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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Billion 12.02% of portfolio
78,980
Q3 2024 Added 1.29%
$0
$9.55 Billion 8.11% of portfolio
161,763
Q3 2024 Added 2.99%
$0
$8.12 Billion 6.9% of portfolio
119,665
Q3 2024 Added 1.08%
$590B
$6.36 Billion 5.4% of portfolio
13,817
Q3 2024 Added 14.64%
$0
$6.28 Billion 5.33% of portfolio
31,704
Q3 2024 Added 0.48%
$0
$5.87 Billion 4.99% of portfolio
50,174
Q3 2024 Added 1.59%
$0
$5.3 Billion 4.51% of portfolio
85,096
Q3 2024 Added 1.04%
$0
$5.28 Billion 4.49% of portfolio
13,765
Q3 2024 Added 0.14%
$0
$3.78 Billion 3.21% of portfolio
41,421
Q3 2024 Added 0.6%
$336B
$3.34 Billion 2.84% of portfolio
27,539
Q3 2024 Added 1.62%
$0
$3.07 Billion 2.61% of portfolio
52,745
Q3 2024 Added 1.36%
$0
$2.97 Billion 2.53% of portfolio
29,527
Q3 2024 Added 2.92%
$409B
$2.76 Billion 2.35% of portfolio
4
Q4 2023 New
$0
$2.28 Billion 1.94% of portfolio
26,960
Q3 2024 Added 1.77%
$4.09T
$2.12 Billion 1.8% of portfolio
9,080
Q3 2024 Added 9.66%
$168B
$2.07 Billion 1.76% of portfolio
16,563
Q3 2024 Added 0.77%
$3.25T
$1.89 Billion 1.61% of portfolio
4,403
Q3 2024 Added 27.25%
$1.32T
$1.47 Billion 1.25% of portfolio
2,561
Q3 2024 Added 15.83%
$0
$1.31 Billion 1.12% of portfolio
5,534
Q3 2024 Added 1.37%
$1.14T
$1.31 Billion 1.11% of portfolio
7,907
Q3 2024 Added 19.14%
$32B
$1.3 Billion 1.11% of portfolio
707
Q3 2024 Added 0.14%
$223B
$1.28 Billion 1.09% of portfolio
4,730
Q3 2024 Added 0.3%
$0
$1.09 Billion 0.92% of portfolio
20,486
Q3 2024 Added 1.87%
$2.29T
$1.06 Billion 0.9% of portfolio
5,690
Q3 2024 Added 48.6%
$0
$1.02 Billion 0.87% of portfolio
8,043
Q3 2024 Reduced 9.65%
$0
$1.02 Billion 0.87% of portfolio
12,302
Q3 2024 Added 165.13%
$0
$986 Million 0.84% of portfolio
7,639
Q3 2024 Reduced 8.42%
$0
$985 Million 0.84% of portfolio
6,581
Q3 2024 Reduced 8.65%
$0
$973 Million 0.83% of portfolio
7,566
Q3 2024 New
$0
$967 Million 0.82% of portfolio
1,677
Q3 2024 Reduced 7.5%
$0
$951 Million 0.81% of portfolio
7,112
Q3 2024 Reduced 6.78%
$14.1B
$952 Million 0.81% of portfolio
33,504
Q3 2024 Reduced 2.98%
$0
$934 Million 0.79% of portfolio
10,455
Q3 2024 Reduced 5.45%
$0
$915 Million 0.78% of portfolio
13,760
Q3 2024 Added 0.75%
$0
$842 Million 0.71% of portfolio
2,982
Q3 2024 Added 0.37%
$33.4B
$818 Million 0.69% of portfolio
6,677
Q3 2024 Added 0.38%
$0
$775 Million 0.66% of portfolio
2,938
Q3 2024 Added 2.41%
$0
$755 Million 0.64% of portfolio
17,673
Q3 2024 Added 1.12%
$0
$741 Million 0.63% of portfolio
1,975
Q3 2024 Added 0.15%
$354B
$705 Million 0.6% of portfolio
17,779
Q3 2024 Added 7.85%
$208B
$603 Million 0.51% of portfolio
1,165
Q3 2024 Added 9.91%
$0
$545 Million 0.46% of portfolio
10,721
Q3 2024 Added 84.34%
$1.33T
$535 Million 0.45% of portfolio
2,045
Q3 2024 Added 5.03%
$0
$481 Million 0.41% of portfolio
11,674
Q3 2024 Added 1.24%
$0
$439 Million 0.37% of portfolio
4,978
Q3 2024 Reduced 0.86%
$0
$427 Million 0.36% of portfolio
745
Q3 2024 Added 24.79%
$248B
$415 Million 0.35% of portfolio
3,655
Q3 2024 Added 0.61%
$87.4B
$413 Million 0.35% of portfolio
1,061
Q3 2024 Added 12.99%
$519B
$391 Million 0.33% of portfolio
1,423
Q3 2024 Added 64.51%

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
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