Mfa Wealth Services Purchases in Q3 2025

Mfa Wealth Services

  • $145 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.36K
+ 2.14%
$9.87 - $10.65 $23.3K - $25.1K
113K $1.19B
GD
General Dynamics Corp

Industrials
29
+ 3.68%
$293.92 - $341.0 $8.52K - $9.89K
817 $279M
MDT
Medtronic PLC

Healthcare
132
+ 3.0%
$87.67 - $95.74 $11.6K - $12.6K
4.53K $431M
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 3.2%
$291.67 - $316.99 $19.3K - $20.9K
2.13K $648M
AMGN
Amgen Inc

Healthcare
74
+ 1.12%
$271.18 - $309.22 $20.1K - $22.9K
6.71K $1.89B
MRK
Merck & Co., Inc.

Healthcare
168
+ 3.04%
$77.6 - $87.37 $13K - $14.7K
5.7K $478M
UNP
Union Pacific Corp

Industrials
33
+ 0.68%
$214.91 - $237.16 $7.09K - $7.83K
4.91K $1.16B
ETR
Entergy Corp

Utilities
107
+ 3.84%
$80.93 - $93.55 $8.66K - $10K
2.89K $269M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.46%
$459.11 - $506.91 $4.13K - $4.56K
1.98K $994M
Vanguard Mun Bd Fds
385
+ 5.22%
N/A
7.76K $595M
Fidelity Covington Trust
298
+ 2.67%
N/A
11.5K $408M
LMT
Lockheed Martin Corp

Industrials
18
+ 3.11%
$410.74 - $499.21 $7.39K - $8.99K
597 $298M
QCOM
Qualcomm Inc

Technology
52
+ 1.82%
$145.84 - $173.55 $7.58K - $9.02K
2.9K $483M
JCI
Johnson Controls International PLC

Industrials
160
+ 6.17%
$103.24 - $111.73 $16.5K - $17.9K
2.75K $303M
VEU
Vanguard Ftse All World Ex Us

ETFs
146
+ 3.34%
$66.38 - $71.68 $9.69K - $10.5K
4.52K $322M
CVX
Chevron Corp

Energy
38
+ 2.08%
$145.57 - $161.83 $5.53K - $6.15K
1.87K $290M
BAC
Bank Of America Corp

Financial Services
30
+ 0.54%
$44.92 - $52.42 $1.35K - $1.57K
5.6K $289M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
88
+ 0.47%
$41.17 - $43.65 $3.62K - $3.84K
18.9K $814M
BOND
Pimco Active Bond Exchange Tra

ETFs
100
+ 0.84%
$90.83 - $93.81 $9.08K - $9.38K
12K $1.12B
SPYG
Spdr Portfolio

ETFs
3
+ 0.14%
$94.33 - $105.31 $283 - $316
2.19K $228M
CEG
Constellation Energy Corp

Utilities
43
+ 4.98%
$298.82 - $354.89 $12.8K - $15.3K
907 $299M
FSCO
Fs Cr Opportunities Corp Com
3.7K
+ 17.19%
N/A
25.2K $174M
IDV
Ishares Tr

ETFs
31
+ 0.41%
$34.54 - $37.28 $1.07K - $1.16K
7.52K $275M
LLY
Eli Lilly & CO

Healthcare
49
+ 3.6%
$625.65 - $812.69 $30.7K - $39.8K
1.41K $1.08B
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.18%
$250.62 - $279.43 $501 - $559
1.11K $309M
AMZN
Amazon Com Inc

Consumer Cyclical
37
+ 0.66%
$211.65 - $238.24 $7.83K - $8.81K
5.68K $1.25B
BMY
Bristol Myers Squibb CO

Healthcare
368
+ 5.8%
$43.31 - $48.98 $15.9K - $18K
6.71K $303M
Vanguard Mun Bd Fds
31
+ 0.93%
N/A
3.38K $254M
CSCO
Cisco Systems, Inc.

Technology
282
+ 2.31%
$66.2 - $71.79 $18.7K - $20.2K
12.5K $855M
WM
Waste Management Inc

Industrials
82
+ 6.2%
$213.88 - $237.1 $17.5K - $19.4K
1.41K $310M
CB
Chubb LTD

Financial Services
55
+ 3.63%
$265.99 - $289.59 $14.6K - $15.9K
1.57K $444M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.15%
$72.01 - $74.44 $360 - $372
3.37K $248M
CME
Cme Group Inc.

Financial Services
22
+ 2.21%
$258.83 - $287.1 $5.69K - $6.32K
1.02K $275M
PG
Procter & Gamble CO

Consumer Defensive
72
+ 1.59%
$150.47 - $161.22 $10.8K - $11.6K
4.59K $705M
KO
Coca Cola CO

Consumer Defensive
99
+ 1.92%
$65.67 - $71.67 $6.5K - $7.1K
5.27K $349M
CAH
Cardinal Health Inc

Healthcare
55
+ 2.26%
$146.04 - $167.63 $8.03K - $9.22K
2.49K $391M
IBM
International Business Machines Corp

Technology
42
+ 1.68%
$234.77 - $292.47 $9.86K - $12.3K
2.54K $716M
V
Visa Inc.

Financial Services
6
+ 0.37%
$332.09 - $358.86 $1.99K - $2.15K
1.64K $559M
TXN
Texas Instruments Inc

Technology
47
+ 3.19%
N/A
1.52K $280M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.5%
$915.95 - $994.57 $12.8K - $13.9K
945 $875M
INTU
Intuit Inc

Technology
9
+ 1.7%
$646.03 - $807.39 $5.81K - $7.27K
538 $368M
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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