Mfa Wealth Advisors, LLC Portfolio Holdings

Mfa Wealth Advisors, LLC

  • $371 Million
  • Q3 2024

Mfa Wealth Advisors, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $371 Million distributed in 519 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $36.6M, Schwab Strategic Tr Us Dividen with a value of $34.8M, Schwab Fundamental Intl Large with a value of $34M, Invesco Et Self Idxd Fd Tr Bul with a value of $19.4M, and Spdr Bloomberg Investment Grad with a value of $19.3M.

Examining the 13F form we can see an decrease of $16.1M in the current position value, from $388M to 371M.

Mfa Wealth Advisors, LLC is based out at Pittsburgh, PA

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

Portfolio value $371 Million
ETFs: $298 Million
Technology: $20.5 Million
Financial Services: $13.4 Million
Industrials: $9.45 Million
Consumer Cyclical: $6.97 Million
Energy: $5.02 Million
Communication Services: $4.22 Million
Healthcare: $3.67 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.6 Million 9.84% of portfolio
466,407
Q3 2024 Added 155.2%
$0
$34.8 Million 9.37% of portfolio
411,594
Q3 2024 Added 138.32%
$0
$34 Million 9.16% of portfolio
910,221
Q3 2024 Reduced 2.3%
$0
$19.4 Million 5.23% of portfolio
993,239
Q3 2024 Reduced 43.51%
$0
$19.3 Million 5.19% of portfolio
625,106
Q3 2024 Reduced 15.03%
$0
$18.8 Million 5.07% of portfolio
357,563
Q3 2024 Reduced 1.35%
$0
$16.2 Million 4.35% of portfolio
168,362
Q3 2024 Reduced 5.13%
$0
$13.3 Million 3.59% of portfolio
103,956
Q3 2024 New
$0
$12.4 Million 3.34% of portfolio
301,109
Q3 2024 Reduced 10.25%
$0
$12.4 Million 3.34% of portfolio
231,204
Q3 2024 Reduced 1.67%
$0
$12.2 Million 3.28% of portfolio
127,433
Q3 2024 Reduced 6.95%
$0
$9.53 Million 2.56% of portfolio
235,338
Q3 2024 Reduced 0.33%
$0
$8.33 Million 2.24% of portfolio
54,053
Q3 2024 Reduced 5.48%
$0
$7.65 Million 2.06% of portfolio
15,664
Q3 2024 Reduced 1.96%
$4.09T
$7.64 Million 2.06% of portfolio
32,796
Q3 2024 Reduced 35.52%
$42B
$7.52 Million 2.02% of portfolio
151,322
Q3 2024 Reduced 0.15%
$223B
$6.66 Million 1.79% of portfolio
24,559
Q3 2024 Added 8,639.86%
$0
$6.38 Million 1.72% of portfolio
62,237
Q3 2024 Added 0.73%
$0
$4.69 Million 1.26% of portfolio
94,188
Q3 2024 Reduced 3.44%
$441B
$4.65 Million 1.25% of portfolio
39,696
Q3 2024 Reduced 4.99%
$336B
$3.67 Million 0.99% of portfolio
30,209
Q3 2024 Added 232.84%
$9.97B
$3.67 Million 0.99% of portfolio
23,082
Q3 2024 Added 22.7%
$77.8B
$3.63 Million 0.98% of portfolio
12,957
Q3 2024 Added 578.38%
$0
$3.4 Million 0.92% of portfolio
177,403
Q3 2024 Reduced 0.86%
$1.14T
$3.01 Million 0.81% of portfolio
18,174
Q3 2024 Added 5,615.09%
$13.9B
$2.96 Million 0.8% of portfolio
56,484
Q3 2024 Added 17.16%
$0
$2.66 Million 0.72% of portfolio
52,148
Q3 2024 Reduced 0.15%
$106B
$2.44 Million 0.66% of portfolio
16,027
Q3 2024 Added 967.75%
$19.2B
$2.32 Million 0.62% of portfolio
4,295
Q3 2024 Reduced 3.72%
$270B
$2.26 Million 0.61% of portfolio
31,462
Q3 2024 Reduced 3.82%
$0
$2.26 Million 0.61% of portfolio
15,124
Q3 2024 Reduced 6.32%
$128B
$2.23 Million 0.6% of portfolio
3,818
Q3 2024 Added 22.96%
$1.33T
$2.17 Million 0.59% of portfolio
8,305
Q3 2024 Reduced 5.74%
$83.4B
$1.97 Million 0.53% of portfolio
17,076
Q3 2024 Reduced 3.2%
$0
$1.92 Million 0.52% of portfolio
5,953
Q3 2024 Reduced 94.13%
$0
$1.36 Million 0.37% of portfolio
22,074
Q3 2024 Reduced 4.74%
$0
$1.21 Million 0.32% of portfolio
14,585
Q3 2023 Reduced 30.4%
$3.25T
$1.15 Million 0.31% of portfolio
2,674
Q3 2024 Added 1.67%
$10.4B
$1.09 Million 0.29% of portfolio
11,560
Q3 2024 Added 71.87%
$15.2B
$955,000 0.26% of portfolio
82,295
Q3 2024 Added 0.06%
$0
$937,000 0.25% of portfolio
1,598
Q3 2024 Reduced 94.31%
$3.66B
$865,000 0.23% of portfolio
23,550
Q2 2024 Added 11.35%
$220B
$829,000 0.22% of portfolio
927
Q3 2024 Reduced 5.98%
$590B
$815,000 0.22% of portfolio
1,772
Q3 2024 Reduced 0.84%
$2.29T
$764,000 0.21% of portfolio
4,102
Q3 2024 Reduced 84.82%
$0
$600,000 0.16% of portfolio
1,600
Q2 2024 Reduced 22.82%
$31.5B
$603,000 0.16% of portfolio
2,874
Q3 2024 Added 0.35%
$0
$561,000 0.15% of portfolio
22,976
Q3 2024 Added 2.05%
$142B
$557,000 0.15% of portfolio
4,747
Q3 2024 Reduced 87.98%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $371 Million
  • Prior Value $388 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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