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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$912 Million 0.73% of portfolio
104,187
Q2 2025 Added 11.11%
$0
$759 Million 0.61% of portfolio
49,046
Q2 2025 Added 15.54%
$0
$600 Million 0.48% of portfolio
63,451
Q1 2025 Added 5.16%
$0
$577 Million 0.46% of portfolio
41,702
Q2 2025 Reduced 3.02%
$0
$299 Million 0.24% of portfolio
14,778
Q4 2024 New
$0
$278 Million 0.22% of portfolio
14,792
Q2 2025 Reduced 4.83%
$0
$239 Million 0.19% of portfolio
16,676
Q2 2025 Reduced 4.46%
$0
$131 Million 0.1% of portfolio
17,700
Q4 2024 New

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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