13F-HR filed by MUIRFIELD WEALTH ADVISORS LLC
MUIRFIELD WEALTH ADVISORS LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-24, with 66 holding rows worth $121,308,271.
- Accession
- 0001951757-25-000128
- Filer
- CIK 2014898
- Filed
- 2025-01-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 66 entries on the cover page, a total value of $121,308,271 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,308,271 with VALUE read as dollars as filed, 13F file number 028-24017. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerRaymond James & Associates, Inc.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 77,993 | $13,666,776 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 162,736 | $9,467,958 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 348,297 | $8,073,533 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 31,432 | $6,155,353 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 13,533 | $6,134,238 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 50,800 | $5,853,210 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 13,041 | $5,352,525 | dollars as filed | |
| IJH | 464287507 | COM | 83,953 | $5,231,083 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,124 | $3,911,002 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 40,490 | $3,595,093 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,002 | $3,506,488 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 30,702 | $3,080,611 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 51,035 | $3,014,106 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 4 | $2,723,680 | dollars as filed | |
| SCHD | 808524797 | COM | 82,475 | $2,253,212 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 16,680 | $2,010,093 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,427 | $1,865,925 | dollars as filed | |
| VTI | 922908769 | COM | 6,265 | $1,815,572 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 18,574 | $1,503,174 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,918 | $1,498,845 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 708 | $1,495,402 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,546 | $1,490,604 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,742 | $1,407,273 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 5,827 | $1,399,993 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,481 | $1,202,477 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,035 | $1,197,862 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 21,289 | $1,154,507 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 6,700 | $1,040,680 | dollars as filed | |
| ISHARES TR | 464288794 | US BR DEL SE ETF | 7,038 | $1,014,159 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 9,730 | $974,168 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 41,450 | $940,917 | dollars as filed | |
| ISHARES TR | 464288786 | U.S. INSRNCE ETF | 7,136 | $902,438 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 6,123 | $889,910 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 6,622 | $884,167 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,185 | $841,241 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,074 | $837,564 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,977 | $794,054 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 17,851 | $784,550 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 3,073 | $779,702 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 7,473 | $772,583 | dollars as filed | |
| GLOBAL X FDS | 37954Y574 | ADAPTIVE US | 17,877 | $750,788 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C848 | ISHARES INTL DIV | 28,258 | $697,125 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 10,459 | $530,392 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 12,630 | $511,282 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,457 | $486,984 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,446 | $456,860 | dollars as filed | |
| SPY | 78462F103 | SHS | 741 | $434,320 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 908 | $403,769 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 1,079 | $398,632 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 4,849 | $387,833 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 737 | $372,893 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,681 | $366,183 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 7,262 | $365,728 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 3,244 | $358,722 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,493 | $357,961 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,295 | $354,980 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,112 | $324,461 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 4,157 | $324,290 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,700 | $285,005 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,350 | $281,201 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,096 | $249,943 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 5,468 | $237,202 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,729 | $229,122 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 5,196 | $215,101 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,025 | $210,556 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 3,975 | $200,210 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000128 | this filing | 2025-01-24 | acceptance time not in the bulk data set |