13F-HR filed by MUIRFIELD WEALTH ADVISORS LLC
MUIRFIELD WEALTH ADVISORS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-25, with 70 holding rows worth $125,632,905.
- Accession
- 0001951757-25-000955
- Filer
- CIK 2014898
- Filed
- 2025-07-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 70 entries on the cover page, a total value of $125,632,905 stated on the cover page (in dollars after the unit check, H1), rows summing to $125,632,905 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 | 77,412 | $14,068,810 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 14,740 | $7,160,250 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 119,632 | $7,032,002 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 15,479 | $6,785,896 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 30,777 | $6,299,104 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 54,589 | $5,965,998 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 56,243 | $5,386,359 | dollars as filed | |
| IJH | 464287507 | COM | 84,852 | $5,262,533 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 187,747 | $4,588,547 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,979 | $4,578,373 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 39,413 | $3,699,729 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 31,992 | $3,216,297 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 51,598 | $3,057,675 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 4 | $2,915,200 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,143 | $2,901,785 | dollars as filed | |
| SCHD | 808524797 | COM | 98,573 | $2,612,193 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,476 | $2,226,263 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 16,922 | $2,226,025 | dollars as filed | |
| VTI | 922908769 | COM | 7,040 | $2,139,798 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,518 | $1,858,719 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,766 | $1,520,171 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 25,756 | $1,488,178 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 6,119 | $1,450,114 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,092 | $1,426,044 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 709 | $1,387,601 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,418 | $1,188,655 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 12,802 | $1,072,039 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 6,745 | $1,034,545 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,466 | $909,941 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,201 | $895,700 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 18,243 | $863,258 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C848 | ISHARES INTL DIV | 31,032 | $846,542 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,981 | $841,246 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 9,170 | $826,398 | dollars as filed | |
| GLOBAL X FDS | 37954Y574 | ADAPTIVE US | 17,152 | $766,694 | dollars as filed | |
| PACER FDS TR | 69374H360 | US LRG CP CASH | 21,659 | $760,465 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 31,158 | $742,484 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 3,610 | $680,970 | dollars as filed | |
| ISHARES TR | 464288794 | US BR DEL SE ETF | 4,026 | $680,937 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,117 | $672,486 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 5,918 | $648,021 | dollars as filed | |
| ISHARES TR | 464287580 | US CONSUM DISCRE | 6,307 | $628,396 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 4,374 | $622,412 | dollars as filed | |
| ISHARES TR | 464288786 | U.S. INSRNCE ETF | 4,376 | $588,440 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 11,038 | $560,188 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 8,875 | $553,445 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,105 | $522,829 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,464 | $519,669 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 12,144 | $516,714 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 1,085 | $474,399 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,586 | $459,695 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 5,292 | $420,721 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,364 | $397,009 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,453 | $396,239 | dollars as filed | |
| SPY | 78462F103 | SHS | 595 | $367,886 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,620 | $365,209 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,121 | $337,728 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 810 | $313,373 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,746 | $296,549 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 6,023 | $296,335 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,700 | $270,844 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,114 | $256,232 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,864 | $253,728 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 5,603 | $240,862 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 40 | $234,153 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 463 | $226,395 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 4,326 | $219,253 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,266 | $206,778 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,204 | $202,388 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,104 | $200,991 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000955 | this filing | 2025-07-25 | acceptance time not in the bulk data set |