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: $155.5M137 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$601K	0.4%	1,035 SH	New
ALLSPRING MULTI SECTOR INCOM	COM	$562K	0.4%Prev: 0.5%	61,031 SH	Decreased-2,420 SH
ALLSTATE CORP	COM	$2.3M	1.5%Prev: 1.6%	9,802 SH	Increased-333 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.8%Prev: 0.4%	3,374 SH	Increased+301 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.9%Prev: 0.6%	3,907 SH	Increased-83 SH
AMAZON COM INC	COM	$2.7M	1.7%Prev: 2.0%	11,390 SH	Increased+139 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$586K	0.4%Prev: 0.4%	14,154 SH	Increased+2,755 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$219K	0.1%Prev: 0.2%	4,680 SH	Decreased-802 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$434K	0.3%	4,867 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$463K	0.3%Prev: 0.3%	5,075 SH	Increased-521 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.1M	0.7%Prev: 0.3%	8,660 SH	Increased+4,419 SH
AMGEN INC	COM	$462K	0.3%Prev: 0.3%	1,275 SH	Increased-8 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.8%Prev: 0.9%	26,054 SH	Increased-1,033 SH
APPLE INC	COM	$8.5M	5.5%Prev: 4.8%	29,488 SH	Increased+295 SH
ARES COML REAL ESTATE CORP	COM	$51K	0.0%Prev: 0.1%	11,266 SH	Decreased-4,385 SH
ASML HLDG NV	N Y REGISTRY SHS	$235K	0.2%	118 SH	New
AT&T INC	COM	$405K	0.3%Prev: 0.5%	19,549 SH	Decreased-101 SH
AVNET INC	COM	$390K	0.3%Prev: 0.2%	4,389 SH	Increased-165 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	1.4%Prev: 1.7%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.9M	7.7%Prev: 9.4%	23,839 SH	Increased-286 SH
BOSTON SCIENTIFIC CORP	COM	$496K	0.3%Prev: 1.0%	11,625 SH	Decreased-406 SH
BROADCOM INC	COM	$338K	0.2%Prev: 0.2%	894 SH	Increased+139 SH
CANADIAN PACIFIC KANSAS CITY	COM	$491K	0.3%Prev: 0.4%	5,668 SH	Increased-175 SH
CATERPILLAR INC	COM	$1.2M	0.8%Prev: 0.4%	1,133 SH	Increased-33 SH
CBRE GROUP INC	CL A	$246K	0.2%Prev: 0.2%	1,829 SH	Increased+200 SH
CHEVRON CORPORATION	COM	$226K	0.1%	1,365 SH	New
COCA COLA CO	COM	$569K	0.4%Prev: 0.2%	7,001 SH	Increased+2,791 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$994K	0.6%Prev: 0.6%	22,978 SH	Increased+3,193 SH
CONAGRA BRANDS INC	COM	$243K	0.2%Prev: 0.3%	18,040 SH	Decreased-1,231 SH
COSTCO WHOLESALE CORPORATION	COM	$884K	0.6%	945 SH	New
CURTISS WRIGHT CORP	COM	$630K	0.4%Prev: 0.3%	831 SH	Increased-40 SH
CVS HEALTH CORP	COM	$951K	0.6%Prev: 0.6%	9,192 SH	Increased-1,824 SH
DEERE & CO	COM	$1.9M	1.2%Prev: 1.2%	2,947 SH	Increased+108 SH
DISNEY WALT CO	COM	$289K	0.2%Prev: 0.3%	3,002 SH	Decreased-236 SH
DTE ENERGY CO	COM	$218K	0.1%Prev: 0.2%	1,429 SH	Decreased-251 SH
EATON VANCE TAX-MANAGED DIVE	COM	$668K	0.4%Prev: 0.6%	45,926 SH	Decreased-3,120 SH
EATON VANCE TAX-MANAGED GLOB	COM	$1.0M	0.7%Prev: 0.7%	106,205 SH	Increased+2,018 SH
ELI LILLY & CO	COM	$723K	0.5%Prev: 0.4%	603 SH	Increased-20 SH
ENTERPRISE PRODS PARTNERS L	COM	$2.0M	1.3%Prev: 1.5%	53,482 SH	Increased-8,916 SH
EXXON MOBIL CORP	COM	$940K	0.6%Prev: 0.6%	6,876 SH	Increased+84 SH
FIDUS INVT CORP	COM	$253K	0.2%Prev: 0.2%	13,278 SH	Decreased-1,500 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$352K	0.2%Prev: 0.3%	4,769 SH	Increased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$439K	0.3%Prev: 0.4%	24,555 SH	Decreased-1,148 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$218K	0.1%	3,821 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRIGHT	$220K	0.1%	8,160 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$4.0M	2.6%Prev: 2.4%	52,856 SH	Increased+1,278 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$4.4M	2.9%Prev: 2.5%	38,715 SH	Increased+4,075 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$507K	0.3%Prev: 0.4%	9,010 SH	Increased-481 SH
FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$203K	0.1%	713 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.8M	1.2%Prev: 1.0%	22,206 SH	Increased+2,324 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$226K	0.1%	5,247 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.0M	2.6%Prev: 2.5%	29,729 SH	Increased-167 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.4M	4.7%Prev: 6.0%	78,413 SH	Decreased-4,227 SH
FIRST TR EXCHANGE-TRADED FD	CONSUMR DISCRE	$348K	0.2%	5,028 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$515K	0.3%Prev: 0.4%	1,946 SH	Decreased-103 SH
FIRST TR EXCHANGE-TRADED FD	FINLS ALPHADEX	$310K	0.2%	4,961 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$888K	0.6%Prev: 0.7%	17,841 SH	Increased+1,031 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.0M	0.6%Prev: 0.5%	27,203 SH	Increased+9,269 SH
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$1.4M	0.9%	11,104 SH	New
FIRST TR EXCHANGE-TRADED FD	INDLS PROD DUR	$355K	0.2%	3,900 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$685K	0.4%Prev: 0.4%	4,470 SH	Increased-79 SH
FIRST TR EXCHANGE-TRADED FD	MATERIALS ALPH	$237K	0.2%	2,978 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.0M	0.6%	11,143 SH	New
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$855K	0.5%Prev: 0.4%	3,449 SH	Increased+211 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$414K	0.3%Prev: 0.4%	9,244 SH	Decreased-785 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.4M	2.8%Prev: 3.6%	83,963 SH	Decreased-14,433 SH
FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$1.1M	0.7%	4,900 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$839K	0.5%Prev: 0.5%	4,067 SH	Increased-92 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.4M	0.9%Prev: 1.0%	12,352 SH	Increased+696 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$981K	0.6%Prev: 0.2%	24,985 SH	Increased+16,041 SH
FIRST TR INTER DURATN PFD &	COM	$240K	0.2%Prev: 0.2%	13,192 SH	Decreased-1,600 SH
FTAI AVIATION LTD	SHS	$6.0M	3.9%Prev: 2.2%	22,295 SH	Increased-1,896 SH
GLOBAL X FDS	NASDAQ 100 COVER	$335K	0.2%Prev: 0.2%	18,151 SH	Increased+745 SH
HANCOCK JOHN INVS TR	COM	$552K	0.4%	41,477 SH	New
HOME DEPOT INC	COM	$941K	0.6%Prev: 0.8%	2,669 SH	Decreased+15 SH
INTEL CORP	COM	$506K	0.3%	3,627 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$250K	0.2%	888 SH	New
INVESCO EXCHANGE TRADED FD T	BLOO AN RATI ETF	$326K	0.2%	3,979 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.7%Prev: 0.4%	1,485 SH	Increased+519 SH
ISHARES TR	MSCI USA MIN ETF	$237K	0.2%	2,460 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$3.6M	2.3%Prev: 1.5%	36,074 SH	Increased+14,807 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$235K	0.2%Prev: 0.2%	4,154 SH	Increased+469 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$319K	0.2%Prev: 0.2%	5,190 SH	Increased+1,350 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$268K	0.2%Prev: 0.2%	5,298 SH	Decreased-188 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$300K	0.2%Prev: 0.3%	4,155 SH	Decreased-1,075 SH
JABIL INC	COM	$291K	0.2%	756 SH	New
JPMORGAN CHASE & CO	COM	$545K	0.4%	1,666 SH	New
LADDER CAP CORP	CL A	$191K	0.1%Prev: 0.2%	19,199 SH	Decreased
LAMB WESTON HLDGS INC	COM	$269K	0.2%Prev: 0.3%	6,234 SH	Decreased
LINCOLN ELEC HLDGS INC	COM	$1.1M	0.7%Prev: 0.7%	4,030 SH	Increased
MARRIOTT INTL INC NEW	CL A	$1.3M	0.8%Prev: 0.8%	3,498 SH	Increased+13 SH
MCKESSON CORP	COM	$491K	0.3%	650 SH	New
MEDTRONIC PLC	SHS	$225K	0.1%Prev: 0.2%	2,882 SH	Decreased+135 SH
MERCK & CO INC	COM	$490K	0.3%Prev: 0.2%	3,811 SH	Increased+154 SH
