Muirfield Wealth Advisors

Muirfield Wealth Advisors as of March 31, 2025

Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 68 positions in its portfolio as reported in the March 2025 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) 11.4 $13M 77k 173.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.2 $9.6M 164k 58.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.6 $7.8M 15k 532.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.4 $7.5M 340k 22.08
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $6.0M 31k 193.99
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $5.3M 50k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $4.9M 84k 58.35
Vanguard Index Fds Growth Etf (VUG) 4.0 $4.7M 13k 370.83
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $3.7M 40k 93.66
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.7 $3.2M 4.00 798441.50
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.7 $3.1M 31k 100.62
NVIDIA Corporation (NVDA) 2.7 $3.1M 29k 108.38
Apple (AAPL) 2.7 $3.1M 14k 222.13
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.3 $2.7M 49k 54.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $2.3M 83k 27.96
Rbc Cad (RY) 1.6 $1.9M 17k 112.72
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $1.9M 19k 98.92
Microsoft Corporation (MSFT) 1.4 $1.7M 4.4k 375.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.6M 5.7k 274.83
Meta Platforms Cl A (META) 1.2 $1.4M 2.5k 576.28
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.4M 6.3k 221.75
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $1.3M 17k 79.86
First Ctzns Bancshares Inc N Cl A (FCNCA) 1.1 $1.3M 708.00 1855.37
American Express Company (AXP) 1.1 $1.3M 4.8k 269.05
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.2M 8.1k 154.64
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.0 $1.1M 21k 53.31
Amazon (AMZN) 0.9 $1.0M 5.4k 190.26
Raymond James Financial (RJF) 0.8 $934k 6.7k 138.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $879k 41k 21.53
Ishares Tr Core S&p500 Etf (IVV) 0.7 $878k 1.6k 561.90
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $827k 3.2k 258.61
Global X Fds Adaptive Us (AUSF) 0.7 $790k 18k 43.65
Bank of America Corporation (BAC) 0.6 $750k 18k 41.73
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.6 $722k 28k 25.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $715k 2.0k 361.17
Ishares Tr U.s. Insrnce Etf (IAK) 0.6 $658k 4.8k 137.82
Ishares Tr Us Consum Discre (IYC) 0.5 $634k 7.2k 88.33
Ishares Tr Us Br Del Se Etf (IAI) 0.5 $634k 4.5k 140.10
Ishares Tr Us Aer Def Etf (ITA) 0.5 $634k 4.1k 153.08
Ishares Tr Us Industrials (IYJ) 0.5 $632k 4.9k 130.19
Ishares Tr Expanded Tech (IGV) 0.5 $618k 6.9k 88.99
Vanguard World Health Car Etf (VHT) 0.5 $595k 2.2k 264.78
Tesla Motors (TSLA) 0.5 $549k 2.1k 259.16
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $522k 10k 50.71
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $506k 12k 40.77
Visa Com Cl A (V) 0.4 $485k 1.4k 350.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $426k 5.4k 78.93
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $424k 5.1k 82.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $416k 743.00 559.76
Duke Energy Corp Com New (DUK) 0.3 $405k 3.3k 121.98
salesforce (CRM) 0.3 $396k 1.5k 268.37
JPMorgan Chase & Co. (JPM) 0.3 $370k 1.5k 245.26
Trane Technologies SHS (TT) 0.3 $364k 1.1k 336.81
At&t (T) 0.3 $353k 13k 28.28
Adobe Systems Incorporated (ADBE) 0.3 $338k 881.00 383.53
Ishares Tr Us Regnl Bks Etf (IAT) 0.3 $338k 7.2k 46.63
Merck & Co (MRK) 0.3 $333k 3.7k 89.77
Qualcomm (QCOM) 0.3 $326k 2.1k 153.65
UnitedHealth (UNH) 0.3 $313k 597.00 524.06
Ishares Tr U.s. Finls Etf (IYF) 0.3 $295k 2.6k 112.83
Procter & Gamble Company (PG) 0.2 $290k 1.7k 170.42
Union Pacific Corporation (UNP) 0.2 $263k 1.1k 236.21
Verizon Communications (VZ) 0.2 $262k 5.8k 45.36
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $239k 5.5k 43.30
Fiserv (FI) 0.2 $237k 1.1k 220.83
Truist Financial Corp equities (TFC) 0.2 $228k 5.5k 41.15
Southern Company (SO) 0.2 $213k 2.3k 91.95
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $205k 4.0k 50.64