Morey & Quinn Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Morey & Quinn Wealth Partners, LLC reported 119 stock positions worth $117.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.3% of the portfolio, followed by First Trust Capital Strength (FTCS, 6.5%) and Apple (AAPL, 6.4%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002055521
- Portfolio Value
- $117.9M (Q4 2024)
- SEC Filing
- 0001085146-25-001023 ↗ filed Feb 12, 2025
Holdings Value
Holdings 119 stocks · $117.9M
| BRK.B Berkshire Hathaway Inc. Class B | 9.27% | 24,100 | $10.9M | — |
| FTCS First Trust Capital Strength | 6.46% | 86,713 | $7.6M | — |
| AAPL Apple Inc. | 6.40% | 30,107 | $7.5M | — |
| NVDA Nvidia Corp. | 5.02% | 44,049 | $5.9M | — |
| FVD First Trust Value Line DVD | 3.58% | 96,638 | $4.2M | — |
| FTAI Ftai Aviation Ltd. | 3.09% | 25,268 | $3.6M | — |
| UNP Union Pacific Corp. | 3.06% | 15,821 | $3.6M | — |
| MSFT Microsoft Corp. | 2.92% | 8,159 | $3.4M | — |
| FV First Trust DW Focus 5 Fund | 2.58% | 51,457 | $3.0M | — |
| AMZN Amazon.com Inc. | 2.18% | 11,706 | $2.6M | — |
| TDIV FT Nasdaq Tech DVD Index FD | 2.08% | 31,286 | $2.5M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 1.73% | 3 | $2.0M | — |
| EPD Enterprise Products Partners | 1.73% | 64,898 | $2.0M | — |
| ALL Allstate Corp. | 1.66% | 10,138 | $2.0M | — |
| WMT Walmart Inc. | 1.56% | 20,402 | $1.8M | — |
| FXH First Trust Health Care Alph | 1.38% | 15,613 | $1.6M | — |
| OKE Oneok Inc. | 1.33% | 15,592 | $1.6M | — |
| FIW First Trust Water ETF | 1.13% | 13,043 | $1.3M | — |
| RDVY First Trust Rising Dividend | 1.09% | 21,677 | $1.3M | — |
| FEX First Trust Large Cap Core A | 1.07% | 12,120 | $1.3M | — |
| TSLA Tesla Inc. | 1.05% | 3,051 | $1.2M | — |
| WCN Waste Connections Inc. | 0.99% | 6,790 | $1.2M | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.99% | 28,760 | $1.2M | — |
| BSX Boston Scientific Corp. | 0.96% | 12,687 | $1.1M | — |
| DE Deere & Co. | 0.88% | 2,439 | $1.0M | — |
| HD Home Depot Inc. | 0.86% | 2,616 | $1.0M | — |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.83% | 17,352 | $984K | — |
| WELL Welltower Inc. | 0.82% | 7,631 | $962K | — |
| NNN NNN REIT Inc. | 0.80% | 23,045 | $941K | — |
| CRM Salesforce Inc. | 0.79% | 2,794 | $934K | — |
| VOO Vanguard S&P 500 ETF | 0.72% | 1,573 | $847K | — |
| UNH Unitedhealth Group Inc. | 0.70% | 1,632 | $826K | — |
| CVS CVS Health Corp. | 0.67% | 17,539 | $787K | — |
| LECO Lincoln Electric Holdings | 0.64% | 4,030 | $756K | — |
| COST Costco Wholesale Corp. | 0.63% | 812 | $744K | — |
| FXL First Trust Technology Alpha | 0.62% | 4,892 | $727K | — |
| XEXGX Eaton Vance Tax-Managed Glob | 0.61% | 88,372 | $722K | — |
| XOM Exxon Mobil Corp. | 0.61% | 6,679 | $718K | — |
| GOOG Alphabet Inc. Class C | 0.61% | 3,756 | $715K | — |
| ORCL Oracle Corp. | 0.59% | 4,139 | $690K | — |
| LMBS First Trust Low Duration Opp | 0.57% | 13,767 | $670K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.55% | 10,179 | $646K | — |
| NREF Nexpoint Real Estate Finance | 0.53% | 39,639 | $622K | — |
| JHI John Hancock Investors TR | 0.51% | 43,527 | $595K | — |
| FTA First Trust L C Val Alp | 0.50% | 7,680 | $587K | — |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.49% | 38,836 | $581K | — |
| GOOGL Alphabet Inc. Class A | 0.48% | 2,982 | $564K | — |
| FPX First Trust US Equity Opport | 0.47% | 4,665 | $557K | — |
| ERC Allspring Multi-Sector Inc. | 0.47% | 60,339 | $555K | — |
| MAA Mid-America Apartment Comm | 0.47% | 3,579 | $553K | — |
