• 13F History

Morey & Quinn Wealth Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$121M
Signature - Title
Katie A Bruno - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Morey & Quinn Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Morey & Quinn Wealth Partners, LLC reported 125 stock holdings with total value $121M as of Q1 2025. Top holdings included BRKB, FTCS, AAPL, NVDA, and FVD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 125 $121M +$4.67M -$550K +$4.12M BRKB, FTCS, AAPL, NVDA, FVD 13F-HR 4/16/2025, 09:52 PM
Q4 2024 119 $118M $0 $0 BRKB, FTCS, AAPL, NVDA, FVD 13F-HR 2/11/2025, 05:54 PM