Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MUIRFIELD WEALTH ADVISORS LLC
  City: CHARLOTTE
  State: NC
  Zip: 28209
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $103,795,000
  Total Value Change : $9,423,000
  Securities Held Change : 2
   
All Securities Held : 60
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 31
  Unchanged Positions : 5
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IYJ)1 Year Chart         IYJ iShares Dow Jones US Indust... 29 New $0.00 $934,000 7,430 0.9% 934,000 7,430 0.013    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 53 New $199.52 $238,000 1,188 0.23% 238,000 1,188 0    Domestic Money Center...
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 57 New $229.38 $211,000 836 0.2% 211,000 836 0    Medical Laboratories ...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 56 New $39.21 $211,000 4,863 0.2% 211,000 4,863 0.001    CATV Systems
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 59 New $0.00 $209,000 4,127 0.2% 209,000 4,127 0.005    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results