Muirfield Wealth Advisors

Muirfield Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 61 positions in its portfolio as reported in the September 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 $14M 79k 179.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.1 $9.5M 162k 59.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.9 $8.1M 120k 67.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.4 $6.4M 14k 460.26
Vanguard Specialized Funds Div App Etf (VIG) 5.3 $6.3M 32k 198.06
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $5.9M 50k 116.96
Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $5.3M 85k 62.32
Vanguard Index Fds Growth Etf (VUG) 4.5 $5.3M 14k 383.93
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $3.8M 41k 91.31
NVIDIA Corporation (NVDA) 2.8 $3.3M 28k 121.44
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 2.6 $3.1M 53k 58.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $3.0M 30k 100.69
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.3 $2.8M 4.00 691180.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $2.3M 27k 84.53
Apple (AAPL) 1.8 $2.1M 9.1k 232.99
Rbc Cad (RY) 1.8 $2.1M 17k 124.73
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $1.9M 6.8k 283.16
Microsoft Corporation (MSFT) 1.6 $1.9M 4.4k 430.34
Meta Platforms Cl A (META) 1.2 $1.5M 2.6k 572.47
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.3M 5.5k 237.21
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.3M 7.9k 165.85
First Ctzns Bancshares Inc N Cl A (FCNCA) 1.1 $1.3M 707.00 1841.07
American Express Company (AXP) 1.1 $1.3M 4.7k 271.21
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.9 $1.1M 21k 52.99
Amazon (AMZN) 0.9 $1.1M 5.7k 186.33
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.0M 12k 83.21
Ishares Tr Us Home Cons Etf (ITB) 0.9 $1.0M 8.0k 127.10
Ishares Tr U.s. Insrnce Etf (IAK) 0.8 $986k 7.6k 129.04
Ishares Tr Us Aer Def Etf (ITA) 0.8 $985k 6.6k 149.64
Ishares Tr Us Br Del Se Etf (IAI) 0.8 $973k 7.6k 128.56
Ishares Tr Core S&p500 Etf (IVV) 0.8 $967k 1.7k 576.65
Ishares Silver Tr Ishares (SLV) 0.8 $952k 34k 28.41
Ishares Tr Us Industrials (IYJ) 0.8 $951k 7.1k 133.67
Ishares Tr Expanded Tech (IGV) 0.8 $934k 11k 89.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $915k 14k 66.52
Vanguard World Health Car Etf (VHT) 0.7 $842k 3.0k 282.21
Raymond James Financial (RJF) 0.7 $818k 6.7k 122.46
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $775k 2.9k 263.79
Global X Fds Adaptive Us (AUSF) 0.6 $755k 18k 42.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $742k 2.0k 375.43
Bank of America Corporation (BAC) 0.6 $706k 18k 39.68
Adobe Systems Incorporated (ADBE) 0.5 $603k 1.2k 517.78
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $546k 11k 50.88
Tesla Motors (TSLA) 0.5 $535k 2.0k 261.63
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $481k 12k 41.19
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $440k 5.0k 88.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $427k 745.00 573.63
Merck & Co (MRK) 0.4 $415k 3.7k 113.57
Trane Technologies SHS (TT) 0.4 $413k 1.1k 388.82
Visa Com Cl A (V) 0.3 $391k 1.4k 274.91
salesforce (CRM) 0.3 $390k 1.4k 273.72
Duke Energy Corp Com New (DUK) 0.3 $381k 3.3k 115.28
Qualcomm (QCOM) 0.3 $370k 2.2k 170.02
JPMorgan Chase & Co. (JPM) 0.3 $339k 1.6k 210.89
At&t (T) 0.2 $268k 12k 22.00
Verizon Communications (VZ) 0.2 $256k 5.7k 44.91
UnitedHealth (UNH) 0.2 $256k 437.00 585.03
Iqvia Holdings (IQV) 0.2 $246k 1.0k 236.97
Truist Financial Corp equities (TFC) 0.2 $231k 5.4k 42.77
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $225k 4.4k 50.74
Southern Company (SO) 0.2 $206k 2.3k 90.19