Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

Muirfield Wealth Advisors LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 61 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 $14.2B, Vanguard with a value of $9.55B, Schwab Strategic Tr Us Large C with a value of $8.12B, Berkshire Hathaway Inc Class B with a value of $6.36B, and Vanguard Dividend Appreciation with a value of $6.28B.

Examining the 13F form we can see an increase of $11.2B in the current position value, from $107B 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: $85.9 Billion
Financial Services: $16.3 Billion
Technology: $8.72 Billion
Communication Services: $3.3 Billion
Consumer Cyclical: $1.6 Billion
Healthcare: $917 Million
Utilities: $587 Million
Industrials: $413 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $118 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Muirfield Wealth Advisors LLC Portfolio

Follow Muirfield Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Muirfield Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Muirfield Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email