Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $121 Billion
  • Q4 2024

Muirfield Wealth Advisors LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 66 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 $13.7B, Vanguard with a value of $9.47B, Schwab Strategic Tr Us Large C with a value of $8.07B, Vanguard Dividend Appreciation with a value of $6.16B, and Berkshire Hathaway Inc Class B with a value of $6.13B.

Examining the 13F form we can see an increase of $3.61B in the current position value, from $118B to 121B.

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 $121 Billion
ETFs: $85.7 Billion
Financial Services: $16.6 Billion
Technology: $10.7 Billion
Communication Services: $3.5 Billion
Consumer Cyclical: $2.04 Billion
Healthcare: $739 Million
Industrials: $649 Million
Utilities: $355 Million
Other: $285 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$2.01 Billion 1.66% of portfolio
16,680
Q4 2024 Added 0.71%
$33.3B
$1.5 Billion 1.23% of portfolio
708
Q4 2024 Added 0.14%
$36.7B
$1.04 Billion 0.86% of portfolio
6,700
Q4 2024 Added 0.34%
$84.9B
$399 Million 0.33% of portfolio
1,079
Q4 2024 Added 1.7%
$86.4B
$355 Million 0.29% of portfolio
3,295
Q4 2024 Reduced 0.36%
$193B
$324 Million 0.27% of portfolio
2,112
Q4 2024 Reduced 2.94%
$171B
$281 Million 0.23% of portfolio
12,350
Q4 2024 Added 1.24%
$154B
$250 Million 0.21% of portfolio
1,096
Q4 2024 New
$63.7B
$237 Million 0.2% of portfolio
5,468
Q4 2024 Added 1.09%
$166B
$229 Million 0.19% of portfolio
5,729
Q4 2024 Added 0.35%
$79.5B
$211 Million 0.17% of portfolio
1,025
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $121 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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