META PLATFORMS INC	CL A	$336K	0.2%Prev: 0.3%	596 SH	Decreased+28 SH
MICRON TECHNOLOGY INC	COM	$2.0M	1.3%	1,731 SH	New
MICROSOFT CORP	COM	$3.3M	2.1%Prev: 3.3%	8,720 SH	Decreased+381 SH
MID-AMER APT CMNTYS INC	COM	$394K	0.3%Prev: 0.4%	2,834 SH	Decreased-745 SH
MONOLITHIC PWR SYS INC	COM	$1.1M	0.7%Prev: 0.5%	831 SH	Increased-99 SH
MORGAN STANLEY	COM NEW	$208K	0.1%	993 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$328K	0.2%	6,175 SH	New
NEXPOINT REAL ESTATE FIN INC	COM	$567K	0.4%Prev: 0.4%	36,562 SH	Increased-3,077 SH
NEXTERA ENERGY INC	COM	$432K	0.3%Prev: 0.3%	4,919 SH	Increased+213 SH
NNN REIT INC	COM	$827K	0.5%Prev: 0.8%	17,781 SH	Decreased-4,439 SH
NORTHERN LTS FD TR II	WEITZ CORE PLUS	$421K	0.3%	16,619 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$277K	0.2%	14,842 SH	New
NVIDIA CORPORATION	COM	$8.7M	5.6%Prev: 5.7%	43,380 SH	Increased-1,441 SH
ONEOK INC NEW	COM	$1.1M	0.7%Prev: 1.0%	13,123 SH	Decreased-1,632 SH
ORACLE CORP	COM	$725K	0.5%Prev: 0.8%	4,944 SH	Decreased+354 SH
PACER FDS TR	TRENDPILOT US BD	$308K	0.2%Prev: 0.3%	16,069 SH	Decreased
PEPSICO INC	COM	$442K	0.3%Prev: 0.4%	3,262 SH	Decreased-155 SH
PIMCO INCOME STRATEGY FD II	COM	$126K	0.1%Prev: 0.1%	17,700 SH	Decreased
PROCTER & GAMBLE CO	COM	$461K	0.3%	3,147 SH	New
PROSHARES TR	S&P 500 DV ARIST	$230K	0.1%Prev: 0.2%	4,095 SH	Decreased+1,597 SH
QUALCOMM INC	COM	$481K	0.3%Prev: 0.3%	2,605 SH	Increased-79 SH
RAYMOND JAMES FINL INC	COM	$371K	0.2%Prev: 0.3%	2,440 SH	Increased+30 SH
RTX CORPORATION	COM	$335K	0.2%Prev: 0.2%	1,766 SH	Increased+94 SH
SALESFORCE INC	COM	$450K	0.3%Prev: 0.6%	2,874 SH	Decreased+96 SH
SEMPRA	COM	$246K	0.2%Prev: 0.2%	2,650 SH	Increased
SOMNIGROUP INTERNATIONAL INC	COM	$1.3M	0.8%Prev: 0.9%	16,252 SH	Increased
STARWOOD PPTY TR INC	COM	$208K	0.1%Prev: 0.4%	12,703 SH	Decreased-9,865 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$427K	0.3%	572 SH	New
TESLA INC	COM	$1.1M	0.7%Prev: 0.8%	2,716 SH	Increased-380 SH
TRACTOR SUPPLY CO	COM	$214K	0.1%Prev: 0.3%	6,781 SH	Decreased-506 SH
UNION PAC CORP	COM	$4.1M	2.6%Prev: 2.7%	15,025 SH	Increased+615 SH
UNITED PARCEL SVCS INC	CL B	$304K	0.2%	2,832 SH	New
UNITEDHEALTH GROUP INC	COM	$718K	0.5%Prev: 0.4%	1,728 SH	Increased-50 SH
VALMONT INDS INC	COM	$531K	0.3%Prev: 0.2%	920 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	1.5%Prev: 0.9%	3,506 SH	Increased+1,585 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$908K	0.6%Prev: 0.3%	2,454 SH	Increased+1,387 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$297K	0.2%	1,255 SH	New
VERIZON COMMUNICATIONS INC	COM	$452K	0.3%Prev: 0.4%	10,684 SH	Decreased-1,677 SH
VISA INC	COM CL A	$589K	0.4%Prev: 0.5%	1,717 SH	Increased+125 SH
WALMART INC	COM	$2.5M	1.6%Prev: 1.6%	22,037 SH	Increased+2,113 SH
WASTE CONNECTIONS INC	COM	$1.0M	0.7%Prev: 1.0%	6,196 SH	Decreased-222 SH
WELLTOWER INC	COM	$1.3M	0.8%Prev: 0.9%	5,698 SH	Increased-1,321 SH
WINTRUST FINL CORP	COM	$211K	0.1%	1,314 SH	New

Sold (vs prior filing)

AMERICAN HOMES 4 RENT — $208K
COSTCO WHSL CORP NEW — $835K
FIRST TR EXCHANGE TRADED FD — $319K
FIRST TR EXCHANGE TRADED FD — $281K
FIRST TR EXCHANGE TRADED FD — $1.4M
FIRST TR EXCHANGE TRADED FD — $289K
FIRST TR EXCHANGE TRADED FD — $768K
FIRST TR EXCHANGE TRADED FD — $769K
FTAI INFRASTRUCTURE INC — $68K
HANCOCK JOHN INVT TR II — $577K
INTUIT — $277K
INVESCO EXCHANGE TRADED FD T — $334K
ISHARES TR — $220K
JPMORGAN CHASE & CO. — $482K
NUVEEN DOW 30 DYNMC OVERWRT — $239K
PROCTER AND GAMBLE CO — $468K
REPUBLIC SVCS INC — $201K
ROPER TECHNOLOGIES INC — $219K
SPDR S&P 500 ETF TR — $355K
UNITED PARCEL SERVICE INC — $330K

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