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 38.51% of Muirfield Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, IYJ, IGV, SOXX, RSP, VHT, JPM, IEZ, IQV, CMCSA.
- Started 5 new stock positions in IYJ, JAAA, CMCSA, IQV, JPM.
- Reduced shares in these 10 stocks: IAU, , VNLA, ITB, SCHX, RY, IAK, BRK.B, SCHB, META.
- Sold out of its positions in IAU, FLOT, VNLA.
- Muirfield Wealth Advisors was a net buyer of stock by $6.9M.
- Muirfield Wealth Advisors has $104M in assets under management (AUM), dropping by 9.98%.
- Central Index Key (CIK): 0002014898
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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 | +4% | 75k | 169.37 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.6 | $8.9M | 154k | 58.07 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.0 | $7.2M | 117k | 62.06 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $5.8M | 32k | 182.61 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $5.3M | 48k | 110.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.0 | $5.2M | +395% | 86k | 60.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $5.0M | 12k | 420.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.5 | $4.7M | 14k | 344.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.2 | $3.3M | 40k | 83.58 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 2.7 | $2.8M | 50k | 57.23 |
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| NVIDIA Corporation (NVDA) | 2.7 | $2.8M | 3.1k | 903.51 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.6 | $2.7M | +2% | 27k | 100.54 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.4 | $2.5M | 4.00 | 634440.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $2.1M | 27k | 80.63 |
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| Apple (AAPL) | 1.7 | $1.7M | 10k | 171.47 |
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| Rbc Cad (RY) | 1.6 | $1.6M | -7% | 16k | 100.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $1.5M | 5.8k | 259.91 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.4M | 3.4k | 420.76 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $1.2M | 5.5k | 228.57 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.1 | $1.2M | 706.00 | 1634.32 |
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| American Express Company (AXP) | 1.0 | $1.1M | 4.7k | 227.70 |
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| Meta Platforms Cl A (META) | 1.0 | $1.1M | -3% | 2.2k | 485.60 |
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| Ishares Tr Us Home Cons Etf (ITB) | 1.0 | $1.0M | -16% | 8.7k | 115.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $996k | +5% | 6.6k | 150.93 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.9 | $985k | +153% | 4.4k | 225.94 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.9 | $975k | +3% | 18k | 55.23 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.9 | $955k | -10% | 8.1k | 117.39 |
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| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.9 | $951k | +32% | 40k | 23.65 |
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| Ishares Tr Us Industrials (IYJ) | 0.9 | $934k | NEW | 7.4k | 125.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $929k | +4% | 1.8k | 525.80 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.9 | $928k | +7% | 7.0k | 131.92 |
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| Ishares Tr Expanded Tech (IGV) | 0.9 | $918k | +391% | 11k | 85.27 |
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| Raymond James Financial (RJF) | 0.8 | $852k | 6.6k | 128.42 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $851k | -4% | 14k | 61.05 |
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| Vanguard World Health Car Etf (VHT) | 0.8 | $797k | +46% | 2.9k | 270.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $720k | -2% | 2.9k | 249.86 |
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| Global X Fds Adaptive Us (AUSF) | 0.7 | $698k | 17k | 40.87 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $664k | +21% | 2.0k | 337.06 |
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| Amazon (AMZN) | 0.6 | $637k | +4% | 3.5k | 180.38 |
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| Bank of America Corporation (BAC) | 0.6 | $616k | 16k | 37.92 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $535k | +9% | 1.1k | 504.60 |
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| Merck & Co (MRK) | 0.5 | $477k | 3.6k | 131.94 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $452k | -3% | 12k | 38.88 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $408k | 8.1k | 50.29 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $393k | +3% | 4.8k | 81.53 |
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| Qualcomm (QCOM) | 0.3 | $356k | 2.1k | 169.28 |
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| Tesla Motors (TSLA) | 0.3 | $330k | 1.9k | 175.79 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $314k | -5% | 3.2k | 96.70 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $313k | +27% | 598.00 | 523.12 |
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| salesforce (CRM) | 0.3 | $311k | 1.0k | 301.18 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $285k | 3.7k | 76.19 |
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| Trane Technologies SHS (TT) | 0.3 | $271k | 902.00 | 300.04 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $238k | NEW | 1.2k | 200.36 |
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| Verizon Communications (VZ) | 0.2 | $235k | 5.6k | 41.96 |
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| Visa Com Cl A (V) | 0.2 | $231k | 829.00 | 279.00 |
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| Iqvia Holdings (IQV) | 0.2 | $211k | NEW | 836.00 | 252.89 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $211k | NEW | 4.9k | 43.35 |
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| At&t (T) | 0.2 | $210k | 12k | 17.60 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $209k | NEW | 4.1k | 50.74 |
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| Truist Financial Corp equities (TFC) | 0.2 | $206k | -6% | 5.3k | 38.98 |
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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 Q1 filed April 22, 2024
- Muirfield Wealth Advisors 2023 Q4 filed March 14, 2024