| MPWR Monolithic Power Systems Inc. | 0.47% | 927 | $549K | — |
| CAG Conagra Brands Inc. | 0.46% | 19,675 | $546K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.46% | 13,363 | $538K | — |
| FBT First Trust Nyse Arca Biotec | 0.45% | 3,210 | $533K | — |
| QCOM Qualcomm Inc. | 0.45% | 3,472 | $533K | — |
| PEP Pepsico Inc. | 0.44% | 3,432 | $522K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 879 | $515K | — |
| FDN First Trust DJ Internet Ind | 0.43% | 2,063 | $502K | — |
| RECS Columbia Resear Enh Cor ETF | 0.42% | 14,359 | $497K | — |
| VZ Verizon Communications Inc. | 0.42% | 12,333 | $493K | — |
| V Visa Inc. Class A | 0.42% | 1,557 | $492K | — |
| FTSL First Trust Senior Loan ETF | 0.41% | 10,502 | $486K | — |
| FYX First Trust Small Cap Core A | 0.41% | 4,793 | $484K | — |
| PG The Procter & Gamble Co. | 0.40% | 2,837 | $476K | — |
| UPS United Parcel Service Class B | 0.39% | 3,636 | $458K | — |
| ROBT First Trust Nasdaq Artificia | 0.39% | 10,151 | $457K | — |
| T AT&T Inc. | 0.38% | 19,689 | $448K | — |
| STWD Starwood Property Trust Inc. | 0.36% | 22,568 | $428K | — |
| CP Canadian Pacific Kansas City | 0.36% | 5,843 | $423K | — |
| PFF iShares Preferred & Income S | 0.36% | 13,395 | $421K | — |
| LW Lamb Weston Holdings Inc. | 0.35% | 6,234 | $417K | — |
| NXTG First Trust Indxx Nextg ETF | 0.35% | 4,803 | $410K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.34% | 22,857 | $405K | — |
| LLY Eli Lilly & Co. | 0.34% | 518 | $400K | — |
| TSCO Tractor Supply Company | 0.33% | 7,411 | $393K | — |
| CAT Caterpillar Inc. | 0.33% | 1,067 | $387K | — |
| AMGN Amgen Inc. | 0.32% | 1,437 | $375K | — |
| RJF Raymond James Financial Inc. | 0.32% | 2,392 | $372K | — |
| MRK Merck & Co. Inc. | 0.30% | 3,609 | $359K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 3,224 | $359K | — |
| JPM JPMorgan Chase & Co. | 0.30% | 1,488 | $357K | — |
| FNX First Trust Mid Cap Core Alp | 0.30% | 3,073 | $356K | — |
| NOBL Proshares S&P 500 Dividend A | 0.30% | 3,551 | $354K | — |
| UPGD Invesco Bloomberg Analyst Ra | 0.30% | 5,081 | $351K | — |
| FTC First Trust Large Cap Growth | 0.29% | 2,489 | $344K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 670 | $342K | — |
| NEE Nextera Energy Inc. | 0.28% | 4,667 | $335K | — |
| FXD First Trust Consumer Discret | 0.28% | 5,088 | $329K | — |
| META Meta Platforms Inc. Class A | 0.27% | 552 | $323K | — |
| FDUS Fidus Investment Corp. | 0.26% | 14,778 | $311K | — |
| CW Curtiss-Wright Corp. | 0.26% | 871 | $309K | — |
| DNP DNP Select Income Fund Inc. | 0.26% | 34,700 | $306K | — |
| FXR First Trust Indst/Producers | 0.25% | 4,000 | $299K | — |
| FTLS First Trust Long/Short Eqty | 0.25% | 4,500 | $296K | — |
| FTGS First Trust Grwth Strgth ETF | 0.24% | 9,060 | $284K | — |
| QYLD Global X Nasd 100 Cov Call | 0.24% | 15,551 | $283K | — |
| JQUA JPMorgan US Quality Factor | 0.24% | 4,920 | $282K | — |
| FPF First TR Interm Dur & Inc. | 0.24% | 15,542 | $280K | — |
| JPST JPMorgan Ultra-Short Income | 0.23% | 5,486 | $276K | — |
| FXO First Trust Financial Alphad | 0.23% | 5,076 | $275K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $155.5M | BRK.B, NVDA, AAPL, FTCS, FTAI |
| Q1 2026 | 136 | $140.6M | BRK.B, NVDA, AAPL, FTCS, FTAI |
| Q4 2025 | 131 | $139.3M | BRK.B, NVDA, AAPL, FTCS, FTAI |
| Q3 2025 | 131 | $135.7M | BRK.B, NVDA, FTCS, AAPL, MSFT |
| Q2 2025 | 129 | $125.0M | BRK.B, FTCS, NVDA, AAPL, MSFT |
| Q1 2025 | 125 | $120.8M | BRK.B, FTCS, AAPL, NVDA, FVD |
| Q4 2024 | 119 | $117.9M | BRK.B, FTCS, AAPL, NVDA, FVD |