Sponsored

The Analysis of MUIRFIELD WEALTH ADVISORS LLC's Holdings & P&L

Currently, MUIRFIELD WEALTH ADVISORS LLC holds 87 types of securities in its portfolio with a total value $153.2M. In the most recent quarter, they have increased their positions in VUG (+77.9K shares, valued at $6.7M), IDGT (+8.5K shares, valued at $1.0M), IYZ (+21.9K shares, valued at $927.4K); decreased their positions in N/A (-537 shares, valued at $198.7K), SCHX (-2.9K shares, valued at $86.6K), N/A (-118 shares, valued at $85.3K); initiated new positions in IDGT (+8.5K shares, valued at $1.0M), IYZ (+21.9K shares, valued at $927.4K), AMD (+567 shares, valued at $329.4K).

1M P&L

+3.4M+2.43%

3M P&L

+4.1M+2.90%

HY P&L

-31.1M-17.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.6M

71.4%

2Insurance - Diversified10.4M

7.2%

3Semiconductors6.5M

4.5%

Top Industries by Stock Count

1N/A39 stocks

50.0%

2Semiconductors4 stocks

5.1%

3Banks - Diversified4 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RSP INVESCO EXCHANGE TRADED FD T75.9K shares0.01%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL20.8K shares-0.09%2026-06-302026-08-07

IJR ISHARES TR54.1K shares0.57%2026-06-302026-08-07

VUG VANGUARD INDEX FDS93.0K shares516.81%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS30.1K shares0.71%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS121.1K shares3.42%2026-06-302026-08-07

IEF ISHARES TR68.8K shares4.97%2026-06-302026-08-07

IJH ISHARES TR82.7K shares1.35%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION27.4K shares0.27%2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR176.4K shares-1.64%2026-06-302026-08-07

USMV ISHARES TR46.4K shares3.69%2026-06-302026-08-07

FV FIRST TR EXCHANGE TRADED FD51.6K shares1.04%2026-06-302026-08-07

RY ROYAL BK CDA17.3K shares0.53%2026-06-302026-08-07

MINT PIMCO ETF TR35.1K shares4.81%2026-06-302026-08-07

AAPL APPLE INC11.6K shares-1.72%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR97.0K shares-0.32%2026-06-302026-08-07

Sponsored

GOOGL ALPHABET INC6.5K shares-1.47%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares-8.49%2026-06-302026-08-07

VB VANGUARD INDEX FDS6.5K shares3.81%2026-06-302026-08-07

OMFL INVESCO EXCH TRD SLF IDX FD26.2K shares-0.83%2026-06-302026-08-07

SOXX ISHARES TR2.7K shares3.62%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO4.6K shares-2.18%2026-06-302026-08-07

FCNCA FIRST CTZNS BANCSHARES INC D709 shares-0.28%2026-06-302026-08-07

MSFT MICROSOFT CORP3.8K shares-0.88%2026-06-302026-08-07

Sponsored

META PLATFORMS INC META PLATFORMS INC2.5K shares0.77%2026-06-302026-08-07

DGRW WISDOMTREE TR13.0K shares0.31%2026-06-302026-08-07

ITA ISHARES TR5.1K shares6.84%2026-06-302026-08-07

VO VANGUARD INDEX FDS15.1K shares315.81%2026-06-302026-08-07

ISHARES TR ISHARES TR1.6K shares6.58%2026-06-302026-08-07

IYJ ISHARES TR6.8K shares7.19%2026-06-302026-08-07

RJF RAYMOND JAMES FINL INC7.5K shares0.36%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares-0.14%2026-06-302026-08-07

