Long-term investor
Morey & Quinn Wealth Partners, LLC @moreyquinnwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055521).
Record
- Tracked since 2025-06-30 (448 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 7.7% · long · since 2025-06-30
- NVDA · 5.6% · long · since 2025-06-30
- AAPL · 5.5% · long · since 2025-06-30
- 33733E104 · 4.7% · long · since 2025-06-30
- FTAI · 3.9% · long · since 2025-06-30
- 33738R118 · 2.9% · long · since 2025-06-30
- 907818108 · 2.6% · long · since 2025-06-30
- 33738R605 · 2.6% · long · since 2025-06-30
- 46654Q609 · 2.3% · long · since 2025-06-30
- 33734H106 · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30