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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$267 Million 0.23% of portfolio
17,723
Q4 2024 New
$0
$276 Million 0.23% of portfolio
5,486
Q4 2024 New
$292B
$255 Million 0.22% of portfolio
4,090
Q4 2024 New
$6.94B
$251 Million 0.21% of portfolio
820
Q4 2024 New
$4.64B
$252 Million 0.21% of portfolio
4,820
Q4 2024 New
$45.5B
$238 Million 0.2% of portfolio
1,811
Q4 2024 New
$26.2B
$232 Million 0.2% of portfolio
2,650
Q4 2024 New
$121B
$229 Million 0.19% of portfolio
2,873
Q4 2024 New
$1.49B
$226 Million 0.19% of portfolio
20,159
Q4 2024 New
$308B
$216 Million 0.18% of portfolio
1,493
Q4 2024 New
$12.3B
$216 Million 0.18% of portfolio
5,770
Q4 2024 New
$0
$204 Million 0.17% of portfolio
2,295
Q4 2024 New
$24.2B
$201 Million 0.17% of portfolio
1,664
Q4 2024 New
$61.6B
$201 Million 0.17% of portfolio
387
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$197 Million 0.17% of portfolio
-
Q4 2024 New
$0
$204 Million 0.17% of portfolio
1,083
Q4 2024 New
$332M
$92.2 Million 0.08% of portfolio
15,651
Q4 2024 New
$664M
$84.5 Million 0.07% of portfolio
11,633
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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