Portfolio (Quarterly)
Guide ↗
MUIRFIELD WEALTH ADVISORS LLC
· CIK 0002014898| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,407.0 | $213K | 0.14% | — | — | $151.46 | -10.8% |
| 82 | MMM | 3M CO | Industrials | 1,312.0 | $212K | 0.14% | +7.0 | +0.5% | $161.91 | +7.7% |
| 83 | NVS | NOVARTIS AG | Healthcare | 1,353.0 | $212K | 0.14% | NEW | — | $156.77 | -1.9% |
| 84 | NOBL | PROSHARES TR | — | 3,768.0 | $212K | 0.14% | NEW | — | $56.16 | +3.9% |
| 85 | — | J P MORGAN EXCHANGE TRADED F | — | 4,164.0 | $211K | 0.14% | -44.0 | -1.1% | $50.57 | — |
| 86 | IWD | ISHARES TR | — | 836.0 | $203K | 0.13% | NEW | — | $242.57 | +6.5% |
| 87 | GEV | GE VERNOVA INC | Utilities | 170.0 | $200K | 0.13% | NEW | — | $1176.91 | -22.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.9%
Technology
33.1%
Communication Services
12.4%
Consumer Cyclical
6.8%
Industrials
4.5%
Healthcare
3.3%
Consumer Defensive
1.9%
Energy
1.6%
Utilities
1.5%