Muirfield Wealth Advisors

Muirfield Wealth Advisors as of March 31, 2024

Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 12.2 $13M 75k 169.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.6 $8.9M 154k 58.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.0 $7.2M 117k 62.06
Vanguard Specialized Funds Div App Etf (VIG) 5.6 $5.8M 32k 182.61
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $5.3M 48k 110.52
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $5.2M 86k 60.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.9 $5.0M 12k 420.52
Vanguard Index Fds Growth Etf (VUG) 4.5 $4.7M 14k 344.20
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $3.3M 40k 83.58
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 2.7 $2.8M 50k 57.23
NVIDIA Corporation (NVDA) 2.7 $2.8M 3.1k 903.51
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.6 $2.7M 27k 100.54
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.4 $2.5M 4.00 634440.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $2.1M 27k 80.63
Apple (AAPL) 1.7 $1.7M 10k 171.47
Rbc Cad (RY) 1.6 $1.6M 16k 100.88
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.5M 5.8k 259.91
Microsoft Corporation (MSFT) 1.4 $1.4M 3.4k 420.76
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.2M 5.5k 228.57
First Ctzns Bancshares Inc N Cl A (FCNCA) 1.1 $1.2M 706.00 1634.32
American Express Company (AXP) 1.0 $1.1M 4.7k 227.70
Meta Platforms Cl A (META) 1.0 $1.1M 2.2k 485.60
Ishares Tr Us Home Cons Etf (ITB) 1.0 $1.0M 8.7k 115.77
Alphabet Cap Stk Cl A (GOOGL) 1.0 $996k 6.6k 150.93
Ishares Tr Ishares Semicdtr (SOXX) 0.9 $985k 4.4k 225.94
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.9 $975k 18k 55.23
Ishares Tr U.s. Insrnce Etf (IAK) 0.9 $955k 8.1k 117.39
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.9 $951k 40k 23.65
Ishares Tr Us Industrials (IYJ) 0.9 $934k 7.4k 125.71
Ishares Tr Core S&p500 Etf (IVV) 0.9 $929k 1.8k 525.80
Ishares Tr Us Aer Def Etf (ITA) 0.9 $928k 7.0k 131.92
Ishares Tr Expanded Tech (IGV) 0.9 $918k 11k 85.27
Raymond James Financial (RJF) 0.8 $852k 6.6k 128.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $851k 14k 61.05
Vanguard World Health Car Etf (VHT) 0.8 $797k 2.9k 270.49
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $720k 2.9k 249.86
Global X Fds Adaptive Us (AUSF) 0.7 $698k 17k 40.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $664k 2.0k 337.06
Amazon (AMZN) 0.6 $637k 3.5k 180.38
Bank of America Corporation (BAC) 0.6 $616k 16k 37.92
Adobe Systems Incorporated (ADBE) 0.5 $535k 1.1k 504.60
Merck & Co (MRK) 0.5 $477k 3.6k 131.94
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $452k 12k 38.88
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $408k 8.1k 50.29
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $393k 4.8k 81.53
Qualcomm (QCOM) 0.3 $356k 2.1k 169.28
Tesla Motors (TSLA) 0.3 $330k 1.9k 175.79
Duke Energy Corp Com New (DUK) 0.3 $314k 3.2k 96.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $313k 598.00 523.12
salesforce (CRM) 0.3 $311k 1.0k 301.18
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $285k 3.7k 76.19
Trane Technologies SHS (TT) 0.3 $271k 902.00 300.04
JPMorgan Chase & Co. (JPM) 0.2 $238k 1.2k 200.36
Verizon Communications (VZ) 0.2 $235k 5.6k 41.96
Visa Com Cl A (V) 0.2 $231k 829.00 279.00
Iqvia Holdings (IQV) 0.2 $211k 836.00 252.89
Comcast Corp Cl A (CMCSA) 0.2 $211k 4.9k 43.35
At&t (T) 0.2 $210k 12k 17.60
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $209k 4.1k 50.74
Truist Financial Corp equities (TFC) 0.2 $206k 5.3k 38.98