Muirfield Wealth Advisors

Muirfield Wealth Advisors as of June 30, 2024

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