Morey & Quinn Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055521

Type: FundHoldings: 125Value: $120.8MLatest: 2025Q1

Morey & Quinn Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 125 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MPWR",
  "FTAI",
  "RJF",
  "ALL",
  "GOOGL",
  "AVT",
  null,
  "T",
  null,
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  null,
  "CP.TO",
  "BSX",
  "ETY",
  "PFN",
  null,
  null,
  "ACRE",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "INTU",
  "UNP",
  "QCOM",
  "FIP",
  null,
  null,
  "META",
  "NREF",
  "DIAX",
  null,
  null,
  "ERC",
  "EXG",
  "JHI",
  "MDT",
  "MSFT",
  "MAA",
  null,
  null,
  "FDUS",
  "FPF",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "AMH",
  "NNN",
  null,
  "PEP",
  null,
  "DNP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "ROP",
  "SRE",
  "RTX",
  null,
  "UPS",
  null,
  null,
  null,
  "TSCO",
  null,
  null,
  null,
  "LECO",
  "STWD",
  "WCN",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "VMI",
  "VOO",
  "V",
  "WMT",
  "WELL",
  null,
  "DTE",
  "LW",
  "LADR",
  "CRM",
  null,
  null,
  null,
  null,
  "BRK-A",
  "BRK-B",
  "CBRE",
  "CVX",
  "KO",
  "CAG",
  "COST",
  "CVS",
  "CW",
  "DE",
  null,
  "USMV",
  "NEE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 125
Total Value: 120758041
Accession Number: 0001085146-25-002135
Form Type: 13F-HR
CIK: morey--quinn-wealth-partners
Manager Name: Morey--Quinn-Wealth-Partners

Data Enrichment

66% identified

83 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $120.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:24.5K

Value:$13.1M

% of Portfolio:10.8% ($13.1M/$120.8M)

33733E104

Shares:87.3K

Value:$7.8M

% of Portfolio:6.5% ($7.8M/$120.8M)

Apple Inc.

AAPL|037833100

Shares:30.3K

Value:$6.7M

% of Portfolio:5.6% ($6.7M/$120.8M)

NVIDIA CORP

NVDA|67066G104

Shares:44.5K

Value:$4.8M

% of Portfolio:4.0% ($4.8M/$120.8M)

33734H106

Shares:98.3K

Value:$4.4M

% of Portfolio:3.6% ($4.4M/$120.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:16.0K

Value:$3.8M

% of Portfolio:3.1% ($3.8M/$120.8M)

MICROSOFT CORP

MSFT|594918104

Shares:8.3K

Value:$3.1M

% of Portfolio:2.6% ($3.1M/$120.8M)

33738R605

Shares:52.5K

Value:$2.9M

% of Portfolio:2.4% ($2.9M/$120.8M)

FTAI Aviation Ltd.

FTAI|G3730V105

Shares:24.9K

Value:$2.8M

% of Portfolio:2.3% ($2.8M/$120.8M)

33738R118

Shares:33.8K

Value:$2.5M

% of Portfolio:2.1% ($2.5M/$120.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:2.0% ($2.4M/$120.8M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:67.0K

Value:$2.3M

% of Portfolio:1.9% ($2.3M/$120.8M)

AMAZON COM INC

AMZN|023135106

Shares:11.7K

Value:$2.2M

% of Portfolio:1.8% ($2.2M/$120.8M)

ALLSTATE CORP

ALL|020002101

Shares:10.2K

Value:$2.1M

% of Portfolio:1.8% ($2.1M/$120.8M)

Walmart Inc.

WMT|931142103

Shares:20.3K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$120.8M)

33734X143

Shares:15.7K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$120.8M)

ONEOK INC /NEW/

OKE|682680103

Shares:15.7K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$120.8M)

33733B100

Shares:13.5K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$120.8M)

DEERE & CO

DE|244199105

Shares:2.7K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$120.8M)

Waste Connections, Inc.

