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

Currently, MUIRFIELD WEALTH ADVISORS LLC holds 80 types of securities in its portfolio with a total value $135.9M. In the most recent quarter, they have increased their positions in IEZ (+31.5K shares, valued at $911.7K), SOXX (+2.6K shares, valued at $844.4K), SPY (+850 shares, valued at $552.9K); decreased their positions in N/A (-1.1K shares, valued at $212.1K), SLV (-2.9K shares, valued at $198.5K), BAC (-3.3K shares, valued at $160.9K); initiated new positions in IEZ (+31.5K shares, valued at $911.7K), SOXX (+2.6K shares, valued at $844.4K), COP (+2.4K shares, valued at $312.1K).

1M P&L

+992.5K+0.87%

3M P&L

-36.1M-23.94%

HY P&L

-31.7M-21.63%

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/A80.3M

76.2%

2Semiconductors5.3M

5.0%

3Banks - Diversified4.2M

4.0%

Top Industries by Stock Count

1N/A38 stocks

54.3%

2Banks - Diversified4 stocks

5.7%

3Semiconductors3 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T75.9K shares-1.44%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.8K shares0.28%2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS117.1K shares-0.22%2026-03-312026-04-22

IJR ISHARES TR53.8K shares-0.59%2026-03-312026-04-22

VUG VANGUARD INDEX FDS15.1K shares-1.33%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS29.9K shares-0.17%2026-03-312026-04-22

IEF ISHARES TR65.5K shares7.37%2026-03-312026-04-22

IJH ISHARES TR81.6K shares-0.66%2026-03-312026-04-22

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NVDA NVIDIA CORPORATION27.3K shares0.43%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR179.3K shares-0.64%2026-03-312026-04-22

USMV ISHARES TR44.7K shares11.15%2026-03-312026-04-22

MINT PIMCO ETF TR33.5K shares1.33%2026-03-312026-04-22

FV FIRST TR EXCHANGE TRADED FD51.1K shares-1.02%2026-03-312026-04-22

AAPL APPLE INC11.8K shares-0.15%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR97.3K shares0.66%2026-03-312026-04-22

RY ROYAL BK CDA17.2K shares0.59%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS6.3K shares-6.60%2026-03-312026-04-22

ALPHABET INC ALPHABET INC6.6K shares-1.98%2026-03-312026-04-22

VB VANGUARD INDEX FDS6.2K shares6.10%2026-03-312026-04-22

OMFL INVESCO EXCH TRD SLF IDX FD26.4K shares0.99%2026-03-312026-04-22

MSFT MICROSOFT CORP3.9K shares-1.68%2026-03-312026-04-22

META META PLATFORMS INC2.5K shares3.33%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO4.7K shares0.21%2026-03-312026-04-22

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D711 shares0.00%2026-03-312026-04-22

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DGRW WISDOMTREE TR13.0K shares-0.02%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR12.6K shares4.23%2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC7.4K shares4.89%2026-03-312026-04-22

VO VANGUARD INDEX FDS3.6K shares10.94%2026-03-312026-04-22

ITA ISHARES TR4.7K shares3.31%2026-03-312026-04-22

SLV ISHARES SILVER TR14.8K shares-16.45%2026-03-312026-04-22

IVV ISHARES TR1.5K shares9.67%2026-03-312026-04-22

IYJ ISHARES TR6.4K shares9.89%2026-03-312026-04-22

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.4K shares143.82%2026-03-312026-04-22

IAI ISHARES TR5.7K shares9.40%2026-03-312026-04-22

BIDD BLACKROCK ETF TRUST32.3K shares0.16%2026-03-312026-04-22

IEZ ISHARES TR31.5K sharesnew addition2026-03-312026-04-22

VNLA JANUS DETROIT STR TR18.3K shares64.10%2026-03-312026-04-22

AMZN AMAZON COM INC4.2K shares9.46%2026-03-312026-04-22

VIGI VANGUARD WHITEHALL FDS9.6K shares1.62%2026-03-312026-04-22

SOXX ISHARES TR2.6K sharesnew addition2026-03-312026-04-22

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JAAA JANUS DETROIT STR TR16.5K shares47.37%2026-03-312026-04-22

