Mfa Wealth Services Reduced Holdings in Q4 2025

Mfa Wealth Services

  • $148 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-379
- 8.32%
$217.57 - $313.0 $82.5K - $119K
4.18K $815M
UNP
Union Pacific Corp

Industrials
-1.63K
- 33.29%
$216.37 - $237.41 $354K - $388K
3.27K $757M
MDT
Medtronic PLC

Healthcare
-2.28K
- 50.34%
$90.06 - $98.43 $205K - $224K
2.25K $216M
PG
Procter & Gamble CO

Consumer Defensive
-579
- 12.61%
$145.5 - $153.18 $84.2K - $88.7K
4.01K $575M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.16K
- 20.73%
$100.33 - $100.69 $116K - $117K
4.43K $445M
AVGO
Broadcom Inc.

Technology
-496
- 10.71%
$324.63 - $385.98 $161K - $191K
4.14K $1.43B
JPM
Jpmorgan Chase & CO

Financial Services
-366
- 8.96%
$294.11 - $320.41 $108K - $117K
3.72K $1.2B
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-4.09K
- 3.62%
$10.53 - $10.74 $43K - $43.9K
109K $1.11B
IBM
International Business Machines Corp

Technology
-407
- 16.04%
$275.97 - $314.98 $112K - $128K
2.13K $631M
SNA
Snap On Inc

Industrials
-230
- 18.61%
$327.33 - $349.13 $75.3K - $80.3K
1.01K $347M
INTU
Intuit Inc

Technology
-80
- 14.87%
$641.79 - $683.39 $51.3K - $54.7K
458 $303M
CME
Cme Group Inc.

Financial Services
-110
- 10.83%
$261.53 - $285.04 $28.8K - $31.4K
906 $247M
XOM
Exxon Mobil Corp

Energy
-586
- 10.25%
$110.64 - $119.78 $64.8K - $70.2K
5.13K $618M
TFLO
Ishares Treasury Floating Rate

ETFs
-432
- 1.7%
$50.42 - $50.61 $21.8K - $21.9K
25K $1.26B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-244
- 4.22%
$191.01 - $199.18 $46.6K - $48.6K
5.54K $1.1B
PANW
Palo Alto Networks Inc

Technology
-8
- 0.73%
$204.77 - $221.38 $1.64K - $1.77K
1.09K $201M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.1K
- 2.66%
$66.93 - $69.17 $73.5K - $75.9K
40.1K $2.79B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-874
- 6.93%
$55.63 - $58.98 $48.6K - $51.5K
11.7K $707M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-122
- 0.97%
$99.87 - $101.27 $12.2K - $12.4K
12.4K $1.24B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.58K
- 0.69%
$26.44 - $27.53 $41.7K - $43.5K
228K $6.25B
TSLA
Tesla, Inc.

Consumer Cyclical
-36
- 6.46%
$401.99 - $468.37 $14.5K - $16.9K
521 $234M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-642
- 1.77%
$44.53 - $47.25 $28.6K - $30.3K
35.5K $1.67B
SHV
Ishares Tr

ETFs
-80
- 2.13%
$110.15 - $110.49 $8.81K - $8.84K
3.67K $405M
CVX
Chevron Corp

Energy
-23
- 1.23%
$148.9 - $157.72 $3.42K - $3.63K
1.84K $281M
GD
General Dynamics Corp

Industrials
-16
- 1.96%
$330.59 - $353.77 $5.29K - $5.66K
801 $270M
NVDA
Nvidia Corp

Technology
-26
- 0.38%
$179.83 - $207.04 $4.68K - $5.38K
6.76K $1.26B
IDV
Ishares Tr

ETFs
-680
- 9.04%
$35.91 - $38.56 $24.4K - $26.2K
6.84K $270M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.4%
$475.68 - $513.11 $3.81K - $4.1K
1.97K $990M
TD
Toronto Dominion Bank

Financial Services
-741
- 15.93%
$78.32 - $82.74 $58K - $61.3K
3.91K $368M
CEG
Constellation Energy Corp

Utilities
-58
- 6.39%
$335.74 - $401.43 $19.5K - $23.3K
849 $300M
EEM
Ishares Msci Emerging Markets

ETFs
-147
- 1.7%
$51.94 - $56.01 $7.64K - $8.23K
8.49K $464M
BK
Bank Of New York Mellon Corp

Financial Services
-324
- 5.55%
$104.54 - $112.64 $33.9K - $36.5K
5.51K $640M
JCI
Johnson Controls International PLC

Industrials
-190
- 6.9%
$105.55 - $122.66 $20.1K - $23.3K
2.56K $307M
VIG
Vanguard Dividend Appreciation

ETFs
-71
- 1.12%
N/A
6.26K $1.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.14%
$600.51 - $631.95 $601 - $632
709 $445M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-53
- 1.69%
$589.5 - $635.77 $31.2K - $33.7K
3.08K $1.89B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-101
- 0.92%
$132.67 - $138.39 $13.4K - $14K
10.9K $1.51B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-253
- 6.02%
$280.66 - $305.09 $71K - $77.2K
3.95K $1.2B
CAT
Caterpillar Inc

Industrials
-207
- 13.37%
$480.82 - $585.49 $99.5K - $121K
1.34K $768M
VTI
Vanguard Total Stock Market Et

ETFs
-30
- 0.53%
$321.8 - $337.95 $9.65K - $10.1K
5.61K $1.88B
CAH
Cardinal Health Inc

Healthcare
-427
- 17.14%
$153.27 - $206.06 $65.4K - $88K
2.06K $424M
GS
Goldman Sachs Group Inc

Financial Services
-24
- 3.19%
$744.6 - $838.97 $17.9K - $20.1K
729 $641M
AAPL
Apple Inc.

Technology
-530
- 4.66%
$245.27 - $275.25 $130K - $146K
10.8K $2.95B
IVW
Ishares S&P 500 Growth ETF

ETFs
-37
- 0.15%
$118.29 - $126.28 $4.38K - $4.67K
24.8K $3.06B
JNJ
Johnson & Johnson

Healthcare
-60
- 1.73%
$185.98 - $199.58 $11.2K - $12K
3.41K $706M
GOOGL
Alphabet Inc.

Communication Services
-101
- 3.27%
$236.57 - $291.31 $23.9K - $29.4K
2.98K $934M
AMGN
Amgen Inc

Healthcare
-104
- 1.55%
$290.13 - $341.71 $30.2K - $35.5K
6.61K $2.16B
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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