Muirfield Wealth Advisors

Latest statistics and disclosures from Muirfield Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Muirfield Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 58 positions in its portfolio as reported in the December 2023 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) 12.0 $11M 72k 157.80
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.4 $8.9M 153k 58.33
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.1 $6.7M 119k 56.40
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Vanguard Specialized Funds Div App Etf (VIG) 5.7 $5.4M 32k 170.40
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Ishares Tr Core S&p Scp Etf (IJR) 5.5 $5.2M 48k 108.25
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Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $4.8M 17k 277.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $4.3M 12k 356.66
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Vanguard Index Fds Growth Etf (VUG) 4.5 $4.3M 14k 310.89
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Ishares Tr Msci Usa Min Vol (USMV) 3.3 $3.1M 40k 78.03
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.8 $2.7M 27k 99.79
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 2.7 $2.6M 50k 51.55
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Berkshire Hathaway Inc Del Cl A (BRK.A) 2.3 $2.2M 4.00 542625.00
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $2.0M 27k 76.13
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Apple (AAPL) 2.1 $2.0M 10k 192.53
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Rbc Cad (RY) 1.9 $1.8M 18k 101.13
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NVIDIA Corporation (NVDA) 1.6 $1.5M 3.1k 495.17
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Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.4M 5.8k 237.22
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Microsoft Corporation (MSFT) 1.4 $1.3M 3.5k 376.06
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.2M 5.6k 213.32
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Ishares Tr Us Home Cons Etf (ITB) 1.1 $1.1M 10k 101.73
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First Ctzns Bancshares Inc N Cl A (FCNCA) 1.1 $1.0M 705.00 1418.87
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Ishares Tr Ishares Semicdtr (SOXX) 1.1 $992k 1.7k 576.11
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Ishares Tr U.s. Insrnce Etf (IAK) 1.0 $909k 9.1k 100.12
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Ishares Tr Expanded Tech (IGV) 0.9 $888k 2.2k 405.64
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American Express Company (AXP) 0.9 $878k 4.7k 187.33
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $876k 6.3k 139.69
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.9 $874k 17k 51.41
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Ishares Tr Us Aer Def Etf (ITA) 0.9 $827k 6.5k 126.60
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $811k 15k 55.67
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $811k 1.7k 477.63
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Meta Platforms Cl A (META) 0.9 $804k 2.3k 353.96
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Raymond James Financial (RJF) 0.8 $738k 6.6k 111.50
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Ishares Gold Tr Ishares New (IAU) 0.8 $718k 18k 39.03
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $689k 3.0k 232.66
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Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.7 $667k 30k 21.92
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Global X Fds Adaptive Us (AUSF) 0.7 $635k 17k 37.18
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Adobe Systems Incorporated (ADBE) 0.6 $579k 970.00 596.60
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Bank of America Corporation (BAC) 0.6 $547k 16k 33.67
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Amazon (AMZN) 0.5 $514k 3.4k 151.94
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Vanguard World Fds Health Car Etf (VHT) 0.5 $504k 2.0k 250.65
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $493k 1.6k 303.26
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Tesla Motors (TSLA) 0.5 $466k 1.9k 248.48
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $442k 12k 36.55
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $404k 8.0k 50.24
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Merck & Co (MRK) 0.4 $391k 3.6k 109.03
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $368k 4.6k 79.34
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Duke Energy Corp Com New (DUK) 0.4 $332k 3.4k 97.03
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Qualcomm (QCOM) 0.3 $303k 2.1k 144.60
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salesforce (CRM) 0.3 $272k 1.0k 263.14
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $262k 3.7k 70.27
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $249k 4.9k 50.62
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $224k 470.00 475.73
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Trane Technologies SHS (TT) 0.2 $219k 899.00 243.87
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Visa Com Cl A (V) 0.2 $215k 827.00 260.46
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Verizon Communications (VZ) 0.2 $211k 5.6k 37.70
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Truist Financial Corp equities (TFC) 0.2 $209k 5.7k 36.92
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $205k 4.2k 48.32
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At&t (T) 0.2 $199k 12k 16.78
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Past Filings by Muirfield Wealth Advisors

SEC 13F filings are viewable for Muirfield Wealth Advisors going back to 2023