Mayfair Advisory Group, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $164 Million distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $12.4M, Vanguard Growth ETF with a value of $10.8M, Vanguard Value ETF with a value of $9.72M, J P Morgan Exchange Traded Fd with a value of $9.64M, and Apple Inc. with a value of $7.59M.
Examining the 13F form we can see an increase of $9.49M in the current position value, from $155M to 164M.
Mayfair Advisory Group, LLC is based out at Birmingham, AL
Below you can find more details about Mayfair Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
ETFs: $111 Million
Technology: $14.1 Million
Financial Services: $10.6 Million
Industrials: $6.33 Million
Energy: $5.3 Million
Consumer Cyclical: $4.9 Million
Consumer Defensive: $3.98 Million
Healthcare: $2.96 Million
Other: $4.81 Million
Stock Holdings Table Market Cap. of $200 Billions or more