WCN|94106B101

Shares:6.6K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$120.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	24.5K	QoQ +1.73% (+418) YoY-	All Managers (Combined)	$13.1M	10.8% ($13.1M/$120.8M)	QoQ +19.53% (+$2.1M) YoY-
(cusip33733E104)✕	87.3K	QoQ +0.68% (+595) YoY-	All Managers (Combined)	$7.8M	6.5% ($7.8M/$120.8M)	QoQ +2.77% (+$211.2K) YoY-
Apple Inc.(AAPLcusip037833100)	30.3K	QoQ +0.73% (-222) YoY-	All Managers (Combined)	$6.7M	5.6% ($6.7M/$120.8M)	QoQ -10.64% (-$802.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	44.5K	QoQ +0.94% (-415) YoY-	All Managers (Combined)	$4.8M	4.0% ($4.8M/$120.8M)	QoQ -18.53% (-$1.1M) YoY-
(cusip33734H106)✕	98.3K	QoQ +1.73% (+1.7K) YoY-	All Managers (Combined)	$4.4M	3.6% ($4.4M/$120.8M)	QoQ +3.95% (+$166.6K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	16.0K	QoQ +0.91% (+144) YoY-	All Managers (Combined)	$3.8M	3.1% ($3.8M/$120.8M)	QoQ +4.53% (+$163.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	8.3K	QoQ +1.77% (-145) YoY-	All Managers (Combined)	$3.1M	2.6% ($3.1M/$120.8M)	QoQ -9.35% (-$321.7K) YoY-
(cusip33738R605)✕	52.5K	QoQ +2.01% (-1.0K) YoY-	All Managers (Combined)	$2.9M	2.4% ($2.9M/$120.8M)	QoQ -5.24% (-$159.3K) YoY-
FTAI Aviation Ltd.(FTAIcusipG3730V105)	24.9K	QoQ -1.32% (-335) YoY-	All Managers (Combined)	$2.8M	2.3% ($2.8M/$120.8M)	QoQ -23.93% (-$871.3K) YoY-
(cusip33738R118)✕	33.8K	QoQ +7.92% (+2.5K) YoY-	All Managers (Combined)	$2.5M	2.1% ($2.5M/$120.8M)	QoQ +1.24% (+$30.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	2.0% ($2.4M/$120.8M)	QoQ +17.25% (+$352.6K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	67.0K	QoQ +3.27% (+2.1K) YoY-	All Managers (Combined)	$2.3M	1.9% ($2.3M/$120.8M)	QoQ +12.42% (+$253.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	11.7K	QoQ -0.45% (-53) YoY-	All Managers (Combined)	$2.2M	1.8% ($2.2M/$120.8M)	QoQ -13.67% (-$351.1K) YoY-
ALLSTATE CORP(ALLcusip020002101)	10.2K	QoQ +0.82% (+84) YoY-	All Managers (Combined)	$2.1M	1.8% ($2.1M/$120.8M)	QoQ +8.29% (+$162.2K) YoY-
Walmart Inc.(WMTcusip931142103)	20.3K	QoQ -0.38% (-78) YoY-	All Managers (Combined)	$1.8M	1.5% ($1.8M/$120.8M)	QoQ -3.20% (-$59.1K) YoY-
(cusip33734X143)✕	15.7K	QoQ +0.43% (-68) YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$120.8M)	QoQ -0.07% (-$1.2K) YoY-
ONEOK INC /NEW/(OKEcusip682680103)	15.7K	QoQ +0.83% (-130) YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$120.8M)	QoQ -0.35% (-$5.5K) YoY-
(cusip33733B100)✕	13.5K	QoQ +3.20% (+418) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$120.8M)	QoQ +1.85% (+$24.6K) YoY-
DEERE & CO(DEcusip244199105)	2.7K	QoQ +12.30% (+300) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$120.8M)	QoQ +24.39% (+$252.1K) YoY-
Waste Connections, Inc.(WCNcusip94106B101)	6.6K	QoQ -3.16% (-215) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$120.8M)	QoQ +10.15% (-$118.3K) YoY-