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 Market Cap. of $10 Billions to $200 Billions