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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$11.7 Billion 9.38% of portfolio
24,125
Q2 2025 Reduced 1.6%
$0
$7.51 Billion 6.01% of portfolio
82,640
Q2 2025 Reduced 5.35%
$416B
$7.08 Billion 5.67% of portfolio
44,821
Q2 2025 Added 0.8%
$3.45T
$5.99 Billion 4.79% of portfolio
29,193
Q2 2025 Reduced 3.75%
$3.77T
$4.15 Billion 3.32% of portfolio
8,339
Q2 2025 Added 0.42%
$0
$3.75 Billion 3.0% of portfolio
83,961
Q2 2025 Reduced 14.6%
$141B
$3.32 Billion 2.65% of portfolio
14,410
Q2 2025 Reduced 9.74%
$0
$3.12 Billion 2.5% of portfolio
34,640
Q2 2025 Added 2.59%
$0
$3.06 Billion 2.45% of portfolio
51,578
Q2 2025 Reduced 1.74%
Ftai Aviation LTD
-
$2.78 Billion 2.23% of portfolio
-
Q2 2025 Reduced 2.98%
$2.32T
$2.47 Billion 1.97% of portfolio
11,251
Q2 2025 Reduced 3.45%
$429B
$2.19 Billion 1.75% of portfolio
3
Q4 2024 New
$53.4B
$2.04 Billion 1.63% of portfolio
10,135
Q2 2025 Reduced 0.85%
$260B
$1.95 Billion 1.56% of portfolio
19,924
Q2 2025 Reduced 1.97%
$68.2B
$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%
$0
$1.38 Billion 1.1% of portfolio
13,298
Q2 2025 Reduced 15.2%
$0
$1.33 Billion 1.07% of portfolio
12,121
Q1 2025 Added 0.01%
$148B
$1.29 Billion 1.03% of portfolio
12,031
Q2 2025 Reduced 3.94%
$0
$1.26 Billion 1.01% of portfolio
11,656
Q2 2025 Reduced 13.41%
$0
$1.25 Billion 1.0% of portfolio
19,882
Q2 2025 Reduced 9.15%
$47.5B
$1.2 Billion 0.96% of portfolio
6,418
Q2 2025 Reduced 2.39%
$36.1B
$1.2 Billion 0.96% of portfolio
14,755
Q2 2025 Reduced 6.15%
$0
$1.15 Billion 0.92% of portfolio
27,087
Q2 2025 Reduced 6.74%
$9.92B
$1.11 Billion 0.88% of portfolio
16,252
Q2 2025 Reduced 4.13%
$0
$1.09 Billion 0.87% of portfolio
1,921
Q2 2025 Added 6.72%
$74.6B
$1.08 Billion 0.86% of portfolio
7,019
Q2 2025 Reduced 9.97%
$642B
$1 Billion 0.8% of portfolio
4,590
Q2 2025 Added 1.66%
$1.05T
$983 Million 0.79% of portfolio
3,096
Q2 2025 Added 1.98%
$380B
$973 Million 0.78% of portfolio
2,654
Q1 2025 Added 1.45%
$7.68B
$959 Million 0.77% of portfolio
22,220
Q2 2025 Reduced 3.58%
$88.6B
$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%
$417B
$835 Million 0.67% of portfolio
843
Q2 2025 Added 1.81%
$12.9B
$836 Million 0.67% of portfolio
4,030
Q4 2024 New
$0
$828 Million 0.66% of portfolio
16,810
Q2 2025 Reduced 0.01%
$0
$769 Million 0.62% of portfolio
4,888
Q2 2025 Reduced 0.08%
$0
$768 Million 0.61% of portfolio
10,162
Q2 2025 Reduced 0.27%
$264B
$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%
$80.2B
$760 Million 0.61% of portfolio
11,016
Q2 2025 Reduced 36.2%
$452B
$732 Million 0.59% of portfolio
6,792
Q1 2025 Added 1.69%
$0
$728 Million 0.58% of portfolio
19,785
Q2 2025 Added 26.95%
$1.17T
$708 Million 0.57% of portfolio
3,990
Q2 2025 Added 2.31%
$33.8B
$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
$602 Million 0.48% of portfolio
7,650
Q1 2025 Reduced 0.39%
$0
$603 Million 0.48% of portfolio
4,159
Q2 2025 Reduced 10.69%

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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