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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85B
$220 Million 0.18% of portfolio
946
Q4 2024 New
$55.2B
$224 Million 0.18% of portfolio
1,231
Q4 2024 New
$342B
$217 Million 0.17% of portfolio
651
Q4 2024 New
$16.5B
$207 Million 0.17% of portfolio
2,730
Q4 2024 New
$50.5B
$210 Million 0.17% of portfolio
2,277
Q4 2024 New
$103B
$213 Million 0.17% of portfolio
4,000
Q4 2024 New
$70.6B
$203 Million 0.16% of portfolio
770
Q4 2024 New
-
$160 Million 0.13% of portfolio
-
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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