Morey & Quinn Wealth Partners, LLC Portfolio Holdings

Morey & Quinn Wealth Partners, LLC

  • $136 Billion
  • Q3 2025

Morey & Quinn Wealth Partners, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 131 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 $12.2B, Nvidia Corp with a value of $8.1B, First Trust Capital Strength E with a value of $7.74B, Apple Inc. with a value of $7.4B, and Microsoft Corp with a value of $4.4B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $125B to 136B.

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 $136 Billion
ETFs: $42.7 Billion
Technology: $24.1 Billion
Financial Services: $21.9 Billion
Industrials: $8.62 Billion
Consumer Cyclical: $7.67 Billion
Consumer Defensive: $4.77 Billion
Healthcare: $4.56 Billion
Real Estate: $4.21 Billion
Other: $8.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$304 Million 0.22% of portfolio
3,900
Q2 2025 Reduced 2.5%
$0
$294 Million 0.22% of portfolio
17,306
Q3 2025 Reduced 0.57%
$0
$298 Million 0.22% of portfolio
5,010
Q2 2025 Reduced 0.71%
$299B
$291 Million 0.21% of portfolio
4,390
Q3 2025 Added 4.28%
$0
$283 Million 0.21% of portfolio
14,792
Q2 2025 Reduced 4.83%
$257B
$280 Million 0.21% of portfolio
1,672
Q2 2025 Reduced 0.3%
$0
$269 Million 0.2% of portfolio
13,278
Q3 2025 Reduced 10.15%
$0
$274 Million 0.2% of portfolio
5,766
Q3 2025 Added 5.18%
$259B
$276 Million 0.2% of portfolio
1,650
Q3 2025 New
$68.3B
$265 Million 0.2% of portfolio
3,168
Q3 2025 Reduced 3.03%
$0
$254 Million 0.19% of portfolio
2,460
Q3 2025 Reduced 1.52%
$0
$260 Million 0.19% of portfolio
5,121
Q3 2025 Reduced 6.65%
$48.2B
$257 Million 0.19% of portfolio
1,629
Q2 2025 Reduced 13.4%
$144B
$258 Million 0.19% of portfolio
781
Q3 2025 Added 3.44%
$120B
$252 Million 0.19% of portfolio
2,647
Q3 2025 Reduced 3.64%
$184B
$240 Million 0.18% of portfolio
352
Q2 2025 Added 6.99%
$26B
$239 Million 0.18% of portfolio
1,687
Q3 2025 Added 0.42%
$4.39B
$238 Million 0.18% of portfolio
4,554
Q2 2025 Reduced 5.52%
$0
$247 Million 0.18% of portfolio
1,075
Q3 2025 Added 0.47%
$0
$248 Million 0.18% of portfolio
16,676
Q2 2025 Reduced 4.46%
$0
$237 Million 0.17% of portfolio
4,120
Q3 2025 Added 7.29%
$0
$223 Million 0.16% of portfolio
2,347
Q1 2025 Added 2.27%
$144B
$210 Million 0.16% of portfolio
837
Q3 2025 New
$0
$211 Million 0.16% of portfolio
4,131
Q3 2025 New
$299B
$210 Million 0.15% of portfolio
1,351
Q3 2025 New
$1.36B
$209 Million 0.15% of portfolio
19,199
Q2 2025 Reduced 4.76%
$0
$203 Million 0.15% of portfolio
3,547
Q3 2025 Reduced 3.74%
$0
$134 Million 0.1% of portfolio
17,700
Q4 2024 New
$240M
$70.6 Million 0.05% of portfolio
15,651
Q4 2024 New
$511M
$47.9 Million 0.04% of portfolio
10,986
Q2 2025 Reduced 5.56%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $136 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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