Latest MUIRFIELD WEALTH ADVISORS LLC Stock Portfolio
MUIRFIELD WEALTH ADVISORS LLC Performance:
2025 Q3: 3.08%YTD: 11.84%2024: 2.29%
Performance for 2025 Q3 is 3.08%, and YTD is 11.84%, and 2024 is 2.29%.
About MUIRFIELD WEALTH ADVISORS LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MUIRFIELD WEALTH ADVISORS LLC reported an equity portfolio of $134.9 Millions as of 30 Sep, 2025.
The top stock holdings of MUIRFIELD WEALTH ADVISORS LLC are CSD, VB, . The fund has invested 11% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 5.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off MERCK & CO INC (MRK), SOUTHERN CO (SO) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), UNION PAC CORP (UNP) and SALESFORCE INC (CRM). MUIRFIELD WEALTH ADVISORS LLC opened new stock positions in THE CIGNA GROUP (CI), VANGUARD TAX-MANAGED FDS (VEA) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to JANUS DETROIT STR TR (JAAA), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of MUIRFIELD WEALTH ADVISORS LLC are CSD, VB, . The fund has invested 11% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 5.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off MERCK & CO INC (MRK), SOUTHERN CO (SO) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), UNION PAC CORP (UNP) and SALESFORCE INC (CRM). MUIRFIELD WEALTH ADVISORS LLC opened new stock positions in THE CIGNA GROUP (CI), VANGUARD TAX-MANAGED FDS (VEA) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to JANUS DETROIT STR TR (JAAA), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW).
MUIRFIELD WEALTH ADVISORS LLC Annual Return Estimates Vs S&P 500
Our best estimate is that MUIRFIELD WEALTH ADVISORS LLC made a return of 3.08% in the last quarter. In trailing 12 months, it's portfolio return was 13.23%.
New Buys
| Ticker | $ Bought |
|---|---|
| the cigna group | 301,798 |
| vanguard tax-managed fds | 259,143 |
| alphabet inc | 253,916 |
| ishares tr | 250,904 |
| tjx cos inc new | 231,559 |
| 3m co | 201,705 |
New stocks bought by MUIRFIELD WEALTH ADVISORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| janus detroit str tr | 34.88 |
| ishares tr | 16.51 |
| vanguard scottsdale fds | 10.3 |
| booking holdings inc | 10.00 |
| ishares gold tr | 7.23 |
| trane technologies plc | 6.27 |
| ishares tr | 5.41 |
| pimco etf tr | 3.76 |
Additions to existing portfolio by MUIRFIELD WEALTH ADVISORS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -20.81 |
| union pac corp | -15.53 |
| salesforce inc | -10.32 |
| apple inc | -9.93 |
| tesla inc | -3.4 |
| duke energy corp new | -2.73 |
| j p morgan exchange traded f | -1.2 |
| schwab strategic tr | -0.89 |
MUIRFIELD WEALTH ADVISORS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| merck & co inc | -296,549 |
| southern co | -202,388 |
| philip morris intl inc | -200,991 |
MUIRFIELD WEALTH ADVISORS LLC got rid off the above stocks
Sector Distribution
MUIRFIELD WEALTH ADVISORS LLC has about 76.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 76.2 |
| Technology | 9.7 |
| Financial Services | 3.9 |
| Communication Services | 3.5 |
| Utilities | 3.1 |
| Consumer Cyclical | 1.9 |
Market Cap. Distribution
MUIRFIELD WEALTH ADVISORS LLC has about 19.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 76.2 |
| MEGA-CAP | 14.9 |
| LARGE-CAP | 4.9 |
| SMALL-CAP | 2.8 |
Stocks belong to which Index?
About 23.7% of the stocks held by MUIRFIELD WEALTH ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 76.3 |
| S&P 500 | 19.6 |
| RUSSELL 2000 | 4.1 |
MUIRFIELD WEALTH ADVISORS LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MUIRFIELD WEALTH ADVISORS LLC
MUIRFIELD WEALTH ADVISORS LLC has 73 stocks in it's portfolio. About 53.3% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for MUIRFIELD WEALTH ADVISORS LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.40 | 12,738 | 3,243,480 | reduced | -9.93 | ||
| AAXJ | ishares tr | 0.56 | 3,623 | 758,216 | added | 0.36 | ||
| AAXJ | ishares tr | 0.53 | 4,028 | 712,420 | added | 0.05 | ||
| AAXJ | ishares tr | 0.44 | 4,393 | 588,852 | added | 0.39 | ||
| ADBE | adobe inc | 0.21 | 806 | 284,317 | reduced | -0.49 | ||
| AFTY | pacer fds tr | 0.58 | 21,706 | 787,911 | added | 0.22 | ||
| AGNG | global x fds | 0.60 | 17,389 | 808,762 | added | 1.38 | ||
| AIRR | first tr exchange traded fd | 2.37 | 51,550 | 3,191,960 | reduced | -0.09 | ||
| AMLX | amplify etf tr | 0.41 | 12,266 | 546,691 | added | 1.00 | ||
| AMPS | ishares tr | 2.84 | 40,213 | 3,825,870 | added | 2.03 | ||
| AMZN | amazon com inc | 0.91 | 5,601 | 1,229,810 | added | 3.38 | ||
| AXP | american express co | 1.18 | 4,779 | 1,587,400 | added | 0.27 | ||
| BAC | bank america corp | 0.70 | 18,210 | 939,472 | reduced | -0.18 | ||
| BBAX | j p morgan exchange traded f | 0.16 | 4,274 | 216,833 | reduced | -1.2 | ||
| BECO | blackrock etf trust | 0.65 | 31,190 | 872,874 | added | 0.51 | ||
| BKNG | booking holdings inc | 0.17 | 44.00 | 234,942 | added | 10.00 | ||
| BNDW | vanguard scottsdale fds | 5.22 | 119,646 | 7,041,150 | added | 0.01 | ||
| BNDW | vanguard scottsdale fds | 0.35 | 5,837 | 466,563 | added | 10.3 | ||
| BOND | pimco etf tr | 2.48 | 33,194 | 3,342,300 | added | 3.76 | ||
| BSAE | invesco exch trd slf idx fd | 1.15 | 25,713 | 1,549,460 | reduced | -0.17 | ||