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 Market Cap. of $10 Billions to $200 Billions
