.0%
WCN WASTE CONNECTIONS INC 0.7%
Value $1.022M Shares 6,291 Est. Cost $180.68 Unrealized -7.4%
LECO LINCOLN ELEC HLDGS INC 0.7%
Value $1.004M Shares 4,030 Est. Cost $201.47 Unrealized +34.4%
GOOGL ALPHABET INC 0.7%
Value $979K Shares 3,404 Est. Cost $188.38 Unrealized +71.6%
AVUV AMERICAN CENTY ETF TR 0.7%
Value $974K Shares 8,814 Est. Cost $97.43 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.7%
Value $966K Shares 111,505 Est. Cost $8.31 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.7%
Value $956K Shares 28,070 Est. Cost $33.36 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.7%
Value $954K Shares 957 Est. Cost $929.29 Unrealized +3.7%
NNN NNN REIT INC 0.7%
Value $929K Shares 22,101 Est. Cost $40.85 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.6%
Value $909K Shares 831 Est. Cost $716.72 Unrealized +54.1%
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value $888K Shares 17,832 Est. Cost $48.82 Unrealized
RECS COLUMBIA ETF TR I 0.6%
Value $870K Shares 22,331 Est. Cost $35.65 Unrealized
HD HOME DEPOT INC 0.6%
Value $870K Shares 2,646 Est. Cost $397.03 Unrealized -5.0%
QQQ INVESCO QQQ TR 0.6%
Value $807K Shares 1,399 Est. Cost $539.72 Unrealized
CAT CATERPILLAR INC 0.6%
Value $803K Shares 1,133 Est. Cost $378.04 Unrealized +81.0%
FXL FIRST TR EXCHANGE-TRADED FD 0.6%
Value $776K Shares 4,887 Est. Cost $148.55 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.5%
Value $764K Shares 25,652 Est. Cost $31.15 Unrealized
CVS CVS HEALTH CORP 0.5%
Value $743K Shares 10,341 Est. Cost $53.65 Unrealized +45.3%
FDL FIRST TR EXCHANGE-TRADED FD 0.5%
Value $736K Shares 14,494 Est. Cost $40.97 Unrealized
ORCL ORACLE CORP 0.5%
Value $734K Shares 4,990 Est. Cost $175.73 Unrealized -3.5%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $727K Shares 11,587 Est. Cost $88.00 Unrealized -2.5%
VTI VANGUARD INDEX FDS 0.5%
Value $717K Shares 2,236 Est. Cost $303.73 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.5%
Value $717K Shares 11,431 Est. Cost $64.40 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.5%
Value $706K Shares 7,650 Est. Cost $76.46 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.5%
Value $701K Shares 50,866 Est. Cost $14.99 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.5%
Value $693K Shares 3,449 Est. Cost $167.98 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.5%
Value $659K Shares 4,152 Est. Cost $119.50 Unrealized
CW CURTISS WRIGHT CORP 0.4%
Value $593K Shares 871 Est. Cost $359.29 Unrealized +81.1%
T AT&T INC 0.4%
Value $592K Shares 20,410 Est. Cost $21.66 Unrealized +18.9%
LLY ELI LILLY & CO 0.4%
Value $581K Shares 632 Est. Cost $812.46 Unrealized +28.9%
MU MICRON TECHNOLOGY INC 0.4%
Value $575K Shares 1,703 Est. Cost $130.51 Unrealized +196.6%
ALLSPRING MULTI SECTOR INCOM 0.4%
Value $572K Shares 63,431 Est. Cost $9.19 Unrealized
MCK MCKESSON CORP 0.4%
Value $566K Shares 654 Est. Cost $703.03 Unrealized +24.5%
FYX FIRST TR EXCHANGE-TRADED ALP 0.4%
Value $545K Shares 4,562 Est. Cost $101.06 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $538K Shares 10,722 Est. Cost $39.40 Unrealized +11.2%
CRM SALESFORCE INC 0.4%
Value $537K Shares 2,875 Est. Cost $312.46 Unrealized -30.9%
