MUIRFIELD WEALTH ADVISORS LLC Portfolio Holdings
Q3 2025•72 long positions•$134.0M portfolio value
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Holding75 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $14.9M 11.11% | +$203.5K Bought | — 78.5K shares | 77.4K → 78.5K +$203.5K | +1.39% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.5M 5.58% | +$57.6K Bought | — 15.6K shares | 15.5K → 15.6K +$57.6K | +0.78% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $7.5M 5.58% | +$64.9K Bought | 0.001% 14.9K shares | 14.7K → 14.9K +$64.9K | +0.88% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.0M 5.26% | +$823.9 Bought | — 119.6K shares | 119.6K → 119.6K +$823.9 | +0.01% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $6.7M 5.0% | +$56.1K Bought | — 31.0K shares | 30.8K → 31.0K +$56.1K | +0.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.6M 4.9% | +$84.0K Bought | — 55.3K shares | 54.6K → 55.3K +$84.0K | +1.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.7M 4.27% | +$293.4K Bought | — 59.3K shares | 56.2K → 59.3K +$293.4K | +5.41% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.6M 4.18% | +$66.3K Bought | — 85.9K shares | 84.9K → 85.9K +$66.3K | +1.2% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $5.4M 4.06% | +$29.3K Bought | 0.0% 29.1K shares | 29.0K → 29.1K +$29.3K | +0.54% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.9M 3.66% | -$43.9K Sold | — 186.1K shares | 187.7K → 186.1K −$43.9K | -0.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 2.86% | +$76.1K Bought | — 40.2K shares | 39.4K → 40.2K +$76.1K | +2.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.3M 2.49% | +$121.0K Bought | — 33.2K shares | 32.0K → 33.2K +$121.0K | +3.76% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $3.2M 2.42% | -$357.8K Sold | 0.0% 12.7K shares | 14.1K → 12.7K −$357.8K | -9.93% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 2.38% | -$3.0K Sold | — 51.6K shares | 51.6K → 51.6K −$3.0K | -0.09% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $3.0M 2.25% | — | 0.0% 4.0 shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.7M 2.04% | +$41.1K Bought | — 100.1K shares | 98.6K → 100.1K +$41.1K | +1.53% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $2.5M 1.87% | +$17.1K Bought | 0.001% 17.0K shares | 16.9K → 17.0K +$17.1K | +0.69% | $207.77B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.4M 1.76% | +$46.6K Bought | 0.0% 4.6K shares | 4.5K → 4.6K +$46.6K | +2.01% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 1.74% | +$18.7K Bought | — 7.1K shares | 7.0K → 7.1K +$18.7K | +0.81% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.0M 1.46% | -$9.0K Sold | 0.0% 8.1K shares | 8.1K → 8.1K −$9.0K | -0.46% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $1.9M 1.39% | +$8.8K Bought | 0.0% 2.5K shares | 2.5K → 2.5K +$8.8K | +0.48% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $1.6M 1.18% | +$4.3K Bought | 0.001% 4.8K shares | 4.8K → 4.8K +$4.3K | +0.27% | $231.14B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 1.16% | -$1.8K Sold | — 6.1K shares | 6.1K → 6.1K −$1.8K | -0.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 1.16% | -$2.6K Sold | — 25.7K shares | 25.8K → 25.7K −$2.6K | -0.17% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $1.3M 0.948% | +$1.8K Bought | 0.005% 710.0 shares | 709.0 → 710.0 +$1.8K | +0.14% | $23.1B Large Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.2M 0.918% | +$40.2K Bought | 0.0% 5.6K shares | 5.4K → 5.6K +$40.2K | +3.38% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Capital Markets Financial Services | $1.2M 0.872% | +$3.8K Bought | 0.003% 6.8K shares | 6.7K → 6.8K +$3.8K | +0.33% | $34.4B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.85% | +$266.9 Bought | — 12.8K shares | 12.8K → 12.8K +$266.9 | +0.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.807% | +$153.2K Bought | — 2.3K shares | 2.0K → 2.3K +$153.2K | +16.51% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $981.1K 0.732% | — | — 1.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $943.7K 0.704% | +$3.5K Bought | — 3.2K shares | 3.2K → 3.2K +$3.5K | +0.37% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $939.5K 0.701% | -$1.7K Sold | 0.0% 18.2K shares | 18.2K → 18.2K −$1.7K | -0.18% | $382.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $909.5K 0.679% | -$32.0K Sold | 0.0% 2.0K shares | 2.1K → 2.0K −$32.0K | -3.4% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $826.8K 0.617% | +$5.5K Bought | — 9.2K shares | 9.2K → 9.2K +$5.5K | +0.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $808.8K 0.604% | +$11.0K Bought | — 17.4K shares | 17.2K → 17.4K +$11.0K | +1.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $803.4K 0.6% | +$2.3K Bought | — 31.2K shares | 31.2K → 31.2K +$2.3K | +0.29% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $787.9K 0.588% | +$1.7K Bought | — 21.7K shares | 21.7K → 21.7K +$1.7K | +0.22% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $758.2K 0.566% | +$2.7K Bought | — 3.6K shares | 3.6K → 3.6K +$2.7K | +0.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $712.4K 0.532% | +$353.7 Bought | — 4.0K shares | 4.0K → 4.0K +$353.7 | +0.05% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $692.6K 0.517% | +$46.7K Bought | — 9.5K shares | 8.9K → 9.5K +$46.7K | +7.23% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $680.6K 0.508% | — | — 5.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $661.7K 0.494% | +$733.5 Bought | — 6.3K shares | 6.3K → 6.3K +$733.5 | +0.11% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $639.5K 0.477% | +$1.5K Bought | — 4.4K shares | 4.4K → 4.4K +$1.5K | +0.23% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $588.9K 0.439% | +$2.3K Bought | — 4.4K shares | 4.4K → 4.4K +$2.3K | +0.39% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $575.3K 0.429% | +$14.8K Bought | — 11.3K shares | 11.0K → 11.3K +$14.8K | +2.65% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $546.7K 0.408% | +$5.4K Bought | — 12.3K shares | 12.1K → 12.3K +$5.4K | +1.0% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $518.4K 0.387% | +$18.0K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$18.0K | +3.59% | $867.35B Mega Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $500.9K 0.374% | +$1.0K Bought | 0.0% 1.5K shares | 1.5K → 1.5K +$1.0K | +0.2% | $662.60B Mega Cap | Q4 2023 Held for 1y 11m | |
Construction Industrials | $486.6K 0.363% | +$28.7K Bought | 0.001% 1.2K shares | 1.1K → 1.2K +$28.7K | +6.27% | $93.9B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $466.6K 0.348% | +$43.6K Bought | — 5.8K shares | 5.3K → 5.8K +$43.6K | +10.3% | — — | Q4 2024 Held for 11 months |
