Mfa Wealth Advisors, LLC Purchases in Q2 2025

Mfa Wealth Advisors, LLC

  • $415 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
238K
New
$38.52 - $48.28 $9.17M - $11.5M
238K $11.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
16.8K
+ 85.16%
$179.95 - $278.88 $3.03M - $4.7M
36.6K $10.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
95.8K
+ 16.17%
$51.1 - $53.29 $4.89M - $5.1M
688K $36.7M
MSFT
Microsoft Corp

Technology
8.13K
+ 281.84%
$354.56 - $497.45 $2.88M - $4.04M
11K $5.48M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
35.1K
+ 443.79%
$103.88 - $123.68 $3.64M - $4.34M
43K $5.31M
GS
Goldman Sachs Group Inc

Financial Services
4.9K
+ 134.33%
$462.22 - $707.75 $2.27M - $3.47M
8.55K $6.05M
VO
Vanguard Mid Cap ETF

ETFs
13.2K
+ 1246.45%
$228.54 - $279.83 $3.01M - $3.68M
14.2K $3.97M
NVDA
Nvidia Corp

Technology
9.65K
+ 23.49%
$94.31 - $157.99 $910K - $1.52M
50.7K $8.01M
XSMO
Invesco S&P Smallcap Momentum

ETFs
47.2K
+ 302.95%
$55.15 - $68.11 $2.6M - $3.21M
62.7K $4.27M
CEG
Constellation Energy Corp

Utilities
1.8K
+ 9.9%
$170.96 - $322.76 $308K - $581K
20K $6.45M
IEF
Ishares Barclays

ETFs
19.6K
New
$93.15 - $96.56 $1.83M - $1.9M
19.6K $1.88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
16.3K
New
$57.41 - $74.81 $938K - $1.22M
16.3K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 43.87%
$167.32 - $223.3 $303K - $404K
5.93K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
692
+ 56.44%
$456.74 - $568.03 $316K - $393K
1.92K $1.09M
MGV
Vanguard Mega Cap Value

ETFs
229
+ 0.18%
$114.87 - $131.25 $26.3K - $30.1K
126K $16.5M
WMT
Walmart Inc.

Consumer Defensive
2.57K
New
$81.79 - $99.98 $210K - $257K
2.57K $251K
META
Meta Platforms, Inc.

Communication Services
238
+ 58.48%
$484.66 - $738.09 $115K - $176K
645 $476K
DASH
Door Dash, Inc.

Communication Services
875
New
$163.16 - $246.51 $143K - $216K
875 $215K
CLF
Cleveland Cliffs Inc.

Basic Materials
25.4K
New
$5.83 - $8.88 $148K - $225K
25.4K $192K
FHI
Federated Hermes, Inc.

Financial Services
2.4K
+ 10.19%
$35.85 - $44.32 $86K - $106K
26K $1.15M
ALB
Albemarle Corp

Basic Materials
4.84K
+ 30.69%
$50.76 - $72.25 $245K - $349K
20.6K $1.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
34
+ 1.55%
$141.37 - $228.57 $4.81K - $7.77K
2.23K $505K
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 1.19%
$320.42 - $424.58 $6.09K - $8.07K
1.62K $682K
SNV
Synovus Financial Corp

Financial Services
326
+ 4.21%
$38.27 - $51.75 $12.5K - $16.9K
8.07K $417K
TTE
Total Energies Se

Energy
735
+ 21.39%
N/A
4.17K $286K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
4.4K
+ 7.24%
$6.24 - $8.83 $27.4K - $38.8K
65.1K $560K
NEE
Nextera Energy Inc

Utilities
607
+ 9.94%
$64.11 - $75.0 $38.9K - $45.5K
6.72K $466K
SYY
Sysco Corp

Consumer Defensive
225
+ 2.71%
$68.0 - $75.91 $15.3K - $17.1K
8.52K $645K
LIT
Global X Fds Global X Lithium

ETFs
636
+ 11.72%
$31.82 - $39.24 $20.2K - $25K
6.06K $233K
GNTX
Gentex Corp

Consumer Cyclical
2.06K
+ 10.54%
$20.83 - $23.52 $42.9K - $48.4K
21.6K $474K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.51K
+ 16.92%
$30.03 - $40.05 $45.3K - $60.4K
10.4K $367K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
356
+ 8.56%
$50.56 - $59.57 $18K - $21.2K
4.52K $234K
PLD
Prologis, Inc.

Real Estate
249
+ 7.72%
$89.76 - $112.34 $22.4K - $28K
3.47K $365K
WLK
Westlake Corp

Basic Materials
715
+ 32.93%
$69.83 - $102.01 $49.9K - $72.9K
2.89K $219K
Fidelity Covington Trust
260K
+ 361.42%
N/A
332K $0
XLV
Select Sector Spdr Fund Health

ETFs
312
+ 0.49%
$128.77 - $144.3 $40.2K - $45K
64.3K $8.67M
IXC
Ishares Tr Global Energy ETF

ETFs
512
+ 0.18%
$34.69 - $42.32 $17.8K - $21.7K
281K $11M
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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