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: $140.6M130 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$233K	0.2%	1,145 SH	New
ALLSPRING MULTI SECTOR INCOM	COM	$572K	0.4%Prev: 0.5%	63,431 SH	Decreased-20 SH
ALLSTATE CORP	COM	$2.1M	1.5%Prev: 1.8%	10,064 SH	Decreased-158 SH
ALPHABET INC	CAP STK CL A	$979K	0.7%Prev: 0.4%	3,404 SH	Increased+366 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.8%Prev: 0.5%	3,980 SH	Increased+80 SH
AMAZON COM INC	COM	$2.4M	1.7%Prev: 1.8%	11,394 SH	Increased-259 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$529K	0.4%Prev: 0.2%	12,734 SH	Increased+7,409 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$253K	0.2%	5,436 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$208K	0.1%	2,457 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$458K	0.3%Prev: 0.2%	5,684 SH	Increased+1,449 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$974K	0.7%	8,814 SH	New
AMGEN INC	COM	$451K	0.3%Prev: 0.4%	1,283 SH	Increased-156 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.9%Prev: 1.0%	27,624 SH	Increased-1,421 SH
APPLE INC	COM	$7.5M	5.3%Prev: 5.6%	29,461 SH	Increased-868 SH
ARES COML REAL ESTATE CORP	COM	$60K	0.0%Prev: 0.1%	12,466 SH	Decreased-3,185 SH
AT&T INC	COM	$592K	0.4%Prev: 0.5%	20,410 SH	Increased+698 SH
AVNET INC	COM	$274K	0.2%Prev: 0.2%	4,444 SH	Increased-376 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	1.5%Prev: 2.0%	3 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.7M	8.3%Prev: 10.8%	24,441 SH	Decreased-77 SH
BOSTON SCIENTIFIC CORP	COM	$727K	0.5%Prev: 1.0%	11,587 SH	Decreased-937 SH
BROADCOM INC	COM	$265K	0.2%	856 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$446K	0.3%Prev: 0.3%	5,668 SH	Increased-207 SH
CATERPILLAR INC	COM	$803K	0.6%Prev: 0.3%	1,133 SH	Increased+32 SH
CBRE GROUP INC	CL A	$234K	0.2%Prev: 0.2%	1,729 SH	Decreased-152 SH
CHEVRON CORPORATION	COM	$287K	0.2%	1,388 SH	New
COCA COLA CO	COM	$514K	0.4%Prev: 0.3%	6,765 SH	Increased+2,155 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$870K	0.6%Prev: 0.4%	22,331 SH	Increased+6,746 SH
CONAGRA BRANDS INC	COM	$284K	0.2%Prev: 0.4%	18,040 SH	Decreased-1,231 SH
COSTCO WHOLESALE CORPORATION	COM	$954K	0.7%	957 SH	New
CURTISS WRIGHT CORP	COM	$593K	0.4%Prev: 0.2%	871 SH	Increased
CVS HEALTH CORP	COM	$743K	0.5%Prev: 1.0%	10,341 SH	Decreased-6,925 SH
DEERE & CO	COM	$1.7M	1.2%Prev: 1.1%	3,009 SH	Increased+270 SH
DISNEY WALT CO	COM	$294K	0.2%Prev: 0.3%	3,052 SH	Decreased-186 SH
DTE ENERGY CO	COM	$249K	0.2%Prev: 0.2%	1,701 SH	Increased+28 SH
EATON VANCE TAX-MANAGED DIVE	COM	$701K	0.5%Prev: 0.5%	50,866 SH	Increased+8,415 SH
EATON VANCE TAX-MANAGED GLOB	COM	$966K	0.7%Prev: 0.6%	111,505 SH	Increased+17,733 SH
ELI LILLY & CO	COM	$581K	0.4%Prev: 0.4%	632 SH	Increased+111 SH
ENTERPRISE PRODS PARTNERS L	COM	$2.3M	1.6%Prev: 1.9%	59,738 SH	Decreased-7,285 SH
EXXON MOBIL CORP	COM	$1.2M	0.8%Prev: 0.7%	6,792 SH	Increased
FIDUS INVT CORP	COM	$231K	0.2%Prev: 0.2%	13,278 SH	Decreased-1,500 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$336K	0.2%Prev: 0.3%	4,769 SH	Increased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$436K	0.3%Prev: 0.3%	24,546 SH	Increased+1,521 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$209K	0.1%	3,821 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRIGHT	$210K	0.1%	8,304 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.2M	2.3%Prev: 2.4%	52,818 SH	Increased+326 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.6M	2.6%Prev: 2.1%	38,795 SH	Increased+5,031 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$421K	0.3%Prev: 0.3%	9,110 SH	Increased-1,017 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	1.1%Prev: 1.1%	22,280 SH	Increased+395 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$200K	0.1%	5,082 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.5M	2.5%	29,486 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.4M	5.3%Prev: 6.5%	80,226 SH	Decreased-7,082 SH
