13F-HR filed by MUIRFIELD WEALTH ADVISORS LLC
MUIRFIELD WEALTH ADVISORS LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-14, with 68 holding rows worth $117,748,896.
- Accession
- 0001951757-25-000356
- Filer
- CIK 2014898
- Filed
- 2025-04-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 68 entries on the cover page, a total value of $117,748,896 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,748,896 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 | 77,376 | $13,403,832 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 163,604 | $9,601,912 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 14,679 | $7,817,954 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 340,257 | $7,512,867 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 31,169 | $6,046,562 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 50,406 | $5,270,958 | dollars as filed | |
| IJH | 464287507 | COM | 83,641 | $4,880,472 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 12,619 | $4,679,489 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 39,821 | $3,729,604 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 4 | $3,193,766 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 31,248 | $3,144,179 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,977 | $3,140,479 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,057 | $3,122,525 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 49,344 | $2,707,008 | dollars as filed | |
| SCHD | 808524797 | COM | 82,585 | $2,309,074 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 16,802 | $1,893,946 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 19,122 | $1,891,548 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,445 | $1,668,745 | dollars as filed | |
| VTI | 922908769 | COM | 5,690 | $1,563,778 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,508 | $1,445,313 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 6,296 | $1,396,133 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 16,530 | $1,320,116 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 708 | $1,313,605 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,752 | $1,278,536 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,057 | $1,245,928 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 21,442 | $1,143,097 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,445 | $1,035,966 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 6,721 | $933,552 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 40,835 | $879,183 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,562 | $877,691 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,199 | $827,293 | dollars as filed | |
| GLOBAL X FDS | 37954Y574 | ADAPTIVE US | 18,107 | $790,371 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 17,967 | $749,776 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C848 | ISHARES INTL DIV | 27,895 | $722,189 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,979 | $714,757 | dollars as filed | |
| ISHARES TR | 464288786 | U.S. INSRNCE ETF | 4,771 | $657,543 | dollars as filed | |
| ISHARES TR | 464287580 | US CONSUM DISCRE | 7,179 | $634,085 | dollars as filed | |
| ISHARES TR | 464288794 | US BR DEL SE ETF | 4,524 | $633,825 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 4,138 | $633,452 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 4,851 | $631,554 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 6,943 | $617,858 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,247 | $594,958 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,117 | $548,642 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 10,302 | $522,409 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 12,401 | $505,586 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,383 | $484,728 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 5,392 | $425,612 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 5,109 | $423,738 | dollars as filed | |
| SPY | 78462F103 | SHS | 743 | $415,900 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,323 | $405,330 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,477 | $396,388 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,507 | $369,611 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 1,082 | $364,425 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,494 | $353,319 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 881 | $337,890 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 7,240 | $337,597 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,710 | $333,041 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,122 | $326,035 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 597 | $312,864 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 2,615 | $295,061 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,700 | $289,714 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,113 | $262,899 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,775 | $261,943 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 5,514 | $238,742 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,071 | $236,509 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 5,530 | $227,552 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,320 | $213,316 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 4,040 | $204,566 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000356 | this filing | 2025-04-14 | acceptance time not in the bulk data set |