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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 : 5     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 13 - $625,150.00 $2,538,000 4 2.45% 367,000 0 0    Property & Casualty I...
   (AUSF)1 Year Chart         AUSF Global X Adaptive Us Factor... 37 - $0.00 $698,000 17,069 0.67% 63,000 0 0.019    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp 40 - $39.65 $615,000 16,231 0.59% 68,000 0 0    Domestic Money Center...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 47 - $177.81 $330,000 1,875 0.32% -136,000 0 0    Auto Manufacturers
   (CRM)1 Year Chart         CRM Salesforce.com Inc 50 - $283.76 $311,000 1,032 0.3% 39,000 0 0    Internet Software & S...

      5 Records Found
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