FIRST TR EXCHANGE-TRADED FD	CONSUMR DISCRE	$322K	0.2%	5,028 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$486K	0.3%Prev: 0.4%	2,076 SH	Increased-33 SH
FIRST TR EXCHANGE-TRADED FD	FINLS ALPHADEX	$281K	0.2%	5,001 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$888K	0.6%Prev: 0.7%	17,832 SH	Increased+1,020 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$956K	0.7%Prev: 0.3%	28,070 SH	Increased+16,676 SH
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$1.3M	0.9%	11,458 SH	New
FIRST TR EXCHANGE-TRADED FD	INDLS PROD DUR	$318K	0.2%	3,900 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$517K	0.4%	4,620 SH	New
FIRST TR EXCHANGE-TRADED FD	MATERIALS ALPH	$227K	0.2%	2,978 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$717K	0.5%	11,431 SH	New
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$693K	0.5%Prev: 0.5%	3,449 SH	Increased+194 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$415K	0.3%Prev: 0.4%	9,267 SH	Decreased-2,517 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.4M	3.1%	88,181 SH	New
FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$776K	0.6%	4,887 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$659K	0.5%Prev: 0.4%	4,152 SH	Increased-505 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.3M	0.9%Prev: 1.1%	12,308 SH	Decreased-1,153 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$764K	0.5%	25,652 SH	New
FIRST TR INTER DURATN PFD &	COM	$261K	0.2%Prev: 0.2%	14,792 SH	Decreased-750 SH
FTAI AVIATION LTD	SHS	$5.8M	4.1%Prev: 2.3%	23,573 SH	Increased-1,360 SH
GLOBAL X FDS	NASDAQ 100 COVER	$311K	0.2%Prev: 0.2%	18,151 SH	Increased+745 SH
HANCOCK JOHN INVT TR II	COM	$535K	0.4%Prev: 0.5%	41,477 SH	Decreased-1,525 SH
HOME DEPOT INC	COM	$870K	0.6%Prev: 0.8%	2,646 SH	Decreased-8 SH
INTERNATIONAL BUSINESS MACHS	COM	$213K	0.2%	879 SH	New
INVESCO EXCHANGE TRADED FD T	BLOOMBERG ANALYS	$343K	0.2%Prev: 0.3%	4,704 SH	Decreased-212 SH
INVESCO QQQ TR	UNIT SER 1	$807K	0.6%Prev: 0.3%	1,399 SH	Increased+606 SH
ISHARES TR	MSCI USA MIN VOL	$218K	0.2%Prev: 0.2%	2,347 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.9M	2.1%Prev: 0.4%	34,397 SH	Increased+28,362 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$211K	0.2%	3,722 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$246K	0.2%	4,435 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$259K	0.2%Prev: 0.2%	5,121 SH	Decreased-365 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$320K	0.2%Prev: 0.2%	5,224 SH	Increased+124 SH
JABIL INC	COM	$201K	0.1%	756 SH	New
JPMORGAN CHASE & CO	COM	$462K	0.3%	1,571 SH	New
LADDER CAP CORP	CL A	$188K	0.1%Prev: 0.2%	19,199 SH	Decreased-960 SH
LAMB WESTON HLDGS INC	COM	$263K	0.2%Prev: 0.3%	6,234 SH	Decreased
LINCOLN ELEC HLDGS INC	COM	$1.0M	0.7%Prev: 0.6%	4,030 SH	Increased
MARRIOTT INTL INC NEW	CL A	$1.1M	0.8%Prev: 0.7%	3,485 SH	Increased+10 SH
MCKESSON CORP	COM	$566K	0.4%	654 SH	New
MEDTRONIC PLC	SHS	$236K	0.2%Prev: 0.2%	2,725 SH	Decreased-136 SH
MERCK & CO INC	COM	$458K	0.3%Prev: 0.3%	3,811 SH	Increased+109 SH
