Morey & Quinn Wealth Partners, LLC
CIK: 0002055521SEC EDGAR →
Portfolio Value
$139.3M
Holdings
131
As of
Q4 2025
New Positions
131
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 24,310 | $12.2M | 8.77% |
| 2 | NVIDIA CORPORATION | 43,374 | $8.1M | 5.81% |
| 3 | APPLE INC | 29,141 | $7.9M | 5.69% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 81,234 | $7.5M | 5.40% |
| 5 | FTAI AVIATION LTD | 23,693 | $4.7M | 3.35% |
| 6 | MICROSOFT CORP | 8,501 | $4.1M | 2.95% |
| 7 | FIRST TR EXCHANGE TRADED FD | 37,811 | $3.7M | 2.63% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 74,438 | $3.4M | 2.46% |
| 9 | FIRST TR EXCHANGE TRADED FD | 52,570 | $3.3M | 2.37% |
| 10 | UNION PAC CORP | 14,132 | $3.3M | 2.35% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (131)
$12.2M · 24K shares
$8.1M · 43K shares
$7.9M · 29K shares
$7.5M · 81K shares
$4.7M · 24K shares
$4.1M · 9K shares
$3.7M · 38K shares
$3.4M · 74K shares
$3.3M · 53K shares
$3.3M · 14K shares
$2.9M · 32K shares
$2.6M · 11K shares
$2.3M · 3 shares
$2.2M · 20K shares
$2.1M · 10K shares
$1.9M · 60K shares
$1.8M · 3K shares
$1.5M · 22K shares
$1.4M · 16K shares
$1.4M · 12K shares
$1.4M · 3K shares
$1.3M · 12K shares
$1.3M · 12K shares
$1.3M · 7K shares
$1.3M · 3K shares
$1.3M · 4K shares
$1.2M · 27K shares
$1.1M · 6K shares
$1.1M · 11K shares
$1.1M · 15K shares
$1.1M · 3K shares
$1.1M · 112K shares
$965K · 4K shares
$963K · 3K shares
$925K · 26K shares
$913K · 3K shares
$909K · 5K shares
$900K · 22K shares
$892K · 18K shares
$880K · 22K shares
$822K · 5K shares
$820K · 10K shares
$817K · 7K shares
$796K · 11K shares
$794K · 8K shares
$784K · 51K shares
$778K · 1K shares
$753K · 831 shares
$746K · 23K shares
$744K · 3K shares
$740K · 859 shares
$710K · 661 shares
$700K · 3K shares
$679K · 4K shares
$659K · 8K shares
$650K · 1K shares
$619K · 14K shares
$589K · 63K shares
$566K · 41K shares
$560K · 2K shares
$558K · 2K shares
$557K · 2K shares
$547K · 13K shares
$536K · 654 shares
$533K · 38K shares
$516K · 5K shares
$499K · 20K shares
$497K · 4K shares
$484K · 4K shares
$483K · 2K shares
$480K · 871 shares
$479K · 1K shares
$473K · 9K shares
$472K · 3K shares
$459K · 11K shares
$452K · 25K shares
$442K · 6K shares
$427K · 1K shares
$425K · 2K shares
$425K · 9K shares
$421K · 3K shares
$419K · 1K shares
$417K · 6K shares
$406K · 23K shares
$401K · 4K shares
$400K · 607 shares
$397K · 2K shares
$389K · 2K shares
$377K · 5K shares
$370K · 920 shares
$367K · 3K shares
$351K · 7K shares
$348K · 5K shares
$343K · 3K shares
$343K · 5K shares
$338K · 5K shares
$330K · 5K shares
$326K · 479 shares
$320K · 18K shares
$312K · 18K shares
$311K · 4K shares
$311K · 16K shares
$306K · 2K shares
$306K · 4K shares
$304K · 3K shares
$301K · 5K shares
$278K · 2K shares
$276K · 6K shares
$275K · 15K shares
$264K · 765 shares
$261K · 6K shares
$259K · 5K shares
$257K · 4K shares
$256K · 13K shares
$255K · 2K shares
$254K · 3K shares
$254K · 17K shares
$247K · 1K shares
$235K · 1K shares
$233K · 352 shares
$233K · 3K shares
$220K · 2K shares
$218K · 2K shares
$218K · 5K shares
$213K · 4K shares
$210K · 19K shares
$205K · 1K shares
$205K · 4K shares
$201K · 837 shares
$132K · 18K shares
$59K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $46.4M | 33.3% |
| Technology | 16 | $26.1M | 18.7% |
| Unknown | 9 | $24.4M | 17.5% |
| Industrials | 11 | $13.9M | 10.0% |
| Consumer Cyclical | 6 | $6.4M | 4.6% |
| Healthcare | 8 | $4.8M | 3.4% |
| Consumer Defensive | 7 | $4.7M | 3.4% |
| Real Estate | 8 | $4.2M | 3.0% |
| Energy | 4 | $4.0M | 2.9% |
| Communication Services | 5 | $3.5M | 2.5% |
| Utilities | 3 | $828K | 0.6% |