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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.92B
$1.11 Billion 0.88% of portfolio
16,252
Q2 2025 Reduced 4.13%
$7.68B
$959 Million 0.77% of portfolio
22,220
Q2 2025 Reduced 3.58%
$6.16B
$453 Million 0.36% of portfolio
22,568
Q4 2024 New
$9.3B
$394 Million 0.32% of portfolio
19,271
Q1 2025 Reduced 2.05%
$6.55B
$385 Million 0.31% of portfolio
7,287
Q2 2025 Reduced 3.32%
$7.07B
$323 Million 0.26% of portfolio
6,234
Q4 2024 New
$7.55B
$300 Million 0.24% of portfolio
920
Q1 2025 Added 12.2%
$5.12B
$242 Million 0.19% of portfolio
4,554
Q2 2025 Reduced 5.52%

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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