Mfa Wealth Services Reduced Holdings in Q1 2025

Mfa Wealth Services

  • $122 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-13.5K
- 76.36%
$110.11 - $110.51 $1.49M - $1.5M
4.19K $463M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-59.7K
- 17.81%
$27.01 - $28.54 $1.61M - $1.7M
275K $7.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-21K
- 32.14%
$40.03 - $46.81 $841K - $983K
44.3K $1.81B
AAPL
Apple Inc.

Technology
-951
- 7.46%
$209.68 - $247.1 $199K - $235K
11.8K $2.62B
MSFT
Microsoft Corp

Technology
-252
- 4.89%
$375.39 - $447.2 $94.6K - $113K
4.9K $1.84B
AVGO
Broadcom Inc.

Technology
-132
- 2.74%
$167.43 - $244.7 $22.1K - $32.3K
4.69K $785M
BX
Blackstone Inc.

Financial Services
-1.09K
- 23.15%
$136.53 - $186.74 $149K - $204K
3.63K $507M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.73K
- 17.99%
$95.85 - $99.25 $262K - $271K
12.4K $1.23B
IVW
Ishares S&P 500 Growth ETF

ETFs
-159
- 0.64%
$92.45 - $106.69 $14.7K - $17K
24.5K $2.28B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.12K
- 11.94%
$102.49 - $119.96 $114K - $134K
8.24K $862M
ETN
Eaton Corp PLC

Industrials
-184
- 9.89%
$271.83 - $371.23 $50K - $68.3K
1.68K $455M
ORCL
Oracle Corp

Technology
-211
- 4.46%
$139.81 - $186.47 $29.5K - $39.3K
4.52K $632M
WMT
Walmart Inc.

Consumer Defensive
-1.27K
- 10.9%
$84.5 - $105.05 $107K - $133K
10.4K $910M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-68
- 1.65%
$165.25 - $224.62 $11.2K - $15.3K
4.05K $671M
CAT
Caterpillar Inc

Industrials
-239
- 13.57%
$326.75 - $407.63 $78.1K - $97.4K
1.52K $502M
MRK
Merck & Co., Inc.

Healthcare
-533
- 8.49%
$83.01 - $101.02 $44.2K - $53.8K
5.75K $516M
EEM
Ishares Msci Emerging Markets

ETFs
-2.95K
- 20.57%
$40.81 - $45.34 $120K - $134K
11.4K $497M
PG
Procter & Gamble CO

Consumer Defensive
-678
- 13.16%
$158.56 - $176.26 $108K - $120K
4.47K $762M
AXP
American Express CO

Financial Services
-73
- 2.5%
$255.39 - $325.87 $18.6K - $23.8K
2.85K $767M
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 5.88%
$347.25 - $424.87 $41.3K - $50.6K
1.91K $699M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.45K
- 3.41%
$60.46 - $64.42 $87.9K - $93.7K
41.2K $2.55B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.29K
- 21.72%
$49.25 - $50.66 $63.5K - $65.3K
4.65K $231M
RYU
Invesco S&P 500 Equal Weight U

ETFs
-2.09K
- 9.74%
N/A
19.3K $1.35B
CGMS
Capital Grp Core Plus Income E
-2.12K
- 3.08%
N/A
66.7K $1.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-500
- 18.83%
$442.66 - $534.52 $221K - $267K
2.16K $1.15B
JNJ
Johnson & Johnson

Healthcare
-842
- 20.08%
$142.06 - $167.7 $120K - $141K
3.35K $556M
INTU
Intuit Inc

Technology
-59
- 10.09%
$555.63 - $630.23 $32.8K - $37.2K
526 $323M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-727
- 15.16%
$49.65 - $53.98 $36.1K - $39.2K
4.07K $203M
SNA
Snap On Inc

Industrials
-98
- 7.59%
$324.09 - $358.62 $31.8K - $35.1K
1.19K $402M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-626
- 3.87%
$77.7 - $78.94 $48.6K - $49.4K
15.5K $1.23B
JPM
Jpmorgan Chase & CO

Financial Services
-203
- 4.92%
$225.19 - $279.95 $45.7K - $56.8K
3.92K $962M
UNH
Unitedhealth Group Inc

Healthcare
-80
- 7.91%
$461.52 - $548.18 $36.9K - $43.9K
931 $488M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-939
- 10.81%
$74.85 - $84.89 $70.3K - $79.7K
7.74K $633M
QCOM
Qualcomm Inc

Technology
-145
- 4.88%
$151.94 - $175.86 $22K - $25.5K
2.83K $434M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.41%
$524.81 - $672.19 $1.57K - $2.02K
722 $395M
CSCO
Cisco Systems, Inc.

Technology
-826
- 6.4%
$58.74 - $64.87 $48.5K - $53.6K
12.1K $745M
TRV
Travelers Companies, Inc.

Financial Services
-167
- 13.21%
$232.43 - $265.13 $38.8K - $44.3K
1.1K $290M
FSCO
Fs Cr Opportunities Corp Com
-2.22K
- 9.46%
N/A
21.2K $149M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-81
- 1.38%
$100.32 - $100.76 $8.13K - $8.16K
5.78K $582M
MCD
Mcdonalds Corp

Consumer Cyclical
-168
- 7.56%
$279.74 - $321.29 $47K - $54K
2.05K $641M
CB
Chubb LTD

Financial Services
-147
- 8.81%
$257.71 - $301.99 $37.9K - $44.4K
1.52K $460M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-15
- 0.09%
$40.38 - $42.65 $606 - $640
17.1K $707M
IDV
Ishares Tr

ETFs
-817
- 9.91%
$27.0 - $31.7 $22.1K - $25.9K
7.43K $230M
KO
Coca Cola CO

Consumer Defensive
-671
- 11.69%
$60.81 - $72.32 $40.8K - $48.5K
5.07K $363M
V
Visa Inc.

Financial Services
-125
- 6.93%
$306.92 - $362.71 $38.4K - $45.3K
1.68K $589M
LLY
Eli Lilly & CO

Healthcare
-68
- 4.91%
$725.72 - $929.72 $49.3K - $63.2K
1.32K $1.09B
UNP
Union Pacific Corp

Industrials
-71
- 1.41%
$225.21 - $254.42 $16K - $18.1K
4.95K $1.17B
BMY
Bristol Myers Squibb CO

Healthcare
-38
- 0.6%
$53.9 - $63.11 $2.05K - $2.4K
6.32K $386M
MDT
Medtronic PLC

Healthcare
-169
- 3.74%
$79.84 - $94.5 $13.5K - $16K
4.34K $390M
Activity Summary
Buys All Purchases 48 New Holdings 2 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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