Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T (RSP) | 74,793 | +3,110 | $12,668 |
RSP | 74,793 | +3,110 | $12,668 |
VANGUARD SCOTTSDALE FDS (VGSH) | 154,078 | +1,297 | $8,947 |
VGSH | 154,078 | +1,297 | $8,947 |
BERKSHIRE HATHAWAY INC DEL | $7,583 | ||
BRK.B | 11,996 | -174 | $5,045 |
BRK.A | 4 | UNCH | $2,538 |
SCHWAB STRATEGIC TR | 116,464 | -2,300 | $7,228 |
SCHX | 116,464 | -2,300 | $7,228 |
VANGUARD SPECIALIZED FUNDS (VIG) | 31,629 | -56 | $5,776 |
VIG | 31,629 | -56 | $5,776 |
ISHARES TR (IJR) | 48,384 | +329 | $5,347 |
IJR | 48,384 | +329 | $5,347 |
ISHARES TR (IJH) | 85,572 | +68,319 | $5,198 |
IJH | 85,572 | +68,319 | $5,198 |
VANGUARD INDEX FDS (VUG) | 13,607 | -101 | $4,684 |
VUG | 13,607 | -101 | $4,684 |
ISHARES TR (USMV) | 40,061 | +132 | $3,348 |
USMV | 40,061 | +132 | $3,348 |
FIRST TR EXCHANGE TRADED FD (FV) | 49,577 | +105 | $2,837 |
FV | 49,577 | +105 | $2,837 |
NVIDIA CORPORATION | 3,093 | -19 | $2,795 |
NVDA | 3,093 | -19 | $2,795 |
PIMCO ETF TR (MINT) | 27,260 | +702 | $2,741 |
MINT | 27,260 | +702 | $2,741 |
SCHWAB STRATEGIC TR | 26,661 | -159 | $2,150 |
SCHD | 26,661 | -159 | $2,150 |
APPLE INC | 10,190 | +22 | $1,747 |
AAPL | 10,190 | +22 | $1,747 |
ROYAL BK CDA | 16,336 | -1,328 | $1,648 |
RY | 16,336 | -1,328 | $1,648 |
VANGUARD INDEX FDS (VTI) | 5,816 | -20 | $1,512 |
VTI | 5,816 | -20 | $1,512 |
MICROSOFT CORP | 3,422 | -33 | $1,440 |
MSFT | 3,422 | -33 | $1,440 |
VANGUARD INDEX FDS (VB) | 5,467 | -84 | $1,250 |
VB | 5,467 | -84 | $1,250 |
FIRST CTZNS BANCSHARES INC N (FCNCA) | 706 | +1 | $1,154 |
FCNCA | 706 | +1 | $1,154 |
AMERICAN EXPRESS CO | 4,702 | +13 | $1,071 |
AXP | 4,702 | +13 | $1,071 |
META PLATFORMS INC | 2,194 | -78 | $1,065 |
META | 2,194 | -78 | $1,065 |
ISHARES TR (ITB) | 8,681 | -1,747 | $1,005 |
ITB | 8,681 | -1,747 | $1,005 |
ALPHABET INC | 6,602 | +332 | $996 |
GOOGL | 6,602 | +332 | $996 |
ISHARES TR (SOXX) | 4,359 | +2,638 | $985 |
SOXX | 4,359 | +2,638 | $985 |
INVESCO EXCH TRD SLF IDX FD | 17,646 | +647 | $975 |
OMFL | 17,646 | +647 | $975 |
ISHARES TR (IAK) | 8,134 | -941 | $955 |
IAK | 8,134 | -941 | $955 |
ISHARES TR (IEZ) | 40,216 | +9,773 | $951 |
IEZ | 40,216 | +9,773 | $951 |
ISHARES TR (IYJ) | 7,430 | +7,430 | $934 |
IYJ | 7,430 | +7,430 | $934 |
ISHARES TR (IVV) | 1,767 | +70 | $929 |
IVV | 1,767 | +70 | $929 |
ISHARES TR (ITA) | 7,033 | +502 | $928 |
ITA | 7,033 | +502 | $928 |
ISHARES TR (IGV) | 10,765 | +8,575 | $918 |
IGV | 10,765 | +8,575 | $918 |
RAYMOND JAMES FINL INC | 6,637 | +17 | $852 |
RJF | 6,637 | +17 | $852 |
SCHWAB STRATEGIC TR | 13,934 | -629 | $851 |
SCHB | 13,934 | -629 | $851 |
VANGUARD WORLD FD (VHT) | 2,948 | +936 | $797 |
VHT | 2,948 | +936 | $797 |
VANGUARD INDEX FDS (VO) | 2,881 | -81 | $720 |
VO | 2,881 | -81 | $720 |
GLOBAL X FDS | 17,069 | UNCH | $698 |
AUSF | 17,069 | UNCH | $698 |
ISHARES TR (IWF) | 1,970 | +346 | $664 |
IWF | 1,970 | +346 | $664 |
AMAZON COM INC | 3,532 | +151 | $637 |
AMZN | 3,532 | +151 | $637 |
BANK AMERICA CORP | 16,231 | UNCH | $615 |
BAC | 16,231 | UNCH | $615 |
ADOBE INC | 1,060 | +90 | $535 |
ADBE | 1,060 | +90 | $535 |
MERCK & CO INC | 3,612 | +24 | $477 |
MRK | 3,612 | +24 | $477 |
AMPLIFY ETF TR (DIVO) | 11,615 | -471 | $452 |
DIVO | 11,615 | -471 | $452 |
WISDOMTREE TR | 8,119 | +76 | $408 |
USFR | 8,119 | +76 | $408 |
VANGUARD WHITEHALL FDS (VIGI) | 4,821 | +183 | $393 |
VIGI | 4,821 | +183 | $393 |
QUALCOMM INC | 2,104 | +10 | $356 |
QCOM | 2,104 | +10 | $356 |
TESLA INC | 1,875 | UNCH | $330 |
TSLA | 1,875 | UNCH | $330 |
DUKE ENERGY CORP NEW | 3,245 | -180 | $314 |
DUK | 3,245 | -180 | $314 |
SPDR S&P 500 ETF TR (SPY) | 598 | +128 | $313 |
SPY | 598 | +128 | $313 |
SALESFORCE INC | 1,032 | UNCH | $311 |
CRM | 1,032 | UNCH | $311 |
WISDOMTREE TR | 3,740 | +12 | $285 |
DGRW | 3,740 | +12 | $285 |
See Full List: All Stocks Held By Muirfield Wealth Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Muirfield Wealth Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $103,795 At 12/31/2023: $94,371 Muirfield Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Muirfield Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |