Muirfield Wealth Advisors LLC Reduced Holdings in Q2 2025

Muirfield Wealth Advisors LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-153K
- 44.82%
$19.6 - $24.44 $2.99M - $3.73M
188K $4.59B
VGSH
Vanguard

ETFs
-44K
- 26.88%
$58.32 - $58.95 $2.56M - $2.59M
120K $7.03B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.73K
- 22.55%
$71.28 - $83.74 $266K - $312K
12.8K $1.07B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.68K
- 23.7%
$19.1 - $23.83 $185K - $231K
31.2K $742M
VHT
Vanguard Health Care ETF

ETFs
-142
- 6.32%
$236.71 - $261.92 $33.6K - $37.2K
2.11K $523M
IAK
Ishares Tr

ETFs
-395
- 8.28%
$122.44 - $138.47 $48.4K - $54.7K
4.38K $588M
SPY
Spdr S&P 500 ETF Trust

ETFs
-148
- 19.92%
$496.48 - $617.85 $73.5K - $91.4K
595 $368M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-408
- 1.02%
$85.42 - $94.39 $34.9K - $38.5K
39.4K $3.7B
ADBE
Adobe Inc.

Technology
-71
- 8.06%
$340.0 - $420.68 $24.1K - $29.9K
810 $313M
AUSF
Global X Fds Adaptive U S Fact

ETFs
-955
- 5.27%
$39.16 - $44.7 $37.4K - $42.7K
17.2K $767M
IYJ
Ishares Tr

ETFs
-477
- 9.83%
$115.07 - $142.31 $54.9K - $67.9K
4.37K $622M
IYC
Ishares U.S. Consumer Discreti

ETFs
-872
- 12.15%
$79.19 - $99.64 $69.1K - $86.9K
6.31K $628M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-100
- 1.85%
$77.94 - $79.5 $7.79K - $7.95K
5.29K $421M
CRM
Salesforce, Inc.

Technology
-24
- 1.62%
$236.26 - $291.15 $5.67K - $6.99K
1.45K $396M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-257
- 2.07%
$37.18 - $42.55 $9.56K - $10.9K
12.1K $517M
QCOM
Qualcomm Inc

Technology
-1
- 0.05%
$124.66 - $159.48 $125 - $159
2.12K $338M
IGV
Ishares Expanded Tech Software

ETFs
-1.03K
- 14.76%
$80.15 - $109.5 $82.2K - $112K
5.92K $648M
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 6.15%
$498.8 - $620.9 $47.9K - $59.6K
1.47K $910M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-498
- 11.01%
$122.04 - $169.14 $60.8K - $84.2K
4.03K $681M
ITA
Ishares Tr

ETFs
-528
- 12.76%
$135.31 - $188.64 $71.4K - $99.6K
3.61K $681M
VB
Vanguard Small Cap ETF

ETFs
-177
- 2.81%
$193.73 - $237.37 $34.3K - $42K
6.12K $1.45B
AMZN
Amazon Com Inc

Consumer Cyclical
-27
- 0.5%
$167.32 - $223.3 $4.52K - $6.03K
5.42K $1.19B
VIG
Vanguard Dividend Appreciation

ETFs
-392
- 1.26%
N/A
30.8K $6.3B
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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