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  Name: MUIRFIELD WEALTH ADVISORS LLC
  City: CHARLOTTE
  State: NC
  Zip: 28209
   
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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
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 63 Closed $44.12 $0 0 0% -717,000 -18,383 0    Closed - End Fund - E...
   (VNLA)1 Year Chart         VNLA Janus Short Duration Income... 62 Closed $48.42 $0 0 0% -205,000 -4,246 0    N/A
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 61 Closed $0.00 $0 0 0% -249,000 -4,922 0    N/A

      3 Records Found
  1    
Page 1 of 1
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