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Morey & Quinn Wealth Partners - Q4 2025 13F Filings

MO

Morey & Quinn Wealth Partners, LLC

CIK: 0002055521
Address: Nebraska Omaha 11225 Davenport St Suite 109
$139.27 M
Portfolio Value
131
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. JGRO Jpmorgan Active Growth Etf
+$573,132.8
2. ROBT First Trust Nasdaq Artificia
+$473,526
3. VOO Vanguard S&P 500 Etf
+$375,707.48
4. FXR First Trust Indst/Producers
+$311,493
5. AVUV Avantis Us Small Cap Value Etf
+$249,137.06
6. AMD Advanced Micro Devices
+$235,148
7. TDIV First Trust Nasdaq Technology Dividend Index Fund
+$178,864.3

Top Sells

Q4 2025
1. FVD First Trust Value Line Dividend Index Fund
−$234,455.04
2. FTCS First Trust Capital Strength Etf
−$133,124.03
3. FXH First Trust Health Care Alphadex Fund
−$98,112.45
4. FTAI Ftai Aviation
−$88,188.8
5. MCK Mckesson Corporation
−$82,029.05

Asset Allocation

Stocks/ETFs
+3.27%
$139.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Morey & Quinn Wealth Partners Q4 2025 Filing Summary

Morey & Quinn Wealth Partners, LLC filed its 13F report for Q4 2025 on January 27, 2026. The portfolio totaled 139.27 M reflecting a +2.65% change from the prior quarter, spanning 131 assets. The top 10 holdings comprised 41.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Morey & Quinn Wealth Partners’s Q4 2025 Filing

Morey & Quinn Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 01/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Morey & Quinn Wealth Partners reported a managed portfolio value of 139.27 M, consisting of 131 individual positions.

This page displays the raw filing documents. To see which stocks Morey & Quinn Wealth Partners bought or sold during Q4 2025, please visit Morey & Quinn Wealth Partners's Portfolio Analysis page.