META PLATFORMS INC	CL A	$356K	0.3%Prev: 0.3%	622 SH	Increased+54 SH
MICRON TECHNOLOGY INC	COM	$575K	0.4%	1,703 SH	New
MICROSOFT CORP	COM	$3.3M	2.4%Prev: 2.6%	8,971 SH	Increased+667 SH
MID-AMER APT CMNTYS INC	COM	$437K	0.3%Prev: 0.5%	3,579 SH	Decreased
MONOLITHIC PWR SYS INC	COM	$909K	0.6%Prev: 0.4%	831 SH	Increased-99 SH
NEXPOINT REAL ESTATE FIN INC	COM	$510K	0.4%Prev: 0.5%	37,884 SH	Decreased-1,755 SH
NEXTERA ENERGY INC	COM	$443K	0.3%Prev: 0.3%	4,767 SH	Increased+61 SH
NNN REIT INC	COM	$929K	0.7%Prev: 0.8%	22,101 SH	Decreased-944 SH
NUVEEN S&P 500 DYNAMIC OVERW	COM	$239K	0.2%	14,845 SH	New
NVIDIA CORPORATION	COM	$7.6M	5.4%Prev: 4.0%	43,739 SH	Increased-725 SH
ONEOK INC NEW	COM	$1.3M	0.9%Prev: 1.3%	14,755 SH	Decreased-967 SH
ORACLE CORP	COM	$734K	0.5%Prev: 0.5%	4,990 SH	Increased+475 SH
PACER FDS TR	TRENDPILOT US BD	$305K	0.2%Prev: 0.2%	16,069 SH	Increased+2,760 SH
PEPSICO INC	COM	$511K	0.4%Prev: 0.4%	3,292 SH	Decreased-196 SH
PIMCO INCOME STRATEGY FD II	COM	$122K	0.1%Prev: 0.1%	17,700 SH	Decreased
PROCTER & GAMBLE CO	COM	$433K	0.3%	2,995 SH	New
PROSHARES TR	S&P 500 DV ARIST	$260K	0.2%Prev: 0.2%	2,457 SH	Decreased-235 SH
QUALCOMM INC	COM	$333K	0.2%Prev: 0.4%	2,588 SH	Decreased-786 SH
RAYMOND JAMES FINL INC	COM	$353K	0.3%Prev: 0.3%	2,435 SH	Increased+24 SH
RTX CORPORATION	COM	$330K	0.2%Prev: 0.2%	1,710 SH	Increased+33 SH
SALESFORCE INC	COM	$537K	0.4%Prev: 0.6%	2,875 SH	Decreased+122 SH
SEMPRA	COM	$258K	0.2%Prev: 0.2%	2,650 SH	Increased-200 SH
SOMNIGROUP INTERNATIONAL INC	COM	$1.2M	0.9%Prev: 0.8%	16,252 SH	Increased-700 SH
STARWOOD PPTY TR INC	COM	$389K	0.3%Prev: 0.4%	22,568 SH	Decreased
STATE STR SPDR S&P 500 ETF T	TR UNIT	$330K	0.2%	507 SH	New
TESLA INC	COM	$1.1M	0.8%Prev: 0.7%	2,844 SH	Increased-192 SH
TRACTOR SUPPLY CO	COM	$318K	0.2%Prev: 0.3%	7,010 SH	Decreased-527 SH
UNION PAC CORP	COM	$3.7M	2.6%Prev: 3.1%	15,342 SH	Decreased-623 SH
UNITED PARCEL SVCS INC	CL B	$303K	0.2%	3,075 SH	New
UNITEDHEALTH GROUP INC	COM	$466K	0.3%Prev: 0.7%	1,721 SH	Decreased+20 SH
VALMONT INDS INC	COM	$368K	0.3%Prev: 0.2%	920 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	1.4%Prev: 0.8%	3,263 SH	Increased+1,463 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$717K	0.5%Prev: 0.2%	2,236 SH	Increased+1,414 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$217K	0.2%	1,008 SH	New
VERIZON COMMUNICATIONS INC	COM	$538K	0.4%Prev: 0.5%	10,722 SH	Decreased-1,638 SH
VISA INC	COM CL A	$519K	0.4%Prev: 0.5%	1,717 SH	Decreased+125 SH
WALMART INC	COM	$2.8M	2.0%Prev: 1.5%	22,907 SH	Increased+2,583 SH
WASTE CONNECTIONS INC	COM	$1.0M	0.7%Prev: 1.1%	6,291 SH	Decreased-284 SH
WELLTOWER INC	COM	$1.4M	1.0%Prev: 1.0%	6,998 SH	Increased-798 SH

Sold (vs prior filing)

AMERICAN HOMES 4 RENT — $218K
CHEVRON CORP NEW — $255K
COSTCO WHSL CORP NEW — $783K
DNP SELECT INCOME FD INC — $343K
FIRST TR EXCHANGE TRADED FD — $291K
FIRST TR EXCHANGE TRADED FD — $267K
FIRST TR EXCHANGE TRADED FD — $1.6M
FIRST TR EXCHANGE TRADED FD — $279K
FIRST TR EXCHANGE TRADED FD — $408K
FIRST TR EXCHANGE TRADED FD — $642K
FIRST TR EXCHANGE TRADED FD — $647K
FIRST TR EXCHNG TRADED FD VI — $209K
FIRST TR LRG CP VL ALPHADEX — $587K
FIRST TR LRGE CP CORE ALPHA — $1.2M
FIRST TR MID CAP CORE ALPHAD — $335K
FIRST TR MORNINGSTAR DIVID L — $619K
FIRST TR SML CP CORE ALPHA F — $432K
FIRST TR VALUE LINE DIVID IN — $4.4M
FIRST TRUST LRGCP GWT ALPHAD — $327K
FTAI INFRASTRUCTURE INC — $53K
… and 8 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