Mfa Wealth Advisors, LLC Sells in Q2 2025

Mfa Wealth Advisors, LLC

  • $415 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
-241K
- 88.17%
$43.34 - $55.24 $10.4M - $13.3M
32.3K $1.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-213K
- 14.34%
$24.32 - $27.87 $5.17M - $5.93M
1.27M $33.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-142K
- 74.75%
$51.68 - $52.76 $7.36M - $7.52M
48.1K $2.54M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-41K
- 58.47%
$82.17 - $99.96 $3.37M - $4.09M
29.1K $2.86M
AVUV
American Centy ETF Tr Avantis

ETFs
-40.8K
- 23.25%
$75.17 - $91.21 $3.07M - $3.72M
135K $12.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-152K
- 14.64%
$32.25 - $40.02 $4.91M - $6.1M
888K $35.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-25.1K
- 4.46%
$75.05 - $77.34 $1.88M - $1.94M
538K $41.6M
GNRC
Generac Holdings Inc.

Industrials
-12K
- 80.05%
$101.92 - $143.21 $1.22M - $1.72M
2.99K $428K
AAPL
Apple Inc.

Technology
-2.53K
- 7.01%
$172.42 - $223.89 $437K - $567K
33.6K $6.89M
IAU
Ishares Gold Trust

ETFs
-24.1K
- 15.25%
$56.1 - $64.74 $1.35M - $1.56M
134K $8.34M
GOOGL
Alphabet Inc.

Communication Services
-8.55K
- 28.31%
$144.7 - $178.6 $1.24M - $1.53M
21.7K $3.82M
CPRT
Copart Inc

Consumer Cyclical
-5.66K
- 8.73%
$47.72 - $63.84 $270K - $361K
59.2K $2.9M
XOM
Exxon Mobil Corp

Energy
-2.11K
- 5.15%
$99.93 - $119.04 $211K - $251K
38.9K $4.19M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.71K
- 51.0%
$273.67 - $366.17 $469K - $627K
1.65K $602K
ERIE
Erie Indemnity CO

Financial Services
-20
- 0.49%
$340.45 - $423.93 $6.81K - $8.48K
4.07K $1.41M
DUK
Duke Energy Corp

Utilities
-1.84K
- 9.59%
$112.46 - $124.05 $206K - $228K
17.3K $2.04M
KO
Coca Cola CO

Consumer Defensive
-3.3K
- 9.59%
$68.37 - $73.9 $226K - $244K
31.1K $2.2M
PULS
Pgim ETF Tr

ETFs
-4.46K
- 4.47%
$49.39 - $49.76 $220K - $222K
95.5K $4.75M
V
Visa Inc.

Financial Services
-463
- 39.34%
$308.27 - $373.31 $143K - $173K
714 $253K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.08K
- 9.71%
$50.37 - $57.97 $105K - $121K
19.4K $1.1M
BA
Boeing CO

Industrials
-4.45K
- 21.46%
$136.59 - $217.51 $607K - $967K
16.3K $3.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 2.15%
$483.48 - $539.8 $18.9K - $21.1K
1.77K $860K
LLY
Eli Lilly & CO

Healthcare
-75
- 20.49%
$713.71 - $898.95 $53.5K - $67.4K
291 $226K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.31K
- 3.02%
$81.46 - $94.63 $351K - $408K
138K $13.1M
VGT
Vanguard Information Technolog

ETFs
-361
- 22.33%
$470.37 - $663.28 $170K - $239K
1.26K $833K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.48K
- 6.24%
$23.32 - $24.45 $34.5K - $36.2K
22.2K $543K
TJX
Tjx Companies Inc

Consumer Cyclical
-23
- 0.5%
$119.13 - $135.03 $2.74K - $3.11K
4.62K $570K
QCOM
Qualcomm Inc

Technology
-50
- 1.76%
$124.66 - $159.48 $6.23K - $7.97K
2.78K $443K
SYK
Stryker Corp

Healthcare
-9
- 1.3%
$337.37 - $395.63 $3.04K - $3.56K
682 $269K
NEM
Newmont Corp

Basic Materials
-319
- 6.47%
$44.18 - $59.46 $14.1K - $19K
4.61K $268K
LMT
Lockheed Martin Corp

Industrials
-74
- 1.55%
$430.82 - $486.45 $31.9K - $36K
4.7K $2.18M
GOOG
Alphabet Inc.

Communication Services
-20
- 0.68%
$146.58 - $180.01 $2.93K - $3.6K
2.94K $521K
VEEV
Veeva Systems Inc

Healthcare
-56
- 1.95%
$209.39 - $289.94 $11.7K - $16.2K
2.81K $808K
NOW
Service Now, Inc.

Technology
-50
- 5.83%
$721.65 - $1040.18 $36.1K - $52K
808 $830K
KLAC
Kla Corp

Technology
-20
- 2.19%
$576.53 - $902.94 $11.5K - $18.1K
892 $799K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.77K
- 11.6%
$416.06 - $551.64 $738K - $978K
13.5K $7.45M
ITA
Ishares Tr

ETFs
-1.17K
- 7.27%
$135.31 - $188.64 $158K - $220K
14.9K $2.81M
TSLA
Tesla, Inc.

Consumer Cyclical
-384
- 4.61%
$221.86 - $362.89 $85.2K - $139K
7.95K $2.53M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-6.15K
- 3.01%
$16.69 - $23.43 $103K - $144K
198K $4.25M
AXP
American Express CO

Financial Services
-1.43K
- 5.12%
$231.39 - $318.98 $330K - $455K
26.4K $8.42M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.08K
- 8.98%
$321.63 - $509.31 $348K - $551K
11K $5.58M
PAVE
Global X Fds Us Infrastructure

ETFs
-9.67K
- 3.0%
$33.78 - $43.68 $327K - $422K
312K $13.6M
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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