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Size ($ in 1000's)
At 03/31/2024: $103,795
At 12/31/2023: $94,371
Muirfield Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Muirfield Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Muirfield Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Muirfield Wealth Advisors LLC.
In the Muirfield Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Muirfield Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Muirfield Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO EXCHANGE TRADED FD T (RSP) |
74,793 |
+3,110 |
$12,668 | | RSP | 74,793 | +3,110 | $12,668 | | VANGUARD SCOTTSDALE FDS (VGSH) |
154,078 |
+1,297 |
$8,947 | | VGSH | 154,078 | +1,297 | $8,947 |  BERKSHIRE HATHAWAY INC DEL |
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$7,583 | | BRK.B | 11,996 | -174 | $5,045 | | BRK.A | 4 | UNCH | $2,538 | | SCHWAB STRATEGIC TR |
116,464 |
-2,300 |
$7,228 | | SCHX | 116,464 | -2,300 | $7,228 | | VANGUARD SPECIALIZED FUNDS (VIG) |
31,629 |
-56 |
$5,776 | | VIG | 31,629 | -56 | $5,776 | | ISHARES TR (IJR) |
48,384 |
+329 |
$5,347 | | IJR | 48,384 | +329 | $5,347 | | ISHARES TR (IJH) |
85,572 |
+68,319 |
$5,198 | | IJH | 85,572 | +68,319 | $5,198 | | VANGUARD INDEX FDS (VUG) |
13,607 |
-101 |
$4,684 | | VUG | 13,607 | -101 | $4,684 | | ISHARES TR (USMV) |
40,061 |
+132 |
$3,348 | | USMV | 40,061 | +132 | $3,348 | | FIRST TR EXCHANGE TRADED FD (FV) |
49,577 |
+105 |
$2,837 | | FV | 49,577 | +105 | $2,837 | | NVIDIA CORPORATION |
3,093 |
-19 |
$2,795 | | NVDA | 3,093 | -19 | $2,795 | | PIMCO ETF TR (MINT) |
27,260 |
+702 |
$2,741 | | MINT | 27,260 | +702 | $2,741 | | SCHWAB STRATEGIC TR |
26,661 |
-159 |
$2,150 | | SCHD | 26,661 | -159 | $2,150 | | APPLE INC |
10,190 |
+22 |
$1,747 | | AAPL | 10,190 | +22 | $1,747 | | ROYAL BK CDA |
16,336 |
-1,328 |
$1,648 | | RY | 16,336 | -1,328 | $1,648 | | VANGUARD INDEX FDS (VTI) |
5,816 |
-20 |
$1,512 | | VTI | 5,816 | -20 | $1,512 | | MICROSOFT CORP |
3,422 |
-33 |
$1,440 | | MSFT | 3,422 | -33 | $1,440 | | VANGUARD INDEX FDS (VB) |
5,467 |
-84 |
$1,250 | | VB | 5,467 | -84 | $1,250 | | FIRST CTZNS BANCSHARES INC N (FCNCA) |
706 |
+1 |
$1,154 | | FCNCA | 706 | +1 | $1,154 | | AMERICAN EXPRESS CO |
4,702 |
+13 |
$1,071 | | AXP | 4,702 | +13 | $1,071 | | META PLATFORMS INC |
2,194 |
-78 |
$1,065 | | META | 2,194 | -78 | $1,065 | | ISHARES TR (ITB) |
8,681 |
-1,747 |
$1,005 | | ITB | 8,681 | -1,747 | $1,005 | | ALPHABET INC |
6,602 |
+332 |
$996 | | GOOGL | 6,602 | +332 | $996 | | ISHARES TR (SOXX) |
4,359 |
+2,638 |
$985 | | SOXX | 4,359 | +2,638 | $985 | | INVESCO EXCH TRD SLF IDX FD |
17,646 |
+647 |
$975 | | OMFL | 17,646 | +647 | $975 | | ISHARES TR (IAK) |
8,134 |
-941 |
$955 | | IAK | 8,134 | -941 | $955 | | ISHARES TR (IEZ) |
40,216 |
+9,773 |
$951 | | IEZ | 40,216 | +9,773 | $951 | | ISHARES TR (IYJ) |
7,430 |
+7,430 |
$934 | | IYJ | 7,430 | +7,430 | $934 | | ISHARES TR (IVV) |
1,767 |
+70 |
$929 | | IVV | 1,767 | +70 | $929 | | ISHARES TR (ITA) |
7,033 |
+502 |
$928 | | ITA | 7,033 | +502 | $928 | | ISHARES TR (IGV) |
10,765 |
+8,575 |
$918 | | IGV | 10,765 | +8,575 | $918 | | RAYMOND JAMES FINL INC |
6,637 |
+17 |
$852 | | RJF | 6,637 | +17 | $852 | | SCHWAB STRATEGIC TR |
13,934 |
-629 |
$851 | | SCHB | 13,934 | -629 | $851 | | VANGUARD WORLD FD (VHT) |
2,948 |
+936 |
$797 | | VHT | 2,948 | +936 | $797 | | VANGUARD INDEX FDS (VO) |
2,881 |
-81 |
$720 | | VO | 2,881 | -81 | $720 | | GLOBAL X FDS |
17,069 |
UNCH |
$698 | | AUSF | 17,069 | UNCH | $698 | | ISHARES TR (IWF) |
1,970 |
+346 |
$664 | | IWF | 1,970 | +346 | $664 | | AMAZON COM INC |
3,532 |
+151 |
$637 | | AMZN | 3,532 | +151 | $637 | | BANK AMERICA CORP |
16,231 |
UNCH |
$615 | | BAC | 16,231 | UNCH | $615 | | ADOBE INC |
1,060 |
+90 |
$535 | | ADBE | 1,060 | +90 | $535 | | MERCK & CO INC |
3,612 |
+24 |
$477 | | MRK | 3,612 | +24 | $477 | | AMPLIFY ETF TR (DIVO) |
11,615 |
-471 |
$452 | | DIVO | 11,615 | -471 | $452 | | WISDOMTREE TR |
8,119 |
+76 |
$408 | | USFR | 8,119 | +76 | $408 | | VANGUARD WHITEHALL FDS (VIGI) |
4,821 |
+183 |
$393 | | VIGI | 4,821 | +183 | $393 | | QUALCOMM INC |
2,104 |
+10 |
$356 | | QCOM | 2,104 | +10 | $356 | | TESLA INC |
1,875 |
UNCH |
$330 | | TSLA | 1,875 | UNCH | $330 | | DUKE ENERGY CORP NEW |
3,245 |
-180 |
$314 | | DUK | 3,245 | -180 | $314 | | SPDR S&P 500 ETF TR (SPY) |
598 |
+128 |
$313 | | SPY | 598 | +128 | $313 | | SALESFORCE INC |
1,032 |
UNCH |
$311 | | CRM | 1,032 | UNCH | $311 | | WISDOMTREE TR |
3,740 |
+12 |
$285 | | DGRW | 3,740 | +12 | $285 |
See Full List: All Stocks Held By Muirfield Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Muirfield Wealth Advisors LLC
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