• 13F History

MUIRFIELD WEALTH ADVISORS LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$118M
Signature - Title
Joshua Bailey - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by MUIRFIELD WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MUIRFIELD WEALTH ADVISORS LLC reported 68 stock holdings with total value $118M as of Q1 2025. Top holdings included RSP, VGSH, BRKB, SCHX, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 68 $118M +$3.84M -$4.01M -$170K RSP, VGSH, BRKB, SCHX, VIG 13F-HR 4/14/2025, 05:19 PM
Q4 2024 66 $121M +$13M -$3.11M +$9.93M RSP, VGSH, SCHX, VIG, BRKB 13F-HR 1/24/2025, 04:02 PM
Q3 2024 61 $118M +$6.43M -$2.17M +$4.27M RSP, VGSH, SCHX, BRKB, VIG 13F-HR 10/11/2024, 04:24 PM
Q2 2024 59 $107M +$6.53M -$1.91M +$4.62M RSP, VGSH, SCHX, VIG, IJR 13F-HR 7/12/2024, 02:57 PM
Q1 2024 60 $104M +$8.97M -$2.09M +$6.88M RSP, VGSH, SCHX, VIG, IJR 13F-HR 4/22/2024, 10:25 AM
Q4 2023 58 $94.4M $0 $0 RSP, VGSH, SCHX, VIG, IJR 13F-HR 3/14/2024, 07:45 AM