Morey & Quinn Wealth Partners, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 125 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 $13.1B, First Trust Capital Strength E with a value of $7.83B, Apple Inc. with a value of $6.74B, Nvidia Corp with a value of $4.82B, and First Tr Value Line Divid Inde with a value of $4.38B.
Examining the 13F form we can see an increase of $2.89B in the current position value, from $118B to 121B.
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
$121 Billion
ETFs: $38.3 Billion
Financial Services: $22.7 Billion
Technology: $17.5 Billion
Industrials: $8.83 Billion
Consumer Cyclical: $6.23 Billion
Energy: $4.91 Billion
Healthcare: $4.79 Billion
Consumer Defensive: $4.77 Billion
Other: $8.21 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
