Portfolio (Quarterly)
Guide ↗
MUIRFIELD WEALTH ADVISORS LLC
· CIK 0002014898| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 4 | $3.0M | 2.24% | SOLD |
| 2 | IAK | ISHARES TR | — | 4,393 | $589K | 0.44% | SOLD |
| 3 | CI | THE CIGNA GROUP | Healthcare | 1,047 | $302K | 0.22% | SOLD |
| 4 | TFC | TRUIST FINL CORP | Financial Services | 5,665 | $259K | 0.19% | SOLD |
| 5 | IWD | ISHARES TR | — | 1,232 | $251K | 0.19% | SOLD |
Sector Allocation
Financial Services
37.0%
Technology
34.0%
Communication Services
14.0%
Consumer Cyclical
6.8%
Industrials
4.0%
Consumer Defensive
1.8%
Utilities
1.1%
Energy
0.7%
Healthcare
0.7%