Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2024) → BUY ALERT: Tiny tech play partners with US government (From Stansberry Research) (Ad) About Muirfield Wealth Advisors LLCInvestment ActivityMuirfield Wealth Advisors LLC has $103.79 million in total holdings as of March 31, 2024.Muirfield Wealth Advisors LLC owns shares of 60 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.65% of the portfolio was purchased this quarter.About 2.02% of the portfolio was sold this quarter.This quarter, Muirfield Wealth Advisors LLC has purchased 58 new stocks and bought additional shares in 31 stocks.Muirfield Wealth Advisors LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $12,667,715Vanguard Short-Term Treasury Index ETF $8,947,335Schwab US Large-Cap ETF $7,227,754Vanguard Dividend Appreciation ETF $5,775,787iShares Core S&P Small-Cap ETF $5,347,363 Largest New Holdings this Quarter iShares U.S. Industrials ETF $934,028 HoldingJPMorgan Chase & Co. $238,031 HoldingIQVIA $211,416 HoldingComcast $210,804 HoldingJanus Henderson AAA CLO ETF $209,404 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 68,319 shares (about $4.15M)iShares U.S. Industrials ETF 7,430 shares (about $934.03K)iShares Expanded Tech-Software Sector ETF 8,575 shares (about $731.19K)iShares Semiconductor ETF 2,638 shares (about $596.03K)Invesco S&P 500 Equal Weight ETF 3,110 shares (about $526.74K) Largest Sales this Quarter iShares U.S. Home Construction ETF 1,747 shares (about $202.24K)Schwab US Large-Cap ETF 2,300 shares (about $142.74K)Royal Bank of Canada 1,328 shares (about $133.97K)iShares U.S. Insurance ETF 941 shares (about $110.46K)Berkshire Hathaway 174 shares (about $73.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMuirfield Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$12,667,715$526,742 ▲4.3%74,79312.2%ETFVGSHVanguard Short-Term Treasury Index ETF$8,947,335$75,317 ▲0.8%154,0788.6%ETFSCHXSchwab US Large-Cap ETF$7,227,754$142,738 ▼-1.9%116,4647.0%ETFVIGVanguard Dividend Appreciation ETF$5,775,787$10,226 ▼-0.2%31,6295.6%ETFIJRiShares Core S&P Small-Cap ETF$5,347,363$36,361 ▲0.7%48,3845.2%ETFIJHiShares Core S&P Mid-Cap ETF$5,197,650$4,149,701 ▲396.0%85,5725.0%ETFBRK.BBerkshire Hathaway$5,044,558$73,170 ▼-1.4%11,9964.9%FinanceVUGVanguard Growth ETF$4,683,532$34,764 ▼-0.7%13,6074.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,348,316$11,033 ▲0.3%40,0613.2%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$2,837,310$6,009 ▲0.2%49,5772.7%ManufacturingNVDANVIDIA$2,794,568$17,167 ▼-0.6%3,0932.7%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,740,726$70,579 ▲2.6%27,2602.6%ETFBRK.ABerkshire Hathaway$2,537,7600.0%42.4%FinanceSCHDSchwab US Dividend Equity ETF$2,149,673$12,820 ▼-0.6%26,6612.1%ETFAAPLApple$1,747,308$3,772 ▲0.2%10,1901.7%Computer and TechnologyRYRoyal Bank of Canada$1,647,945$133,966 ▼-7.5%16,3361.6%FinanceVTIVanguard Total Stock Market ETF$1,511,610$5,198 ▼-0.3%5,8161.5%ETFMSFTMicrosoft$1,439,829$13,885 ▼-1.0%3,4221.4%Computer and