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: $125.0M123 positionsView on SEC.gov

			% of Portfolio
ALLSPRING MULTI SECTOR INCOM	COM	$600K	0.5%Prev: 0.4%	63,451 SH	Increased+20 SH
ALLSTATE CORP	COM	$2.0M	1.6%Prev: 1.5%	10,135 SH	Decreased+71 SH
ALPHABET INC	CAP STK CL A	$542K	0.4%Prev: 0.7%	3,073 SH	Decreased-331 SH
ALPHABET INC	CAP STK CL C	$708K	0.6%Prev: 0.8%	3,990 SH	Decreased+10 SH
AMAZON COM INC	COM	$2.5M	2.0%Prev: 1.7%	11,251 SH	Increased-143 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$474K	0.4%Prev: 0.4%	11,399 SH	Decreased-1,335 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$258K	0.2%Prev: 0.2%	5,482 SH	Increased+46 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$382K	0.3%Prev: 0.3%	5,596 SH	Decreased-88 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$386K	0.3%Prev: 0.7%	4,241 SH	Decreased-4,573 SH
AMERICAN HOMES 4 RENT	CL A	$208K	0.2%	5,770 SH	New
AMGEN INC	COM	$358K	0.3%Prev: 0.3%	1,283 SH	Decreased
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.9%Prev: 0.9%	27,087 SH	Decreased-537 SH
APPLE INC	COM	$6.0M	4.8%Prev: 5.3%	29,193 SH	Decreased-268 SH
ARES COML REAL ESTATE CORP	COM	$75K	0.1%Prev: 0.0%	15,651 SH	Increased+3,185 SH
AT&T INC	COM	$569K	0.5%Prev: 0.4%	19,650 SH	Decreased-760 SH
AVNET INC	COM	$242K	0.2%Prev: 0.2%	4,554 SH	Decreased+110 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	1.7%Prev: 1.5%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.7M	9.4%Prev: 8.3%	24,125 SH	Increased-316 SH
BOSTON SCIENTIFIC CORP	COM	$1.3M	1.0%Prev: 0.5%	12,031 SH	Increased+444 SH
BROADCOM INC	COM	$208K	0.2%Prev: 0.2%	755 SH	Decreased-101 SH
CANADIAN PACIFIC KANSAS CITY	COM	$463K	0.4%Prev: 0.3%	5,843 SH	Increased+175 SH
CATERPILLAR INC	COM	$453K	0.4%Prev: 0.6%	1,166 SH	Decreased+33 SH
CBRE GROUP INC	CL A	$228K	0.2%Prev: 0.2%	1,629 SH	Decreased-100 SH
COCA COLA CO	COM	$298K	0.2%Prev: 0.4%	4,210 SH	Decreased-2,555 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$728K	0.6%Prev: 0.6%	19,785 SH	Decreased-2,546 SH
CONAGRA BRANDS INC	COM	$394K	0.3%Prev: 0.2%	19,271 SH	Increased+1,231 SH
COSTCO WHSL CORP NEW	COM	$835K	0.7%	843 SH	New
CURTISS WRIGHT CORP	COM	$426K	0.3%Prev: 0.4%	871 SH	Decreased
CVS HEALTH CORP	COM	$760K	0.6%Prev: 0.5%	11,016 SH	Increased+675 SH
DEERE & CO	COM	$1.4M	1.2%Prev: 1.2%	2,839 SH	Decreased-170 SH
DISNEY WALT CO	COM	$402K	0.3%Prev: 0.2%	3,238 SH	Increased+186 SH
DTE ENERGY CO	COM	$223K	0.2%Prev: 0.2%	1,680 SH	Decreased-21 SH
EATON VANCE TAX-MANAGED DIVE	COM	$759K	0.6%Prev: 0.5%	49,046 SH	Increased-1,820 SH
EATON VANCE TAX-MANAGED GLOB	COM	$912K	0.7%Prev: 0.7%	104,187 SH	Decreased-7,318 SH
ELI LILLY & CO	COM	$486K	0.4%Prev: 0.4%	623 SH	Decreased-9 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.9M	1.5%Prev: 1.6%	62,398 SH	Decreased+2,660 SH
EXXON MOBIL CORP	COM	$732K	0.6%Prev: 0.8%	6,792 SH	Decreased
FIDUS INVT CORP	COM	$299K	0.2%Prev: 0.2%	14,778 SH	Increased+1,500 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$316K	0.3%Prev: 0.2%	4,769 SH	Decreased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$458K	0.4%Prev: 0.3%	25,703 SH	Increased+1,157 SH
FIRST TR EXCHANGE TRADED FD	CONSUMR DISCRE	$319K	0.3%	5,028 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.1M	2.4%Prev: 2.3%	51,578 SH	Decreased-1,240 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$281K	0.2%	5,010 SH	New