IWF ISHARES TR1.9K shares-7.70%2026-03-312026-04-22

AUSF GLOBAL X FDS16.2K shares0.15%2026-03-312026-04-22

COWG PACER FDS TR22.5K shares2.12%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR28.9K shares-2.45%2026-03-312026-04-22

TSLA TESLA INC1.9K shares0.00%2026-03-312026-04-22

BAC BANK AMERICA CORP14.3K shares-18.78%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS7.4K shares40.81%2026-03-312026-04-22

Sponsored

DIVO AMPLIFY ETF TR12.8K shares3.18%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO1.8K shares2.28%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.5K shares4.25%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC2.6K shares20.79%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC992 shares-9.82%2026-03-312026-04-22

V VISA INC1.3K shares11.58%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC94 shares42.42%2026-03-312026-04-22

VHT VANGUARD WORLD FD1.4K shares0.35%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP2.3K shares20.01%2026-03-312026-04-22

AMAT APPLIED MATLS INC1.1K shares3.19%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.8K shares-8.05%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP3.8K shares11.28%2026-03-312026-04-22

T AT&T INC12.2K shares1.05%2026-03-312026-04-22

CW CURTISS WRIGHT CORP464 shares0.00%2026-03-312026-04-22

COP CONOCOPHILLIPS2.4K sharesnew addition2026-03-312026-04-22

CMCSA COMCAST CORP NEW10.5K sharesnew addition2026-03-312026-04-22

Sponsored

VZ VERIZON COMMUNICATIONS INC6.0K shares0.72%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS4.4K shares0.18%2026-03-312026-04-22

QCOM QUALCOMM INC2.2K shares0.70%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP786 shares10.39%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.1K shares0.80%2026-03-312026-04-22

PG PROCTER & GAMBLE CO1.7K shares0.00%2026-03-312026-04-22

ADI ANALOG DEVICES INC727 sharesnew addition2026-03-312026-04-22

CRM SALESFORCE INC1.2K shares6.01%2026-03-312026-04-22

Sponsored

UNP UNION PAC CORP943 shares0.11%2026-03-312026-04-22

TJX TJX COS INC NEW1.4K shares1.49%2026-03-312026-04-22

WFC WELLS FARGO & CO2.8K shares-3.98%2026-03-312026-04-22

BDX BECTON DICKINSON & CO1.4K sharesnew addition2026-03-312026-04-22

NVS NOVARTIS AG1.4K sharesnew addition2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP784 sharesnew addition2026-03-312026-04-22

JPST J P MORGAN EXCHANGE TRADED F4.1K shares-3.26%2026-03-312026-04-22

GLD SPDR GOLD TR472 sharesnew addition2026-03-312026-04-22

Sponsored

INVESCO EXCHANGE TRADED FD T

-1.44%

Shares75.9K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.28%

Shares20.8K

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SCOTTSDALE FDS

-0.22%

Shares117.1K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-0.59%

Shares53.8K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

-1.33%

Shares15.1K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-0.17%

Shares29.9K

Event2026-03-31

Filed2026-04-22

IEF

ISHARES TR

7.37%

Shares65.5K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-0.66%

Shares81.6K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.43%

Shares27.3K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

-0.64%

Shares179.3K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

11.15%

Shares44.7K

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

1.33%

Shares33.5K

Event2026-03-31

Filed2026-04-22

FIRST TR EXCHANGE TRADED FD

-1.02%

Shares51.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.15%

Shares11.8K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

0.66%

Shares97.3K

Event2026-03-31

Filed2026-04-22

ROYAL BK CDA

0.59%

Shares17.2K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

-6.60%

Shares6.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.98%

Shares6.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

6.10%

Shares6.2K

Event2026-03-31

Filed2026-04-22

OMFL

INVESCO EXCH TRD SLF IDX FD

0.99%

Shares26.4K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-1.68%

Shares3.9K

Event2026-03-31

Filed2026-04-22