Mfa Wealth Advisors, LLC Incresed Positions in Q1 2025

Mfa Wealth Advisors, LLC

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
303K
+ 104.52%
$50.82 - $52.7 $15.4M - $16M
592K $31.1M
FNDF
Schwab Fundamental Intl Large

ETFs
20.4K
+ 2.0%
$32.9 - $37.45 $672K - $765K
1.04M $37.6M
CEG
Constellation Energy Corp

Utilities
17.1K
+ 1537.57%
$201.63 - $347.44 $3.44M - $5.93M
18.2K $3.67M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14.4K
+ 2.63%
$73.78 - $76.59 $1.06M - $1.1M
563K $43.1M
IXC
Ishares Tr Global Energy ETF

ETFs
16K
+ 6.05%
$38.48 - $42.16 $616K - $675K
281K $11.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.36K
+ 0.36%
$27.01 - $28.54 $145K - $153K
1.48M $41.5M
XLV
Select Sector Spdr Fund Health

ETFs
3.38K
+ 5.57%
$137.61 - $149.68 $464K - $505K
64K $9.34M
MGV
Vanguard Mega Cap Value

ETFs
2.1K
+ 1.7%
$123.61 - $133.01 $260K - $280K
126K $16.2M
GOOGL
Alphabet Inc.

Communication Services
9.12K
+ 43.25%
$154.33 - $206.19 $1.41M - $1.88M
30.2K $4.67M
DGS
Wisdomtree Emerging Markets Sm

ETFs
16.4K
+ 6.37%
$47.4 - $50.24 $775K - $822K
273K $13.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.16K
+ 3.0%
$90.0 - $96.32 $374K - $400K
143K $13.2M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.82K
+ 1.29%
$30.71 - $30.87 $271K - $272K
693K $21.4M
KO
Coca Cola CO

Consumer Defensive
39
+ 0.11%
$60.81 - $72.32 $2.37K - $2.82K
34.4K $2.46M
DUK
Duke Energy Corp

Utilities
439
+ 2.35%
$105.87 - $121.97 $46.5K - $53.5K
19.2K $2.34M
KLAC
Kla Corp

Technology
419
+ 84.99%
$636.62 - $777.63 $267K - $326K
912 $619K
SYY
Sysco Corp

Consumer Defensive
3.57K
+ 75.42%
$70.0 - $77.13 $250K - $275K
8.29K $622K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
19.4K
+ 46.84%
$5.11 - $8.91 $98.9K - $172K
60.7K $523K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 2.26%
$442.66 - $534.52 $17.7K - $21.4K
1.81K $964K
VEEV
Veeva Systems Inc

Healthcare
258
+ 9.9%
$210.58 - $246.8 $54.3K - $63.7K
2.87K $663K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
2.14K
+ 31.68%
$36.05 - $45.61 $77.3K - $97.7K
8.91K $353K
LMT
Lockheed Martin Corp

Industrials
598
+ 14.32%
$423.19 - $506.29 $253K - $303K
4.78K $2.13M
CPRT
Copart Inc

Consumer Cyclical
2.5K
+ 4.0%
$52.3 - $59.83 $130K - $149K
64.8K $3.67M
PULS
Pgim ETF Tr

ETFs
1.39K
+ 1.41%
$49.56 - $49.78 $68.8K - $69.1K
99.9K $4.97M
VO
Vanguard Mid Cap ETF

ETFs
123
+ 13.2%
$251.87 - $277.95 $31K - $34.2K
1.06K $272K
BA
Boeing CO

Industrials
881
+ 4.44%
$148.15 - $186.25 $131K - $164K
20.7K $3.53M
SYK
Stryker Corp

Healthcare
35
+ 5.34%
$355.18 - $399.9 $12.4K - $14K
691 $257K
QCOM
Qualcomm Inc

Technology
100
+ 3.66%
$151.94 - $175.86 $15.2K - $17.6K
2.83K $435K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
523
+ 2.25%
$24.07 - $24.5 $12.6K - $12.8K
23.7K $574K
PNC
Pnc Financial Services Group, Inc.

Financial Services
78
+ 7.21%
$168.84 - $202.89 $13.2K - $15.8K
1.16K $203K
MSFT
Microsoft Corp

Technology
285
+ 10.96%
$375.39 - $447.2 $107K - $127K
2.89K $1.08M
AVGO
Broadcom Inc.

Technology
751
+ 30.91%
$167.43 - $244.7 $126K - $184K
3.18K $532K
ORCL
Oracle Corp

Technology
1
+ 0.06%
$139.81 - $186.47 $140 - $186
1.8K $251K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.36K
+ 6.63%
$89.18 - $104.04 $389K - $454K
70.1K $6.41M
NVO
Novo Nordisk A S

Healthcare
342
+ 5.61%
$69.3 - $90.95 $23.7K - $31.1K
6.44K $447K
ALB
Albemarle Corp

Basic Materials
1.67K
+ 11.85%
$69.95 - $97.49 $117K - $163K
15.8K $1.13M
NVDA
Nvidia Corp

Technology
7.28K
+ 21.54%
$106.98 - $149.43 $778K - $1.09M
41.1K $4.45M
NOW
Service Now, Inc.

Technology
5
+ 0.59%
$783.83 - $1170.39 $3.92K - $5.85K
858 $683K
QQQ
Invesco Qqq Trust, Series 1

ETFs
484
+ 3.27%
$468.34 - $539.52 $227K - $261K
15.3K $7.17M
AAPL
Apple Inc.

Technology
1.68K
+ 4.88%
$209.68 - $247.1 $352K - $415K
36.1K $8.02M
PAVE
Global X Fds Us Infrastructure

ETFs
1.81K
+ 0.56%
$37.31 - $43.82 $67.3K - $79.1K
322K $12.1M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.39K
+ 0.68%
$17.57 - $25.81 $24.4K - $35.8K
204K $3.74M
Activity Summary
Buys All Purchases 57 New Holdings 15 Increased Positions 42 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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