Portfolio (Quarterly)
Guide ↗
Morey & Quinn Wealth Partners, LLC
· CIK 0002055521| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AVGO | BROADCOM INC | Technology | 856.0 | $265K | 0.19% | +91.0 | +11.9% | $309.51 | +15.6% |
| 42 | MDT | MEDTRONIC PLC | Healthcare | 2,725.0 | $236K | 0.17% | +78.0 | +3.0% | $86.65 | +8.7% |
| 43 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,145.0 | $233K | 0.17% | +47.0 | +4.3% | $203.43 | +134.8% |
① 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
33.8%
Industrials
14.7%
Financial Services
12.2%
Consumer Cyclical
8.6%
Consumer Defensive
8.6%
Healthcare
6.3%
Real Estate
6.2%
Communication Services
4.1%
Energy
4.1%
Utilities
1.4%