Muirfield Wealth Advisors LLC Purchases in Q3 2024

Muirfield Wealth Advisors LLC

  • $118 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.77K
+ 14.64%
$405.19 - $478.57 $715K - $845K
13.8K $6.36B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.01K
+ 1.29%
$162.83 - $179.16 $164K - $181K
79K $14.2B
IAI
Ishares Tr Us Broker Dealers &

ETFs
7.57K
New
$115.73 - $128.74 $876K - $974K
7.57K $973M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.66K
+ 165.13%
$75.88 - $83.21 $581K - $638K
12.3K $1.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
783
+ 1.59%
$105.53 - $118.34 $82.6K - $92.7K
50.2K $5.87B
VIG
Vanguard Dividend Appreciation

ETFs
151
+ 0.48%
$182.15 - $182.15 $27.5K - $27.5K
31.7K $6.28B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.27K
+ 1.08%
$61.11 - $67.85 $77.9K - $86.4K
120K $8.12B
VGSH
Vanguard

ETFs
4.69K
+ 2.99%
$57.74 - $59.13 $271K - $277K
162K $9.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
874
+ 1.04%
$57.32 - $62.65 $50.1K - $54.8K
85.1K $5.3B
AAPL
Apple Inc.

Technology
800
+ 9.66%
$207.23 - $234.82 $166K - $188K
9.08K $2.12B
MSFT
Microsoft Corp

Technology
943
+ 27.25%
$395.15 - $467.56 $373K - $441K
4.4K $1.89B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
249
+ 0.6%
$83.76 - $91.82 $20.9K - $22.9K
41.4K $3.78B
AMZN
Amazon Com Inc

Consumer Cyclical
1.86K
+ 48.6%
$161.02 - $200.0 $300K - $372K
5.69K $1.06B
RY
Royal Bank Of Canada

Financial Services
126
+ 0.77%
$105.65 - $124.73 $13.3K - $15.7K
16.6K $2.07B
UNH
Unitedhealth Group Inc

Healthcare
437
New
$488.01 - $604.18 $213K - $264K
437 $256M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.91K
+ 84.34%
$50.52 - $50.95 $248K - $250K
10.7K $545M
IQV
Iqvia Holdings Inc.

Healthcare
1.04K
New
$206.81 - $251.55 $215K - $261K
1.04K $246M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
470
+ 1.77%
$77.02 - $85.06 $36.2K - $40K
27K $2.28B
SO
Southern CO

Utilities
2.28K
New
$77.0 - $90.52 $176K - $207K
2.28K $206M
AXP
American Express CO

Financial Services
14
+ 0.3%
$225.92 - $271.17 $3.16K - $3.8K
4.73K $1.28B
V
Visa Inc.

Financial Services
558
+ 64.51%
$253.74 - $291.56 $142K - $163K
1.42K $391M
TSLA
Tesla, Inc.

Consumer Cyclical
98
+ 5.03%
$191.76 - $263.26 $18.8K - $25.8K
2.05K $535M
VUG
Vanguard Growth ETF

ETFs
19
+ 0.14%
$341.08 - $391.94 $6.48K - $7.45K
13.8K $5.28B
VB
Vanguard Small Cap ETF

ETFs
75
+ 1.37%
$214.77 - $237.72 $16.1K - $17.8K
5.53K $1.31B
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.14%
$1685.92 - $2128.51 $1.69K - $2.13K
707 $1.3B
CRM
Salesforce, Inc.

Technology
324
+ 29.45%
$238.42 - $276.53 $77.2K - $89.6K
1.42K $390M
TT
Trane Technologies PLC

Industrials
122
+ 12.99%
$314.21 - $388.71 $38.3K - $47.4K
1.06K $413M
SPY
Spdr S&P 500 ETF Trust

ETFs
148
+ 24.79%
$517.38 - $573.86 $76.6K - $84.9K
745 $427M
GOOGL
Alphabet Inc.

Communication Services
1.27K
+ 19.14%
$148.65 - $191.18 $189K - $243K
7.91K $1.31B
FV
First Trust Dorsey Wright Focu

ETFs
708
+ 1.36%
$51.35 - $59.82 $36.4K - $42.4K
52.7K $3.07B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
839
+ 2.92%
$100.09 - $100.69 $84K - $84.5K
29.5K $2.97B
JPM
Jpmorgan Chase & CO

Financial Services
354
+ 28.3%
$194.9 - $224.8 $69K - $79.6K
1.61K $338M
VO
Vanguard Mid Cap ETF

ETFs
69
+ 2.41%
$237.84 - $263.83 $16.4K - $18.2K
2.94K $775M
AUSF
Global X Fds Adaptive U S Fact

ETFs
195
+ 1.12%
$39.51 - $42.7 $7.7K - $8.33K
17.7K $755M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
102
+ 0.75%
$59.93 - $66.52 $6.11K - $6.79K
13.8K $915M
DUK
Duke Energy Corp

Utilities
30
+ 0.92%
$99.35 - $117.71 $2.98K - $3.53K
3.31K $381M
VHT
Vanguard Health Care ETF

ETFs
11
+ 0.37%
$261.88 - $288.1 $2.88K - $3.17K
2.98K $842M
BAC
Bank Of America Corp

Financial Services
1.29K
+ 7.85%
$36.65 - $44.13 $47.4K - $57.1K
17.8K $705M
T
At&T Inc.

Communication Services
173
+ 1.44%
$18.21 - $22.28 $3.15K - $3.85K
12.2K $268M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
143
+ 1.24%
$37.98 - $41.19 $5.43K - $5.89K
11.7K $481M
OMFL
Invesco Exchange Traded Self I

ETFs
377
+ 1.87%
$47.65 - $52.99 $18K - $20K
20.5K $1.09B
VZ
Verizon Communications Inc

Communication Services
92
+ 1.64%
$38.89 - $45.0 $3.58K - $4.14K
5.71K $256M
TFC
Truist Financial Corp

Financial Services
63
+ 1.18%
$38.22 - $44.94 $2.41K - $2.83K
5.41K $231M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.15%
$332.02 - $382.76 $996 - $1.15K
1.98K $741M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
403
+ 10.01%
$50.25 - $50.74 $20.3K - $20.4K
4.43K $225M
ADBE
Adobe Inc.

Technology
105
+ 9.91%
$508.13 - $586.55 $53.4K - $61.6K
1.17K $603M
NVDA
Nvidia Corp

Technology
438
+ 1.62%
$98.91 - $134.91 $43.3K - $59.1K
27.5K $3.34B
RJF
Raymond James Financial Inc

Financial Services
25
+ 0.38%
$106.39 - $125.13 $2.66K - $3.13K
6.68K $818M
MRK
Merck & Co., Inc.

Healthcare
22
+ 0.61%
$111.15 - $128.97 $2.45K - $2.84K
3.66K $415M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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