Morey & Quinn Wealth Partners, LLC

CIK 0002055521 • 6 13F filings • Apr 17, 2025 – Jul 27, 2026

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Filer information

Filed by: Morey & Quinn Wealth Partners, LLC, Chief Compliance Officer
Address: 11225 DAVENPORT ST, SUITE 109, OMAHA, NE, 68154-2641
Phone: 402-502-9827
AUM: $139.3M

AUM over time

$155.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $120.8M125 positionsView on SEC.gov

			% of Portfolio
ALLSPRING MULTI SECTOR INCOM	COM	$585K	0.5%	63,451 SH
ALLSTATE CORP	COM	$2.1M	1.8%	10,222 SH
ALPHABET INC	CAP STK CL A	$470K	0.4%	3,038 SH
ALPHABET INC	CAP STK CL C	$609K	0.5%	3,900 SH
AMAZON COM INC	COM	$2.2M	1.8%	11,653 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$220K	0.2%	5,325 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$276K	0.2%	4,235 SH
AMERICAN HOMES 4 RENT	CL A	$218K	0.2%	5,770 SH
AMGEN INC	COM	$448K	0.4%	1,439 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	1.0%	29,045 SH
APPLE INC	COM	$6.7M	5.6%	30,329 SH
ARES COML REAL ESTATE CORP	COM	$72K	0.1%	15,651 SH
AT&T INC	COM	$557K	0.5%	19,712 SH
AVNET INC	COM	$232K	0.2%	4,820 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.4M	2.0%	3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.1M	10.8%	24,518 SH
BOSTON SCIENTIFIC CORP	COM	$1.3M	1.0%	12,524 SH
CANADIAN PACIFIC KANSAS CITY	COM	$412K	0.3%	5,875 SH
CATERPILLAR INC	COM	$363K	0.3%	1,101 SH
CBRE GROUP INC	CL A	$246K	0.2%	1,881 SH
CHEVRON CORP NEW	COM	$255K	0.2%	1,524 SH
COCA COLA CO	COM	$330K	0.3%	4,610 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$518K	0.4%	15,585 SH
CONAGRA BRANDS INC	COM	$514K	0.4%	19,271 SH
COSTCO WHSL CORP NEW	COM	$783K	0.6%	828 SH
CURTISS WRIGHT CORP	COM	$276K	0.2%	871 SH
CVS HEALTH CORP	COM	$1.2M	1.0%	17,266 SH
DEERE & CO	COM	$1.3M	1.1%	2,739 SH
DISNEY WALT CO	COM	$320K	0.3%	3,238 SH
DNP SELECT INCOME FD INC	COM	$343K	0.3%	34,700 SH
DTE ENERGY CO	COM	$231K	0.2%	1,673 SH
EATON VANCE TAX-MANAGED DIVE	COM	$605K	0.5%	42,451 SH
EATON VANCE TAX-MANAGED GLOB	COM	$763K	0.6%	93,772 SH
ELI LILLY & CO	COM	$430K	0.4%	521 SH
ENTERPRISE PRODS PARTNERS L	COM	$2.3M	1.9%	67,023 SH
EXXON MOBIL CORP	COM	$808K	0.7%	6,792 SH
FIDUS INVT CORP	COM	$301K	0.2%	14,778 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$306K	0.3%	4,769 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$405K	0.3%	23,025 SH
FIRST TR EXCHANGE TRADED FD	CONSUMR DISCRE	$291K	0.2%	5,028 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$2.9M	2.4%	52,492 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$267K	0.2%	5,046 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$1.6M	1.3%	15,681 SH
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$279K	0.2%	4,000 SH
FIRST TR EXCHANGE TRADED FD	INDXX NEXTG ETF	$408K	0.3%	4,803 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.5M	2.1%	33,764 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$642K	0.5%	10,190 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$412K	0.3%	10,127 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	1.1%	21,885 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$647K	0.5%	4,892 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.8M	6.5%	87,308 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$469K	0.4%	2,109 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$826K	0.7%	16,812 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$339K	0.3%	11,394 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$554K	0.5%	3,255 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$538K	0.4%	11,784 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$520K	0.4%	4,657 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.4M	1.1%	13,461 SH
FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$209K	0.2%	10,293 SH
FIRST TR INTER DURATN PFD &	COM	$286K	0.2%	15,542 SH
FIRST TR LRG CP VL ALPHADEX	COM SHS	$587K	0.5%	7,650 SH
FIRST TR LRGE CP CORE ALPHA	COM SHS	$1.2M	1.0%	12,121 SH
FIRST TR MID CAP CORE ALPHAD	COM SHS	$335K	0.3%	3,073 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$619K	0.5%	14,250 SH
FIRST TR SML CP CORE ALPHA F	COM SHS	$432K	0.4%	4,793 SH
FIRST TR VALUE LINE DIVID IN	SHS	$4.4M	3.6%	98,316 SH
FIRST TRUST LRGCP GWT ALPHAD	COM SHS	$327K	0.3%	2,489 SH
FTAI AVIATION LTD	SHS	$2.8M	2.3%	24,933 SH
FTAI INFRASTRUCTURE INC	COMMON STOCK	$53K	0.0%	11,633 SH
GLOBAL X FDS	NASDAQ 100 COVER	$289K	0.2%	17,406 SH
HANCOCK JOHN INVT TR II	COM	$584K	0.5%	43,002 SH
HOME DEPOT INC	COM	$973K	0.8%	2,654 SH
INTUIT	COM	$202K	0.2%	329 SH
INVESCO EXCHANGE TRADED FD T	BLOOMBERG ANALYS	$344K	0.3%	4,916 SH
INVESCO QQQ TR	UNIT SER 1	$372K	0.3%	793 SH
ISHARES TR	MSCI USA MIN VOL	$220K	0.2%	2,347 SH
ISHARES TR	PFD AND INCM SEC	$409K	0.3%	13,295 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$445K	0.4%	6,035 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$278K	0.2%	5,486 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$288K	0.2%	5,100 SH
JPMORGAN CHASE & CO.	COM	$399K	0.3%	1,626 SH
LADDER CAP CORP	CL A	$230K	0.2%	20,159 SH
LAMB WESTON HLDGS INC	COM	$332K	0.3%	6,234 SH
LINCOLN ELEC HLDGS INC	COM	$762K	0.6%	4,030 SH
MARRIOTT INTL INC NEW	CL A	$828K	0.7%	3,475 SH
MEDTRONIC PLC	SHS	$257K	0.2%	2,861 SH
MERCK & CO INC	COM	$332K	0.3%	3,702 SH
META PLATFORMS INC	CL A	$327K	0.3%	568 SH
MICROSOFT CORP	COM	$3.1M	2.6%	8,304 SH
MID-AMER APT CMNTYS INC	COM	$600K	0.5%	3,579 SH
MONOLITHIC PWR SYS INC	COM	$539K	0.4%	930 SH
NEXPOINT REAL ESTATE FIN INC	COM	$606K	0.5%	39,639 SH
NEXTERA ENERGY INC	COM	$334K	0.3%	4,706 SH
NNN REIT INC	COM	$983K	0.8%	23,045 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$253K	0.2%	17,455 SH
NVIDIA CORPORATION	COM	$4.8M	4.0%	44,464 SH
ONEOK INC NEW	COM	$1.6M	1.3%	15,722 SH
ORACLE CORP	COM	$631K	0.5%	4,515 SH
PACER FDS TR	TRENDPILOT US BD	$267K	0.2%	13,309 SH
PEPSICO INC	COM	$523K	0.4%	3,488 SH
PIMCO INCOME STRATEGY FD II	COM	$133K	0.1%	17,700 SH
PROCTER AND GAMBLE CO	COM	$501K	0.4%	2,937 SH
PROSHARES TR	S&P 500 DV ARIST	$275K	0.2%	2,692 SH
QUALCOMM INC	COM	$518K	0.4%	3,374 SH
RAYMOND JAMES FINL INC	COM	$335K	0.3%	2,411 SH
ROPER TECHNOLOGIES INC	COM	$228K	0.2%	387 SH
RTX CORPORATION	COM	$222K	0.2%	1,677 SH
SALESFORCE INC	COM	$739K	0.6%	2,753 SH
SEMPRA	COM	$203K	0.2%	2,850 SH
SOMNIGROUP INTERNATIONAL INC	COM	$1.0M	0.8%	16,952 SH
SPDR S&P 500 ETF TR	TR UNIT	$507K	0.4%	906 SH
STARWOOD PPTY TR INC	COM	$446K	0.4%	22,568 SH
TESLA INC	COM	$787K	0.7%	3,036 SH
TRACTOR SUPPLY CO	COM	$415K	0.3%	7,537 SH
UNION PAC CORP	COM	$3.8M	3.1%	15,965 SH
UNITED PARCEL SERVICE INC	CL B	$374K	0.3%	3,397 SH
UNITEDHEALTH GROUP INC	COM	$891K	0.7%	1,701 SH
VALMONT INDS INC	COM	$263K	0.2%	920 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$925K	0.8%	1,800 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$226K	0.2%	822 SH
VERIZON COMMUNICATIONS INC	COM	$561K	0.5%	12,360 SH
VISA INC	COM CL A	$558K	0.5%	1,592 SH
WALMART INC	COM	$1.8M	1.5%	20,324 SH
WASTE CONNECTIONS INC	COM	$1.3M	1.1%	6,575 SH
WELLTOWER INC	COM	$1.2M	1.0%	7,796 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002055521-26-000001	$139.3M	View
Oct 28, 2025	Q3 2025	13F-HR	0002055521-25-000002	$135.7M	View
Jul 27, 2026	Q2 2026