Muirfield Wealth Advisors LLC Incresed Positions in Q4 2024

Muirfield Wealth Advisors LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.92K
+ 54.21%
$221.69 - $259.02 $1.09M - $1.27M
14K $3.51B
NVDA
Nvidia Corp

Technology
1.59K
+ 5.76%
$117.0 - $148.88 $185K - $236K
29.1K $3.91B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.27K
+ 50.98%
$80.93 - $85.66 $508K - $537K
18.6K $1.5B
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 1.42%
$213.65 - $479.86 $6.2K - $13.9K
2.07K $838M
IVV
Ishares Core S&P 500 ETF

ETFs
358
+ 21.35%
$570.51 - $610.59 $204K - $219K
2.04K $1.2B
RJF
Raymond James Financial Inc

Financial Services
23
+ 0.34%
$123.0 - $170.1 $2.83K - $3.91K
6.7K $1.04B
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.14%
$1818.92 - $2353.08 $1.82K - $2.35K
708 $1.5B
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.14%
$161.86 - $196.66 $1.78K - $2.16K
7.92K $1.5B
AXP
American Express CO

Financial Services
12
+ 0.25%
$267.35 - $305.57 $3.21K - $3.67K
4.74K $1.41B
UNH
Unitedhealth Group Inc

Healthcare
300
+ 68.65%
$485.52 - $625.25 $146K - $188K
737 $373M
CRM
Salesforce, Inc.

Technology
33
+ 2.32%
$270.87 - $367.87 $8.94K - $12.1K
1.46K $487M
VB
Vanguard Small Cap ETF

ETFs
293
+ 5.29%
$233.76 - $261.58 $68.5K - $76.6K
5.83K $1.4B
BAC
Bank Of America Corp

Financial Services
72
+ 0.4%
$39.22 - $47.77 $2.82K - $3.44K
17.9K $785M
OMFL
Invesco Exchange Traded Self I

ETFs
803
+ 3.92%
$52.49 - $56.58 $42.1K - $45.4K
21.3K $1.15B
VO
Vanguard Mid Cap ETF

ETFs
247
+ 8.41%
$261.5 - $284.63 $64.6K - $70.3K
3.19K $841M
V
Visa Inc.

Financial Services
23
+ 1.62%
$273.87 - $320.91 $6.3K - $7.38K
1.45K $457M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.1%
$370.24 - $418.94 $740 - $838
1.98K $794M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
956
+ 8.19%
$40.26 - $42.88 $38.5K - $41K
12.6K $511M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.7K
+ 201.24%
$22.01 - $66.82 $609K - $1.85M
41.5K $941M
T
At&T Inc.

Communication Services
151
+ 1.24%
$21.22 - $23.88 $3.2K - $3.61K
12.4K $281M
TFC
Truist Financial Corp

Financial Services
59
+ 1.09%
$41.51 - $48.1 $2.45K - $2.84K
5.47K $237M
AUSF
Global X Fds Adaptive U S Fact

ETFs
204
+ 1.15%
$41.71 - $45.09 $8.51K - $9.2K
17.9K $751M
TT
Trane Technologies PLC

Industrials
18
+ 1.7%
$369.35 - $419.14 $6.65K - $7.54K
1.08K $399M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
626
+ 1.25%
$113.92 - $127.38 $71.3K - $79.7K
50.8K $5.85B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
55.5K
+ 205.92%
$26.93 - $84.95 $1.5M - $4.72M
82.5K $2.25B
VZ
Verizon Communications Inc

Communication Services
20
+ 0.35%
$39.6 - $45.21 $792 - $904
5.73K $229M
MSFT
Microsoft Corp

Technology
24
+ 0.55%
$406.35 - $454.46 $9.75K - $10.9K
4.43K $1.87B
SCHX
Schwab Strategic Tr Us Large C

ETFs
229K
+ 191.06%
$22.4 - $68.28 $5.12M - $15.6M
348K $8.07B
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.71%
$96.31 - $114.76 $2.5K - $2.98K
3.68K $366M
RY
Royal Bank Of Canada

Financial Services
117
+ 0.71%
$119.72 - $128.02 $14K - $15K
16.7K $2.01B
VHT
Vanguard Health Care ETF

ETFs
91
+ 3.05%
$250.81 - $283.3 $22.8K - $25.8K
3.07K $780M
VGSH
Vanguard

ETFs
973
+ 0.6%
$58.02 - $58.88 $56.5K - $57.3K
163K $9.47B
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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