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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.9B
$405 Million 0.34% of portfolio
3,323
Q1 2025 Added 0.85%
$78.1B
$364 Million 0.31% of portfolio
1,082
Q1 2025 Added 0.28%
$720B
$370 Million 0.31% of portfolio
1,507
Q1 2025 Added 0.94%
$202B
$353 Million 0.3% of portfolio
12,494
Q1 2025 Added 1.17%
$0
$338 Million 0.29% of portfolio
7,240
Q1 2025 Reduced 0.3%
$178B
$338 Million 0.29% of portfolio
881
Q1 2025 Reduced 2.97%
$227B
$333 Million 0.28% of portfolio
3,710
Q1 2025 Added 0.79%
$173B
$326 Million 0.28% of portfolio
2,122
Q1 2025 Added 0.47%
$490B
$313 Million 0.27% of portfolio
597
Q1 2025 Reduced 19.0%
$404B
$290 Million 0.25% of portfolio
1,700
Q4 2024 New
$0
$295 Million 0.25% of portfolio
2,615
Q1 2025 Reduced 19.39%
$145B
$263 Million 0.22% of portfolio
1,113
Q1 2025 Added 1.55%
$191B
$262 Million 0.22% of portfolio
5,775
Q1 2025 Added 0.8%
$0
$239 Million 0.2% of portfolio
5,514
Q1 2025 Added 6.12%
$79.5B
$237 Million 0.2% of portfolio
1,071
Q1 2025 Added 4.49%
$54.6B
$228 Million 0.19% of portfolio
5,530
Q1 2025 Added 1.13%
$0
$205 Million 0.17% of portfolio
4,040
Q1 2025 Added 1.64%

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
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