Morey & Quinn Wealth Partners, LLC Portfolio Holdings

Morey & Quinn Wealth Partners, LLC

  • $136 Billion
  • Q3 2025

Morey & Quinn Wealth Partners, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 131 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 $12.2B, Nvidia Corp with a value of $8.1B, First Trust Capital Strength E with a value of $7.74B, Apple Inc. with a value of $7.4B, and Microsoft Corp with a value of $4.4B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $125B to 136B.

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 $136 Billion
ETFs: $42.7 Billion
Technology: $24.1 Billion
Financial Services: $21.9 Billion
Industrials: $8.62 Billion
Consumer Cyclical: $7.67 Billion
Consumer Defensive: $4.77 Billion
Healthcare: $4.56 Billion
Real Estate: $4.21 Billion
Other: $8.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$635B
$12.2 Billion 9.0% of portfolio
24,277
Q3 2025 Added 0.63%
$495B
$8.1 Billion 5.97% of portfolio
43,397
Q3 2025 Reduced 3.18%
$0
$7.74 Billion 5.71% of portfolio
82,673
Q3 2025 Added 0.04%
$4.34T
$7.4 Billion 5.45% of portfolio
29,050
Q3 2025 Reduced 0.49%
$3.83T
$4.4 Billion 3.24% of portfolio
8,489
Q3 2025 Added 1.8%
Ftai Aviation LTD
-
$4.03 Billion 2.97% of portfolio
-
Q3 2025 Reduced 0.21%
$0
$3.68 Billion 2.71% of portfolio
79,526
Q3 2025 Reduced 5.28%
$0
$3.55 Billion 2.61% of portfolio
35,964
Q3 2025 Added 3.82%
$136B
$3.33 Billion 2.45% of portfolio
14,090
Q3 2025 Reduced 2.22%
$0
$3.25 Billion 2.39% of portfolio
52,467
Q3 2025 Added 1.72%
$2.54T
$2.45 Billion 1.81% of portfolio
11,169
Q3 2025 Reduced 0.73%
-
$2.39 Billion 1.76% of portfolio
-
Q3 2025 Added 19.9%
$439B
$2.26 Billion 1.67% of portfolio
3
Q4 2024 New
$52.8B
$2.17 Billion 1.6% of portfolio
10,120
Q3 2025 Reduced 0.15%
$278B
$2.04 Billion 1.51% of portfolio
19,832
Q3 2025 Reduced 0.46%
$65.7B
$1.94 Billion 1.43% of portfolio
62,078
Q3 2025 Reduced 0.51%
$0
$1.37 Billion 1.01% of portfolio
12,150
Q3 2025 Added 4.24%
$9.92B
$1.37 Billion 1.01% of portfolio
16,252
Q2 2025 Reduced 4.13%
$0
$1.36 Billion 1.0% of portfolio
2,216
Q3 2025 Added 15.36%
$0
$1.36 Billion 1.0% of portfolio
12,383
Q3 2025 Reduced 6.88%
$0
$1.36 Billion 1.0% of portfolio
20,254
Q3 2025 Added 1.87%
$669B
$1.32 Billion 0.97% of portfolio
4,691
Q3 2025 Added 2.2%
$141B
$1.29 Billion 0.95% of portfolio
2,824
Q3 2025 Reduced 0.53%
$85.4B
$1.25 Billion 0.92% of portfolio
6,998
Q3 2025 Reduced 0.3%
$1.4T
$1.25 Billion 0.92% of portfolio
2,814
Q3 2025 Reduced 9.11%
$0
$1.2 Billion 0.88% of portfolio
26,876
Q3 2025 Reduced 0.78%
$142B
$1.13 Billion 0.83% of portfolio
11,531
Q3 2025 Reduced 4.16%
$43.4B
$1.13 Billion 0.83% of portfolio
6,401
Q3 2025 Reduced 0.26%
$392B
$1.08 Billion 0.79% of portfolio
2,656
Q3 2025 Added 0.08%
$28.7B
$1.08 Billion 0.79% of portfolio
14,755
Q2 2025 Reduced 6.15%
$1.69T
$972 Million 0.72% of portfolio
3,990
Q2 2025 Added 2.31%
$0
$948 Million 0.7% of portfolio
104,187
Q2 2025 Added 11.11%
$7.05B
$946 Million 0.7% of portfolio
22,220
Q2 2025 Reduced 3.58%
$13B
$950 Million 0.7% of portfolio
4,030
Q4 2024 New
$88.4B
$908 Million 0.67% of portfolio
3,485
Q2 2025 Added 0.29%
$0
$888 Million 0.65% of portfolio
17,826
Q3 2025 Added 6.04%
-
$845 Million 0.62% of portfolio
-
Q3 2025 Added 31.23%
$0
$826 Million 0.61% of portfolio
10,872
Q3 2025 Added 6.99%
$0
$821 Million 0.61% of portfolio
4,888
Q2 2025 Reduced 0.08%
$0
$795 Million 0.59% of portfolio
19,714
Q3 2025 Reduced 0.36%
$416B
$795 Million 0.59% of portfolio
859
Q3 2025 Added 1.9%
$103B
$796 Million 0.59% of portfolio
10,561
Q3 2025 Reduced 4.13%
$45B
$764 Million 0.56% of portfolio
830
Q3 2025 Reduced 10.75%
$0
$766 Million 0.56% of portfolio
48,168
Q3 2025 Reduced 1.79%
$476B
$766 Million 0.56% of portfolio
6,792
Q1 2025 Added 1.69%
$1.66T
$749 Million 0.55% of portfolio
3,079
Q3 2025 Added 0.2%
$0
$691 Million 0.51% of portfolio
4,159
Q2 2025 Reduced 10.69%
$254B
$680 Million 0.5% of portfolio
2,867
Q3 2025 Added 3.2%
$0
$637 Million 0.47% of portfolio
7,650
Q1 2025 Reduced 0.39%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $136 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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