Mfa Wealth Services Incresed Positions in Q3 2025

Mfa Wealth Services

  • $145 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
18
+ 3.11%
$410.74 - $499.21 $7.39K - $8.99K
597 $298M
QCOM
Qualcomm Inc

Technology
52
+ 1.82%
$145.84 - $173.55 $7.58K - $9.02K
2.9K $483M
JCI
Johnson Controls International PLC

Industrials
160
+ 6.17%
$103.24 - $111.73 $16.5K - $17.9K
2.75K $303M
VEU
Vanguard Ftse All World Ex Us

ETFs
146
+ 3.34%
$66.38 - $71.68 $9.69K - $10.5K
4.52K $322M
CVX
Chevron Corp

Energy
38
+ 2.08%
$145.57 - $161.83 $5.53K - $6.15K
1.87K $290M
BAC
Bank Of America Corp

Financial Services
30
+ 0.54%
$44.92 - $52.42 $1.35K - $1.57K
5.6K $289M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
88
+ 0.47%
$41.17 - $43.65 $3.62K - $3.84K
18.9K $814M
BOND
Pimco Active Bond Exchange Tra

ETFs
100
+ 0.84%
$90.83 - $93.81 $9.08K - $9.38K
12K $1.12B
SPYG
Spdr Portfolio

ETFs
3
+ 0.14%
$94.33 - $105.31 $283 - $316
2.19K $228M
CEG
Constellation Energy Corp

Utilities
43
+ 4.98%
$298.82 - $354.89 $12.8K - $15.3K
907 $299M
IDV
Ishares Tr

ETFs
31
+ 0.41%
$34.54 - $37.28 $1.07K - $1.16K
7.52K $275M
LLY
Eli Lilly & CO

Healthcare
49
+ 3.6%
$625.65 - $812.69 $30.7K - $39.8K
1.41K $1.08B
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.18%
$250.62 - $279.43 $501 - $559
1.11K $309M
AMZN
Amazon Com Inc

Consumer Cyclical
37
+ 0.66%
$211.65 - $238.24 $7.83K - $8.81K
5.68K $1.25B
BMY
Bristol Myers Squibb CO

Healthcare
368
+ 5.8%
$43.31 - $48.98 $15.9K - $18K
6.71K $303M
Vanguard Mun Bd Fds
31
+ 0.93%
N/A
3.38K $254M
CSCO
Cisco Systems, Inc.

Technology
282
+ 2.31%
$66.2 - $71.79 $18.7K - $20.2K
12.5K $855M
WM
Waste Management Inc

Industrials
82
+ 6.2%
$213.88 - $237.1 $17.5K - $19.4K
1.41K $310M
CB
Chubb LTD

Financial Services
55
+ 3.63%
$265.99 - $289.59 $14.6K - $15.9K
1.57K $444M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.15%
$72.01 - $74.44 $360 - $372
3.37K $248M
CME
Cme Group Inc.

Financial Services
22
+ 2.21%
$258.83 - $287.1 $5.69K - $6.32K
1.02K $275M
PG
Procter & Gamble CO

Consumer Defensive
72
+ 1.59%
$150.47 - $161.22 $10.8K - $11.6K
4.59K $705M
KO
Coca Cola CO

Consumer Defensive
99
+ 1.92%
$65.67 - $71.67 $6.5K - $7.1K
5.27K $349M
CAH
Cardinal Health Inc

Healthcare
55
+ 2.26%
$146.04 - $167.63 $8.03K - $9.22K
2.49K $391M
IBM
International Business Machines Corp

Technology
42
+ 1.68%
$234.77 - $292.47 $9.86K - $12.3K
2.54K $716M
V
Visa Inc.

Financial Services
6
+ 0.37%
$332.09 - $358.86 $1.99K - $2.15K
1.64K $559M
TXN
Texas Instruments Inc

Technology
47
+ 3.19%
N/A
1.52K $280M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.5%
$915.95 - $994.57 $12.8K - $13.9K
945 $875M
INTU
Intuit Inc

Technology
9
+ 1.7%
$646.03 - $807.39 $5.81K - $7.27K
538 $368M
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mfa Wealth Services Portfolio

Follow Mfa Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mfa Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Mfa Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email