Portfolio (Quarterly) Guide ↗

Morey & Quinn Wealth Partners, LLC

· CIK 0002055521

13F Portfolio $141M AUM 136 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 43 Added 15 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	NUVEEN DOW 30 DYNMC OVERWRT	—	16,676	$254K	0.18%	SOLD
2	INTU	INTUIT	Technology	352	$233K	0.17%	SOLD
3	LOW	LOWES COS INC	Consumer Cyclical	837	$202K	0.14%	SOLD

Sector Allocation

Technology 32.2%

Industrials 14.0%

Financial Services 11.6%

Consumer Cyclical 8.2%

Consumer Defensive 8.2%

Energy 7.1%

Healthcare 6.0%

Real Estate 5.9%

Communication Services 5.5%

Utilities 1.3%