Muirfield Wealth Advisors
Latest statistics and disclosures from Muirfield Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, VGSH, SCHX, VIG, BRK.B, and represent 35.86% of Muirfield Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$5.3M), SCHD, AAPL, Blackrock Etf Trust, SCHB, DGRW, IAT, IYF, VCSH, PG.
- Started 8 new stock positions in IYF, Blackrock Etf Trust, IAT, PG, UNP, VCSH, FI, DBEF.
- Reduced shares in these 10 stocks: , VUG, IQV, SO, RSP, VTI, BRK.B, ADBE, FV, USMV.
- Sold out of its positions in IQV, SLV, SO.
- Muirfield Wealth Advisors was a net buyer of stock by $9.9M.
- Muirfield Wealth Advisors has $121M in assets under management (AUM), dropping by 3.06%.
- Central Index Key (CIK): 0002014898
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Portfolio Holdings for Muirfield Wealth Advisors
Muirfield Wealth Advisors holds 66 positions in its portfolio as reported in the December 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) | 11.3 | $14M | 78k | 175.23 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 7.8 | $9.5M | 163k | 58.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 6.7 | $8.1M | +191% | 348k | 23.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $6.2M | 31k | 195.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.1 | $6.1M | -2% | 14k | 453.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.8 | $5.9M | 51k | 115.22 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $5.4M | -5% | 13k | 410.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.3 | $5.2M | 84k | 62.31 |
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| NVIDIA Corporation (NVDA) | 3.2 | $3.9M | +5% | 29k | 134.29 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.0 | $3.6M | -2% | 41k | 88.79 |
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| Apple (AAPL) | 2.9 | $3.5M | +54% | 14k | 250.43 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.5 | $3.1M | +3% | 31k | 100.34 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 2.5 | $3.0M | -3% | 51k | 59.06 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.2 | $2.7M | 4.00 | 680920.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $2.3M | +205% | 83k | 27.32 |
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| Rbc Cad (RY) | 1.7 | $2.0M | 17k | 120.51 |
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| Microsoft Corporation (MSFT) | 1.5 | $1.9M | 4.4k | 421.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $1.8M | -7% | 6.3k | 289.80 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $1.5M | +50% | 19k | 80.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.5M | 7.9k | 189.30 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.2 | $1.5M | 708.00 | 2112.15 |
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| Meta Platforms Cl A (META) | 1.2 | $1.5M | 2.5k | 585.47 |
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| American Express Company (AXP) | 1.2 | $1.4M | 4.7k | 296.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $1.4M | +5% | 5.8k | 240.26 |
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| Amazon (AMZN) | 1.0 | $1.2M | -3% | 5.5k | 219.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $1.2M | +21% | 2.0k | 588.63 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.0 | $1.2M | +3% | 21k | 54.23 |
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| Raymond James Financial (RJF) | 0.9 | $1.0M | 6.7k | 155.33 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.8 | $1.0M | -6% | 7.0k | 144.10 |
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| Ishares Tr Expanded Tech (IGV) | 0.8 | $974k | -6% | 9.7k | 100.12 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $941k | +201% | 42k | 22.70 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.7 | $902k | -6% | 7.1k | 126.46 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $890k | -6% | 6.1k | 145.34 |
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| Ishares Tr Us Industrials (IYJ) | 0.7 | $884k | -6% | 6.6k | 133.52 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $841k | +8% | 3.2k | 264.13 |
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| Tesla Motors (TSLA) | 0.7 | $838k | 2.1k | 403.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $794k | 2.0k | 401.65 |
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| Bank of America Corporation (BAC) | 0.6 | $785k | 18k | 43.95 |
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| Vanguard World Health Car Etf (VHT) | 0.6 | $780k | +3% | 3.1k | 253.73 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.6 | $773k | -7% | 7.5k | 103.38 |
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| Global X Fds Adaptive Us (AUSF) | 0.6 | $751k | 18k | 42.00 |
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| Blackrock Etf Trust Int Dividend Etf | 0.6 | $697k | NEW | 28k | 24.67 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $530k | -2% | 11k | 50.71 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $511k | +8% | 13k | 40.48 |
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| salesforce (CRM) | 0.4 | $487k | +2% | 1.5k | 334.24 |
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| Visa Com Cl A (V) | 0.4 | $457k | 1.4k | 315.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $434k | 741.00 | 586.13 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $404k | -22% | 908.00 | 444.68 |
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| Trane Technologies SHS (TT) | 0.3 | $399k | 1.1k | 369.45 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $388k | -2% | 4.8k | 79.98 |
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| UnitedHealth (UNH) | 0.3 | $373k | +68% | 737.00 | 505.96 |
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| Merck & Co (MRK) | 0.3 | $366k | 3.7k | 99.48 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.3 | $366k | NEW | 7.3k | 50.36 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $359k | NEW | 3.2k | 110.58 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $358k | -6% | 1.5k | 239.76 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $355k | 3.3k | 107.73 |
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| Qualcomm (QCOM) | 0.3 | $325k | -2% | 2.1k | 153.63 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $324k | NEW | 4.2k | 78.01 |
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| Procter & Gamble Company (PG) | 0.2 | $285k | NEW | 1.7k | 167.65 |
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| At&t (T) | 0.2 | $281k | 12k | 22.77 |
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| Union Pacific Corporation (UNP) | 0.2 | $250k | NEW | 1.1k | 228.05 |
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| Truist Financial Corp equities (TFC) | 0.2 | $237k | 5.5k | 43.38 |
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| Verizon Communications (VZ) | 0.2 | $229k | 5.7k | 39.99 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $215k | NEW | 5.2k | 41.40 |
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| Fiserv (FI) | 0.2 | $211k | NEW | 1.0k | 205.42 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $200k | -10% | 4.0k | 50.37 |
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Past Filings by Muirfield Wealth Advisors
SEC 13F filings are viewable for Muirfield Wealth Advisors going back to 2023
- Muirfield Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- Muirfield Wealth Advisors 2024 Q3 filed Oct. 11, 2024
- Muirfield Wealth Advisors 2024 Q2 filed July 12, 2024
- Muirfield Wealth Advisors 2024 Q1 filed April 22, 2024
- Muirfield Wealth Advisors 2023 Q4 filed March 14, 2024