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Entity | Shares/Amount Change | Position Value Change |
IYJ |
+7,430 | +$934 | JPM |
+1,188 | +$238 | CMCSA |
+4,863 | +$211 | IQV |
+836 | +$211 | JAAA |
+4,127 | +$209 |
Entity | Shares/Amount Change | Position Value Change |
IAU |
-18,383 | -$717 | FLOT |
-4,922 | -$249 | VNLA |
-4,246 | -$205 |
Entity | Shares/Amount Change | Position Value Change |
IJH |
+68,319 | +$416 | IEZ |
+9,773 | +$284 | IGV |
+8,575 | +$30 | RSP |
+3,110 | +$1,356 | SOXX |
+2,638 | -$6 | VGSH |
+1,297 | +$35 | VHT |
+936 | +$293 | MINT |
+702 | +$91 | OMFL |
+647 | +$101 | ITA |
+502 | +$101 |
Entity | Shares/Amount Change | Position Value Change |
SCHX |
-2,300 | +$530 | ITB |
-1,747 | -$56 | RY |
-1,328 | -$138 | IAK |
-941 | +$46 | SCHB |
-629 | +$40 | DIVO |
-471 | +$10 | TFC |
-377 | -$3 | DUK |
-180 | -$18 | BRK |
-174 | +$1,072 |
Size ($ in 1000's)
At 03/31/2024: $103,795 At 12/31/2023: $94,371
Muirfield Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Muirfield Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Muirfield Wealth Advisors LLC to be as follows, presented in the
table below with each row detailing each Muirfield Wealth Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Muirfield Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Muirfield Wealth Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | TRANE TECHNOLOGIES PLC |
902 |
+3 |
$271 | TT | 902 | +3 | $271 | JPMORGAN CHASE & CO |
1,188 |
+1,188 |
$238 | JPM | 1,188 | +1,188 | $238 | VERIZON COMMUNICATIONS INC |
5,597 |
-7 |
$235 | VZ | 5,597 | -7 | $235 | VISA INC |
829 |
+2 |
$231 | V | 829 | +2 | $231 | COMCAST CORP NEW |
4,863 |
+4,863 |
$211 | CMCSA | 4,863 | +4,863 | $211 | IQVIA HLDGS INC |
836 |
+836 |
$211 | IQV | 836 | +836 | $211 | AT&T INC |
11,914 |
+37 |
$210 | T | 11,914 | +37 | $210 | JANUS DETROIT STR TR |
4,127 |
+4,127 |
$209 | JAAA | 4,127 | +4,127 | $209 | TRUIST FINL CORP |
5,273 |
-377 |
$206 | TFC | 5,273 | -377 | $206 | ISHARES TR |
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$0 (exited) | FLOT | 0 | -4,922 | $0 | ISHARES GOLD TR |
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$0 (exited) | IAU | 0 | -18,383 | $0 | JANUS DETROIT STR TR |
0 |
-4,246 |
$0 (exited) | VNLA | 0 | -4,246 | $0 |
See Summary: Muirfield Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Muirfield Wealth Advisors LLC
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