Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2024) About Muirfield Wealth Advisors LLCInvestment ActivityMuirfield Wealth Advisors LLC has $117.70 million in total holdings as of September 30, 2024.Muirfield Wealth Advisors LLC owns shares of 61 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Muirfield Wealth Advisors LLC has purchased 59 new stocks and bought additional shares in 47 stocks.Muirfield Wealth Advisors LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $14,150,141Vanguard Short-Term Treasury Index ETF $9,547,244Schwab US Large-Cap ETF $8,119,268Berkshire Hathaway $6,359,412Vanguard Dividend Appreciation ETF $6,279,369 Largest New Holdings this Quarter iShares U.S. Broker-Dealers & Securities Exchanges ETF $972,709 HoldingUnitedHealth Group $255,656 HoldingIQVIA $245,975 HoldingSouthern $205,815 Holding Largest Purchases this Quarter iShares U.S. Broker-Dealers & Securities Exchanges ETF 7,566 shares (about $972.71K)Berkshire Hathaway 1,765 shares (about $812.36K)WisdomTree U.S. Quality Dividend Growth Fund 7,662 shares (about $637.53K)Microsoft 943 shares (about $405.81K)Amazon.com 1,861 shares (about $346.76K) Largest Sales this Quarter Vanguard Total Stock Market ETF 461 shares (about $130.54K)iShares U.S. Home Construction ETF 859 shares (about $109.18K)iShares U.S. Aerospace & Defense ETF 623 shares (about $93.22K)iShares U.S. Insurance ETF 702 shares (about $90.59K)iShares Core S&P 500 ETF 136 shares (about $78.42K) 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$14,150,141$180,774 ▲1.3%78,98012.0%ETFVGSHVanguard Short-Term Treasury Index ETF$9,547,244$276,863 ▲3.0%161,7638.1%ETFSCHXSchwab US Large-Cap ETF$8,119,268$86,441 ▲1.1%119,6656.9%ETFBRK.BBerkshire Hathaway$6,359,412$812,359 ▲14.6%13,8175.4%FinanceVIGVanguard Dividend Appreciation ETF$6,279,369$29,907 ▲0.5%31,7045.3%ETFIJRiShares Core S&P Small-Cap ETF$5,868,400$91,580 ▲1.6%50,1745.0%ETFIJHiShares Core S&P Mid-Cap ETF$5,303,184$54,468 ▲1.0%85,0964.5%ETFVUGVanguard Growth ETF$5,284,760$7,295 ▲0.1%13,7654.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,782,173$22,736 ▲0.6%41,4213.2%ETFNVDANVIDIA$3,344,286$53,190 ▲1.6%27,5392.8%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$3,073,439$41,255 ▲1.4%52,7452.6%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,973,119$84,480 ▲2.9%29,5272.5%ETFBRK.ABerkshire Hathaway$2,764,7200.0%42.3%FinanceSCHDSchwab US Dividend Equity ETF$2,278,887$39,728 ▲1.8%26,9601.9%ETFAAPLApple$2,115,590$186,396 ▲9.7%9,0801.8%Computer and TechnologyRYRoyal Bank of Canada$2,065,951$15,716 ▲0.8%16,5631.8%FinanceVTIVanguard Total Stock Market ETF$1,915,566$130,536 ▼-6.4%6,7651.6%ETFMSFTMicrosoft$1,894,766$405,806 ▲27.3%4,4031.6%Computer and TechnologyMETAMeta Platforms$1,466,100$200,365 ▲15.8%2,5611.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,312,701$17,790 ▲1.4%5,5341.1%ETFGOOGLAlphabet$1,311,342$210,624 ▲19.1%7,9071.1%Computer and TechnologyFCNCAFirst Citizens BancShares$1,301,637$1,841 ▲0.1%7071.1%FinanceAXPAmerican Express$1,282,818$3,797 ▲0.3%4,7301.1%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,085,546$19,977 ▲1.9%20,4860.9%ETFAMZNAmazon.com$1,060,218$346,760 ▲48.6%5,6900.9%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,023,611$637,531 ▲165.1%12,3020.9%ManufacturingITBiShares U.S. Home Construction ETF$1,022,284$109,181 ▼-9.6%8,0430.9%ETFIAKiShares U.S. Insurance ETF$985,756$90,588 ▼-8.4%7,6390.8%ETFITAiShares U.S. Aerospace & Defense ETF$984,769$93,225 ▼-8.6%6,5810.8%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$972,709$972,709 ▲New Holding7,5660.8%ETFIVViShares Core S&P 500 ETF$967,041$78,424 ▼-7.5%1,6770.8%ETFSLViShares Silver Trust$951,849$29,205 ▼-3.0%33,5040.8%ETFIYJiShares U.S. Industrials ETF$950,659$69,107 ▼-6.8%7,1120.8%ETFIGViShares Expanded Tech-Software Sector ETF$934,363$53,890 ▼-5.5%10,4550.8%ETFSCHBSchwab US Broad Market ETF$915,305$6,785 ▲0.7%13,7600.8%ETFVHTVanguard Health Care ETF$841,556$3,104 ▲0.4%2,9820.7%ETFRJFRaymond James$817,645$3,061 ▲0.4%6,6770.7%FinanceVOVanguard Mid-Cap ETF$775,007$18,201 ▲2.4%2,9380.7%ETFAUSFGlobal X Adaptive US Factor ETF$754,637$8,326 ▲1.1%17,6730.6%ETFIWFiShares Russell 1000 Growth ETF$741,471$1,126 ▲0.2%1,9750.6%ETFBACBank of America$705,462$51,345 ▲7.8%17,7790.6%FinanceADBEAdobe$603,214$54,367 ▲9.9%1,1650.5%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$545,470$249,560 ▲84.3%10,7210.5%ETFTSLATesla$535,033$25,640 ▲5.0%2,0450.5%Auto/Tires/TrucksDIVOAmplify YieldShares CWP Dividend & Option Income ETF$480,870$5,890 ▲1.2%11,6740.4%ETFVIGIVanguard International Dividend Appreciation ETF$439,463$3,796 ▼-0.9%4,9780.4%ETFSPYSPDR S&P 500 ETF Trust$427,351$84,897 ▲24.8%7450.4%FinanceMRKMerck & Co., Inc.$415,101$2,499 ▲0.6%3,6550.4%MedicalTTTrane Technologies$412,542$47,436 ▲13.0%1,0610.4%ConstructionVVisa$391,202$153,402 ▲64.5%1,4230.3%Business ServicesCRMSalesforce$389,771$88,684 ▲29.5%1,4240.3%Computer and TechnologyDUKDuke Energy$381,245$3,459 ▲0.9%3,3070.3%UtilitiesQCOMQUALCOMM$369,955$11,221 ▲3.1%2,1760.3%Computer and TechnologyJPMJPMorgan Chase & Co.$338,473$74,654 ▲28.3%1,6050.3%FinanceTAT&T$268,379$3,806 ▲1.4%12,1990.2%Computer and TechnologyVZVerizon Communications$256,381$4,132 ▲1.6%5,7090.2%Computer and TechnologyUNHUnitedHealth Group$255,656$255,656 ▲New Holding4370.2%MedicalIQVIQVIA$245,975$245,975 ▲New Holding1,0380.2%MedicalTFCTruist Financial$231,360$2,695 ▲1.2%5,4090.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$224,758$20,446 ▲10.0%4,4300.2%ETFSOSouthern$205,815$205,815 ▲New Holding2,2820.2%UtilitiesSOXXiShares Semiconductor ETF$0$1,095,733 ▼-100.0%00.0%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$0$412,911 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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