Muirfield-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "RJF", null, null, "ADBE", "GOOGL", "AXP", "T", null, "DBEF", "DUK", null, "UNP", "QCOM", "META", "IJH", null, null, null, null, "MSFT", "FCNCA", "IJR", "VHT", "IWF", "VGSH", "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", "VZ", "RY", null, "SCHX", "TFC", "VO", "VIG", "TT", "FI", "VIGI", "AMZN", "SCHB", null, "VUG", null, "VB", "V", null, null, "SCHD", "SO", "CRM", null, "BAC", "BRK-A", "BRK-B", "RSP", "USMV", "TSLA", null, "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 68
- Total Value
- 117748896
- Accession Number
- 0001951757-25-000356
- Form Type
- 13F-HR
- Manager Name
- Muirfield-Wealth-Advisors
Data Enrichment
72% identified49 identified19 unidentified
Holdings
68 positions • $117.7M total value
Manager:
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464287515
Shares:6.9K
Value:$617.9K
% of Portfolio:0.5% ($617.9K/$117.7M)
47103U845
Shares:10.3K
Value:$522.4K
% of Portfolio:0.4% ($522.4K/$117.7M)
032108409
Shares:12.4K
Value:$505.6K
% of Portfolio:0.4% ($505.6K/$117.7M)
92206C409
Shares:5.4K
Value:$425.6K
% of Portfolio:0.4% ($425.6K/$117.7M)
464288778
Shares:7.2K
Value:$337.6K
% of Portfolio:0.3% ($337.6K/$117.7M)
464287788
Shares:2.6K
Value:$295.1K
% of Portfolio:0.3% ($295.1K/$117.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287515)✕ | 6.9K | All Managers (Combined) | $617.9K | 0.5% ($617.9K/$117.7M) | ||
| 2.2K | All Managers (Combined) | $595.0K | 0.5% ($595.0K/$117.7M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 2.1K | QoQ +2.07% (-43) | All Managers (Combined) | $548.6K | 0.5% ($548.6K/$117.7M) | |
(cusip47103U845)✕ | 10.3K | All Managers (Combined) | $522.4K | 0.4% ($522.4K/$117.7M) | ||
(cusip032108409)✕ | 12.4K | QoQ -1.81% (-229)YoY +6.76% (+786) | All Managers (Combined) | $505.6K | 0.4% ($505.6K/$117.7M) | |
| 1.4K | QoQ -4.35% (-63) | All Managers (Combined) | $484.7K | 0.4% ($484.7K/$117.7M) | ||
(cusip92206C409)✕ | 5.4K | YoY NEW(+5.4K) | All Managers (Combined) | $425.6K | 0.4% ($425.6K/$117.7M) | YoY NEW(+$425.6K) |
| 5.1K | QoQ +5.36% (+260)YoY +5.97% (+288) | All Managers (Combined) | $423.7K | 0.4% ($423.7K/$117.7M) | ||
| 743 | QoQ +0.26% (-2) | All Managers (Combined) | $415.9K | 0.4% ($415.9K/$117.7M) | ||
Duke Energy CORP(DUKcusip26441C204) | 3.3K | QoQ +0.84% (+28)YoY +2.40% (+78) | All Managers (Combined) | $405.3K | 0.3% ($405.3K/$117.7M) | |
Salesforce, Inc.(CRMcusip79466L302) | 1.5K | QoQ +1.37% (-20) | All Managers (Combined) | $396.4K | 0.3% ($396.4K/$117.7M) | |
| 1.5K | QoQ +0.93% (+14) | All Managers (Combined) | $369.6K | 0.3% ($369.6K/$117.7M) | ||
| 1.1K | QoQ +0.27% (-3) | All Managers (Combined) | $364.4K | 0.3% ($364.4K/$117.7M) | ||
| 12.5K | QoQ +1.16% (+144)YoY +4.86% (+580) | All Managers (Combined) | $353.3K | 0.3% ($353.3K/$117.7M) | ||
ADOBE INC.(ADBEcusip00724F101) | 881 | QoQ -2.97% (-27) | All Managers (Combined) | $337.9K | 0.3% ($337.9K/$117.7M) | |
(cusip464288778)✕ | 7.2K | QoQ -0.30% (-22)YoY NEW(+7.2K) | All Managers (Combined) | $337.6K | 0.3% ($337.6K/$117.7M) | YoY NEW(+$337.6K) |
| 3.7K | QoQ +0.78% (-29)YoY +2.71% (-98) | All Managers (Combined) | $333.0K | 0.3% ($333.0K/$117.7M) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 2.1K | QoQ +0.47% (+10)YoY +0.85% (-18) | All Managers (Combined) | $326.0K | 0.3% ($326.0K/$117.7M) | |
| 597 | YoY NEW(+597) | All Managers (Combined) | $312.9K | 0.3% ($312.9K/$117.7M) | YoY NEW(+$312.9K) | |
(cusip464287788)✕ | 2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $295.1K | 0.3% ($295.1K/$117.7M) | YoY NEW(+$295.1K) |