Muirfield Wealth Advisors LLC Reduced Holdings in Q1 2025

Muirfield Wealth Advisors LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-147
- 0.5%
$106.98 - $149.43 $15.7K - $22K
29K $3.14B
VUG
Vanguard Growth ETF

ETFs
-422
- 3.24%
$369.1 - $427.61 $156K - $180K
12.6K $4.68B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-394
- 0.78%
$102.49 - $119.96 $40.4K - $47.3K
50.4K $5.27B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.04K
- 2.31%
$21.75 - $24.28 $175K - $195K
340K $7.51B
IAI
Ishares Tr Us Broker Dealers &

ETFs
-2.51K
- 35.72%
$134.68 - $159.3 $339K - $400K
4.52K $634M
IGV
Ishares Expanded Tech Software

ETFs
-2.79K
- 28.64%
$88.3 - $107.83 $246K - $301K
6.94K $618M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-312
- 0.37%
$57.21 - $65.8 $17.8K - $20.5K
83.6K $4.88B
IVV
Ishares Core S&P 500 ETF

ETFs
-473
- 23.24%
$554.06 - $615.85 $262K - $291K
1.56K $878M
FV
First Trust Dorsey Wright Focu

ETFs
-1.69K
- 3.31%
$53.91 - $63.03 $91.2K - $107K
49.3K $2.71B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-617
- 0.79%
$169.43 - $182.84 $105K - $113K
77.4K $13.4B
IYJ
Ishares Tr

ETFs
-1.77K
- 26.74%
$127.48 - $142.0 $226K - $251K
4.85K $632M
VTI
Vanguard Total Stock Market Et

ETFs
-575
- 9.18%
$271.18 - $303.12 $156K - $174K
5.69K $1.56B
IAK
Ishares Tr

ETFs
-2.37K
- 33.14%
$121.85 - $137.9 $288K - $326K
4.77K $658M
VHT
Vanguard Health Care ETF

ETFs
-826
- 26.88%
$254.06 - $273.83 $210K - $226K
2.25K $595M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.04K
- 11.0%
$78.0 - $84.37 $159K - $172K
16.5K $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
-36
- 0.66%
$190.26 - $242.06 $6.85K - $8.71K
5.45K $1.04B
VIG
Vanguard Dividend Appreciation

ETFs
-263
- 0.84%
N/A
31.2K $6.05B
ADBE
Adobe Inc.

Technology
-27
- 2.97%
$377.84 - $464.11 $10.2K - $12.5K
881 $338M
IYF
Ishares Tr

ETFs
-629
- 19.39%
$107.69 - $119.37 $67.7K - $75.1K
2.62K $295M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-615
- 1.48%
$21.23 - $23.75 $13.1K - $14.6K
40.8K $879M
UNH
Unitedhealth Group Inc

Healthcare
-140
- 19.0%
$461.52 - $548.18 $64.6K - $76.7K
597 $313M
META
Meta Platforms, Inc.

Communication Services
-38
- 1.49%
$576.74 - $736.67 $21.9K - $28K
2.51K $1.45B
IAT
Ishares Tr

ETFs
-22
- 0.3%
$44.84 - $53.56 $986 - $1.18K
7.24K $338M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-157
- 1.5%
$50.48 - $51.04 $7.93K - $8.01K
10.3K $522M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-229
- 1.81%
$39.61 - $42.65 $9.07K - $9.77K
12.4K $506M
Blackrock ETF Trust
-363
- 1.28%
N/A
27.9K $722M
V
Visa Inc.

Financial Services
-63
- 4.36%
$306.92 - $362.71 $19.3K - $22.9K
1.38K $485M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-669
- 1.65%
$87.68 - $94.52 $58.7K - $63.2K
39.8K $3.73B
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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