HANCOCK JOHN INVT TR II 0.4%
Value $535K Shares 41,477 Est. Cost $13.68 Unrealized
AVIG AMERICAN CENTY ETF TR 0.4%
Value $529K Shares 12,734 Est. Cost $41.57 Unrealized
V VISA INC 0.4%
Value $519K Shares 1,717 Est. Cost $301.35 Unrealized +9.2%
NXTG FIRST TR EXCHANGE-TRADED FD 0.4%
Value $517K Shares 4,620 Est. Cost $86.02 Unrealized
KO COCA COLA CO 0.4%
Value $514K Shares 6,765 Est. Cost $67.44 Unrealized +10.8%
PEP PEPSICO INC 0.4%
Value $511K Shares 3,292 Est. Cost $156.34 Unrealized -1.0%
NREF NEXPOINT REAL ESTATE FIN INC 0.4%
Value $510K Shares 37,884 Est. Cost $15.69 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value $486K Shares 2,076 Est. Cost $243.09 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $466K Shares 1,721 Est. Cost $540.11 Unrealized -42.8%
JPM JPMORGAN CHASE & CO 0.3%
Value $462K Shares 1,571 Est. Cost $234.71 Unrealized +32.7%
MRK MERCK & CO INC 0.3%
Value $458K Shares 3,811 Est. Cost $96.20 Unrealized +18.8%
AVLV AMERICAN CENTY ETF TR 0.3%
Value $458K Shares 5,684 Est. Cost $66.78 Unrealized
AMGN AMGEN INC 0.3%
Value $451K Shares 1,283 Est. Cost $286.05 Unrealized +22.2%
CP CANADIAN PACIFIC KANSAS CITY 0.3%
Value $446K Shares 5,668 Est. Cost $76.44 Unrealized +1.0%
NEE NEXTERA ENERGY INC 0.3%
Value $443K Shares 4,767 Est. Cost $75.18 Unrealized +15.9%
MAA MID-AMER APT CMNTYS INC 0.3%
Value $437K Shares 3,579 Est. Cost $149.63 Unrealized -7.0%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value $436K Shares 24,546 Est. Cost $17.71 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value $433K Shares 2,995 Est. Cost $165.42 Unrealized -8.3%
ROBT FIRST TR EXCHANGE TRADED FD 0.3%
Value $421K Shares 9,110 Est. Cost $45.04 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value $415K Shares 9,267 Est. Cost $46.18 Unrealized
STWD STARWOOD PPTY TR INC 0.3%
Value $389K Shares 22,568 Est. Cost $18.95 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.3%
Value $384K Shares 2,489 Est. Cost $138.25 Unrealized
VMI VALMONT INDS INC 0.3%
Value $368K Shares 920 Est. Cost $322.62 Unrealized +39.1%
FNX FIRST TR EXCHANGE-TRADED ALP 0.3%
Value $356K Shares 2,778 Est. Cost $115.95 Unrealized
META META PLATFORMS INC 0.3%
Value $356K Shares 622 Est. Cost $597.89 Unrealized +9.6%
RJF RAYMOND JAMES FINL INC 0.3%
Value $353K Shares 2,435 Est. Cost $148.59 Unrealized +11.3%
UPGD INVESCO EXCHANGE TRADED FD T 0.2%
Value $343K Shares 4,704 Est. Cost $69.12 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.2%
Value $336K Shares 4,769 Est. Cost $65.71 Unrealized
QCOM QUALCOMM INC 0.2%
Value $333K Shares 2,588 Est. Cost $159.31 Unrealized -3.4%
RTX RTX CORPORATION 0.2%
Value $330K Shares 1,710 Est. Cost $126.36 Unrealized +55.6%
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $330K Shares 507 Est. Cost $588.87 Unrealized
FXD FIRST TR EXCHANGE-TRADED FD 0.2%
Value $322K Shares 5,028 Est. Cost $64.63 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value $320K Shares 5,224 Est. Cost $57.31 Unrealized
FXR FIRST TR EXCHANGE-TRADED FD 0.2%
Value $318K Shares 3,900 Est. Cost $74.81 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value $318K Shares 7,010 Est. Cost $55.40 Unrealized -4.8%
