Mfa Wealth Services Portfolio Holdings

Mfa Wealth Services

  • $122 Billion
  • Q1 2025

Mfa Wealth Services has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.9B, Schwab Strategic Tr Us Dividen with a value of $7.7B, American Centy ETF Tr Stoxx Us with a value of $7.53B, Ishares Barclays 3 7 Yr Treas with a value of $6.23B, and Ishares Barclays 1 3 Year Trea with a value of $5.28B.

Examining the 13F form we can see an decrease of $3.04B in the current position value, from $125B to 122B.

Mfa Wealth Services is based out at Thousand Oaks, CA

Below you can find more details about Mfa Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $81.3 Billion
Technology: $10.2 Billion
Financial Services: $8.05 Billion
Healthcare: $6.36 Billion
Industrials: $3.92 Billion
Consumer Defensive: $2.91 Billion
Consumer Cyclical: $2.44 Billion
Communication Services: $1.32 Billion
Other: $1.95 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$2.62 Billion 2.15% of portfolio
11,790
Q1 2025 Reduced 7.46%
$145B
$2.08 Billion 1.71% of portfolio
6,691
Q1 2025 Reduced 1.53%
$3.36T
$1.84 Billion 1.51% of portfolio
4,900
Q1 2025 Reduced 4.89%
-
$1.82 Billion 1.5% of portfolio
-
Q1 2025 Reduced 3.08%
$137B
$1.17 Billion 0.96% of portfolio
4,947
Q1 2025 Reduced 1.41%
$655B
$1.15 Billion 0.94% of portfolio
2,155
Q1 2025 Reduced 18.83%
$2.05T
$1.1 Billion 0.9% of portfolio
5,783
Q1 2025 Reduced 0.26%
$678B
$1.09 Billion 0.89% of portfolio
1,316
Q1 2025 Reduced 4.91%
$0
$1.05 Billion 0.87% of portfolio
96,458
Q1 2025 Added 5.34%
$765B
$962 Million 0.79% of portfolio
3,920
Q1 2025 Reduced 4.92%
$261B
$910 Million 0.75% of portfolio
10,370
Q1 2025 Reduced 10.9%
$446B
$874 Million 0.72% of portfolio
925
Q1 2025 Added 0.11%
$92.6B
$785 Million 0.65% of portfolio
4,686
Q1 2025 Reduced 2.74%
$213B
$767 Million 0.63% of portfolio
2,852
Q1 2025 Reduced 2.5%
$393B
$762 Million 0.63% of portfolio
4,474
Q1 2025 Reduced 13.16%
$259B
$745 Million 0.61% of portfolio
12,080
Q1 2025 Reduced 6.4%
$371B
$699 Million 0.57% of portfolio
1,906
Q1 2025 Reduced 5.88%
$996B
$671 Million 0.55% of portfolio
4,045
Q1 2025 Reduced 1.65%
$429B
$644 Million 0.53% of portfolio
5,414
Q1 2025 Added 2.27%
$231B
$641 Million 0.53% of portfolio
2,053
Q1 2025 Reduced 7.56%
$421B
$632 Million 0.52% of portfolio
4,520
Q1 2025 Reduced 4.46%
$232B
$613 Million 0.5% of portfolio
2,465
Q1 2025 Added 2.37%
$578B
$589 Million 0.48% of portfolio
1,680
Q1 2025 Reduced 6.93%
$400B
$556 Million 0.46% of portfolio
3,352
Q1 2025 Reduced 20.08%
$324B
$517 Million 0.43% of portfolio
2,469
Q1 2025 Added 4.44%
$1.01T
$508 Million 0.42% of portfolio
3,285
Q1 2025 Added 0.09%
$197B
$516 Million 0.42% of portfolio
5,745
Q1 2025 Reduced 8.49%
$96.5B
$507 Million 0.42% of portfolio
3,628
Q1 2025 Reduced 23.15%
$181B
$502 Million 0.41% of portfolio
1,522
Q1 2025 Reduced 13.57%
$1.41T
$496 Million 0.41% of portfolio
861
Q1 2025 Added 5.0%
$276B
$488 Million 0.4% of portfolio
931
Q1 2025 Reduced 7.91%
$142B
$479 Million 0.39% of portfolio
6,742
Q1 2025 Added 3.33%
$72B
$472 Million 0.39% of portfolio
5,622
Q1 2025 Added 3.25%
$119B
$460 Million 0.38% of portfolio
1,522
Q1 2025 Reduced 8.81%
$128B
$455 Million 0.37% of portfolio
1,676
Q1 2025 Reduced 9.89%
$163B
$434 Million 0.36% of portfolio
2,828
Q1 2025 Reduced 4.88%
$72.6B
$414 Million 0.34% of portfolio
809
Q1 2025 Reduced 0.86%
$34.3B
$405 Million 0.33% of portfolio
6,977
Q1 2025 Added 5.99%
$17B
$402 Million 0.33% of portfolio
1,194
Q1 2025 Reduced 7.59%
$107B
$390 Million 0.32% of portfolio
4,344
Q1 2025 Reduced 3.74%
$99.6B
$386 Million 0.32% of portfolio
6,322
Q1 2025 Reduced 0.6%
$204B
$395 Million 0.32% of portfolio
722
Q1 2025 Reduced 0.41%
$310B
$363 Million 0.3% of portfolio
5,070
Q1 2025 Reduced 11.69%
$267B
$340 Million 0.28% of portfolio
2,034
Q1 2025 Added 1.24%
$41B
$325 Million 0.27% of portfolio
4,250
Q1 2025 Added 2.09%
$203B
$323 Million 0.27% of portfolio
526
Q1 2025 Reduced 10.09%
$17.2B
$324 Million 0.27% of portfolio
2,593
Q1 2025 Added 8.81%
$40B
$334 Million 0.27% of portfolio
2,425
Q1 2025 Reduced 1.82%
$1.03T
$314 Million 0.26% of portfolio
2,010
Q1 2025 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $122 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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