Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2025) About Muirfield Wealth Advisors LLCInvestment ActivityMuirfield Wealth Advisors LLC has $117.75 million in total holdings as of March 31, 2025.Muirfield Wealth Advisors LLC owns shares of 68 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Muirfield Wealth Advisors LLC has purchased 66 new stocks and bought additional shares in 33 stocks.Muirfield Wealth Advisors LLC sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $13,403,832Vanguard Short-Term Treasury Index ETF $9,601,912Berkshire Hathaway $7,817,954Schwab US Large-Cap ETF $7,512,867Vanguard Dividend Appreciation ETF $6,046,562 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $1,891,548 Holding464287580 - iShares U.S. Consumer Discretionary ETF $634,085 Holding842587107 - Southern $213,316 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 19,122 shares (about $1.89M)iShares U.S. Consumer Discretionary ETF 7,179 shares (about $634.09K)Berkshire Hathaway 1,146 shares (about $610.35K)Southern 2,320 shares (about $213.32K)Vanguard Small-Cap ETF 469 shares (about $104.00K) Largest Sales this Quarter iShares U.S. Broker-Dealers & Securities Exchanges ETF 2,514 shares (about $352.22K)iShares U.S. Insurance ETF 2,365 shares (about $325.95K)iShares U.S. Aerospace & Defense ETF 1,985 shares (about $303.87K)iShares Core S&P 500 ETF 473 shares (about $265.78K)iShares Expanded Tech-Software Sector ETF 2,787 shares (about $248.02K) 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$13,403,832$106,883 ▼-0.8%77,37611.4%ETFVGSHVanguard Short-Term Treasury Index ETF$9,601,912$50,943 ▲0.5%163,6048.2%ETFBRK.BBerkshire Hathaway$7,817,954$610,353 ▲8.5%14,6796.6%FinanceSCHXSchwab US Large-Cap ETF$7,512,867$177,523 ▼-2.3%340,2576.4%ETFVIGVanguard Dividend Appreciation ETF$6,046,562$51,020 ▼-0.8%31,1695.1%ETFIJRiShares Core S&P Small-Cap ETF$5,270,958$41,201 ▼-0.8%50,4064.5%ETFIJHiShares Core S&P Mid-Cap ETF$4,880,472$18,205 ▼-0.4%83,6414.1%ETFVUGVanguard Growth ETF$4,679,489$156,490 ▼-3.2%12,6194.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,729,604$62,658 ▼-1.7%39,8213.2%ETFBRK.ABerkshire Hathaway$3,193,7660.0%42.7%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,144,179$54,939 ▲1.8%31,2482.7%ETFNVDANVIDIA$3,140,479$15,932 ▼-0.5%28,9772.7%Computer and TechnologyAAPLApple$3,122,525$12,217 ▲0.4%14,0572.7%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$2,707,008$92,768 ▼-3.3%49,3442.3%ManufacturingSCHDSchwab US Dividend Equity ETF$2,309,074$3,076 ▲0.1%82,5852.0%ETFRYRoyal Bank of Canada$1,893,946$13,752 ▲0.7%16,8021.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,891,548$1,891,548 ▲New Holding19,1221.6%FinanceMSFTMicrosoft$1,668,745$6,758 ▲0.4%4,4451.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,563,778$158,027 ▼-9.2%5,6901.3%ETFMETAMeta Platforms$1,445,313$21,899 ▼-1.5%2,5081.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,396,133$104,000 ▲8.0%6,2961.