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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$12.2 Billion 9.0% of portfolio
24,277
Q3 2025 Added 0.63%
$465B
$8.1 Billion 5.97% of portfolio
43,397
Q3 2025 Reduced 3.18%
$4.3T
$7.4 Billion 5.45% of portfolio
29,050
Q3 2025 Reduced 0.49%
$3.78T
$4.4 Billion 3.24% of portfolio
8,489
Q3 2025 Added 1.8%
$136B
$3.33 Billion 2.45% of portfolio
14,090
Q3 2025 Reduced 2.22%
$2.39T
$2.45 Billion 1.81% of portfolio
11,169
Q3 2025 Reduced 0.73%
-
$2.39 Billion 1.76% of portfolio
-
Q3 2025 Added 19.9%
$453B
$2.26 Billion 1.67% of portfolio
3
Q4 2024 New
$57.9B
$2.17 Billion 1.6% of portfolio
10,120
Q3 2025 Reduced 0.15%
$279B
$2.04 Billion 1.51% of portfolio
19,832
Q3 2025 Reduced 0.46%
$70.2B
$1.94 Billion 1.43% of portfolio
62,078
Q3 2025 Reduced 0.51%
$9.92B
$1.37 Billion 1.01% of portfolio
16,252
Q2 2025 Reduced 4.13%
$593B
$1.32 Billion 0.97% of portfolio
4,691
Q3 2025 Added 2.2%
$144B
$1.29 Billion 0.95% of portfolio
2,824
Q3 2025 Reduced 0.53%
$89.8B
$1.25 Billion 0.92% of portfolio
6,998
Q3 2025 Reduced 0.3%
$1.29T
$1.25 Billion 0.92% of portfolio
2,814
Q3 2025 Reduced 9.11%
$43.4B
$1.13 Billion 0.83% of portfolio
6,401
Q3 2025 Reduced 0.26%
$367B
$1.08 Billion 0.79% of portfolio
2,656
Q3 2025 Added 0.08%
$31.5B
$1.08 Billion 0.79% of portfolio
14,755
Q2 2025 Reduced 6.15%
$1.74T
$972 Million 0.72% of portfolio
3,990
Q2 2025 Added 2.31%
$0
$948 Million 0.7% of portfolio
104,187
Q2 2025 Added 11.11%
$7.3B
$946 Million 0.7% of portfolio
22,220
Q2 2025 Reduced 3.58%
$13.1B
$950 Million 0.7% of portfolio
4,030
Q4 2024 New
$92.7B
$908 Million 0.67% of portfolio
3,485
Q2 2025 Added 0.29%
-
$845 Million 0.62% of portfolio
-
Q3 2025 Added 31.23%
$404B
$795 Million 0.59% of portfolio
859
Q3 2025 Added 1.9%
$103B
$796 Million 0.59% of portfolio
10,561
Q3 2025 Reduced 4.13%
$43.2B
$764 Million 0.56% of portfolio
830
Q3 2025 Reduced 10.75%
$0
$766 Million 0.56% of portfolio
48,168
Q3 2025 Reduced 1.79%
$490B
$766 Million 0.56% of portfolio
6,792
Q1 2025 Added 1.69%
$1.65T
$749 Million 0.55% of portfolio
3,079
Q3 2025 Added 0.2%
$237B
$680 Million 0.5% of portfolio
2,867
Q3 2025 Added 3.2%
$0
$608 Million 0.45% of portfolio
63,431
Q3 2025 Reduced 0.03%
$0
$583 Million 0.43% of portfolio
41,702
Q2 2025 Reduced 3.02%
$121B
$582 Million 0.43% of portfolio
754
Q3 2025 New
$300B
$586 Million 0.43% of portfolio
1,698
Q3 2025 Reduced 4.5%
$181B
$555 Million 0.41% of portfolio
19,650
Q2 2025 Reduced 0.31%
$533B
$543 Million 0.4% of portfolio
1,592
Q1 2025 Added 2.25%
$291B
$544 Million 0.4% of portfolio
1,141
Q3 2025 Reduced 2.14%
$208M
$543 Million 0.4% of portfolio
38,289
Q3 2025 Reduced 3.41%
$172B
$510 Million 0.38% of portfolio
11,612
Q3 2025 Reduced 6.06%
$15.1B
$500 Million 0.37% of portfolio
3,579
Q4 2024 New
$971B
$497 Million 0.37% of portfolio
651
Q3 2025 Added 4.49%
$204B
$473 Million 0.35% of portfolio
3,367
Q3 2025 Reduced 1.46%
$881B
$470 Million 0.35% of portfolio
1,489
Q3 2025 Reduced 10.52%
$21.2B
$473 Million 0.35% of portfolio
871
Q4 2024 New
$1.37T
$446 Million 0.33% of portfolio
607
Q3 2025 Added 6.87%
$346B
$452 Million 0.33% of portfolio
2,941
Q3 2025 Added 0.14%
$187B
$431 Million 0.32% of portfolio
2,594
Q3 2025 Reduced 3.35%

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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