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

SEC FilingSEC DataHachi Filing

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
CIK: muirfield-wealth-advisors
Manager Name: Muirfield-Wealth-Advisors

Data Enrichment

72% identified

49 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $117.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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PROCTER & GAMBLE Co

PG|742718109

Shares:1.7K

Value:$289.7K

% of Portfolio:0.2% ($289.7K/$117.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$262.9K

% of Portfolio:0.2% ($262.9K/$117.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.8K

Value:$261.9K

% of Portfolio:0.2% ($261.9K/$117.7M)

233051200

DBEF|233051200

Shares:5.5K

Value:$238.7K

% of Portfolio:0.2% ($238.7K/$117.7M)

FISERV INC

FI|337738108

Shares:1.1K

Value:$236.5K

% of Portfolio:0.2% ($236.5K/$117.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:5.5K

Value:$227.6K

% of Portfolio:0.2% ($227.6K/$117.7M)

SOUTHERN CO

SO|842587107

Shares:2.3K

Value:$213.3K

% of Portfolio:0.2% ($213.3K/$117.7M)

46641Q837

Shares:4.0K

Value:$204.6K

% of Portfolio:0.2% ($204.6K/$117.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$289.7K	0.2% ($289.7K/$117.7M)	QoQ +1.65% (+$4.7K) YoY NEW(+$289.7K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ +1.55% (+17) YoY NEW(+1.1K)	All Managers (Combined)	$262.9K	0.2% ($262.9K/$117.7M)	QoQ +5.18% (+$13.0K) YoY NEW(+$262.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.8K	QoQ +0.80% (+46) YoY +3.18% (+178)	All Managers (Combined)	$261.9K	0.2% ($261.9K/$117.7M)	QoQ +14.32% (+$32.8K) YoY +11.53% (+$27.1K)
(DBEFcusip233051200)	5.5K	QoQ +6.12% (+318) YoY NEW(+5.5K)	All Managers (Combined)	$238.7K	0.2% ($238.7K/$117.7M)	QoQ +10.99% (+$23.6K) YoY NEW(+$238.7K)
FISERV INC(FIcusip337738108)	1.1K	QoQ +4.48% (+46) YoY NEW(+1.1K)	All Managers (Combined)	$236.5K	0.2% ($236.5K/$117.7M)	QoQ +12.32% (+$26.0K) YoY NEW(+$236.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	5.5K	QoQ +1.13% (-62) YoY +4.87% (+257)	All Managers (Combined)	$227.6K	0.2% ($227.6K/$117.7M)	QoQ -4.06% (-$9.7K) YoY +10.70% (+$22.0K)
SOUTHERN CO(SOcusip842587107)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$213.3K	0.2% ($213.3K/$117.7M)	QoQ NEW(+$213.3K) YoY NEW(+$213.3K)
(cusip46641Q837)✕	4.0K	QoQ +1.63% (+65) YoY NEW(+4.0K)	All Managers (Combined)	$204.6K	0.2% ($204.6K/$117.7M)	QoQ +2.17% (+$4.4K) YoY NEW(+$204.6K)