Sponsored

IAI ISHARES TR6.1K shares6.79%2026-06-302026-08-07

VNLA JANUS DETROIT STR TR21.7K shares18.65%2026-06-302026-08-07

AMZN AMAZON COM INC4.3K shares2.55%2026-06-302026-08-07

IDGT ISHARES TR8.5K sharesnew addition2026-06-302026-08-07

BIDD BLACKROCK ETF TRUST33.8K shares4.37%2026-06-302026-08-07

IWF ISHARES TR7.7K shares300.26%2026-06-302026-08-07

JAAA JANUS DETROIT STR TR18.7K shares13.30%2026-06-302026-08-07

IYZ ISHARES TR21.9K sharesnew addition2026-06-302026-08-07

Sponsored

COWG PACER FDS TR23.1K shares2.53%2026-06-302026-08-07

VIGI VANGUARD WHITEHALL FDS9.7K shares0.52%2026-06-302026-08-07

AUSF GLOBAL X FDS16.3K shares0.23%2026-06-302026-08-07

SLV ISHARES SILVER TR14.8K shares0.00%2026-06-302026-08-07

TSLA TESLA INC1.9K shares0.00%2026-06-302026-08-07

BAC BANK OF AMER CORP13.7K shares-4.03%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR26.6K shares-8.14%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC981 shares-10.74%2026-06-302026-08-07

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares1.45%2026-06-302026-08-07

DIVO AMPLIFY ETF TR12.9K shares1.17%2026-06-302026-08-07

VCSH VANGUARD SCOTTSDALE FDS6.8K shares-9.27%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC1.1K shares6.45%2026-06-302026-08-07

VISA INC VISA INC1.5K shares12.32%2026-06-302026-08-07

GOOG ALPHABET INC1.4K shares-7.43%2026-06-302026-08-07

BKNG BOOKING HOLDINGS INC2.4K shares2473.40%2026-06-302026-08-07

VHT VANGUARD WORLD FD1.4K shares0.35%2026-06-302026-08-07

Sponsored

PM PHILIP MORRIS INTL INC2.4K shares-10.33%2026-06-302026-08-07

QCOM QUALCOMM INC2.1K shares-2.69%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP4.0K shares5.12%2026-06-302026-08-07

CW CURTISS WRIGHT CORP464 shares0.00%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW2.6K shares-8.33%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC567 sharesnew addition2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS4.4K shares0.39%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP2.3K shares0.57%2026-06-302026-08-07

Sponsored

ADI ANALOG DEVICES INC730 shares0.41%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP792 shares0.76%2026-06-302026-08-07

COP CONOCOPHILLIPS2.6K shares11.29%2026-06-302026-08-07

MRK MERCK & CO INC2.1K shares-0.70%2026-06-302026-08-07

IGV ISHARES TR3.0K sharesnew addition2026-06-302026-08-07

CMCSA COMCAST CORP NEW10.6K shares1.04%2026-06-302026-08-07

BDX BECTON DICKINSON & CO1.7K shares26.09%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC6.1K shares1.38%2026-06-302026-08-07

Sponsored

UNP UNION PAC CORP944 shares0.11%2026-06-302026-08-07

T AT&T INC12.3K shares0.52%2026-06-302026-08-07

PG PROCTER & GAMBLE CO1.7K shares0.00%2026-06-302026-08-07

BK BANK OF NY MELLON CORP1.7K sharesnew addition2026-06-302026-08-07

WFC WELLS FARGO & CO2.9K shares0.98%2026-06-302026-08-07

ICE INTERCONTINENTAL EXCHANGE IN1.9K sharesnew addition2026-06-302026-08-07

ELV ELEVANCE HEALTH INC FORMERLY586 sharesnew addition2026-06-302026-08-07

CI THE CIGNA GROUP784 shares0.00%2026-06-302026-08-07

Sponsored

TJX TJX COS INC NEW1.4K shares-1.75%2026-06-302026-08-07

3M CO 3M CO1.3K sharesnew addition2026-06-302026-08-07

NVS NOVARTIS AG1.4K shares-1.31%2026-06-302026-08-07

NOBL PROSHARES TR3.8K sharesnew addition2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F4.2K shares2.28%2026-06-302026-08-07

IWD ISHARES TR836 sharesnew addition2026-06-302026-08-07

GEV GE VERNOVA INC170 sharesnew addition2026-06-302026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

