Mfa Wealth Services Portfolio Holdings

Mfa Wealth Services

  • $122 Billion
  • Q1 2025

Mfa Wealth Services has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 106 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 $11.9B, Schwab Strategic Tr Us Dividen with a value of $7.7B, American Centy ETF Tr Stoxx Us with a value of $7.53B, Ishares Barclays 3 7 Yr Treas with a value of $6.23B, and Ishares Barclays 1 3 Year Trea with a value of $5.28B.

Examining the 13F form we can see an decrease of $3.04B in the current position value, from $125B to 122B.

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 $122 Billion
ETFs: $81.3 Billion
Technology: $10.2 Billion
Financial Services: $8.05 Billion
Healthcare: $6.36 Billion
Industrials: $3.92 Billion
Consumer Defensive: $2.91 Billion
Consumer Cyclical: $2.44 Billion
Communication Services: $1.32 Billion
Other: $1.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.7B
$215 Million 0.18% of portfolio
788
Q1 2025 Added 2.34%
$55.8B
$206 Million 0.17% of portfolio
2,569
Q1 2025 New
$0
$203 Million 0.17% of portfolio
4,068
Q1 2025 Reduced 15.16%
$185B
$212 Million 0.17% of portfolio
679
Q1 2025 Added 0.89%
$68.2B
$200 Million 0.16% of portfolio
1,801
Q1 2025 New
-
$149 Million 0.12% of portfolio
-
Q1 2025 Reduced 9.46%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $122 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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