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,320,116$163,238 ▼-11.0%16,5301.1%ManufacturingFCNCAFirst Citizens BancShares$1,313,6050.0%7081.1%FinanceAXPAmerican Express$1,278,536$2,691 ▲0.2%4,7521.1%FinanceGOOGLAlphabet$1,245,928$21,495 ▲1.8%8,0571.1%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,143,097$8,157 ▲0.7%21,4421.0%ETFAMZNAmazon.com$1,035,966$6,849 ▼-0.7%5,4450.9%Retail/WholesaleRJFRaymond James$933,552$2,917 ▲0.3%6,7210.8%FinanceSCHBSchwab US Broad Market ETF$879,183$13,241 ▼-1.5%40,8350.7%ETFIVViShares Core S&P 500 ETF$877,691$265,780 ▼-23.2%1,5620.7%ETFVOVanguard Mid-Cap ETF$827,293$3,621 ▲0.4%3,1990.7%ETFAUSFGlobal X Adaptive US Factor ETF$790,371$10,040 ▲1.3%18,1070.7%ETFBACBank of America$749,776$4,841 ▲0.6%17,9670.6%FinanceBLACKROCK ETF TRUST$722,189$9,398 ▼-1.3%27,8950.6%ISHARES INTL DIVIWFiShares Russell 1000 Growth ETF$714,757$722 ▲0.1%1,9790.6%ETFIAKiShares U.S. Insurance ETF$657,543$325,946 ▼-33.1%4,7710.6%ETFIYCiShares U.S. Consumer Discretionary ETF$634,085$634,085 ▲New Holding7,1790.5%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$633,825$352,218 ▼-35.7%4,5240.5%ETFITAiShares U.S. Aerospace & Defense ETF$633,452$303,867 ▼-32.4%4,1380.5%ETFIYJiShares U.S. Industrials ETF$631,554$230,567 ▼-26.7%4,8510.5%ETFIGViShares Expanded Tech-Software Sector ETF$617,858$248,015 ▼-28.6%6,9430.5%ETFVHTVanguard Health Care ETF$594,958$218,707 ▼-26.9%2,2470.5%ETFTSLATesla$548,642$11,144 ▲2.1%2,1170.5%Auto/Tires/TrucksJAAAJanus Henderson AAA CLO ETF$522,409$7,961 ▼-1.5%10,3020.4%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$505,586$9,336 ▼-1.8%12,4010.4%ETFVVisa$484,728$22,081 ▼-4.4%1,3830.4%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$425,612$97,483 ▲29.7%5,3920.4%ETFVIGIVanguard International Dividend Appreciation ETF$423,738$21,564 ▲5.4%5,1090.4%ETFSPYSPDR S&P 500 ETF Trust$415,900$1,120 ▲0.3%7430.4%FinanceDUKDuke Energy$405,330$3,415 ▲0.8%3,3230.3%UtilitiesCRMSalesforce$396,388$5,367 ▲1.4%1,4770.3%Computer and TechnologyJPMJPMorgan Chase & Co.$369,611$3,434 ▲0.9%1,5070.3%FinanceTTTrane Technologies$364,425$1,010 ▲0.3%1,0820.3%ConstructionTAT&T$353,319$4,072 ▲1.2%12,4940.3%Computer and TechnologyADBEAdobe$337,890$10,355 ▼-3.0%8810.3%Computer and TechnologyIATiShares U.S. Regional Banks ETF$337,597$1,026 ▼-0.3%7,2400.3%ETFMRKMerck & Co., Inc.$333,041$2,603 ▲0.8%3,7100.3%MedicalQCOMQUALCOMM$326,035$1,536 ▲0.5%2,1220.3%Computer and TechnologyUNHUnitedHealth Group$312,864$73,368 ▼-19.0%5970.3%MedicalIYFiShares U.S. Financials ETF$295,061$70,973 ▼-19.4%2,6150.3%ETFPGProcter & Gamble$289,7140.0%1,7000.2%Consumer StaplesUNPUnion Pacific$262,899$4,016 ▲1.6%1,1130.2%TransportationVZVerizon Communications$261,943$2,086 ▲0.8%5,7750.2%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$238,742$13,769 ▲6.1%5,5140.2%ETFFIFiserv$236,509$10,158 ▲4.5%1,0710.2%Business ServicesTFCTruist Financial$227,552$2,551 ▲1.1%5,5300.2%FinanceSOSouthern$213,316$213,316 ▲New Holding2,3200.2%UtilitiesJPSTJPMorgan Ultra-Short Income ETF$204,566$3,291 ▲1.6%4,0400.2%ETFITBiShares U.S. Home Construction ETF$0$772,583 ▼-100.0%00.0%ETFShowing 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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