Mfa Wealth Advisors, LLC Portfolio Holdings

Mfa Wealth Advisors, LLC

  • $391 Million
  • Q4 2024

Mfa Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $391 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $41M, Schwab Strategic Tr Us Dividen with a value of $40.4M, Schwab Fundamental Intl Large with a value of $33.9M, Spdr Bloomberg Investment Grad with a value of $21M, and Ishares Trust Ishares 1 5 Year with a value of $19.9M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $371M to 391M.

Mfa Wealth Advisors, LLC is based out at Pittsburgh, PA

Below you can find more details about Mfa Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $391 Million
ETFs: $317 Million
Technology: $22.3 Million
Financial Services: $13.9 Million
Industrials: $9.95 Million
Consumer Cyclical: $8.62 Million
Communication Services: $4.8 Million
Energy: $4.49 Million
Healthcare: $2.89 Million
Other: $6.73 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.3B
$4.64 Million 1.19% of portfolio
13,569
Q4 2024 Added 4.72%
$13.9B
$3.58 Million 0.92% of portfolio
62,347
Q4 2024 Added 10.38%
$107B
$3.51 Million 0.9% of portfolio
19,840
Q4 2024 Added 23.79%
$86.4B
$2.02 Million 0.52% of portfolio
18,715
Q4 2024 Added 9.6%
$120B
$2.03 Million 0.52% of portfolio
4,177
Q4 2024 Added 9.4%
$18.4B
$1.73 Million 0.44% of portfolio
4,202
Q4 2024 Reduced 2.17%
$13.8B
$1.3 Million 0.33% of portfolio
104,801
Q4 2024 Added 27.35%
$10B
$1.21 Million 0.31% of portfolio
14,087
Q4 2024 Added 21.86%
$33.3B
$548,000 0.14% of portfolio
2,607
Q4 2024 Reduced 9.29%
$87.3B
$563,000 0.14% of portfolio
2,430
Q3 2024 Added 900.0%
$146B
$561,000 0.14% of portfolio
4,644
Q4 2024 Reduced 2.17%
$193B
$524,000 0.13% of portfolio
6,099
Q4 2024 Added 737.77%
$36.7B
$509,000 0.13% of portfolio
3,278
Q4 2024 Reduced 19.08%
$193B
$419,000 0.11% of portfolio
2,733
Q3 2024 Reduced 7.04%
$37.2B
$361,000 0.09% of portfolio
4,727
Q4 2024 Added 8.49%
$28.9B
$343,000 0.09% of portfolio
1,052
Q4 2024 Reduced 8.36%
$38.4B
$229,000 0.06% of portfolio
3,008
Q4 2023 New
$70.1B
$242,000 0.06% of portfolio
862
Q4 2023 New
$101B
$249,000 0.06% of portfolio
1,110
Q4 2024 Added 14.2%
$148B
$236,000 0.06% of portfolio
656
Q4 2024 Reduced 14.58%
$11.7B
$245,000 0.06% of portfolio
6,765
Q4 2024 Reduced 3.44%
$81.6B
$208,000 0.05% of portfolio
1,082
Q3 2024 Added 5.36%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $391 Million
  • Prior Value $371 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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