0.01%

Shares75.9K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.09%

Shares20.8K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

0.57%

Shares54.1K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

516.81%

Shares93.0K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

0.71%

Shares30.1K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

3.42%

Shares121.1K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

4.97%

Shares68.8K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

1.35%

Shares82.7K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.27%

Shares27.4K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

-1.64%

Shares176.4K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

3.69%

Shares46.4K

Event2026-06-30

Filed2026-08-07

FIRST TR EXCHANGE TRADED FD

1.04%

Shares51.6K

Event2026-06-30

Filed2026-08-07

ROYAL BK CDA

0.53%

Shares17.3K

Event2026-06-30

Filed2026-08-07

MINT

PIMCO ETF TR

4.81%

Shares35.1K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-1.72%

Shares11.6K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

-0.32%

Shares97.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-1.47%

Shares6.5K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-8.49%

Shares5.8K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

3.81%

Shares6.5K

Event2026-06-30

Filed2026-08-07

OMFL

INVESCO EXCH TRD SLF IDX FD

-0.83%

Shares26.2K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

3.62%

Shares2.7K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-2.18%

Shares4.6K

Event2026-06-30

Filed2026-08-07

FCNCA

FIRST CTZNS BANCSHARES INC D

-0.28%

Shares709

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-0.88%

Shares3.8K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

0.77%

Shares2.5K

Event2026-06-30

Filed2026-08-07

DGRW

WISDOMTREE TR

0.31%

Shares13.0K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES TR

6.84%

Shares5.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

315.81%

Shares15.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

6.58%

Shares1.6K

Event2026-06-30

Filed2026-08-07

IYJ

ISHARES TR

7.19%

Shares6.8K

Event2026-06-30

Filed2026-08-07

RJF

RAYMOND JAMES FINL INC

0.36%

Shares7.5K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IAI

ISHARES TR

6.79%

Shares6.1K

Event2026-06-30

Filed2026-08-07

VNLA

JANUS DETROIT STR TR

18.65%

Shares21.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

2.55%

Shares4.3K

Event2026-06-30

Filed2026-08-07

IDGT

ISHARES TR

New

Shares8.5K

Event2026-06-30

Filed2026-08-07

BIDD

BLACKROCK ETF TRUST

4.37%

Shares33.8K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

300.26%

Shares7.7K

Event2026-06-30

Filed2026-08-07

JAAA

JANUS DETROIT STR TR

13.30%

Shares18.7K

Event2026-06-30

Filed2026-08-07

IYZ

ISHARES TR

New

Shares21.9K

Event2026-06-30

Filed2026-08-07

COWG

PACER FDS TR

2.53%

Shares23.1K

Event2026-06-30

Filed2026-08-07

VIGI

VANGUARD WHITEHALL FDS

0.52%

Shares9.7K

Event2026-06-30

Filed2026-08-07

AUSF

GLOBAL X FDS

0.23%

Shares16.3K

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-4.03%

Shares13.7K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

-8.14%

Shares26.6K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-10.74%

Shares981

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

1.45%

Shares1.8K

Event2026-06-30

Filed2026-08-07

DIVO

AMPLIFY ETF TR

1.17%

Shares12.9K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SCOTTSDALE FDS

-9.27%

Shares6.8K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

6.45%

Shares1.1K

Event2026-06-30

Filed2026-08-07

VISA INC

12.32%

Shares1.5K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-7.43%

Shares1.4K

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

2473.40%

Shares2.4K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

0.35%

Shares1.4K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

-10.33%

Shares2.4K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-2.69%

Shares2.1K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

5.12%

Shares4.0K

Event2026-06-30

Filed2026-08-07

CURTISS WRIGHT CORP

0.00%

Shares464

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

-8.33%

Shares2.6K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares567

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

0.39%

Shares4.4K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.57%

Shares2.3K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

0.41%

Shares730

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

0.76%

Shares792

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

11.29%

Shares2.6K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-0.70%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IGV

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

1.04%

Shares10.6K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

26.09%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

1.38%

Shares6.1K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

0.11%

Shares944

Event2026-06-30

Filed2026-08-07

AT&T INC

0.52%

Shares12.3K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

0.98%

Shares2.9K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares586

Event2026-06-30

Filed2026-08-07

THE CIGNA GROUP

0.00%

Shares784

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-1.75%

Shares1.4K

Event2026-06-30

Filed2026-08-07

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

-1.31%

Shares1.4K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

2.28%

Shares4.2K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

New

Shares836

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

New

Shares170

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available