The Analysis of MUIRFIELD WEALTH ADVISORS LLC's Holdings
Currently, MUIRFIELD WEALTH ADVISORS LLC holds 75 types of securities in its portfolio with a total value $136.3M. In the most recent quarter, they have increased their positions in N/A (+5.9K shares, valued at $3.0M), SLV (+17.7K shares, valued at $1.1M), PM (+2.2K shares, valued at $349.5K); decreased their positions in N/A (-1.3K shares, valued at $421.0K), AMZN (-1.8K shares, valued at $406.9K), NVDA (-2.0K shares, valued at $365.9K); initiated new positions in SLV (+17.7K shares, valued at $1.1M), PM (+2.2K shares, valued at $349.5K), WFC (+3.0K shares, valued at $276.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS15.3K shares-2.01%2025-12-312026-02-06
VGSH VANGUARD SCOTTSDALE FDS117.4K shares-1.90%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS29.9K shares-3.53%2025-12-312026-02-06 IJR ISHARES TR54.1K shares-2.17%2025-12-312026-02-06 IEF ISHARES TR61.0K shares2.95%2025-12-312026-02-06 IJH ISHARES TR82.1K shares-4.39%2025-12-312026-02-06 NVDA NVIDIA CORPORATION27.2K shares-6.73%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR180.5K shares-3.00%2025-12-312026-02-06 USMV ISHARES TR40.2K shares0.06%2025-12-312026-02-06 MINT PIMCO ETF TR33.0K shares-0.48%2025-12-312026-02-06 FV FIRST TR EXCHANGE TRADED FD51.6K shares0.12%2025-12-312026-02-06 AAPL APPLE INC11.8K shares-7.21%2025-12-312026-02-06 RY ROYAL BK CDA17.1K shares0.62%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR96.6K shares-3.45%2025-12-312026-02-06 VTI VANGUARD INDEX FDS6.8K shares-4.59%2025-12-312026-02-06 ALPHABET INC ALPHABET INC6.7K shares-16.70%2025-12-312026-02-06 MSFT MICROSOFT CORP3.9K shares-14.08%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO4.7K shares-2.22%2025-12-312026-02-06 OMFL INVESCO EXCH TRD SLF IDX FD26.1K shares1.62%2025-12-312026-02-06 META META PLATFORMS INC2.4K shares-5.18%2025-12-312026-02-06 VB VANGUARD INDEX FDS5.9K shares-3.70%2025-12-312026-02-06 DGRW WISDOMTREE TR13.0K shares1.59%2025-12-312026-02-06 SLV ISHARES SILVER TR17.7K sharesnew addition2025-12-312026-02-06 RJF RAYMOND JAMES FINL INC7.1K shares4.77%2025-12-312026-02-06 ITA ISHARES TR4.6K shares26.64%2025-12-312026-02-06 IWF ISHARES TR2.1K shares-9.97%2025-12-312026-02-06 BAC BANK AMERICA CORP17.6K shares-3.48%2025-12-312026-02-06 VO VANGUARD INDEX FDS3.3K shares1.87%2025-12-312026-02-06 BIDD BLACKROCK ETF TRUST32.3K shares3.53%2025-12-312026-02-06 IAI ISHARES TR5.2K shares28.62%2025-12-312026-02-06 IVV ISHARES TR1.3K shares-8.32%2025-12-312026-02-06 AMZN AMAZON COM INC3.8K shares-31.48%2025-12-312026-02-06 VIGI VANGUARD WHITEHALL FDS9.5K shares2.51%2025-12-312026-02-06 IYJ ISHARES TR5.8K shares31.93%2025-12-312026-02-06 IYC ISHARES TR8.3K shares31.53%2025-12-312026-02-06 TSLA TESLA INC1.9K shares-8.31%2025-12-312026-02-06 IGV ISHARES TR7.8K shares32.56%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR29.7K shares-5.06%2025-12-312026-02-06 COWG PACER FDS TR22.1K shares1.61%2025-12-312026-02-06 AUSF GLOBAL X FDS16.2K shares-6.82%2025-12-312026-02-06 JAAA JANUS DETROIT STR TR11.2K shares-0.90%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.8K shares6.70%2025-12-312026-02-06 DIVO AMPLIFY ETF TR12.4K shares0.87%2025-12-312026-02-06 VNLA JANUS DETROIT STR TR11.1K shares36.96%2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.5K shares42.28%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC1.1K shares-4.60%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS5.3K shares-9.46%2025-12-312026-02-06 V VISA INC1.2K shares-18.20%2025-12-312026-02-06 VHT VANGUARD WORLD FD1.4K shares-14.76%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR591 shares-1.01%2025-12-312026-02-06 QCOM QUALCOMM INC2.1K shares-2.28%2025-12-312026-02-06 BKNG BOOKING HOLDINGS INC66 shares50.00%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC2.2K sharesnew addition2025-12-312026-02-06 SCHW SCHWAB CHARLES CORP3.4K shares46.51%2025-12-312026-02-06 CRM SALESFORCE INC1.2K shares-10.67%2025-12-312026-02-06 T AT&T INC12.1K shares-5.04%2025-12-312026-02-06 ADBE ADOBE INC806 shares0.00%2025-12-312026-02-06 WFC WELLS FARGO CO NEW3.0K sharesnew addition2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS4.4K shares1.66%2025-12-312026-02-06 AMAT APPLIED MATLS INC1.1K sharesnew addition2025-12-312026-02-06 CW CURTISS WRIGHT CORP464 shares0.00%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO1.7K shares-3.52%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC6.0K shares-0.02%2025-12-312026-02-06 XOM EXXON MOBIL CORP1.9K sharesnew addition2025-12-312026-02-06 MERCK & CO INC MERCK & CO INC2.1K sharesnew addition2025-12-312026-02-06 UNP UNION PAC CORP942 shares0.11%2025-12-312026-02-06 TJX TJX COS INC NEW1.4K shares-11.92%2025-12-312026-02-06 JPST J P MORGAN EXCHANGE TRADED F4.2K shares-1.54%2025-12-312026-02-06 MMM 3M CO1.3K shares0.38%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available