MUIRFIELD WEALTH ADVISORS LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 11, 2024
Value $: $118M
Signature - Title: Philip 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 61 stock holdings with total value $118M as of Q3 2024. Top holdings included RSP, VGSH, SCHX, BRKB, and VIG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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