Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2025) About Muirfield Wealth Advisors LLCInvestment ActivityMuirfield Wealth Advisors LLC has $121.31 million in total holdings as of December 31, 2024.Muirfield Wealth Advisors LLC owns shares of 66 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.76% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Muirfield Wealth Advisors LLC has purchased 61 new stocks and bought additional shares in 33 stocks.Muirfield Wealth Advisors LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $13,666,776Vanguard Short-Term Treasury Index ETF $9,467,958Schwab US Large-Cap ETF $8,073,533Vanguard Dividend Appreciation ETF $6,155,353Berkshire Hathaway $6,134,238 Largest New Holdings this Quarter BLACKROCK ETF TRUST $697,125 HoldingiShares U.S. Regional Banks ETF $365,728 HoldingiShares U.S. Financials ETF $358,722 HoldingVanguard Short-Term Corporate Bond ETF $324,290 HoldingProcter & Gamble $285,005 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 228,632 shares (about $5.30M)Schwab US Dividend Equity ETF 55,515 shares (about $1.52M)Apple 4,922 shares (about $1.23M)BLACKROCK ETF TRUST 28,258 shares (about $697.13K)Schwab US Broad Market ETF 27,690 shares (about $628.56K) Largest Sales this Quarter Vanguard Growth ETF 724 shares (about $297.16K)Invesco S&P 500 Equal Weight ETF 987 shares (about $172.95K)Vanguard Total Stock Market ETF 500 shares (about $144.90K)Berkshire Hathaway 284 shares (about $128.73K)Adobe 257 shares (about $114.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMuirfield Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$13,666,776$172,953 ▼-1.2%77,99311.3%ETFVGSHVanguard Short-Term Treasury Index ETF$9,467,958$56,609 ▲0.6%162,7367.8%ETFSCHXSchwab US Large-Cap ETF$8,073,533$5,299,695 ▲191.1%348,2976.7%ETFVIGVanguard Dividend Appreciation ETF$6,155,353$53,266 ▼-0.9%31,4325.1%ETFBRK.BBerkshire Hathaway$6,134,238$128,732 ▼-2.1%13,5335.1%FinanceIJRiShares Core S&P Small-Cap ETF$5,853,210$72,128 ▲1.2%50,8004.8%ETFVUGVanguard Growth ETF$5,352,525$297,157 ▼-5.3%13,0414.4%ETFIJHiShares Core S&P Mid-Cap ETF$5,231,083$71,220 ▼-1.3%83,9534.3%ETFNVDANVIDIA$3,911,002$212,846 ▲5.8%29,1243.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,595,093$82,663 ▼-2.2%40,4903.0%ETFAAPLApple$3,506,488$1,232,605 ▲54.2%14,0022.9%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,080,611$117,898 ▲4.0%30,7022.5%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$3,014,106$100,992 ▼-3.2%51,0352.5%ManufacturingBRK.ABerkshire Hathaway$2,723,6800.0%42.2%FinanceSCHDSchwab US Dividend Equity ETF$2,253,212$1,516,666 ▲205.9%82,4751.9%ETFRYRoyal Bank of Canada$2,010,093$14,100 ▲0.7%16,6801.7%FinanceMSFTMicrosoft$1,865,925$10,116 ▲0.5%4,4271.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,815,572$144,898 ▼-7.4%6,2651.