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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Billion 9.78% of portfolio
21,170
Q1 2025 Added 6.09%
$0
$7.7 Billion 6.33% of portfolio
275,281
Q1 2025 Reduced 17.81%
$0
$7.53 Billion 6.19% of portfolio
80,386
Q1 2025 Added 5.85%
$0
$6.23 Billion 5.12% of portfolio
52,710
Q1 2025 Added 13.85%
$0
$5.28 Billion 4.34% of portfolio
63,798
Q1 2025 Added 5.18%
$0
$3.59 Billion 2.95% of portfolio
39,616
Q1 2025 Added 1.58%
$0
$2.8 Billion 2.3% of portfolio
29,344
Q1 2025 Added 13.94%
$3.36T
$2.62 Billion 2.15% of portfolio
11,790
Q1 2025 Reduced 7.46%
$0
$2.55 Billion 2.09% of portfolio
41,203
Q1 2025 Reduced 3.41%
$0
$2.29 Billion 1.88% of portfolio
45,235
Q1 2025 Added 117.37%
$0
$2.28 Billion 1.87% of portfolio
24,533
Q1 2025 Reduced 0.64%
$0
$2.12 Billion 1.75% of portfolio
53,471
Q1 2025 Reduced 1.33%
$0
$2.12 Billion 1.74% of portfolio
22,985
Q1 2025 Added 12.52%
$150B
$2.08 Billion 1.71% of portfolio
6,691
Q1 2025 Reduced 1.53%
$0
$2.01 Billion 1.65% of portfolio
17,681
Q1 2025 Added 70.91%
$0
$1.89 Billion 1.56% of portfolio
34,557
Q1 2025 Added 81.95%
-
$1.82 Billion 1.5% of portfolio
-
Q1 2025 Reduced 3.08%
$0
$1.81 Billion 1.49% of portfolio
44,329
Q1 2025 Reduced 32.14%
$0
$1.69 Billion 1.39% of portfolio
3,600
Q4 2024 New
$0
$1.6 Billion 1.32% of portfolio
27,455
Q1 2025 Added 17.03%
$0
$1.59 Billion 1.31% of portfolio
5,802
Q1 2025 Added 0.31%
$0
$1.35 Billion 1.11% of portfolio
19,328
Q1 2025 Reduced 9.74%
$0
$1.23 Billion 1.01% of portfolio
12,448
Q1 2025 Reduced 17.99%
$0
$1.23 Billion 1.01% of portfolio
15,529
Q1 2025 Reduced 3.87%
$0
$1.21 Billion 0.99% of portfolio
6,220
Q1 2025 Added 1.07%
$0
$1.18 Billion 0.97% of portfolio
12,715
Q1 2025 Added 3.22%
$131B
$1.17 Billion 0.96% of portfolio
4,947
Q1 2025 Reduced 1.41%
$691B
$1.15 Billion 0.94% of portfolio
2,155
Q1 2025 Reduced 18.83%
$1.93T
$1.1 Billion 0.9% of portfolio
5,783
Q1 2025 Reduced 0.26%
$840B
$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%
$0
$978 Million 0.8% of portfolio
12,924
Q1 2025 Reduced 4.11%
$714B
$962 Million 0.79% of portfolio
3,920
Q1 2025 Reduced 4.92%
$258B
$910 Million 0.75% of portfolio
10,370
Q1 2025 Reduced 10.9%
$432B
$874 Million 0.72% of portfolio
925
Q1 2025 Added 0.11%
$0
$862 Million 0.71% of portfolio
8,239
Q1 2025 Reduced 11.94%
$0
$808 Million 0.66% of portfolio
4,729
Q1 2025 Added 1.7%
$77.9B
$785 Million 0.65% of portfolio
4,686
Q1 2025 Reduced 2.74%
$198B
$767 Million 0.63% of portfolio
2,852
Q1 2025 Reduced 2.5%
$382B
$762 Million 0.63% of portfolio
4,474
Q1 2025 Reduced 13.16%
$233B
$745 Million 0.61% of portfolio
12,080
Q1 2025 Reduced 6.4%
$277B
$731 Million 0.6% of portfolio
6,741
Q1 2025 Added 3.87%
$0
$707 Million 0.58% of portfolio
17,062
Q1 2025 Reduced 0.09%
$366B
$699 Million 0.57% of portfolio
1,906
Q1 2025 Reduced 5.88%
$856B
$671 Million 0.55% of portfolio
4,045
Q1 2025 Reduced 1.65%
$452B
$644 Million 0.53% of portfolio
5,414
Q1 2025 Added 2.27%
$233B
$641 Million 0.53% of portfolio
2,053
Q1 2025 Reduced 7.56%
$0
$633 Million 0.52% of portfolio
7,744
Q1 2025 Reduced 10.81%
$373B
$632 Million 0.52% of portfolio
4,520
Q1 2025 Reduced 4.46%

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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