Morey & Quinn Wealth Partners, LLC

RIA/Wealth

Morey & Quinn Wealth Partners, LLC is a RIA/Wealth based in Omaha, NE led by Michael Andrew Morey, reporting $328.1M in AUM as of Q3 2025 with 34% ETF concentration.

PartnerMichael Andrew Morey

Portfolio Value: $137.0M
Positions: 132
Top Holding: BRK.B at 8.91%
Last Reported: Q3 2025

Address11225 Davenport Street, Suite 109, Omaha, NE, 68154, United States

Top Holdings

Largest long holdings in Morey & Quinn Wealth Partners, LLC's portfolio (42.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$12.2M	8.91%	+$76.4K Bought	0.00% 24.3K shares	Q4 2024 Held for 11 months
2 Nvidia NVDA	Semiconductors Technology	$8.1M	5.91%	-$265.7K Sold	0.00% 43.4K shares	Q4 2024 Held for 11 months
3 First Trust Capital Strength FTCS	ETF ETF	$7.7M	5.65%	+$3.1K Bought	— 82.7K shares	Q4 2024 Held for 11 months
4 Apple AAPL	Consumer Electronics Technology	$7.4M	5.40%	-$36.4K Sold	0.00% 29.1K shares	Q4 2024 Held for 11 months
5 Microsoft MSFT	Software - Infrastructure Technology	$4.4M	3.21%	+$77.7K Bought	0.00% 8.5K shares	Q4 2024 Held for 11 months
6 FTAI Aviation Ltd. FTAI	Rental & Leasing Services Industrials	$4.0M	2.94%	-$8.3K Sold	0.02% 24.1K shares	Q4 2024 Held for 11 months
7 First Trust Value Line Dividend Fund FVD	ETF ETF	$3.7M	2.68%	-$205.1K Sold	— 79.5K shares	Q4 2024 Held for 11 months
8 First Trust NASDAQ Technology Dividend Index Fund TDIV	ETF ETF	$3.5M	2.59%	+$130.5K Bought	— 36.0K shares	Q4 2024 Held for 11 months
9 Union Pacific UNP	Railroads Industrials	$3.3M	2.43%	-$75.6K Sold	0.00% 14.1K shares	Q4 2024 Held for 11 months
10 First Trust Dorsey Wright Focus 5 FV	ETF ETF	$3.2M	2.37%	+$55.0K Bought	— 52.5K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Morey & Quinn Wealth Partners, LLC's latest filing

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Market Value

$137.0M

Prior: $126.1M

Q/Q Change

+8.68%

+$10.9M

Net Flows % of MV

+0.934%

Turnover Ratio

2.04%

New Purchases

4 stocks

$1.3M

Added To

37 stocks

+$2.1M

Sold Out Of

3 stocks

$628.2K

Reduced Holdings

43 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 McKesson MCK	New	0 → 754.0 +$582.5K
2 Micron Technology MU	New	0 → 1.7K +$276.1K
3 First Trust Europe AlphaDEX Fund FEP	New	0 → 4.1K +$211.4K
4 Lowe's Companies LOW	New	0 → 837.0 +$210.3K
5 First Trust Innovation Leaders ILDR	+104.32%	8.9K → 18.3K +$302.2K

Decreased Positions

Position	Shares Δ	Change
1 Roper Technologies, Inc. ROP	Sold	387.0 → 0 −$219.4K
2 American Homes 4 Rent AMH	Sold	5.8K → 0 −$208.1K
3 Republic Services RSG	Sold	814.0 → 0 −$200.7K
4 Monolithic Power Systems MPWR	-10.75%	930.0 → 830.0 −$92.1K
5 JPMorgan Chase JPM	-10.52%	1.7K → 1.5K −$55.2K