Muirfield Wealth Advisors LLC Portfolio Holdings by Sector
Muirfield Wealth Advisors LLC
- $118 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RSP VGSH SCHX VIG IJR IJH VUG USMV 35 stocks |
$80.3 Million
68.59% of portfolio
|
14
|
21
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$11 Million
9.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$3.47 Million
2.96% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.12 Million
2.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
RY BAC JPM 3 stocks |
$3.01 Million
2.57% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$2.69 Million
2.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC 2 stocks |
$2.2 Million
1.88% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$2.01 Million
1.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$1.76 Million
1.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCNCA TFC 2 stocks |
$1.54 Million
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.04 Million
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$933,552
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO 2 stocks |
$618,646
0.53% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$615,262
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$548,642
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$396,388
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$364,425
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$333,041
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$312,864
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$289,714
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Railroads | Industrials
UNP 1 stocks |
$262,899
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$236,509
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|