Morey & Quinn Wealth Partners, LLC

CIK

2055521

Location

OMAHA, NE

Portfolio Value

Micro $18,759,082

Diversification

Diversified

Filing Date

Global Rank

#5,936 / 8,578 ▲ 143

Top Industry

Insurance - Diversified 13.4%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed Apr 22, 2026 · 54d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.4%

SPY

+23.4%

Annualised alpha

-2.9%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.2%

−0.6 pts

Top 5

41.0%

−0.9 pts

Top 10

55.6%

−0.1 pts

HHI

463

Diversified−20

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.6%	$22,699,315	13
Financial Services	21.2%	$18,759,082	13
Industrials	18.1%	$16,060,097	11
Consumer Cyclical	7.9%	$6,959,265	6
Consumer Defensive	6.6%	$5,805,789	7
Energy	5.7%	$5,033,696	4
Healthcare	4.8%	$4,228,667	8
Real Estate	4.7%	$4,130,083	8
Communication Services	3.1%	$2,758,798	5
Unclassified	1.3%	$1,137,196	2
Utilities	1.1%	$948,978	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+3,075	22,907	$2,846,881
KO	Coca Cola Co	+2,375	6,765	$514,478
UNP	Union Pacific Corp	+1,210	15,342	$3,722,276
MSFT	Microsoft Corp	+470	8,971	$3,320,795
NVDA	Nvidia Corp	+365	43,739	$7,628,081
GOOGL	Alphabet Inc.	+325	3,404	$978,854
ORCL	Oracle Corp	+323	4,990	$734,078
AAPL	Apple Inc.	+320	29,461	$7,476,907
T	At&T Inc.	+316	20,410	$591,685
AMZN	Amazon Com Inc	+255	11,394	$2,373,028
BSX	Boston Scientific Corp	+160	11,587	$727,084
QQQ	Invesco Qqq Trust, Series 1	+132	1,399	$807,474
BRK-B	Berkshire Hathaway Inc	+131	24,441	$11,712,127
V	Visa Inc.	+125	1,717	$518,946
QCOM	Qualcomm Inc/De	+100	2,588	$333,282
COST	Costco Wholesale Corp /New	+98	957	$953,583
AVGO	Broadcom Inc.	+91	856	$264,940
JPM	Jpmorgan Chase & Co	+82	1,571	$462,125
MDT	Medtronic plc	+78	2,725	$236,121
CRM	Salesforce, Inc.	+66	2,875	$536,676
NEE	Nextera Energy Inc	+61	4,767	$442,758
PG	PROCTER & GAMBLE Co	+54	2,995	$432,597
AMD	Advanced Micro Devices Inc	+47	1,145	$232,927
RTX	RTX Corp	+38	1,710	$329,859
CVX	Chevron Corp	+37	1,388	$287,177
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−564	10,722	$538,244
EPD	Enterprise Products Partners L.P.	−340	59,738	$2,260,485
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−282	50,866	$701,442
DIS	Walt Disney Co	−177	3,052	$294,151
FTAI	FTAI Aviation Ltd.	−120	23,573	$5,775,385
NNN	Nnn REIT, Inc.	−119	22,101	$928,905
AVT	Avnet Inc	−110	4,444	$273,839
ALL	Allstate Corp	−31	10,064	$2,086,669
LLY	ELI LILLY & Co	−29	632	$581,294
DE	Deere & Co	−15	3,009	$1,694,969
TSCO	Tractor Supply Co /De/	−15	7,010	$317,553
HD	Home Depot, Inc.	−10	2,646	$870,242
CAT	Caterpillar Inc	−2	1,133	$802,685
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	14,845	$238,559
IBM	International Business Machines Corp	879	$213,060
JBL	Jabil Inc	756	$200,816
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	16,676	$254,475
INTU	Intuit Inc.	352	$233,171
LOW	Lowes Companies Inc	837	$201,850
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $18,759,082 total · Financial Services only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,441	+131	$11,712,127	−4.2%	62.43%
ALL	Allstate Corp Financial Services	Reduced	10,064	-31	$2,086,669	−0.7%	11.12%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Held	111,505	0	$965,633	−9.1%	5.15%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Reduced	50,866	-282	$701,442	−10.6%	3.74%
ERC	Allspring Multi-Sector Income Fund Financial Services	Held	63,431	0	$571,513	−3.1%	3.05%
JHI	John Hancock Investors Trust Financial Services	Held	41,477	0	$535,468	−5.6%	2.85%
V	Visa Inc. Financial Services	Added	1,717	+125	$518,946	−7.1%	2.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,571	+82	$462,125	−3.7%	2.46%
RJF	Raymond James Financial Inc Financial Services	Added	2,435	+8	$352,563	−9.5%	1.88%
FPF	First Trust Intermediate Duration Preferred & Income Fund Financial Services	Held	14,792	0	$260,782	−5.4%	1.39%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	NEW	14,845	NEW	$238,559	NEW	1.27%
FDUS	FIDUS INVESTMENT Corp Financial Services	Held	13,278	0	$231,302	−9.7%	1.23%
PFN	PIMCO Income Strategy Fund II Financial Services	Held	17,700	0	$121,953	−8.1%	0.65%