Mfa Wealth Advisors, LLC Portfolio Holdings

Mfa Wealth Advisors, LLC

  • $371 Million
  • Q3 2024

Mfa Wealth Advisors, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $371 Million distributed in 519 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 $36.6M, Schwab Strategic Tr Us Dividen with a value of $34.8M, Schwab Fundamental Intl Large with a value of $34M, Invesco Et Self Idxd Fd Tr Bul with a value of $19.4M, and Spdr Bloomberg Investment Grad with a value of $19.3M.

Examining the 13F form we can see an decrease of $16.1M in the current position value, from $388M to 371M.

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 $371 Million
ETFs: $298 Million
Technology: $20.5 Million
Financial Services: $13.4 Million
Industrials: $9.45 Million
Consumer Cyclical: $6.97 Million
Energy: $5.02 Million
Communication Services: $4.22 Million
Healthcare: $3.67 Million
Other: $10.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$251M
$0 0.0% of portfolio
114
Q2 2024 New
$78.9M
$1,000 0.0% of portfolio
1,872
Q2 2024 New
$232M
$0 0.0% of portfolio
786
Q2 2024 New
$89.8M
$0 0.0% of portfolio
450
Q2 2024 New
$56.4M
$0 0.0% of portfolio
227
Q2 2024 New
$218M
$0 0.0% of portfolio
1
Q2 2024 New
$141M
$0 0.0% of portfolio
50
Q2 2024 New
$94.3M
$0 0.0% of portfolio
70
Q2 2024 New
$288M
$0 0.0% of portfolio
-
Q3 2024 New
$226M
$1,000 0.0% of portfolio
200
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $371 Million
  • Prior Value $388 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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