Mfa Wealth Advisors, LLC Incresed Positions in Q3 2025

Mfa Wealth Advisors, LLC

  • $446 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56.6K
+ 2949.58%
$567.77 - $614.76 $32.1M - $34.8M
58.5K $35.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
50.9K
+ 7.4%
$52.55 - $54.37 $2.68M - $2.77M
739K $40M
FNDF
Schwab Fundamental Intl Large

ETFs
2.7K
+ 0.3%
$39.84 - $43.15 $108K - $117K
891K $38.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.7K
+ 2.92%
$76.16 - $78.59 $1.19M - $1.23M
554K $43.2M
IAU
Ishares Gold Trust

ETFs
2.73K
+ 2.04%
$61.62 - $72.77 $168K - $198K
137K $9.94M
AVUV
American Centy ETF Tr Avantis

ETFs
278
+ 0.21%
$90.37 - $102.12 $25.1K - $28.4K
135K $13.4M
IXC
Ishares Tr Global Energy ETF

ETFs
7.94K
+ 2.83%
$39.45 - $42.95 $313K - $341K
289K $12.1M
GS
Goldman Sachs Group Inc

Financial Services
240
+ 2.81%
$696.56 - $806.32 $167K - $194K
8.79K $7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.71K
+ 1.23%
$94.17 - $99.95 $161K - $170K
140K $14M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.93K
+ 9.16%
$122.57 - $132.57 $482K - $522K
46.9K $6.08M
AXP
American Express CO

Financial Services
1.16K
+ 4.4%
$294.27 - $342.31 $342K - $397K
27.6K $9.16M
XLV
Select Sector Spdr Fund Health

ETFs
2.93K
+ 4.56%
$129.01 - $139.72 $378K - $410K
67.2K $9.36M
VO
Vanguard Mid Cap ETF

ETFs
969
+ 6.82%
$279.83 - $293.74 $271K - $285K
15.2K $4.46M
MSFT
Microsoft Corp

Technology
443
+ 4.02%
$491.09 - $535.64 $218K - $237K
11.5K $5.94M
XOM
Exxon Mobil Corp

Energy
1.93K
+ 4.96%
$105.83 - $117.22 $204K - $226K
40.8K $4.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
841
+ 1.34%
$67.1 - $74.29 $56.4K - $62.5K
63.6K $4.68M
CLF
Cleveland Cliffs Inc.

Basic Materials
22.2K
+ 87.48%
$8.12 - $12.84 $180K - $285K
47.5K $579K
BA
Boeing CO

Industrials
1.1K
+ 6.75%
$209.79 - $237.38 $230K - $261K
17.4K $3.75M
LMT
Lockheed Martin Corp

Industrials
208
+ 4.42%
$410.74 - $499.21 $85.4K - $104K
4.91K $2.45M
IEF
Ishares Barclays

ETFs
1.88K
+ 9.56%
$93.91 - $97.26 $176K - $183K
21.5K $2.08M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.43K
+ 8.44%
$117.65 - $120.08 $169K - $172K
18.4K $2.2M
DUK
Duke Energy Corp

Utilities
477
+ 2.75%
$116.31 - $125.93 $55.5K - $60.1K
17.8K $2.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.13K
+ 25.29%
$65.64 - $78.22 $271K - $323K
20.5K $1.37M
VGT
Vanguard Information Technolog

ETFs
66
+ 5.25%
$656.44 - $753.15 $43.3K - $49.7K
1.32K $987K
ORCL
Oracle Corp

Technology
21
+ 1.17%
$218.96 - $328.33 $4.6K - $6.89K
1.82K $512K
NEE
Nextera Energy Inc

Utilities
366
+ 5.45%
$69.77 - $77.54 $25.5K - $28.4K
7.08K $534K
PULS
Pgim ETF Tr

ETFs
1.06K
+ 1.11%
$49.58 - $49.83 $52.4K - $52.7K
96.5K $4.81M
USRT
Ishares Core U.S. Reit ETF

ETFs
245
+ 1.26%
$55.64 - $59.37 $13.6K - $14.5K
19.6K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 1.13%
$459.11 - $506.91 $9.18K - $10.1K
1.79K $900K
V
Visa Inc.

Financial Services
75
+ 10.5%
$332.09 - $358.86 $24.9K - $26.9K
789 $269K
TTE
Total Energies Se

Energy
172
+ 4.12%
N/A
4.34K $297K
LLY
Eli Lilly & CO

Healthcare
15
+ 5.15%
$625.65 - $812.69 $9.38K - $12.2K
306 $233K
WLK
Westlake Corp

Basic Materials
30
+ 1.04%
$75.43 - $90.6 $2.26K - $2.72K
2.92K $224K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.55%
$695.21 - $791.73 $6.95K - $7.92K
655 $481K
Fidelity Covington Trust
16.4K
+ 4.95%
N/A
348K $0
KO
Coca Cola CO

Consumer Defensive
1.63K
+ 5.23%
$65.67 - $71.67 $107K - $117K
32.7K $2.17M
NOW
Service Now, Inc.

Technology
22
+ 2.72%
$850.86 - $1044.69 $18.7K - $23K
830 $763K
BITO
Proshares Tr Bitcoin Strategy

ETFs
7.47K
+ 3.78%
$18.74 - $23.05 $140K - $172K
205K $4.04M
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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