Mfa Wealth Services Incresed Positions in Q2 2025

Mfa Wealth Services

  • $133 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
346
+ 1.63%
$498.8 - $620.9 $173K - $215K
21.5K $13.4B
IQLT
Ishares Msci Intl Quality Fact

ETFs
28K
+ 52.43%
$35.9 - $43.76 $1.01M - $1.23M
81.5K $3.52B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
568
+ 0.71%
$83.67 - $109.12 $47.5K - $62K
81K $8.83B
MSFT
Microsoft Corp

Technology
119
+ 2.43%
$354.56 - $497.45 $42.2K - $59.2K
5.02K $2.5B
AVGO
Broadcom Inc.

Technology
76
+ 1.62%
$146.29 - $275.65 $11.1K - $20.9K
4.76K $1.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
218
+ 0.89%
$82.96 - $110.1 $18.1K - $24K
24.8K $2.73B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 5.85%
$101.93 - $128.63 $105K - $133K
18.7K $2.41B
ORCL
Oracle Corp

Technology
43
+ 0.95%
$122.82 - $218.63 $5.28K - $9.4K
4.56K $998M
NVDA
Nvidia Corp

Technology
189
+ 2.8%
$94.31 - $157.99 $17.8K - $29.9K
6.93K $1.09B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.33%
$416.06 - $551.64 $4.99K - $6.62K
3.61K $1.99B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
73
+ 1.8%
$141.37 - $228.57 $10.3K - $16.7K
4.12K $933M
JPM
Jpmorgan Chase & CO

Financial Services
123
+ 3.14%
$210.28 - $289.91 $25.9K - $35.7K
4.04K $1.17B
IEF
Ishares Barclays

ETFs
2K
+ 6.83%
$93.15 - $96.56 $187K - $193K
31.3K $3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
779
+ 16.47%
$152.42 - $182.82 $119K - $142K
5.51K $1.01B
META
Meta Platforms, Inc.

Communication Services
45
+ 5.23%
$484.66 - $738.09 $21.8K - $33.2K
906 $669M
ETN
Eaton Corp PLC

Industrials
28
+ 1.67%
$246.52 - $356.99 $6.9K - $10K
1.7K $608M
DGRO
Ishares Core Dividend Growth E

ETFs
858
+ 2.08%
$55.22 - $63.94 $47.4K - $54.9K
42.1K $2.69B
Vanguard Mun Bd Fds
1.85K
+ 33.4%
N/A
7.37K $558M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
733
+ 1.39%
$116.93 - $119.39 $85.7K - $87.5K
53.4K $6.36B
FSMO
Fidelity Covington Tr

ETFs
3.81K
+ 22.13%
N/A
21K $572M
IEFA
Ishares Tr

ETFs
310
+ 2.4%
$67.83 - $84.09 $21K - $26.1K
13.2K $1.1B
IBM
International Business Machines Corp

Technology
31
+ 1.26%
$221.03 - $294.78 $6.85K - $9.14K
2.5K $736M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.83%
$462.22 - $707.75 $2.77K - $4.25K
728 $515M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
678
+ 2.95%
$81.46 - $94.63 $55.2K - $64.2K
23.7K $2.24B
C
Citigroup Inc

Financial Services
244
+ 3.62%
$58.13 - $85.12 $14.2K - $20.8K
6.99K $595M
WMT
Walmart Inc.

Consumer Defensive
93
+ 0.9%
$81.79 - $99.98 $7.61K - $9.3K
10.5K $1.02B
CGMS
Capital Grp Core Plus Income E
3.09K
+ 4.63%
N/A
69.7K $1.93B
CSCO
Cisco Systems, Inc.

Technology
137
+ 1.13%
$53.19 - $69.38 $7.29K - $9.51K
12.2K $848M
EFA
Ishares Tr Msci Eafe ETF

ETFs
431
+ 5.57%
$72.96 - $90.39 $31.4K - $39K
8.18K $731M
INTU
Intuit Inc

Technology
3
+ 0.57%
$544.07 - $787.63 $1.63K - $2.36K
529 $416M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
13.9K
+ 14.43%
$9.75 - $10.96 $136K - $153K
110K $1.14B
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$273.94 - $388.21 $274 - $388
1.52K $591M
GOOGL
Alphabet Inc.

Communication Services
71
+ 2.16%
$144.7 - $178.6 $10.3K - $12.7K
3.36K $591M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.75K
+ 10.27%
$37.87 - $42.54 $66.3K - $74.5K
18.8K $790M
GOOG
Alphabet Inc.

Communication Services
204
+ 10.15%
$146.58 - $180.01 $29.9K - $36.7K
2.21K $393M
CAH
Cardinal Health Inc

Healthcare
11
+ 0.45%
$125.0 - $168.0 $1.38K - $1.85K
2.44K $409M
JCI
Johnson Controls International PLC

Industrials
25
+ 0.97%
$71.14 - $105.62 $1.78K - $2.64K
2.59K $274M
Blackrock Inc
4
+ 0.67%
N/A
602 $632M
TD
Toronto Dominion Bank

Financial Services
41
+ 0.98%
$55.71 - $73.45 $2.28K - $3.01K
4.22K $310M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.65%
$908.13 - $1056.85 $5.45K - $6.34K
931 $921M
BK
Bank Of New York Mellon Corp

Financial Services
36
+ 0.64%
$73.31 - $91.62 $2.64K - $3.3K
5.66K $516M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
407
+ 0.64%
$82.21 - $83.12 $33.5K - $33.8K
64.2K $5.32B
BX
Blackstone Inc.

Financial Services
38
+ 1.05%
$120.07 - $151.11 $4.56K - $5.74K
3.67K $548M
BAC
Bank Of America Corp

Financial Services
202
+ 3.76%
$34.39 - $47.46 $6.95K - $9.59K
5.57K $263M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
276
+ 1.78%
$77.94 - $79.5 $21.5K - $21.9K
15.8K $1.26B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
270
+ 2.17%
$96.84 - $99.46 $26.1K - $26.9K
12.7K $1.26B
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.05%
$54.19 - $67.22 $108 - $134
4.37K $294M
IDV
Ishares Tr

ETFs
66
+ 0.89%
$27.79 - $34.84 $1.83K - $2.3K
7.49K $259M
QCOM
Qualcomm Inc

Technology
22
+ 0.78%
$124.66 - $159.48 $2.74K - $3.51K
2.85K $454M
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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