The Analysis of MUIRFIELD WEALTH ADVISORS LLC's Holdings
Currently, MUIRFIELD WEALTH ADVISORS LLC holds 73 types of securities in its portfolio with a total value $134.9M. In the most recent quarter, they have increased their positions in CI (+1.0K shares, valued at $301.8K), IEF (+3.0K shares, valued at $293.4K), VEA (+4.3K shares, valued at $259.1K); decreased their positions in AAPL (-1.4K shares, valued at $357.8K), VHT (-438 shares, valued at $113.7K), SCHX (-1.7K shares, valued at $43.9K); initiated new positions in CI (+1.0K shares, valued at $301.8K), VEA (+4.3K shares, valued at $259.1K), GOOG (+1.0K shares, valued at $253.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RSP INVESCO EXCHANGE TRADED FD T78.5K shares1.39%2025-09-302025-11-12
VUG VANGUARD INDEX FDS15.6K shares0.78%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL14.9K shares0.88%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS119.6K shares0.01%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS31.0K shares0.84%2025-09-302025-11-12 IJR ISHARES TR55.3K shares1.30%2025-09-302025-11-12 IEF ISHARES TR59.3K shares5.41%2025-09-302025-11-12 IJH ISHARES TR85.9K shares1.20%2025-09-302025-11-12 NVDA NVIDIA CORPORATION29.1K shares0.54%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR186.1K shares-0.89%2025-09-302025-11-12 USMV ISHARES TR40.2K shares2.03%2025-09-302025-11-12 MINT PIMCO ETF TR33.2K shares3.76%2025-09-302025-11-12 AAPL APPLE INC12.7K shares-9.93%2025-09-302025-11-12 FV FIRST TR EXCHANGE TRADED FD51.5K shares-0.09%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR100.1K shares1.53%2025-09-302025-11-12 RY ROYAL BK CDA17.0K shares0.69%2025-09-302025-11-12 MSFT MICROSOFT CORP4.6K shares2.01%2025-09-302025-11-12 VTI VANGUARD INDEX FDS7.1K shares0.81%2025-09-302025-11-12 GOOGL ALPHABET INC8.1K shares-0.46%2025-09-302025-11-12 META META PLATFORMS INC2.5K shares0.48%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO4.8K shares0.27%2025-09-302025-11-12 VB VANGUARD INDEX FDS6.1K shares-0.11%2025-09-302025-11-12 OMFL INVESCO EXCH TRD SLF IDX FD25.7K shares-0.17%2025-09-302025-11-12 FCNCA FIRST CTZNS BANCSHARES INC D710 shares0.14%2025-09-302025-11-12 AMZN AMAZON COM INC5.6K shares3.38%2025-09-302025-11-12 RJF RAYMOND JAMES FINL INC6.8K shares0.33%2025-09-302025-11-12 DGRW WISDOMTREE TR12.8K shares0.02%2025-09-302025-11-12 IWF ISHARES TR2.3K shares16.51%2025-09-302025-11-12 IVV ISHARES TR1.5K shares0.00%2025-09-302025-11-12 VO VANGUARD INDEX FDS3.2K shares0.37%2025-09-302025-11-12 BAC BANK AMERICA CORP18.2K shares-0.18%2025-09-302025-11-12 TSLA TESLA INC2.0K shares-3.40%2025-09-302025-11-12 BIDD BLACKROCK ETF TRUST31.2K shares0.51%2025-09-302025-11-12 VIGI VANGUARD WHITEHALL FDS9.2K shares0.67%2025-09-302025-11-12 AUSF GLOBAL X FDS17.4K shares1.38%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR31.2K shares0.29%2025-09-302025-11-12 COWG PACER FDS TR21.7K shares0.22%2025-09-302025-11-12 ITA ISHARES TR3.6K shares0.36%2025-09-302025-11-12 IAI ISHARES TR4.0K shares0.05%2025-09-302025-11-12 IAU ISHARES GOLD TR9.5K shares7.23%2025-09-302025-11-12 IGV ISHARES TR5.9K shares0.00%2025-09-302025-11-12 IYC ISHARES TR6.3K shares0.11%2025-09-302025-11-12 IYJ ISHARES TR4.4K shares0.23%2025-09-302025-11-12 IAK ISHARES TR4.4K shares0.39%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR11.3K shares2.65%2025-09-302025-11-12 DIVO AMPLIFY ETF TR12.3K shares1.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.6K shares3.59%2025-09-302025-11-12 V VISA INC1.5K shares0.20%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC1.2K shares6.27%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS5.8K shares10.30%2025-09-302025-11-12 VHT VANGUARD WORLD FD1.7K shares-20.81%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW3.3K shares-2.73%2025-09-302025-11-12 VNLA JANUS DETROIT STR TR8.1K shares34.88%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR597 shares0.34%2025-09-302025-11-12 QCOM QUALCOMM INC2.2K shares3.25%2025-09-302025-11-12 T AT&T INC12.7K shares1.00%2025-09-302025-11-12 CRM SALESFORCE INC1.3K shares-10.32%2025-09-302025-11-12 CI THE CIGNA GROUP1.0K sharesnew addition2025-09-302025-11-12 ADBE ADOBE INC806 shares-0.49%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO1.8K shares3.65%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC6.0K shares1.57%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS4.3K sharesnew addition2025-09-302025-11-12 TFC TRUIST FINL CORP5.7K shares1.11%2025-09-302025-11-12 GOOG ALPHABET INC1.0K sharesnew addition2025-09-302025-11-12 CW CURTISS WRIGHT CORP464 shares0.22%2025-09-302025-11-12 IWD ISHARES TR1.2K sharesnew addition2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC44 shares10.00%2025-09-302025-11-12 TJX TJX COS INC NEW1.6K sharesnew addition2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP2.3K shares3.62%2025-09-302025-11-12 UNP UNION PAC CORP941 shares-15.53%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F4.3K shares-1.20%2025-09-302025-11-12 MMM 3M CO1.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available