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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055521

Morey & Quinn Wealth Partners, LLC

OMAHA, NE · File #028-24923

Latest AUM
$139.3M
Positions
131
Top-10 Concentration
53.8%
Filings
5

Sector Allocation

Technology
16.3%$22.7M
Industrials
7.0%$9.8M
Healthcare
3.4%$4.8M
Real Estate
2.2%$3.1M
Energy
1.5%$2.1M
Financials
1.4%$1.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A24,310$12.2M11.31%
2NVIDIA CORPORATIONNVDA43,374$8.1M7.48%
3APPLE INCAAPL29,141$7.9M7.33%
4FIRST TR EXCHANGE-TRADED FD33733E10481,234$7.5M6.95%
5FTAI AVIATION LTDFTAIN23,693$4.7M4.32%
6MICROSOFT CORPMSFT8,501$4.1M3.80%
7FIRST TR EXCHANGE TRADED FD33738R11837,811$3.7M3.39%
8FIRST TR EXCHANGE-TRADED FD33734H10674,438$3.4M3.17%
9FIRST TR EXCHANGE TRADED FD33738R60552,570$3.3M3.06%
10UNION PAC CORPUNP14,132$3.3M3.02%
11J P MORGAN EXCHANGE TRADED F46654Q60931,675$2.9M2.72%
12AMAZON COM INCAMZN11,139$2.6M2.38%
13BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M2.10%
14WALMART INCWMT19,832$2.2M2.04%
15ALLSTATE CORPALL-PJ10,095$2.1M1.94%
16ENTERPRISE PRODS PARTNERS L29379210760,078$1.9M1.78%
17VANGUARD INDEX FDS9229083632,815$1.8M1.63%
18FIRST TR EXCHANGE TRADED FD33738R50622,001$1.5M1.41%
19SOMNIGROUP INTERNATIONAL INCSGI16,252$1.5M1.34%
20FIRST TR EXCHANGE-TRADED ALP33734K10912,007$1.4M1.32%