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
$615B
$10.9 Billion 9.27% of portfolio
24,100
Q4 2024 New
$0
$7.62 Billion 6.46% of portfolio
86,713
Q4 2024 New
$3.74T
$7.54 Billion 6.4% of portfolio
30,107
Q4 2024 New
$331B
$5.92 Billion 5.02% of portfolio
44,049
Q4 2024 New
$0
$4.22 Billion 3.58% of portfolio
96,638
Q4 2024 New
Ftai Aviation LTD
-
$3.64 Billion 3.09% of portfolio
-
Q4 2024 New
$152B
$3.61 Billion 3.06% of portfolio
15,821
Q4 2024 New
$3.07T
$3.44 Billion 2.92% of portfolio
8,159
Q4 2024 New
$0
$3.04 Billion 2.58% of portfolio
51,457
Q4 2024 New
$2.37T
$2.57 Billion 2.18% of portfolio
11,706
Q4 2024 New
$0
$2.45 Billion 2.08% of portfolio
31,286
Q4 2024 New
$426B
$2.04 Billion 1.73% of portfolio
3
Q4 2024 New
$72.3B
$2.04 Billion 1.73% of portfolio
64,898
Q4 2024 New
$51.2B
$1.95 Billion 1.66% of portfolio
10,138
Q4 2024 New
$278B
$1.84 Billion 1.56% of portfolio
20,402
Q4 2024 New
$0
$1.63 Billion 1.38% of portfolio
15,613
Q4 2024 New
$0
$1.33 Billion 1.13% of portfolio
13,043
Q4 2024 New
$0
$1.28 Billion 1.09% of portfolio
21,677
Q4 2024 New
$0
$1.26 Billion 1.07% of portfolio
12,120
Q4 2024 New
$1.04T
$1.23 Billion 1.05% of portfolio
3,051
Q4 2024 New
$0
$1.16 Billion 0.99% of portfolio
28,760
Q4 2024 New
$48.8B
$1.17 Billion 0.99% of portfolio
6,790
Q4 2024 New
$152B
$1.13 Billion 0.96% of portfolio
12,687
Q4 2024 New
$143B
$1.03 Billion 0.88% of portfolio
2,439
Q4 2024 New
$426B
$1.02 Billion 0.86% of portfolio
2,616
Q4 2024 New
$11.5B
$984 Million 0.83% of portfolio
17,352
Q4 2024 New
$66.4B
$962 Million 0.82% of portfolio
7,631
Q4 2024 New
$7.13B
$941 Million 0.8% of portfolio
23,045
Q4 2024 New
$324B
$934 Million 0.79% of portfolio
2,794
Q4 2024 New
$0
$847 Million 0.72% of portfolio
1,573
Q4 2024 New
$499B
$826 Million 0.7% of portfolio
1,632
Q4 2024 New
$72.2B
$787 Million 0.67% of portfolio
17,539
Q4 2024 New
$11.2B
$756 Million 0.64% of portfolio
4,030
Q4 2024 New
$468B
$744 Million 0.63% of portfolio
812
Q4 2024 New
$0
$727 Million 0.62% of portfolio
4,892
Q4 2024 New
$1.14T
$715 Million 0.61% of portfolio
3,756
Q4 2024 New
$465B
$718 Million 0.61% of portfolio
6,679
Q4 2024 New
$0
$722 Million 0.61% of portfolio
88,372
Q4 2024 New
$478B
$690 Million 0.59% of portfolio
4,139
Q4 2024 New
$0
$670 Million 0.57% of portfolio
13,767
Q4 2024 New
$0
$646 Million 0.55% of portfolio
10,179
Q4 2024 New
$231M
$622 Million 0.53% of portfolio
39,639
Q4 2024 New
$0
$595 Million 0.51% of portfolio
43,527
Q4 2024 New
$0
$587 Million 0.5% of portfolio
7,680
Q4 2024 New
$0
$581 Million 0.49% of portfolio
38,836
Q4 2024 New
$1.11T
$564 Million 0.48% of portfolio
2,982
Q4 2024 New
$0
$557 Million 0.47% of portfolio
4,665
Q4 2024 New
$0
$555 Million 0.47% of portfolio
60,339
Q4 2024 New
$18B
$553 Million 0.47% of portfolio
3,579
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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