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| Name: |
MUIRFIELD WEALTH ADVISORS LLC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28209 |
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data |
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| Holdings
Found :
19 |
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Menu
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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 |
|
SCHX |
Schwab Strategic Trust |
3 |
- |
$62.39 |
$7,228,000 |
116,464 |
6.96% |
530,000 |
-2,300 |
0.004 |
Closed - End Fund - Debt |
|
|
VIG |
Vanguard Dividend Appreciat... |
4 |
- |
$180.13 |
$5,776,000 |
31,629 |
5.56% |
377,000 |
-56 |
0.008 |
Closed - End Fund - Debt |
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BRK.B |
Berkshire Hathaway B |
7 |
- |
$414.79 |
$5,045,000 |
11,996 |
4.86% |
704,000 |
-174 |
0.001 |
Property & Casualty I... |
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VUG |
Vanguard Growth VIPERS |
8 |
- |
$353.38 |
$4,684,000 |
13,607 |
4.51% |
422,000 |
-101 |
0.005 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
11 |
- |
$1,150.00 |
$2,795,000 |
3,093 |
2.69% |
1,254,000 |
-19 |
0 |
Semiconductor - Speci... |
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SCHD |
Schwab US Dividend Equity ETF |
14 |
- |
$78.14 |
$2,150,000 |
26,661 |
2.07% |
108,000 |
-159 |
0.009 |
N/A |
|
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RY |
Royal Bank of Canada (USA) |
16 |
- |
$108.60 |
$1,648,000 |
16,336 |
1.59% |
-138,000 |
-1,328 |
0.001 |
Foreign Money Center ... |
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VTI |
Vanguard Total Stock Market... |
17 |
- |
$260.52 |
$1,512,000 |
5,816 |
1.46% |
128,000 |
-20 |
0.001 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
18 |
- |
$413.52 |
$1,440,000 |
3,422 |
1.39% |
141,000 |
-33 |
0 |
Application Software |
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VB |
Vanguard Small Cap VIPERS |
19 |
- |
$220.75 |
$1,250,000 |
5,467 |
1.2% |
66,000 |
-84 |
0.003 |
Closed - End Fund - E... |
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FB |
Meta Platforms Inc |
22 |
- |
$477.49 |
$1,065,000 |
2,194 |
1.03% |
261,000 |
-78 |
0 |
Internet Service Prov... |
|
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ITB |
iShares Dow Jones U.S. Home... |
23 |
- |
$0.00 |
$1,005,000 |
8,681 |
0.97% |
-56,000 |
-1,747 |
0.022 |
Closed - End Fund - E... |
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IAK |
iShares Dow Jones U.S. Insu... |
27 |
- |
$113.45 |
$955,000 |
8,134 |
0.92% |
46,000 |
-941 |
0.077 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
34 |
- |
$61.23 |
$851,000 |
13,934 |
0.82% |
40,000 |
-629 |
0.007 |
Closed - End Fund - Debt |
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VO |
Vanguard Mid Cap VIPERS |
36 |
- |
$242.90 |
$720,000 |
2,881 |
0.69% |
31,000 |
-81 |
0.001 |
Closed - End Fund - E... |
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DIVO |
Amplify Yieldshares Cwp Div... |
43 |
- |
$0.00 |
$452,000 |
11,615 |
0.44% |
10,000 |
-471 |
0.013 |
N/A |
|
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DUK |
Duke Energy Corp |
48 |
- |
$103.41 |
$314,000 |
3,245 |
0.3% |
-18,000 |
-180 |
0 |
Electric Utilities |
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VZ |
Verizon Communications Inc |
54 |
- |
$40.98 |
$235,000 |
5,597 |
0.23% |
24,000 |
-7 |
0 |
Telecom Services - Do... |
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BBT |
Truist Financial Corp |
60 |
- |
$35.64 |
$206,000 |
5,273 |
0.2% |
-3,000 |
-377 |
0 |
Domestic Regional Banks |
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