Muirfield Wealth Advisors LLC Incresed Positions in Q1 2025

Muirfield Wealth Advisors LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.15K
+ 8.47%
$442.66 - $534.52 $507K - $613K
14.7K $7.82B
VGSH
Vanguard

ETFs
868
+ 0.53%
$58.07 - $58.68 $50.4K - $50.9K
164K $9.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.24K
+ 29.71%
$77.7 - $78.94 $96K - $97.5K
5.39K $426M
T
At&T Inc.

Communication Services
144
+ 1.17%
$21.56 - $28.28 $3.1K - $4.07K
12.5K $353M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
546
+ 1.78%
$100.32 - $100.76 $54.8K - $55K
31.2K $3.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
110
+ 0.13%
$27.01 - $28.54 $2.97K - $3.14K
82.6K $2.31B
DUK
Duke Energy Corp

Utilities
28
+ 0.85%
$105.87 - $121.97 $2.96K - $3.42K
3.32K $405M
AUSF
Global X Fds Adaptive U S Fact

ETFs
230
+ 1.29%
$41.68 - $43.97 $9.59K - $10.1K
18.1K $790M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
260
+ 5.36%
$78.97 - $85.82 $20.5K - $22.3K
5.11K $424M
VZ
Verizon Communications Inc

Communication Services
46
+ 0.8%
$37.81 - $46.49 $1.74K - $2.14K
5.78K $262M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
318
+ 6.12%
$41.61 - $44.72 $13.2K - $14.2K
5.51K $239M
UNP
Union Pacific Corp

Industrials
17
+ 1.55%
$225.21 - $254.42 $3.83K - $4.33K
1.11K $263M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.94%
$225.19 - $279.95 $3.15K - $3.92K
1.51K $370M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
65
+ 1.64%
$50.39 - $50.66 $3.28K - $3.29K
4.04K $205M
QCOM
Qualcomm Inc

Technology
10
+ 0.47%
$151.94 - $175.86 $1.52K - $1.76K
2.12K $326M
VB
Vanguard Small Cap ETF

ETFs
469
+ 8.05%
$217.89 - $252.64 $102K - $118K
6.3K $1.4B
TFC
Truist Financial Corp

Financial Services
62
+ 1.13%
$39.48 - $48.15 $2.45K - $2.99K
5.53K $228M
OMFL
Invesco Exchange Traded Self I

ETFs
153
+ 0.72%
$52.19 - $57.45 $7.99K - $8.79K
21.4K $1.14B
VO
Vanguard Mid Cap ETF

ETFs
14
+ 0.44%
$251.87 - $277.95 $3.53K - $3.89K
3.2K $827M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.27%
$551.42 - $612.93 $1.1K - $1.23K
743 $416M
MRK
Merck & Co., Inc.

Healthcare
29
+ 0.79%
$83.01 - $101.02 $2.41K - $2.93K
3.71K $333M
TT
Trane Technologies PLC

Industrials
3
+ 0.28%
$332.0 - $400.86 $996 - $1.2K
1.08K $364M
BAC
Bank Of America Corp

Financial Services
116
+ 0.65%
$39.61 - $47.74 $4.59K - $5.54K
18K $750M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.1%
$360.07 - $417.26 $720 - $835
1.98K $715M
CRM
Salesforce, Inc.

Technology
20
+ 1.37%
$268.36 - $359.95 $5.37K - $7.2K
1.48K $396M
RJF
Raymond James Financial Inc

Financial Services
21
+ 0.31%
$137.62 - $172.64 $2.89K - $3.63K
6.72K $934M
RY
Royal Bank Of Canada

Financial Services
122
+ 0.73%
$108.81 - $123.4 $13.3K - $15.1K
16.8K $1.89B
AXP
American Express CO

Financial Services
10
+ 0.21%
$255.39 - $325.87 $2.55K - $3.26K
4.75K $1.28B
MSFT
Microsoft Corp

Technology
18
+ 0.41%
$375.39 - $447.2 $6.76K - $8.05K
4.45K $1.67B
GOOGL
Alphabet Inc.

Communication Services
139
+ 1.76%
$154.33 - $206.19 $21.5K - $28.7K
8.06K $1.25B
TSLA
Tesla, Inc.

Consumer Cyclical
43
+ 2.07%
$222.15 - $428.22 $9.55K - $18.4K
2.12K $549M
AAPL
Apple Inc.

Technology
55
+ 0.39%
$209.68 - $247.1 $11.5K - $13.6K
14.1K $3.12B
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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