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CIK: 0002055521
Total reported value
$155.5M
$155.5M
125 檔
23.7%
During the Q1 2025 filing period, Morey & Quinn Wealth Partners, LLC (CIK: 0002055521) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $155.5M across 125 reported positions.
During Q1 2025, Morey & Quinn Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.81% | -0.66% | +1.73% | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 6.48% | -0.55% | +0.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.58% | +0.17% | +0.74% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | +0.15% | +0.94% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 3.63% | -0.27% | +1.74% | |
| 6 | UNP | Union Pacific CORP | Stock-Industrials | 3.12% | -0.02% | +0.91% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.27% | +1.78% | |
| 8 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.38% | +0.31% | +2.01% | |
| 9 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 2.29% | -0.23% | -1.33% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.06% | +0.28% | +7.92% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.98% | -0.08% | — | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 1.89% | -0.35% | +3.27% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.06% | -0.45% | |
| 14 | ALL | Allstate CORP | Stock-Financials | 1.75% | +0.02% | +0.83% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.41% | -0.38% | |
| 16 | FXH | First Trust Health Care Alph | ETF-Other | 1.35% | -0.02% | +0.44% | |
| 17 | OKE | Oneok Inc | Stock-Energy | 1.29% | -0.22% | +0.83% | |
| 18 | FIW | First Trust Water ETF | ETF-Other | 1.12% | -0.03% | +3.20% | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.06% | -0.01% | +12.30% | |
| 20 | WCN | Waste Connections Inc | Stock-Industrials | 1.06% | -0.07% | -3.17% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.06% | +0.08% | +0.96% | |
| 22 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.05% | -0.20% | -1.28% | |
| 23 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.03% | +0.03% | +0.01% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 0.99% | -0.15% | +2.16% | |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.98% | -0.11% | +0.99% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.97% | +0.08% | -1.56% | |
| 27 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.84% | -0.03% | -2.31% | |
| 28 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.81% | -0.13% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.01% | +1.45% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.16% | +14.43% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.13% | +4.23% | |
| 32 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.69% | +0.02% | — | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.68% | -0.06% | +22.12% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.22% | +1.69% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.02% | -0.49% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.11% | +1.97% | |
| 37 | XEXGX | Eaton Vance Tax-managed Glob | Stock-Other | 0.63% | -0.02% | +6.11% | |
| 38 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.63% | -0.02% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.09% | -1.47% | |
| 40 | FXL | First Trust Technology Alpha | ETF-Tech | 0.54% | +0.13% | — | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.53% | +0.13% | +0.11% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.05% | +9.08% | |
| 43 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.51% | -0.10% | +6.64% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.08% | +3.83% | |
| 45 | NREF | Nexpoint Real Estate Finance | Stock-Other | 0.50% | — | — | |
| 46 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.50% | -0.07% | +9.31% | |
| 47 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.50% | -0.06% | — | |
| 48 | FTA | First Trust L C Val Alp | ETF-Other | 0.49% | -0.02% | -0.39% | |
| 49 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.48% | -0.05% | +5.16% | |
| 50 | JHI | John Hancock Investors Tr | Stock-Other | 0.48% | -0.02% | -1.21% |
According to official SEC Form 13F filings, Morey & Quinn Wealth Partners, LLC reported a total U.S. public equity portfolio value of $155.5M across 125 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, FTCS, AAPL) accounted for 23.7% of total reported equity market value during Q1 2025.
During Q1 2025, Morey & Quinn Wealth Partners, LLC's top holdings by market value included BRK-B (10.8%)、FTCS (6.5%)、AAPL (5.6%). The largest single position, BRK-B, represented 10.8% of total portfolio value.
In Q1 2025, Morey & Quinn Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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