Muirfield Wealth Advisors

Muirfield Wealth Advisors as of June 30, 2025

Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 70 positions in its portfolio as reported in the June 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) 11.2 $14M 77k 181.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.7 $7.2M 15k 485.77
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.6 $7.0M 120k 58.78
Vanguard Index Fds Growth Etf (VUG) 5.4 $6.8M 16k 438.39
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $6.3M 31k 204.67
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $6.0M 55k 109.29
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.3 $5.4M 56k 95.77
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $5.3M 85k 62.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $4.6M 188k 24.44
NVIDIA Corporation (NVDA) 3.6 $4.6M 29k 157.99
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $3.7M 39k 93.87
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.6 $3.2M 32k 100.53
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.4 $3.1M 52k 59.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.3 $2.9M 4.00 728800.00
Apple (AAPL) 2.3 $2.9M 14k 205.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $2.6M 99k 26.50
Microsoft Corporation (MSFT) 1.8 $2.2M 4.5k 497.38
Rbc Cad (RY) 1.8 $2.2M 17k 131.55
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.1M 7.0k 303.95
Meta Platforms Cl A (META) 1.5 $1.9M 2.5k 738.17
American Express Company (AXP) 1.2 $1.5M 4.8k 318.96
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.2 $1.5M 26k 57.78
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.5M 6.1k 236.99
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 8.1k 176.23
First Ctzns Bancshares Inc N Cl A (FCNCA) 1.1 $1.4M 709.00 1957.12
Amazon (AMZN) 0.9 $1.2M 5.4k 219.39
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.1M 13k 83.74
Raymond James Financial (RJF) 0.8 $1.0M 6.7k 153.38
Ishares Tr Core S&p500 Etf (IVV) 0.7 $910k 1.5k 620.70
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $896k 3.2k 279.82
Bank of America Corporation (BAC) 0.7 $863k 18k 47.32
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.7 $847k 31k 27.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $841k 2.0k 424.66
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $826k 9.2k 90.12
Global X Fds Adaptive Us (AUSF) 0.6 $767k 17k 44.70
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.6 $761k 22k 35.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $743k 31k 23.83
Ishares Tr Us Aer Def Etf (ITA) 0.5 $681k 3.6k 188.63
Ishares Tr Us Br Del Se Etf (IAI) 0.5 $681k 4.0k 169.13
Tesla Motors (TSLA) 0.5 $673k 2.1k 317.66
Ishares Tr Expanded Tech (IGV) 0.5 $648k 5.9k 109.50
Ishares Tr Us Consum Discre (IYC) 0.5 $628k 6.3k 99.63
Ishares Tr Us Industrials (IYJ) 0.5 $622k 4.4k 142.30
Ishares Tr U.s. Insrnce Etf (IAK) 0.5 $588k 4.4k 134.47
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $560k 11k 50.75
Ishares Gold Tr Ishares New (IAU) 0.4 $553k 8.9k 62.36
Vanguard World Health Car Etf (VHT) 0.4 $523k 2.1k 248.37
Visa Com Cl A (V) 0.4 $520k 1.5k 354.97
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $517k 12k 42.55
Trane Technologies SHS (TT) 0.4 $474k 1.1k 437.23
JPMorgan Chase & Co. (JPM) 0.4 $460k 1.6k 289.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $421k 5.3k 79.50
Duke Energy Corp Com New (DUK) 0.3 $397k 3.4k 118.02
salesforce (CRM) 0.3 $396k 1.5k 272.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $368k 595.00 618.30
At&t (T) 0.3 $365k 13k 28.94
Qualcomm (QCOM) 0.3 $338k 2.1k 159.23
Adobe Systems Incorporated (ADBE) 0.2 $313k 810.00 386.88
Merck & Co (MRK) 0.2 $297k 3.7k 79.16
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $296k 6.0k 49.20
Procter & Gamble Company (PG) 0.2 $271k 1.7k 159.32
Union Pacific Corporation (UNP) 0.2 $256k 1.1k 230.01
Verizon Communications (VZ) 0.2 $254k 5.9k 43.27
Truist Financial Corp equities (TFC) 0.2 $241k 5.6k 42.99
Booking Holdings (BKNG) 0.2 $234k 40.00 5853.82
Curtiss-Wright (CW) 0.2 $226k 463.00 488.97
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $219k 4.3k 50.68
Charles Schwab Corporation (SCHW) 0.2 $207k 2.3k 91.25
Southern Company (SO) 0.2 $202k 2.2k 91.83
Philip Morris International (PM) 0.2 $201k 1.1k 182.06