Morey & Quinn Wealth Partners, LLC Portfolio Holdings

Morey & Quinn Wealth Partners, LLC

  • $118 Billion
  • Q4 2024

Morey & Quinn Wealth Partners, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 119 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 $10.9B, First Trust Capital Strength E with a value of $7.62B, Apple Inc. with a value of $7.54B, Nvidia Corp with a value of $5.92B, and First Tr Value Line Divid Inde with a value of $4.22B.

Examining the 13F form we can see an increase of $118B in the current position value.

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 $118 Billion
ETFs: $37.7 Billion
Financial Services: $19.9 Billion
Technology: $19.9 Billion
Industrials: $8.17 Billion
Consumer Cyclical: $6.19 Billion
Consumer Defensive: $4.8 Billion
Energy: $4.54 Billion
Real Estate: $4.28 Billion
Other: $7.78 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$615B
$10.9 Billion 9.27% of portfolio
24,100
Q4 2024 New
$3.74T
$7.54 Billion 6.4% of portfolio
30,107
Q4 2024 New
$331B
$5.92 Billion 5.02% of portfolio
44,049
Q4 2024 New
$3.07T
$3.44 Billion 2.92% of portfolio
8,159
Q4 2024 New
$2.37T
$2.57 Billion 2.18% of portfolio
11,706
Q4 2024 New
$426B
$2.04 Billion 1.73% of portfolio
3
Q4 2024 New
$278B
$1.84 Billion 1.56% of portfolio
20,402
Q4 2024 New
$1.04T
$1.23 Billion 1.05% of portfolio
3,051
Q4 2024 New
$426B
$1.02 Billion 0.86% of portfolio
2,616
Q4 2024 New
$324B
$934 Million 0.79% of portfolio
2,794
Q4 2024 New
$499B
$826 Million 0.7% of portfolio
1,632
Q4 2024 New
$468B
$744 Million 0.63% of portfolio
812
Q4 2024 New
$1.14T
$715 Million 0.61% of portfolio
3,756
Q4 2024 New
$465B
$718 Million 0.61% of portfolio
6,679
Q4 2024 New
$478B
$690 Million 0.59% of portfolio
4,139
Q4 2024 New
$1.11T
$564 Million 0.48% of portfolio
2,982
Q4 2024 New
$573B
$492 Million 0.42% of portfolio
1,557
Q4 2024 New
$401B
$476 Million 0.4% of portfolio
2,837
Q4 2024 New
$822B
$400 Million 0.34% of portfolio
518
Q4 2024 New
$219B
$359 Million 0.3% of portfolio
3,609
Q4 2024 New
$807B
$357 Million 0.3% of portfolio
1,488
Q4 2024 New
$1.62T
$323 Million 0.27% of portfolio
552
Q4 2024 New
$292B
$255 Million 0.22% of portfolio
4,090
Q4 2024 New
$308B
$216 Million 0.18% of portfolio
1,493
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 119 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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