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,503,174$507,586 ▲51.0%18,5741.2%ManufacturingGOOGLAlphabet$1,498,845$2,082 ▲0.1%7,9181.2%Computer and TechnologyFCNCAFirst Citizens BancShares$1,495,402$2,112 ▲0.1%7081.2%FinanceMETAMeta Platforms$1,490,604$8,782 ▼-0.6%2,5461.2%Computer and TechnologyAXPAmerican Express$1,407,273$3,561 ▲0.3%4,7421.2%FinanceVBVanguard Small-Cap ETF$1,399,993$70,396 ▲5.3%5,8271.2%ETFAMZNAmazon.com$1,202,477$45,853 ▼-3.7%5,4811.0%Retail/WholesaleIVViShares Core S&P 500 ETF$1,197,862$210,730 ▲21.3%2,0351.0%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,154,507$43,547 ▲3.9%21,2891.0%ETFRJFRaymond James$1,040,680$3,572 ▲0.3%6,7000.9%FinanceIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$1,014,159$76,084 ▼-7.0%7,0380.8%ETFIGViShares Expanded Tech-Software Sector ETF$974,168$72,587 ▼-6.9%9,7300.8%ETFSCHBSchwab US Broad Market ETF$940,917$628,564 ▲201.2%41,4500.8%ETFIAKiShares U.S. Insurance ETF$902,438$63,611 ▼-6.6%7,1360.7%ETFITAiShares U.S. Aerospace & Defense ETF$889,910$66,565 ▼-7.0%6,1230.7%ETFIYJiShares U.S. Industrials ETF$884,167$65,425 ▼-6.9%6,6220.7%ETFVOVanguard Mid-Cap ETF$841,241$65,239 ▲8.4%3,1850.7%ETFTSLATesla$837,564$11,711 ▲1.4%2,0740.7%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$794,054$803 ▲0.1%1,9770.7%ETFBACBank of America$784,550$3,164 ▲0.4%17,8510.6%FinanceVHTVanguard Health Care ETF$779,702$23,089 ▲3.1%3,0730.6%ETFITBiShares U.S. Home Construction ETF$772,583$58,928 ▼-7.1%7,4730.6%ETFAUSFGlobal X Adaptive US Factor ETF$750,788$8,567 ▲1.2%17,8770.6%ETFBLACKROCK ETF TRUST$697,125$697,125 ▲New Holding28,2580.6%INT DIVIDEND ETFJAAAJanus Henderson AAA CLO ETF$530,392$13,286 ▼-2.4%10,4590.4%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$511,282$38,700 ▲8.2%12,6300.4%ETFCRMSalesforce$486,984$11,030 ▲2.3%1,4570.4%Computer and TechnologyVVisa$456,860$7,267 ▲1.6%1,4460.4%Business ServicesSPYSPDR S&P 500 ETF Trust$434,320$2,345 ▼-0.5%7410.4%FinanceADBEAdobe$403,769$114,283 ▼-22.1%9080.3%Computer and TechnologyTTTrane Technologies$398,632$6,650 ▲1.7%1,0790.3%ConstructionVIGIVanguard International Dividend Appreciation ETF$387,833$10,318 ▼-2.6%4,8490.3%ETFUNHUnitedHealth Group$372,893$151,788 ▲68.6%7370.3%MedicalMRKMerck & Co., Inc.$366,183$2,586 ▲0.7%3,6810.3%MedicalIATiShares U.S. Regional Banks ETF$365,728$365,728 ▲New Holding7,2620.3%ETFIYFiShares U.S. Financials ETF$358,722$358,722 ▲New Holding3,2440.3%ETFJPMJPMorgan Chase & Co.$357,961$26,853 ▼-7.0%1,4930.3%FinanceDUKDuke Energy$354,980$1,293 ▼-0.4%3,2950.3%UtilitiesQCOMQUALCOMM$324,461$9,832 ▼-2.9%2,1120.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$324,290$324,290 ▲New Holding4,1570.3%ETFPGProcter & Gamble$285,005$285,005 ▲New Holding1,7000.2%Consumer StaplesTAT&T$281,201$3,438 ▲1.2%12,3500.2%Computer and TechnologyUNPUnion Pacific$249,943$249,943 ▲New Holding1,0960.2%TransportationTFCTruist Financial$237,202$2,559 ▲1.1%5,4680.2%FinanceVZVerizon Communications$229,122$800 ▲0.4%5,7290.2%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$215,101$215,101 ▲New Holding5,1960.2%ETFFIFiserv$210,556$210,556 ▲New Holding1,0250.2%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$200,210$22,917 ▼-10.3%3,9750.2%ETFSLViShares Silver Trust$0$951,849 ▼-100.0%00.0%ETFIQVIQVIA$0$245,975 ▼-100.0%00.0%MedicalSOSouthern$0$205,815 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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