Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IJR, and represent 38.06% of Muirfield Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, SLV, RSP, VTI, JPST, VGSH, MINT, FV, OMFL, SCHX.
Started 2 new stock positions in JPST, SLV.
Reduced shares in these 10 stocks: IEZ, AAPL, IQV, , IJH, SCHB, VIG, SCHD, DIVO, VO.
Sold out of its positions in CMCSA, IQV, IEZ.
Muirfield Wealth Advisors was a net buyer of stock by $4.6M.
Muirfield Wealth Advisors has $107M in assets under management (AUM), dropping by 2.65%.
Central Index Key (CIK): 0002014898

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 59 positions in its portfolio as reported in the June 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)	12.0	$13M	+4%	78k	164.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	8.5	$9.1M		157k	57.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.1	$7.6M		118k	64.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.4	$5.8M		32k	182.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.9	$5.3M	+2%	49k	106.66	View chart
Vanguard Index Fds Growth Etf (VUG)	4.8	$5.1M		14k	374.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$4.9M		84k	58.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.6	$4.9M		12k	406.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.2	$3.5M	+2%	41k	83.96	View chart
NVIDIA Corporation (NVDA)	3.1	$3.3M	+776%	27k	123.54	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	2.8	$3.0M	+4%	52k	57.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.7	$2.9M	+5%	29k	100.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.3	$2.4M		4.00	612241.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$2.1M		27k	77.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$1.9M	+24%	7.2k	267.52	View chart
Rbc Cad (RY)	1.6	$1.7M		16k	106.38	View chart
Apple (AAPL)	1.6	$1.7M	-18%	8.3k	210.63	View chart
Microsoft Corporation (MSFT)	1.5	$1.5M		3.5k	446.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$1.2M		6.6k	182.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.2M		5.5k	218.02	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	1.1	$1.2M		706.00	1684.61	View chart
Meta Platforms Cl A (META)	1.0	$1.1M		2.2k	504.27	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.0	$1.1M		4.4k	246.62	View chart
American Express Company (AXP)	1.0	$1.1M		4.7k	231.55	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.0	$1.1M	+13%	20k	52.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$992k	+2%	1.8k	547.11	View chart
Ishares Tr Expanded Tech (IGV)	0.9	$961k	+2%	11k	86.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$951k	+2%	7.2k	132.05	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.9	$942k	+2%	8.3k	112.91	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$918k	NEW	35k	26.57	View chart
Ishares Tr Us Industrials (IYJ)	0.9	$911k	+2%	7.6k	119.44	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.8	$900k	+2%	8.9k	101.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$859k		14k	62.87	View chart
Raymond James Financial (RJF)	0.8	$822k		6.7k	123.61	View chart
Vanguard World Health Car Etf (VHT)	0.7	$790k		3.0k	266.03	View chart
Amazon (AMZN)	0.7	$740k	+8%	3.8k	193.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$719k		2.0k	364.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$695k		2.9k	242.10	View chart
Global X Fds Adaptive Us (AUSF)	0.7	$694k	+2%	18k	39.68	View chart
Bank of America Corporation (BAC)	0.6	$656k		17k	39.77	View chart
Adobe Systems Incorporated (ADBE)	0.6	$589k		1.1k	555.54	View chart
Merck & Co (MRK)	0.4	$450k		3.6k	123.81	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$446k		12k	38.70	View chart
Qualcomm (QCOM)	0.4	$420k		2.1k	199.14	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$413k		8.2k	50.31	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$408k	+4%	5.0k	81.28	View chart
Tesla Motors (TSLA)	0.4	$385k	+3%	1.9k	197.88	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$362k	+24%	4.6k	78.05	View chart
Duke Energy Corp Com New (DUK)	0.3	$329k		3.3k	100.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$325k		597.00	544.11	View chart
Trane Technologies SHS (TT)	0.3	$309k	+4%	939.00	328.91	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$296k	+40%	5.8k	50.88	View chart
salesforce (CRM)	0.3	$283k	+6%	1.1k	257.18	View chart
JPMorgan Chase & Co. (JPM)	0.2	$253k	+5%	1.3k	202.25	View chart
Verizon Communications (VZ)	0.2	$232k		5.6k	41.24	View chart
At&t (T)	0.2	$230k		12k	19.11	View chart
Visa Com Cl A (V)	0.2	$227k	+4%	865.00	262.55	View chart
Truist Financial Corp equities (TFC)	0.2	$208k		5.3k	38.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$203k	NEW	4.0k	50.46	View chart

Past Filings by Muirfield Wealth Advisors

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z