Muirfield Wealth Advisors

Muirfield Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 66 positions in its portfolio as reported in the December 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) 11.3 $14M 78k 175.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.8 $9.5M 163k 58.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.7 $8.1M 348k 23.18
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $6.2M 31k 195.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.1 $6.1M 14k 453.28
Ishares Tr Core S&p Scp Etf (IJR) 4.8 $5.9M 51k 115.22
Vanguard Index Fds Growth Etf (VUG) 4.4 $5.4M 13k 410.44
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $5.2M 84k 62.31
NVIDIA Corporation (NVDA) 3.2 $3.9M 29k 134.29
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $3.6M 41k 88.79
Apple (AAPL) 2.9 $3.5M 14k 250.43
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $3.1M 31k 100.34
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 2.5 $3.0M 51k 59.06
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $2.7M 4.00 680920.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $2.3M 83k 27.32
Rbc Cad (RY) 1.7 $2.0M 17k 120.51
Microsoft Corporation (MSFT) 1.5 $1.9M 4.4k 421.49
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.8M 6.3k 289.80
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $1.5M 19k 80.93
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.5M 7.9k 189.30
First Ctzns Bancshares Inc N Cl A (FCNCA) 1.2 $1.5M 708.00 2112.15
Meta Platforms Cl A (META) 1.2 $1.5M 2.5k 585.47
American Express Company (AXP) 1.2 $1.4M 4.7k 296.77
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.4M 5.8k 240.26
Amazon (AMZN) 1.0 $1.2M 5.5k 219.39
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.2M 2.0k 588.63
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.0 $1.2M 21k 54.23
Raymond James Financial (RJF) 0.9 $1.0M 6.7k 155.33
Ishares Tr Us Br Del Se Etf (IAI) 0.8 $1.0M 7.0k 144.10
Ishares Tr Expanded Tech (IGV) 0.8 $974k 9.7k 100.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $941k 42k 22.70
Ishares Tr U.s. Insrnce Etf (IAK) 0.7 $902k 7.1k 126.46
Ishares Tr Us Aer Def Etf (ITA) 0.7 $890k 6.1k 145.34
Ishares Tr Us Industrials (IYJ) 0.7 $884k 6.6k 133.52
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $841k 3.2k 264.13
Tesla Motors (TSLA) 0.7 $838k 2.1k 403.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $794k 2.0k 401.65
Bank of America Corporation (BAC) 0.6 $785k 18k 43.95
Vanguard World Health Car Etf (VHT) 0.6 $780k 3.1k 253.73
Ishares Tr Us Home Cons Etf (ITB) 0.6 $773k 7.5k 103.38
Global X Fds Adaptive Us (AUSF) 0.6 $751k 18k 42.00
Blackrock Etf Trust Int Dividend Etf (BIDD) 0.6 $697k 28k 24.67
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $530k 11k 50.71
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $511k 13k 40.48
salesforce (CRM) 0.4 $487k 1.5k 334.24
Visa Com Cl A (V) 0.4 $457k 1.4k 315.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $434k 741.00 586.13
Adobe Systems Incorporated (ADBE) 0.3 $404k 908.00 444.68
Trane Technologies SHS (TT) 0.3 $399k 1.1k 369.45
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $388k 4.8k 79.98
UnitedHealth (UNH) 0.3 $373k 737.00 505.96
Merck & Co (MRK) 0.3 $366k 3.7k 99.48
Ishares Tr Us Regnl Bks Etf (IAT) 0.3 $366k 7.3k 50.36
Ishares Tr U.s. Finls Etf (IYF) 0.3 $359k 3.2k 110.58
JPMorgan Chase & Co. (JPM) 0.3 $358k 1.5k 239.76
Duke Energy Corp Com New (DUK) 0.3 $355k 3.3k 107.73
Qualcomm (QCOM) 0.3 $325k 2.1k 153.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $324k 4.2k 78.01
Procter & Gamble Company (PG) 0.2 $285k 1.7k 167.65
At&t (T) 0.2 $281k 12k 22.77
Union Pacific Corporation (UNP) 0.2 $250k 1.1k 228.05
Truist Financial Corp equities (TFC) 0.2 $237k 5.5k 43.38
Verizon Communications (VZ) 0.2 $229k 5.7k 39.99
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $215k 5.2k 41.40
Fiserv (FI) 0.2 $211k 1.0k 205.42
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $200k 4.0k 50.37