Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $121 Billion
  • Q4 2024

Muirfield Wealth Advisors LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 66 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 $13.7B, Vanguard with a value of $9.47B, Schwab Strategic Tr Us Large C with a value of $8.07B, Vanguard Dividend Appreciation with a value of $6.16B, and Berkshire Hathaway Inc Class B with a value of $6.13B.

Examining the 13F form we can see an increase of $3.61B in the current position value, from $118B to 121B.

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 $121 Billion
ETFs: $85.7 Billion
Financial Services: $16.6 Billion
Technology: $10.7 Billion
Communication Services: $3.5 Billion
Consumer Cyclical: $2.04 Billion
Healthcare: $739 Million
Industrials: $649 Million
Utilities: $355 Million
Other: $285 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $121 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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