Morey & Quinn Wealth Partners, LLC - Portfolio overview

Morey & Quinn Wealth Partners, LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 8.29%
2. NVDA - NVIDIA CORPORATION, 5.40%
3. AAPL - APPLE INC, 5.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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