Morey & Quinn Wealth Partners, LLC Portfolio Holdings

Morey & Quinn Wealth Partners, LLC

  • $121 Billion
  • Q1 2025

Morey & Quinn Wealth Partners, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 125 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 $13.1B, First Trust Capital Strength E with a value of $7.83B, Apple Inc. with a value of $6.74B, Nvidia Corp with a value of $4.82B, and First Tr Value Line Divid Inde with a value of $4.38B.

Examining the 13F form we can see an increase of $2.89B in the current position value, from $118B to 121B.

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 $121 Billion
ETFs: $38.3 Billion
Financial Services: $22.7 Billion
Technology: $17.5 Billion
Industrials: $8.83 Billion
Consumer Cyclical: $6.23 Billion
Energy: $4.91 Billion
Healthcare: $4.79 Billion
Consumer Defensive: $4.77 Billion
Other: $8.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$275 Million 0.23% of portfolio
2,692
Q1 2025 Reduced 24.19%
$12.2B
$276 Million 0.23% of portfolio
871
Q4 2024 New
$0
$278 Million 0.23% of portfolio
5,486
Q4 2024 New
$5.93B
$263 Million 0.22% of portfolio
920
Q1 2025 Added 12.2%
$0
$267 Million 0.22% of portfolio
13,309
Q4 2024 New
$0
$267 Million 0.22% of portfolio
5,046
Q1 2025 Reduced 0.59%
$0
$253 Million 0.21% of portfolio
17,455
Q1 2025 Reduced 1.51%
$110B
$257 Million 0.21% of portfolio
2,861
Q1 2025 Reduced 0.42%
$270B
$255 Million 0.21% of portfolio
1,524
Q1 2025 Added 2.08%
$37.8B
$246 Million 0.2% of portfolio
1,881
Q1 2025 Added 3.87%
$59.1B
$228 Million 0.19% of portfolio
387
Q4 2024 New
$4.39B
$232 Million 0.19% of portfolio
4,820
Q4 2024 New
$0
$226 Million 0.19% of portfolio
822
Q1 2025 New
$1.3B
$230 Million 0.19% of portfolio
20,159
Q4 2024 New
$25.9B
$231 Million 0.19% of portfolio
1,673
Q1 2025 Added 0.54%
$12.8B
$218 Million 0.18% of portfolio
5,770
Q4 2024 New
$0
$220 Million 0.18% of portfolio
2,347
Q1 2025 Added 2.27%
$189B
$222 Million 0.18% of portfolio
1,677
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$209 Million 0.17% of portfolio
-
Q1 2025 Added 1.9%
$22.4B
$203 Million 0.17% of portfolio
2,850
Q1 2025 Added 7.55%
$165B
$202 Million 0.17% of portfolio
329
Q1 2025 New
$0
$133 Million 0.11% of portfolio
17,700
Q4 2024 New
$196M
$72.5 Million 0.06% of portfolio
15,651
Q4 2024 New
$355M
$52.7 Million 0.04% of portfolio
11,633
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $121 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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