Mfa Wealth Services Portfolio Holdings

Mfa Wealth Services

  • $125 Billion
  • Q4 2024

Mfa Wealth Services has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.7B, Schwab Strategic Tr Us Dividen with a value of $9.15B, American Centy ETF Tr Stoxx Us with a value of $7.57B, Ishares Barclays 3 7 Yr Treas with a value of $5.35B, and Ishares Barclays 1 3 Year Trea with a value of $4.97B.

Examining the 13F form we can see an increase of $125B in the current position value.

Mfa Wealth Services is based out at Thousand Oaks, CA

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

Portfolio value $125 Billion
ETFs: $81.8 Billion
Technology: $12.4 Billion
Financial Services: $8.16 Billion
Healthcare: $6.01 Billion
Industrials: $3.97 Billion
Consumer Defensive: $3.12 Billion
Consumer Cyclical: $2.7 Billion
Communication Services: $1.48 Billion
Other: $1.9 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$3.19 Billion 2.56% of portfolio
12,741
Q4 2024 New
$3.09T
$2.17 Billion 1.74% of portfolio
5,152
Q4 2024 New
$2.42T
$1.27 Billion 1.02% of portfolio
5,798
Q4 2024 New
$610B
$1.2 Billion 0.97% of portfolio
2,655
Q4 2024 New
$771B
$1.07 Billion 0.86% of portfolio
1,384
Q4 2024 New
$266B
$1.05 Billion 0.84% of portfolio
11,638
Q4 2024 New
$784B
$988 Million 0.79% of portfolio
4,123
Q4 2024 New
$299B
$872 Million 0.7% of portfolio
6,490
Q4 2024 New
$237B
$868 Million 0.7% of portfolio
2,925
Q4 2024 New
$393B
$864 Million 0.69% of portfolio
5,152
Q4 2024 New
$434B
$847 Million 0.68% of portfolio
924
Q4 2024 New
$1.09T
$812 Million 0.65% of portfolio
4,113
Q4 2024 New
$422B
$788 Million 0.63% of portfolio
2,025
Q4 2024 New
$459B
$788 Million 0.63% of portfolio
4,731
Q4 2024 New
$249B
$764 Million 0.61% of portfolio
12,906
Q4 2024 New
$212B
$644 Million 0.52% of portfolio
2,221
Q4 2024 New
$250B
$625 Million 0.5% of portfolio
6,278
Q4 2024 New
$398B
$607 Million 0.49% of portfolio
4,194
Q4 2024 New
$559B
$570 Million 0.46% of portfolio
1,805
Q4 2024 New
$445B
$569 Million 0.46% of portfolio
5,294
Q4 2024 New
$229B
$529 Million 0.42% of portfolio
2,408
Q4 2024 New
$507B
$512 Million 0.41% of portfolio
1,011
Q4 2024 New
$1.55T
$480 Million 0.39% of portfolio
820
Q4 2024 New
$325B
$420 Million 0.34% of portfolio
2,364
Q4 2024 New
$219B
$415 Million 0.33% of portfolio
725
Q4 2024 New
$1.25T
$382 Million 0.31% of portfolio
2,008
Q4 2024 New
$275B
$357 Million 0.29% of portfolio
5,741
Q4 2024 New
$292B
$291 Million 0.23% of portfolio
2,009
Q4 2024 New
$372B
$235 Million 0.19% of portfolio
5,336
Q4 2024 New
$243B
$237 Million 0.19% of portfolio
673
Q4 2024 New
$342B
$217 Million 0.17% of portfolio
651
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 108 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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