Mfa Wealth Advisors, LLC Incresed Positions in Q4 2024

Mfa Wealth Advisors, LLC

  • $391 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.07M
+ 259.11%
$26.93 - $84.95 $28.7M - $90.6M
1.48M $40.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
82.2K
+ 17.63%
$74.5 - $78.37 $6.12M - $6.44M
549K $41M
MGV
Vanguard Mega Cap Value

ETFs
19.5K
+ 18.75%
$124.06 - $133.48 $2.42M - $2.6M
123K $15.4M
AXP
American Express CO

Financial Services
3.91K
+ 15.94%
$267.35 - $305.57 $1.05M - $1.2M
28.5K $8.45M
FLRN
Spdr Bloomberg Investment Grad

ETFs
58.8K
+ 9.41%
$30.67 - $30.84 $1.8M - $1.81M
684K $21M
AVUV
American Centy ETF Tr Avantis

ETFs
15.3K
+ 9.06%
$94.37 - $106.41 $1.44M - $1.62M
184K $17.7M
TSLA
Tesla, Inc.

Consumer Cyclical
459
+ 5.53%
$213.65 - $479.86 $98.1K - $220K
8.76K $3.54M
BITO
Proshares Tr Bitcoin Strategy

ETFs
25.1K
+ 14.17%
$16.99 - $27.42 $427K - $689K
203K $4.61M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.24K
+ 18.29%
$238.25 - $261.28 $1.25M - $1.37M
33.9K $8.2M
BA
Boeing CO

Industrials
3.81K
+ 23.79%
$138.14 - $180.72 $527K - $689K
19.8K $3.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
612
+ 4.72%
$275.15 - $388.2 $168K - $238K
13.6K $4.64M
AAPL
Apple Inc.

Technology
1.64K
+ 4.99%
$221.69 - $259.02 $363K - $424K
34.4K $8.62M
GOOGL
Alphabet Inc.

Communication Services
2.92K
+ 16.08%
$161.86 - $196.66 $473K - $575K
21.1K $3.99M
NVDA
Nvidia Corp

Technology
3.57K
+ 11.83%
$117.0 - $148.88 $418K - $532K
33.8K $4.54M
IAU
Ishares Gold Trust

ETFs
15.8K
+ 10.46%
$48.37 - $52.65 $766K - $834K
167K $8.28M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.1K
+ 8.68%
$91.94 - $100.02 $1.02M - $1.11M
138K $12.8M
CPRT
Copart Inc

Consumer Cyclical
5.86K
+ 10.38%
$51.36 - $63.8 $301K - $374K
62.3K $3.58M
IXC
Ishares Tr Global Energy ETF

ETFs
29.2K
+ 12.41%
$36.95 - $43.06 $1.08M - $1.26M
265K $10.1M
PAVE
Global X Fds Us Infrastructure

ETFs
19K
+ 6.32%
$40.41 - $45.95 $769K - $874K
320K $12.9M
GNRC
Generac Holdings Inc.

Industrials
3.83K
+ 16.59%
$154.28 - $195.11 $591K - $747K
26.9K $4.17M
NVO
Novo Nordisk A S

Healthcare
5.37K
+ 737.77%
$85.0 - $120.04 $457K - $645K
6.1K $524K
ACN
Accenture PLC

Technology
1.06K
+ 284.72%
$343.9 - $376.86 $365K - $400K
1.44K $504K
VTRS
Viatris Inc

Healthcare
22.5K
+ 27.35%
$11.32 - $13.37 $255K - $301K
105K $1.3M
VGSH
Vanguard

ETFs
3.53K
+ 83.28%
$58.02 - $58.88 $205K - $208K
7.77K $452K
PULS
Pgim ETF Tr

ETFs
4.34K
+ 4.61%
$49.51 - $49.79 $215K - $216K
98.5K $4.88M
AMZN
Amazon Com Inc

Consumer Cyclical
209
+ 5.1%
$180.88 - $232.93 $37.8K - $48.7K
4.31K $945K
VGT
Vanguard Information Technolog

ETFs
199
+ 12.45%
$571.78 - $647.97 $114K - $129K
1.8K $1.12M
DGS
Wisdomtree Emerging Markets Sm

ETFs
25.7K
+ 11.14%
$48.87 - $53.53 $1.26M - $1.38M
257K $12.6M
KLAC
Kla Corp

Technology
245
+ 98.79%
$614.46 - $829.55 $151K - $203K
493 $310K
ALB
Albemarle Corp

Basic Materials
2.53K
+ 21.86%
$86.08 - $111.3 $218K - $281K
14.1K $1.21M
ITA
Ishares Tr

ETFs
1.15K
+ 7.61%
$144.31 - $157.31 $166K - $181K
16.3K $2.37M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.47K
+ 5.57%
$98.47 - $109.35 $341K - $379K
65.7K $6.47M
DUK
Duke Energy Corp

Utilities
1.64K
+ 9.6%
$105.76 - $120.76 $173K - $198K
18.7K $2.02M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
6.29K
+ 17.95%
$6.33 - $8.67 $39.8K - $54.5K
41.3K $276K
SYY
Sysco Corp

Consumer Defensive
370
+ 8.49%
$73.63 - $81.77 $27.2K - $30.3K
4.73K $361K
XLV
Select Sector Spdr Fund Health

ETFs
6.57K
+ 12.15%
$136.28 - $154.74 $895K - $1.02M
60.6K $8.34M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
222
+ 0.97%
$24.19 - $24.63 $5.37K - $5.47K
23.2K $561K
CEG
Constellation Energy Corp

Utilities
138
+ 14.2%
$224.28 - $285.52 $31K - $39.4K
1.11K $249K
LLY
Eli Lilly & CO

Healthcare
24
+ 7.02%
$727.2 - $932.06 $17.5K - $22.4K
366 $282K
KO
Coca Cola CO

Consumer Defensive
2.91K
+ 9.24%
$61.74 - $71.71 $179K - $208K
34.4K $2.14M
FNDF
Schwab Fundamental Intl Large

ETFs
110K
+ 12.08%
$32.92 - $37.15 $3.62M - $4.08M
1.02M $33.9M
XOM
Exxon Mobil Corp

Energy
2.01K
+ 5.06%
$105.51 - $125.37 $212K - $252K
41.7K $4.49M
LMT
Lockheed Martin Corp

Industrials
359
+ 9.4%
$479.66 - $614.62 $172K - $221K
4.18K $2.03M
Activity Summary
Buys All Purchases 45 New Holdings 1 Increased Positions 44 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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