Mfa Wealth Advisors, LLC Portfolio Holdings

Mfa Wealth Advisors, LLC

  • $388 Million
  • Q2 2024

Mfa Wealth Advisors, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $388 Million distributed in 586 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Self Idxd Fd Tr Bul with a value of $33.7M, Schwab Fundamental Intl Large with a value of $32.6M, Vanguard Mega Cap Growth ETF with a value of $31.8M, Spdr Bloomberg Investment Grad with a value of $22.7M, and Ishares Trust Ishares 1 5 Year with a value of $18.6M.

Examining the 13F form we can see an increase of $7.19M in the current position value, from $380M to 388M.

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 $388 Million
ETFs: $306 Million
Technology: $26 Million
Consumer Cyclical: $17.1 Million
Financial Services: $9.46 Million
Industrials: $6.98 Million
Energy: $5.19 Million
Communication Services: $4.27 Million
Healthcare: $3.65 Million
Other: $8.91 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.28B
$774,000 0.2% of portfolio
23,550
Q2 2024 Added 11.35%
$6.47B
$430,000 0.11% of portfolio
10,706
Q2 2024 Reduced 53.7%
$6.98B
$150,000 0.04% of portfolio
4,473
Q2 2024 Reduced 41.23%
$2.73B
$120,000 0.03% of portfolio
850
Q2 2024 New
$4.06B
$57,000 0.01% of portfolio
720
Q2 2024 New
$6.59B
$55,000 0.01% of portfolio
3,607
Q2 2024 New
$7.02B
$31,000 0.01% of portfolio
1,500
Q2 2024 New
$2.93B
$30,000 0.01% of portfolio
1,500
Q2 2024 New
$5.37B
$46,000 0.01% of portfolio
457
Q2 2024 New
$4.87B
$1,000 0.0% of portfolio
59
Q2 2024 New
$5.08B
$3,000 0.0% of portfolio
489
Q2 2024 New
$3.25B
$7,000 0.0% of portfolio
300
Q2 2024 New
$4.31B
$4,000 0.0% of portfolio
200
Q2 2024 New
$3.06B
$9,000 0.0% of portfolio
1,813
Q2 2024 New
$3.18B
$4,000 0.0% of portfolio
750
Q2 2024 New
$9.91B
$1,000 0.0% of portfolio
104
Q2 2024 New
$8.5B
$13,000 0.0% of portfolio
408
Q2 2024 New
$5.88B
$3,000 0.0% of portfolio
129
Q2 2024 New
$2.95B
$0 0.0% of portfolio
79
Q2 2024 New
$7.74B
$16,000 0.0% of portfolio
153
Q2 2024 New
$8.93B
$15,000 0.0% of portfolio
104
Q2 2024 New
$3.65B
$1,000 0.0% of portfolio
16
Q2 2024 New
$3.79B
$0 0.0% of portfolio
8
Q2 2024 New
$2.28B
$6,000 0.0% of portfolio
240
Q2 2024 New
$8.36B
$1,000 0.0% of portfolio
50
Q2 2024 New
$3.4B
$3,000 0.0% of portfolio
100
Q2 2024 New
$7.17B
$6,000 0.0% of portfolio
584
Q2 2024 New
$8.87B
$9,000 0.0% of portfolio
57
Q2 2024 New
$2.11B
$0 0.0% of portfolio
0
Q2 2024 New
$5.91B
$1,000 0.0% of portfolio
395
Q2 2024 New
$7.23B
$0 0.0% of portfolio
5
Q2 2024 New
$2.91B
$3,000 0.0% of portfolio
921
Q2 2024 New
$5.21B
$0 0.0% of portfolio
4
Q2 2024 New
$6.98B
$0 0.0% of portfolio
8
Q2 2024 New
$4.95B
$10,000 0.0% of portfolio
752
Q2 2024 New
$5.63B
$4,000 0.0% of portfolio
126
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 586
  • Current Value $388 Million
  • Prior Value $380 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 448 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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