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$1.4M	1.1%	13,298 SH	New
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$289K	0.2%	3,900 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.1M	2.5%Prev: 2.6%	34,640 SH	Decreased-4,155 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$768K	0.6%	10,162 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$458K	0.4%Prev: 0.3%	9,491 SH	Increased+381 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.2M	1.0%Prev: 1.1%	19,882 SH	Decreased-2,398 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$769K	0.6%	4,888 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.1M	2.5%Prev: 2.5%	29,896 SH	Decreased+410 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.5M	6.0%Prev: 5.3%	82,640 SH	Increased+2,414 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$552K	0.4%Prev: 0.3%	2,049 SH	Increased-27 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$828K	0.7%Prev: 0.6%	16,810 SH	Decreased-1,022 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$613K	0.5%Prev: 0.7%	17,934 SH	Decreased-10,136 SH
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$443K	0.4%Prev: 0.4%	4,549 SH	Decreased-71 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$522K	0.4%Prev: 0.5%	3,238 SH	Decreased-211 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$460K	0.4%Prev: 0.3%	10,029 SH	Increased+762 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.5M	3.6%Prev: 3.1%	98,396 SH	Increased+10,215 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$603K	0.5%Prev: 0.5%	4,159 SH	Decreased+7 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.3M	1.0%Prev: 0.9%	11,656 SH	Decreased-652 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$263K	0.2%Prev: 0.5%	8,944 SH	Decreased-16,708 SH
FIRST TR INTER DURATN PFD &	COM	$278K	0.2%Prev: 0.2%	14,792 SH	Increased
FTAI AVIATION LTD	SHS	$2.8M	2.2%Prev: 4.1%	24,191 SH	Decreased+618 SH
FTAI INFRASTRUCTURE INC	COMMON STOCK	$68K	0.1%	10,986 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$291K	0.2%Prev: 0.2%	17,406 SH	Decreased-745 SH
HANCOCK JOHN INVT TR II	COM	$577K	0.5%Prev: 0.4%	41,702 SH	Increased+225 SH
HOME DEPOT INC	COM	$973K	0.8%Prev: 0.6%	2,654 SH	Increased+8 SH
INTUIT	COM	$277K	0.2%	352 SH	New
INVESCO EXCHANGE TRADED FD T	BLOOMBERG ANALYS	$334K	0.3%Prev: 0.2%	4,706 SH	Decreased+2 SH
INVESCO QQQ TR	UNIT SER 1	$533K	0.4%Prev: 0.6%	966 SH	Decreased-433 SH
ISHARES TR	MSCI USA MIN VOL	$220K	0.2%Prev: 0.2%	2,347 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.8M	1.5%Prev: 2.1%	21,267 SH	Decreased-13,130 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$209K	0.2%Prev: 0.2%	3,685 SH	Decreased-37 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$209K	0.2%Prev: 0.2%	3,840 SH	Decreased-595 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$278K	0.2%Prev: 0.2%	5,486 SH	Increased+365 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$314K	0.3%Prev: 0.2%	5,230 SH	Decreased+6 SH
JPMORGAN CHASE & CO.	COM	$482K	0.4%	1,664 SH	New
LADDER CAP CORP	CL A	$206K	0.2%Prev: 0.1%	19,199 SH	Increased
LAMB WESTON HLDGS INC	COM	$323K	0.3%Prev: 0.2%	6,234 SH	Increased
LINCOLN ELEC HLDGS INC	COM	$836K	0.7%Prev: 0.7%	4,030 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$952K	0.8%Prev: 0.8%	3,485 SH	Decreased
MEDTRONIC PLC	SHS	$239K	0.2%Prev: 0.2%	2,747 SH	Increased+22 SH
MERCK & CO INC	COM	$289K	0.2%Prev: 0.3%	3,657 SH	Decreased-154 SH