TechnologyVBVanguard Small-Cap ETF$1,249,604$19,200 ▼-1.5%5,4671.2%ETFFCNCAFirst Citizens BancShares$1,153,829$1,634 ▲0.1%7061.1%FinanceAXPAmerican Express$1,070,641$2,960 ▲0.3%4,7021.0%FinanceMETAMeta Platforms$1,065,417$37,877 ▼-3.4%2,1941.0%Computer and TechnologyITBiShares U.S. Home Construction ETF$1,004,957$202,242 ▼-16.8%8,6811.0%ETFGOOGLAlphabet$996,440$50,109 ▲5.3%6,6021.0%Computer and TechnologySOXXiShares Semiconductor ETF$984,868$596,027 ▲153.3%4,3590.9%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$974,604$35,734 ▲3.8%17,6460.9%ETFIAKiShares U.S. Insurance ETF$954,834$110,462 ▼-10.4%8,1340.9%ETFIEZiShares U.S. Oil Equipment & Services ETF$951,111$231,132 ▲32.1%40,2160.9%ETFIYJiShares U.S. Industrials ETF$934,028$934,028 ▲New Holding7,4300.9%ETFIVViShares Core S&P 500 ETF$929,085$36,806 ▲4.1%1,7670.9%ETFITAiShares U.S. Aerospace & Defense ETF$927,800$66,224 ▲7.7%7,0330.9%ETFIGViShares Expanded Tech-Software Sector ETF$917,932$731,191 ▲391.6%10,7650.9%ETFRJFRaymond James$852,322$2,183 ▲0.3%6,6370.8%FinanceSCHBSchwab US Broad Market ETF$850,664$38,400 ▼-4.3%13,9340.8%ETFVHTVanguard Health Care ETF$797,395$253,176 ▲46.5%2,9480.8%ETFVOVanguard Mid-Cap ETF$719,838$20,238 ▼-2.7%2,8810.7%ETFAUSFGlobal X Adaptive US Factor ETF$697,6100.0%17,0690.7%ETFIWFiShares Russell 1000 Growth ETF$664,012$116,623 ▲21.3%1,9700.6%ETFAMZNAmazon.com$637,102$27,237 ▲4.5%3,5320.6%Retail/WholesaleBACBank of America$615,4890.0%16,2310.6%FinanceADBEAdobe$534,876$45,414 ▲9.3%1,0600.5%Computer and TechnologyMRKMerck & Co., Inc.$476,580$3,167 ▲0.7%3,6120.5%MedicalDIVOAmplify YieldShares CWP Dividend & Option Income ETF$451,610$18,313 ▼-3.9%11,6150.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$408,298$3,822 ▲0.9%8,1190.4%FinanceVIGIVanguard International Dividend Appreciation ETF$393,056$14,920 ▲3.9%4,8210.4%ETFQCOMQUALCOMM$356,161$1,693 ▲0.5%2,1040.3%Computer and TechnologyTSLATesla$329,6060.0%1,8750.3%Auto/Tires/TrucksDUKDuke Energy$313,800$17,406 ▼-5.3%3,2450.3%UtilitiesSPYSPDR S&P 500 ETF Trust$312,824$66,959 ▲27.2%5980.3%FinanceCRMSalesforce$310,8180.0%1,0320.3%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$284,967$914 ▲0.3%3,7400.3%ManufacturingTTTrane Technologies$270,633$900 ▲0.3%9020.3%Business ServicesJPMJPMorgan Chase & Co.$238,031$238,031 ▲New Holding1,1880.2%FinanceVZVerizon Communications$234,851$294 ▼-0.1%5,5970.2%Computer and TechnologyVVisa$231,291$558 ▲0.2%8290.2%Business ServicesIQVIQVIA$211,416$211,416 ▲New Holding8360.2%MedicalCMCSAComcast$210,804$210,804 ▲New Holding4,8630.2%Consumer DiscretionaryTAT&T$209,679$651 ▲0.3%11,9140.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$209,404$209,404 ▲New Holding4,1270.2%ETFTFCTruist Financial$205,543$14,696 ▼-6.7%5,2730.2%FinanceIAUiShares Gold Trust$0$717,488 ▼-100.0%00.0%FinanceFLOTiShares Floating Rate Bond ETF$0$249,157 ▼-100.0%00.0%ETFVNLAJanus Henderson Short Duration Income ETF$0$205,172 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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