Muirfield Wealth Advisors LLC Portfolio Holdings by Sector
Muirfield Wealth Advisors LLC
- $104 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
RSP VGSH SCHX VIG IJR IJH VUG USMV 32 stocks |
$76.5 Million
73.75% of portfolio
|
  21  
|
  10  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$7.58 Million
7.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$3.15 Million
3.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
RY BAC JPM 3 stocks |
$2.5 Million
2.41% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$2.06 Million
1.99% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$1.97 Million
1.9% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.75 Million
1.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.51 Million
1.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FCNCA TFC 2 stocks |
$1.36 Million
1.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$1.3 Million
1.25% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
RJF 1 stocks |
$852,322
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$655,334
0.63% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$637,102
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$476,580
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$329,606
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$313,800
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$310,818
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$270,633
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$211,416
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|