QYLD GLOBAL X FDS 0.2%
Value $311K Shares 18,151 Est. Cost $18.03 Unrealized
PTBD PACER FDS TR 0.2%
Value $305K Shares 16,069 Est. Cost $19.96 Unrealized
UPS UNITED PARCEL SVCS INC 0.2%
Value $303K Shares 3,075 Est. Cost $122.34 Unrealized -10.2%
DIS DISNEY WALT CO 0.2%
Value $294K Shares 3,052 Est. Cost $103.52 Unrealized +5.7%
CVX CHEVRON CORPORATION 0.2%
Value $287K Shares 1,388 Est. Cost $152.80 Unrealized +12.5%
CAG CONAGRA BRANDS INC 0.2%
Value $284K Shares 18,040 Est. Cost $26.44 Unrealized -31.9%
FXO FIRST TR EXCHANGE-TRADED FD 0.2%
Value $281K Shares 5,001 Est. Cost $54.13 Unrealized
AVT AVNET INC 0.2%
Value $274K Shares 4,444 Est. Cost $52.56 Unrealized +10.8%
AVGO BROADCOM INC 0.2%
Value $265K Shares 856 Est. Cost $231.17 Unrealized +44.6%
LW LAMB WESTON HLDGS INC 0.2%
Value $263K Shares 6,234 Est. Cost $72.60 Unrealized -37.1%
FIRST TR INTER DURATN PFD & 0.2%
Value $261K Shares 14,792 Est. Cost $18.00 Unrealized
NOBL PROSHARES TR 0.2%
Value $260K Shares 2,457 Est. Cost $99.55 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value $259K Shares 5,121 Est. Cost $50.37 Unrealized
SRE SEMPRA 0.2%
Value $258K Shares 2,650 Est. Cost $83.71 Unrealized +6.9%
KORP AMERICAN CENTY ETF TR 0.2%
Value $253K Shares 5,436 Est. Cost $47.10 Unrealized
DTE DTE ENERGY CO 0.2%
Value $249K Shares 1,701 Est. Cost $118.43 Unrealized +15.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value $246K Shares 4,435 Est. Cost $54.86 Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.2%
Value $239K Shares 14,845 Est. Cost $16.07 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $236K Shares 2,725 Est. Cost $84.29 Unrealized +18.1%
CBRE CBRE GROUP INC 0.2%
Value $234K Shares 1,729 Est. Cost $132.63 Unrealized +21.7%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $233K Shares 1,145 Est. Cost $224.48 Unrealized -1.2%
QTEC FIRST TR EXCHANGE-TRADED FD 0.2%
Value $232K Shares 1,075 Est. Cost $212.90 Unrealized
FDUS FIDUS INVT CORP 0.2%
Value $231K Shares 13,278 Est. Cost $17.78 Unrealized +8.1%
FXZ FIRST TR EXCHANGE-TRADED FD 0.2%
Value $227K Shares 2,978 Est. Cost $76.21 Unrealized
USMV ISHARES TR 0.2%
Value $218K Shares 2,347 Est. Cost $88.90 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $217K Shares 1,008 Est. Cost $215.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $213K Shares 879 Est. Cost $283.93 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $211K Shares 3,722 Est. Cost $56.87 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.1%
Value $210K Shares 8,304 Est. Cost $25.27 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value $209K Shares 3,821 Est. Cost $51.18 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value $208K Shares 2,457 Est. Cost $84.84 Unrealized
JBL JABIL INC 0.1%
Value $201K Shares 756 Est. Cost $248.04 Unrealized 0.0%
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $200K Shares 5,082 Est. Cost $39.43 Unrealized
LADR LADDER CAP CORP 0.1%
Value $188K Shares 19,199 Est. Cost $11.19 Unrealized
PIMCO INCOME STRATEGY FD II 0.1%
Value $122K Shares 17,700 Est. Cost $7.45 Unrealized
ACRE ARES COML REAL ESTATE CORP 0.0%
Value $59,837 Shares 12,466 Est. Cost $5.89 Unrealized