Mfa Wealth Services Portfolio Holdings by Sector
Mfa Wealth Services
- $125 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SCHD QGRO IEI SHY VNQ SPSM DGRO 39 stocks |
$79.6 Million
65.46% of portfolio
|
39
|
- |
39
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY MRK JNJ ABBV BMY 6 stocks |
$4.85 Million
3.99% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM QCOM TXN 5 stocks |
$3.54 Million
2.91% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.19 Million
2.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW 3 stocks |
$3.18 Million
2.62% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NMZ BX BK 3 stocks |
$2.22 Million
1.83% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.9 Million
1.56% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC TD 4 stocks |
$1.9 Million
1.56% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.68 Million
1.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.48 Million
1.22% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$1.44 Million
1.18% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.27 Million
1.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.2 Million
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1.14 Million
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH ACN 3 stocks |
$1.09 Million
0.89% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
$863,703
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
NOC LMT GD 3 stocks |
$861,922
0.71% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$860,495
0.71% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$787,756
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV 2 stocks |
$765,629
0.63% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$764,006
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$643,969
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$638,851
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$617,144
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$598,881
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM 2 stocks |
$585,104
0.48% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$511,535
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$438,482
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP ETR 2 stocks |
$417,033
0.34% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$415,354
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$360,487
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$357,420
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$351,586
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$292,157
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$271,814
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$265,279
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$219,722
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|