Morey & Quinn Wealth Partners, LLC Portfolio Holdings

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 2025

Morey & Quinn Wealth Partners, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $11.7B, First Trust Capital Strength E with a value of $7.51B, Nvidia Corp with a value of $7.08B, Apple Inc. with a value of $5.99B, and Microsoft Corp with a value of $4.15B.

Examining the 13F form we can see an increase of $4.24B in the current position value, from $121B to 125B.

Morey & Quinn Wealth Partners, LLC is based out at Omaha, NE

Below you can find more details about Morey & Quinn Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $40 Billion
Financial Services: $21.2 Billion
Technology: $20.8 Billion
Industrials: $8.97 Billion
Consumer Cyclical: $6.87 Billion
Consumer Defensive: $4.72 Billion
Real Estate: $4.29 Billion
Healthcare: $3.98 Billion
Other: $7.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606B
$11.7 Billion 9.38% of portfolio
24,125
Q2 2025 Reduced 1.6%
$454B
$7.08 Billion 5.67% of portfolio
44,821
Q2 2025 Added 0.8%
$3.65T
$5.99 Billion 4.79% of portfolio
29,193
Q2 2025 Reduced 3.75%
$3.89T
$4.15 Billion 3.32% of portfolio
8,339
Q2 2025 Added 0.42%
$135B
$3.32 Billion 2.65% of portfolio
14,410
Q2 2025 Reduced 9.74%
$2.25T
$2.47 Billion 1.97% of portfolio
11,251
Q2 2025 Reduced 3.45%
$419B
$2.19 Billion 1.75% of portfolio
3
Q4 2024 New
$55.8B
$2.04 Billion 1.63% of portfolio
10,135
Q2 2025 Reduced 0.85%
$282B
$1.95 Billion 1.56% of portfolio
19,924
Q2 2025 Reduced 1.97%
$67.7B
$1.93 Billion 1.55% of portfolio
62,398
Q2 2025 Reduced 6.9%
-
$1.83 Billion 1.46% of portfolio
-
Q2 2025 Added 252.39%
$153B
$1.44 Billion 1.15% of portfolio
2,839
Q2 2025 Added 3.65%
$147B
$1.29 Billion 1.03% of portfolio
12,031
Q2 2025 Reduced 3.94%
$49B
$1.2 Billion 0.96% of portfolio
6,418
Q2 2025 Reduced 2.39%
$32.9B
$1.2 Billion 0.96% of portfolio
14,755
Q2 2025 Reduced 6.15%
$9.92B
$1.11 Billion 0.88% of portfolio
16,252
Q2 2025 Reduced 4.13%
$681B
$1 Billion 0.8% of portfolio
4,590
Q2 2025 Added 1.66%
$1.07T
$983 Million 0.79% of portfolio
3,096
Q2 2025 Added 1.98%
$397B
$973 Million 0.78% of portfolio
2,654
Q1 2025 Added 1.45%
$7.36B
$959 Million 0.77% of portfolio
22,220
Q2 2025 Reduced 3.58%
$83.7B
$952 Million 0.76% of portfolio
3,485
Q2 2025 Added 0.29%
$0
$912 Million 0.73% of portfolio
104,187
Q2 2025 Added 11.11%
$438B
$835 Million 0.67% of portfolio
843
Q2 2025 Added 1.81%
$13.8B
$836 Million 0.67% of portfolio
4,030
Q4 2024 New
$233B
$758 Million 0.61% of portfolio
2,778
Q2 2025 Added 0.91%
$0
$759 Million 0.61% of portfolio
49,046
Q2 2025 Added 15.54%
$85.2B
$760 Million 0.61% of portfolio
11,016
Q2 2025 Reduced 36.2%
$441B
$732 Million 0.59% of portfolio
6,792
Q1 2025 Added 1.69%
$1.23T
$708 Million 0.57% of portfolio
3,990
Q2 2025 Added 2.31%
$37.4B
$680 Million 0.54% of portfolio
930
Q1 2025 Added 0.32%
-
$613 Million 0.49% of portfolio
-
Q2 2025 Added 57.4%
$0
$600 Million 0.48% of portfolio
63,451
Q1 2025 Added 5.16%
$0
$577 Million 0.46% of portfolio
41,702
Q2 2025 Reduced 3.02%
$549B
$565 Million 0.45% of portfolio
1,592
Q1 2025 Added 2.25%
$201B
$569 Million 0.45% of portfolio
19,650
Q2 2025 Reduced 0.31%
$213M
$547 Million 0.44% of portfolio
39,639
Q4 2024 New
$236B
$555 Million 0.44% of portfolio
1,778
Q2 2025 Added 4.53%
$181B
$535 Million 0.43% of portfolio
12,361
Q2 2025 Added 0.01%
$1.2T
$542 Million 0.43% of portfolio
3,073
Q2 2025 Added 1.15%
$16B
$530 Million 0.42% of portfolio
3,579
Q4 2024 New
$849B
$482 Million 0.39% of portfolio
1,664
Q2 2025 Added 2.34%
$604B
$486 Million 0.39% of portfolio
623
Q2 2025 Added 19.58%
$367B
$468 Million 0.37% of portfolio
2,937
Q1 2025 Added 3.52%
$200B
$451 Million 0.36% of portfolio
3,417
Q2 2025 Reduced 2.04%
$6.14B
$453 Million 0.36% of portfolio
22,568
Q4 2024 New
$216B
$453 Million 0.36% of portfolio
1,166
Q2 2025 Added 5.9%
$166B
$427 Million 0.34% of portfolio
2,684
Q2 2025 Reduced 20.45%
$19.3B
$426 Million 0.34% of portfolio
871
Q4 2024 New
$1.73T
$419 Million 0.34% of portfolio
568
Q1 2025 Added 2.9%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $125 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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