Mfa Wealth Services Purchases in Q2 2025

Mfa Wealth Services

  • $133 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.65%
$908.13 - $1056.85 $5.45K - $6.34K
931 $921M
BK
Bank Of New York Mellon Corp

Financial Services
36
+ 0.64%
$73.31 - $91.62 $2.64K - $3.3K
5.66K $516M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
407
+ 0.64%
$82.21 - $83.12 $33.5K - $33.8K
64.2K $5.32B
BX
Blackstone Inc.

Financial Services
38
+ 1.05%
$120.07 - $151.11 $4.56K - $5.74K
3.67K $548M
BAC
Bank Of America Corp

Financial Services
202
+ 3.76%
$34.39 - $47.46 $6.95K - $9.59K
5.57K $263M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
276
+ 1.78%
$77.94 - $79.5 $21.5K - $21.9K
15.8K $1.26B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
270
+ 2.17%
$96.84 - $99.46 $26.1K - $26.9K
12.7K $1.26B
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.05%
$54.19 - $67.22 $108 - $134
4.37K $294M
IDV
Ishares Tr

ETFs
66
+ 0.89%
$27.79 - $34.84 $1.83K - $2.3K
7.49K $259M
QCOM
Qualcomm Inc

Technology
22
+ 0.78%
$124.66 - $159.48 $2.74K - $3.51K
2.85K $454M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.42%
$166.82 - $194.23 $1.17K - $1.36K
1.66K $322M
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 1.21%
$335.24 - $380.78 $7.71K - $8.76K
1.93K $707M
CTSH
Cognizant Technology Solutions Corp

Technology
23
+ 0.54%
$66.47 - $81.81 $1.53K - $1.88K
4.27K $333M
FSCO
Fs Cr Opportunities Corp Com
314
+ 1.48%
N/A
21.5K $156M
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.64%
$233.83 - $276.34 $1.64K - $1.93K
1.1K $295M
SHV
Ishares Tr

ETFs
45
+ 1.07%
$110.06 - $110.46 $4.95K - $4.97K
4.23K $468M
KO
Coca Cola CO

Consumer Defensive
99
+ 1.95%
$68.37 - $73.9 $6.77K - $7.32K
5.17K $366M
VNQ
Vanguard Specialized Funds Van

ETFs
684
+ 1.73%
$79.79 - $91.42 $54.6K - $62.5K
40.3K $3.59B
O
Realty Income Corp

Real Estate
84
+ 1.2%
$52.27 - $58.52 $4.39K - $4.92K
7.06K $407M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
14
+ 0.24%
$100.04 - $100.54 $1.4K - $1.41K
5.79K $582M
WM
Waste Management Inc

Industrials
17
+ 1.3%
$216.47 - $242.1 $3.68K - $4.12K
1.32K $303M
Vanguard Mun Bd Fds
28
+ 0.84%
N/A
3.35K $246M
ETR
Entergy Corp

Utilities
16
+ 0.58%
$79.01 - $86.61 $1.26K - $1.39K
2.78K $231M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.15%
$68.13 - $74.77 $341 - $374
3.36K $245M
NOC
Northrop Grumman Corp

Industrials
7
+ 0.87%
$456.3 - $540.39 $3.19K - $3.78K
816 $408M
MDT
Medtronic PLC

Healthcare
53
+ 1.22%
$80.68 - $88.86 $4.28K - $4.71K
4.4K $383M
LLY
Eli Lilly & CO

Healthcare
46
+ 3.5%
$713.71 - $898.95 $32.8K - $41.4K
1.36K $1.06B
SNA
Snap On Inc

Industrials
7
+ 0.59%
$292.36 - $342.2 $2.05K - $2.4K
1.2K $374M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.58%
$285.55 - $321.23 $3.43K - $3.85K
2.07K $603M
PG
Procter & Gamble CO

Consumer Defensive
44
+ 0.98%
$157.66 - $172.39 $6.94K - $7.59K
4.52K $720M
ABBV
Abb Vie Inc.

Healthcare
41
+ 1.66%
$170.16 - $206.27 $6.98K - $8.46K
2.51K $466M
XOM
Exxon Mobil Corp

Energy
67
+ 1.24%
$99.93 - $119.04 $6.7K - $7.98K
5.48K $591M
BMY
Bristol Myers Squibb CO

Healthcare
24
+ 0.38%
$44.12 - $59.6 $1.06K - $1.43K
6.35K $294M
UNH
Unitedhealth Group Inc

Healthcare
124
+ 13.32%
$274.35 - $599.47 $34K - $74.3K
1.06K $329M
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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