Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $107 Billion
  • Q2 2024

Muirfield Wealth Advisors LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $12.8B, Vanguard with a value of $9.11B, Schwab Strategic Tr Us Large C with a value of $7.61B, Vanguard Dividend Appreciation with a value of $5.76B, and Ishares Core S&P Sm Cap ETF with a value of $5.27B.

Examining the 13F form we can see an increase of $2.75B in the current position value, from $104B to 107B.

Muirfield Wealth Advisors LLC is based out at Charlotte, NC

Below you can find more details about Muirfield Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $80.1 Billion
Financial Services: $13.5 Billion
Technology: $7.93 Billion
Communication Services: $2.79 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $450 Million
Utilities: $328 Million
Industrials: $309 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Billion 12.02% of portfolio
77,971
Q2 2024 Added 4.25%
$0
$9.11 Billion 8.55% of portfolio
157,072
Q2 2024 Added 1.94%
$0
$7.61 Billion 7.14% of portfolio
118,391
Q2 2024 Added 1.65%
$0
$5.76 Billion 5.41% of portfolio
31,553
Q2 2024 Reduced 0.24%
$0
$5.27 Billion 4.94% of portfolio
49,391
Q2 2024 Added 2.08%
$0
$5.14 Billion 4.83% of portfolio
13,746
Q2 2024 Added 1.02%
$0
$4.93 Billion 4.63% of portfolio
84,222
Q2 2024 Reduced 1.58%
$589B
$4.9 Billion 4.6% of portfolio
12,052
Q2 2024 Added 0.47%
$0
$3.46 Billion 3.24% of portfolio
41,172
Q2 2024 Added 2.77%
$311B
$3.35 Billion 3.14% of portfolio
27,101
Q2 2024 Added 776.2%
$0
$2.98 Billion 2.8% of portfolio
52,037
Q2 2024 Added 4.96%
$0
$2.89 Billion 2.71% of portfolio
28,688
Q2 2024 Added 5.24%
$416B
$2.45 Billion 2.3% of portfolio
4
Q4 2023 New
$0
$2.06 Billion 1.93% of portfolio
26,490
Q2 2024 Reduced 0.64%
$0
$1.93 Billion 1.81% of portfolio
7,226
Q2 2024 Added 24.24%
$3.64T
$1.74 Billion 1.64% of portfolio
8,280
Q2 2024 Reduced 18.74%
$3.1T
$1.55 Billion 1.45% of portfolio
3,460
Q2 2024 Added 1.11%
$991B
$1.21 Billion 1.13% of portfolio
6,637
Q2 2024 Added 0.53%
$0
$1.19 Billion 1.12% of portfolio
5,459
Q2 2024 Reduced 0.15%
$29.3B
$1.19 Billion 1.12% of portfolio
706
Q1 2024 Added 0.14%
$1.31T
$1.11 Billion 1.05% of portfolio
2,211
Q2 2024 Added 0.77%
$0
$1.1 Billion 1.03% of portfolio
4,443
Q2 2024 Added 1.93%
$206B
$1.09 Billion 1.02% of portfolio
4,716
Q2 2024 Added 0.3%
$0
$1.06 Billion 0.99% of portfolio
20,109
Q2 2024 Added 13.96%
$0
$992 Million 0.93% of portfolio
1,813
Q2 2024 Added 2.6%
$0
$961 Million 0.9% of portfolio
11,058
Q2 2024 Added 2.72%
$0
$951 Million 0.89% of portfolio
7,204
Q2 2024 Added 2.43%
$0
$942 Million 0.88% of portfolio
8,341
Q2 2024 Added 2.54%
$0
$911 Million 0.86% of portfolio
7,629
Q2 2024 Added 2.68%
$15.3B
$918 Million 0.86% of portfolio
34,532
Q2 2024 New
$0
$900 Million 0.84% of portfolio
8,902
Q2 2024 Added 2.55%
$0
$859 Million 0.81% of portfolio
13,658
Q2 2024 Reduced 1.98%
$26.8B
$822 Million 0.77% of portfolio
6,652
Q2 2024 Added 0.23%
$0
$790 Million 0.74% of portfolio
2,971
Q2 2024 Added 0.78%
$1.9T
$740 Million 0.69% of portfolio
3,829
Q2 2024 Added 8.41%
$0
$719 Million 0.67% of portfolio
1,972
Q2 2024 Added 0.1%
$0
$693 Million 0.65% of portfolio
17,478
Q2 2024 Added 2.4%
$0
$695 Million 0.65% of portfolio
2,869
Q2 2024 Reduced 0.42%
$322B
$656 Million 0.62% of portfolio
16,485
Q2 2024 Added 1.56%
$236B
$589 Million 0.55% of portfolio
1,060
Q1 2024 Added 9.28%
$278B
$450 Million 0.42% of portfolio
3,633
Q2 2024 Added 0.58%
$0
$446 Million 0.42% of portfolio
11,531
Q2 2024 Reduced 0.72%
$0
$413 Million 0.39% of portfolio
8,207
Q2 2024 Added 1.08%
$190B
$420 Million 0.39% of portfolio
2,110
Q2 2024 Added 0.29%
$0
$408 Million 0.38% of portfolio
5,021
Q2 2024 Added 4.15%
$790B
$385 Million 0.36% of portfolio
1,947
Q2 2024 Added 3.84%
$0
$362 Million 0.34% of portfolio
4,640
Q2 2024 Added 24.06%
$87.8B
$328 Million 0.31% of portfolio
3,277
Q2 2024 Added 0.99%
$0
$325 Million 0.3% of portfolio
597
Q2 2024 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $107 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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