Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $118 Billion
  • Q1 2025

Muirfield Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 68 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 $13.4B, Vanguard with a value of $9.6B, Berkshire Hathaway Inc Class B with a value of $7.82B, Schwab Strategic Tr Us Large C with a value of $7.51B, and Vanguard Dividend Appreciation with a value of $6.05B.

Examining the 13F form we can see an decrease of $3.56B in the current position value, from $121B to 118B.

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 $118 Billion
ETFs: $82.5 Billion
Financial Services: $18.3 Billion
Technology: $9.23 Billion
Communication Services: $3.31 Billion
Consumer Cyclical: $1.58 Billion
Healthcare: $646 Million
Industrials: $627 Million
Utilities: $619 Million
Other: $290 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 68
  • Current Value $118 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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