META PLATFORMS INC	CL A	$419K	0.3%Prev: 0.3%	568 SH	Increased-54 SH
MICROSOFT CORP	COM	$4.1M	3.3%Prev: 2.4%	8,339 SH	Increased-632 SH
MID-AMER APT CMNTYS INC	COM	$530K	0.4%Prev: 0.3%	3,579 SH	Increased
MONOLITHIC PWR SYS INC	COM	$680K	0.5%Prev: 0.6%	930 SH	Decreased+99 SH
NEXPOINT REAL ESTATE FIN INC	COM	$547K	0.4%Prev: 0.4%	39,639 SH	Increased+1,755 SH
NEXTERA ENERGY INC	COM	$327K	0.3%Prev: 0.3%	4,706 SH	Decreased-61 SH
NNN REIT INC	COM	$959K	0.8%Prev: 0.7%	22,220 SH	Increased+119 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$239K	0.2%	16,676 SH	New
NVIDIA CORPORATION	COM	$7.1M	5.7%Prev: 5.4%	44,821 SH	Decreased+1,082 SH
ONEOK INC NEW	COM	$1.2M	1.0%Prev: 0.9%	14,755 SH	Decreased
ORACLE CORP	COM	$1.0M	0.8%Prev: 0.5%	4,590 SH	Increased-400 SH
PACER FDS TR	TRENDPILOT US BD	$317K	0.3%Prev: 0.2%	16,069 SH	Increased
PEPSICO INC	COM	$451K	0.4%Prev: 0.4%	3,417 SH	Decreased+125 SH
PIMCO INCOME STRATEGY FD II	COM	$131K	0.1%Prev: 0.1%	17,700 SH	Increased
PROCTER AND GAMBLE CO	COM	$468K	0.4%	2,937 SH	New
PROSHARES TR	S&P 500 DV ARIST	$252K	0.2%Prev: 0.2%	2,498 SH	Decreased+41 SH
QUALCOMM INC	COM	$427K	0.3%Prev: 0.2%	2,684 SH	Increased+96 SH
RAYMOND JAMES FINL INC	COM	$370K	0.3%Prev: 0.3%	2,410 SH	Increased-25 SH
REPUBLIC SVCS INC	COM	$201K	0.2%	814 SH	New
ROPER TECHNOLOGIES INC	COM	$219K	0.2%	387 SH	New
RTX CORPORATION	COM	$244K	0.2%Prev: 0.2%	1,672 SH	Decreased-38 SH
SALESFORCE INC	COM	$758K	0.6%Prev: 0.4%	2,778 SH	Increased-97 SH
SEMPRA	COM	$201K	0.2%Prev: 0.2%	2,650 SH	Decreased
SOMNIGROUP INTERNATIONAL INC	COM	$1.1M	0.9%Prev: 0.9%	16,252 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$355K	0.3%	574 SH	New
STARWOOD PPTY TR INC	COM	$453K	0.4%Prev: 0.3%	22,568 SH	Increased
TESLA INC	COM	$983K	0.8%Prev: 0.8%	3,096 SH	Decreased+252 SH
TRACTOR SUPPLY CO	COM	$385K	0.3%Prev: 0.2%	7,287 SH	Increased+277 SH
UNION PAC CORP	COM	$3.3M	2.7%Prev: 2.6%	14,410 SH	Decreased-932 SH
UNITED PARCEL SERVICE INC	CL B	$330K	0.3%	3,267 SH	New
UNITEDHEALTH GROUP INC	COM	$555K	0.4%Prev: 0.3%	1,778 SH	Increased+57 SH
VALMONT INDS INC	COM	$300K	0.2%Prev: 0.3%	920 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.9%Prev: 1.4%	1,921 SH	Decreased-1,342 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$324K	0.3%Prev: 0.5%	1,067 SH	Decreased-1,169 SH
VERIZON COMMUNICATIONS INC	COM	$535K	0.4%Prev: 0.4%	12,361 SH	Decreased+1,639 SH
VISA INC	COM CL A	$565K	0.5%Prev: 0.4%	1,592 SH	Increased-125 SH
WALMART INC	COM	$1.9M	1.6%Prev: 2.0%	19,924 SH	Decreased-2,983 SH
WASTE CONNECTIONS INC	COM	$1.2M	1.0%Prev: 0.7%	6,418 SH	Increased+127 SH
WELLTOWER INC	COM	$1.1M	0.9%Prev: 1.0%	7,019 SH	Decreased+21 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $233K
AMERICAN CENTY ETF TR — $208K
CHEVRON CORPORATION — $287K
COSTCO WHOLESALE CORPORATION — $954K
FIRST TR EXCH TRD ALPHDX FD — $209K
FIRST TR EXCHANGE TRADED FD — $210K
FIRST TR EXCHANGE TRADED FD — $200K
FIRST TR EXCHANGE-TRADED FD — $322K
FIRST TR EXCHANGE-TRADED FD — $281K
FIRST TR EXCHANGE-TRADED FD — $1.3M
FIRST TR EXCHANGE-TRADED FD — $318K
FIRST TR EXCHANGE-TRADED FD — $227K
FIRST TR EXCHANGE-TRADED FD — $717K
FIRST TR EXCHANGE-TRADED FD — $776K
INTERNATIONAL BUSINESS MACHS — $213K
JABIL INC — $201K
JPMORGAN CHASE & CO — $462K
MCKESSON CORP — $566K
MICRON TECHNOLOGY INC — $575K
NUVEEN S&P 500 DYNAMIC OVERW — $239K
… and 4 more

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