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CIK: 0002055521
Total reported value
$155.5M
$155.5M
131 檔
26.0%
During the Q4 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 131 reported positions.
Morey & Quinn Wealth Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 40 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.77% | -0.66% | +0.14% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.81% | +0.15% | -0.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.69% | +0.17% | +0.31% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 5.40% | -0.55% | -1.74% | |
| 5 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 3.35% | -0.23% | -1.86% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.27% | +0.14% | |
| 7 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.63% | +0.28% | +5.14% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.46% | -0.27% | -6.40% | |
| 9 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.37% | +0.31% | +0.20% | |
| 10 | UNP | Union Pacific CORP | Stock-Industrials | 2.35% | -0.02% | +0.30% | |
| 11 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.11% | +0.22% | +24.22% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.06% | -0.27% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.63% | -0.08% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.59% | -0.41% | — | |
| 15 | ALL | Allstate CORP | Stock-Financials | 1.51% | +0.02% | -0.25% | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 1.38% | -0.35% | -3.22% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.16% | +27.03% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.10% | +0.08% | +8.63% | |
| 19 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.04% | -0.03% | — | |
| 20 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.02% | +0.03% | -0.94% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.01% | -0.01% | +7.08% | |
| 22 | FIW | First Trust Water ETF | ETF-Other | 0.96% | -0.03% | +1.11% | |
| 23 | FXH | First Trust Health Care Alph | ETF-Other | 0.94% | -0.02% | -6.96% | |
| 24 | WELL | Welltower Inc | Stock-Real Estate | 0.93% | -0.15% | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.02% | +1.07% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.08% | — | |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.86% | -0.11% | +0.44% | |
| 28 | WCN | Waste Connections Inc | Stock-Industrials | 0.79% | -0.07% | -1.72% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.78% | -0.20% | -0.90% | |
| 30 | OKE | Oneok Inc | Stock-Energy | 0.78% | -0.22% | — | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.78% | +0.02% | — | |
| 32 | XEXGX | Eaton Vance Tax-managed Glob | Stock-Other | 0.76% | -0.02% | +7.02% | |
| 33 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.69% | -0.02% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.08% | — | |
| 35 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.66% | -0.03% | +11.20% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.01% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.05% | -0.51% | |
| 38 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.65% | +0.02% | +11.81% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.64% | -0.06% | +0.15% | |
| 40 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.63% | -0.13% | — | |
| 41 | FXL | First Trust Technology Alpha | ETF-Tech | 0.59% | +0.13% | — | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.59% | +0.08% | -2.09% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.22% | — | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.57% | +0.13% | +2.47% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.57% | +0.01% | +45.71% | |
| 46 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.56% | -0.07% | +6.19% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.13% | +19.53% | |
| 48 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.54% | +0.09% | +0.12% | |
| 49 | ILDR | First Trust Innovation Leade | ETF-Other | 0.54% | +0.09% | +23.78% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.09% | -2.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTAI | FTAI Aviation Ltd. | +0.4% | -1.86% | Trim |
| 2 | JGRO | Jpmorgan Active Growth ETF | +0.4% | +24.22% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +27.03% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +0.31% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +45.71% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +2.73% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 9 | LLY | Eli Lilly & Co | +0.1% | +1.54% | Add |
| 10 | MAR | Marriott International -cl A | +0.1% | — | Unchanged |
| 11 | RDVY | First Trust Rising Dividend | +0.1% | +8.63% | Add |
| 12 | ILDR | First Trust Innovation Leade | +0.1% | +23.78% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +19.53% | Add |
| 14 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.53% | Trim |
| 16 | DE | Deere & Co | +0.1% | +7.08% | Add |
| 17 | XEXGX | Eaton Vance Tax-managed Glob | +0.1% | +7.02% | Add |
| 18 | FBT | First Trust Nyse Arca Biotec | +0.1% | +2.20% | Add |
| 19 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +11.81% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +20.87% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | -0.27% | Trim |
| 22 | FTGS | First Trust Grwth Strgth ETF | 0% | +11.20% | Add |
| 23 | AVLV | Avantis US Large Cap Value | 0% | +9.33% | Add |
| 24 | SGI | Somnigroup International Inc | 0% | — | Unchanged |
| 25 | CRM | Salesforce Inc | 0% | -2.02% | Trim |
| 26 | AMGN | Amgen Inc | 0% | -0.08% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 28 | MRK | Merck & Co. Inc. | 0% | -9.39% | Trim |
| 29 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | +5.14% | Add |
| 30 | UPS | United Parcel Service-cl B | 0% | -3.25% | Trim |
| 31 | JEPQ | JPM Nasdaq Equity Premium | 0% | +7.65% | Add |
| 32 | WELL | Welltower Inc | 0% | — | Unchanged |
| 33 | AVIG | Avantis Core Fixed Income | 0% | +7.85% | Add |
| 34 | FDL | First Trust Morn Dvd Lead In | 0% | +2.85% | Add |
| 35 | RTX | Rtx CORP | 0% | — | Unchanged |
| 36 | QYLD | Global X Nasd 100 Cov Call | 0% | +4.88% | Add |
| 37 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 38 | CBRE | Cbre Group Inc - A | 0% | +6.14% | Add |
| 39 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 40 | VMI | Valmont Industries | 0% | — | Unchanged |
| 41 | TSLA | Tesla Inc | — | +1.07% | Add |
| 42 | CVS | Cvs Health CORP | — | -2.09% | Trim |
| 43 | FTA | First Trust L C Val Alp | — | — | Unchanged |
| 44 | FYX | First Trust Small Cap Core A | — | — | Unchanged |
| 45 | XETYX | Eaton Vance Tax-mgd Div Eqty | — | +6.19% | Add |
| 46 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 47 | NXTG | First Trust Indxx Nextg ETF | — | -1.19% | Trim |
| 48 | JEPI | Jpmorgan Equity Premium Inco | — | +4.93% | Add |
| 49 | AVGO | Broadcom Inc | — | -2.05% | Trim |
| 50 | FXR | First Trust Indst/producers | — | — | Unchanged |
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 131 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, NVDA, AAPL) accounted for 26.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMD
市值: $235.1K
Top Position Liquidated / Trimmed
FIP
前期市值: $47.9K
During Q4 2025, Morey & Quinn Wealth Partners, LLC's top holdings by market value included BRK-B (8.8%)、NVDA (5.8%)、AAPL (5.7%). The largest single position, BRK-B, represented 8.8% of total portfolio value.
In Q4 2025, Morey & Quinn Wealth Partners, LLC made 82 total portfolio adjustments, initiating 1 new buys, adding to 40 positions, trimming 40 holdings, and fully liquidating 1 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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