Mfa Wealth Advisors, LLC Purchases in Q4 2025

Mfa Wealth Advisors, LLC

  • $455 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
58.3K
+ 7.89%
$53.68 - $54.54 $3.13M - $3.18M
797K $42.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.6K
+ 4.44%
$600.51 - $631.95 $1.56M - $1.64M
61.1K $37.7M
FNDF
Schwab Fundamental Intl Large

ETFs
5.97K
+ 0.67%
$42.35 - $45.18 $253K - $270K
897K $40.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19.1K
+ 3.46%
$77.73 - $78.84 $1.49M - $1.51M
573K $44.6M
FLRN
Spdr Bloomberg Investment Grad

ETFs
44.7K
+ 6.5%
$30.72 - $30.86 $1.37M - $1.38M
733K $22.6M
XLV
Select Sector Spdr Fund Health

ETFs
2.5K
+ 3.71%
$141.95 - $152.82 $354K - $381K
69.7K $10.6M
NOW
Service Now, Inc.

Technology
1.51K
+ 181.33%
$835.79 - $946.29 $1.26M - $1.42M
2.34K $1.95M
IXC
Ishares Tr Global Energy ETF

ETFs
15K
+ 5.18%
$40.23 - $43.56 $602K - $652K
304K $13.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.19K
+ 6.56%
$98.0 - $102.56 $901K - $943K
149K $15.1M
AVEM
American Centy ETF Tr Avantis

ETFs
7.19K
+ 3.87%
$73.09 - $78.36 $526K - $564K
193K $15M
IAU
Ishares Gold Trust

ETFs
3.35K
+ 2.45%
$72.65 - $82.5 $243K - $276K
140K $10.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.17K
New
$83.45 - $84.82 $682K - $693K
8.17K $682K
AMD
Advanced Micro Devices Inc

Technology
426
+ 7.07%
$164.01 - $264.33 $69.9K - $113K
6.45K $1.55M
AXP
American Express CO

Financial Services
864
+ 3.13%
$316.26 - $372.77 $273K - $322K
28.4K $9.7M
XOM
Exxon Mobil Corp

Energy
1.97K
+ 4.82%
$110.64 - $119.78 $218K - $236K
42.8K $5.03M
KO
Coca Cola CO

Consumer Defensive
3.23K
+ 9.87%
$66.1 - $71.61 $214K - $231K
36K $2.54M
CPRT
Copart Inc

Consumer Cyclical
10.3K
+ 29.25%
$39.98 - $45.76 $410K - $470K
45.4K $1.86M
PANW
Palo Alto Networks Inc

Technology
1.09K
+ 5.23%
$204.77 - $221.38 $222K - $240K
21.8K $4.48M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.64K
+ 5.64%
$125.45 - $131.1 $332K - $347K
49.5K $6.32M
CEG
Constellation Energy Corp

Utilities
140
+ 0.72%
$335.74 - $401.43 $47K - $56.2K
19.6K $6.63M
PAVE
Global X Fds Us Infrastructure

ETFs
8.61K
+ 2.76%
$46.42 - $48.56 $400K - $418K
321K $15.1M
MCK
Mckesson Corp

Healthcare
244
New
$738.06 - $859.37 $180K - $210K
244 $205K
DUK
Duke Energy Corp

Utilities
1.41K
+ 7.93%
$121.57 - $129.03 $172K - $182K
19.2K $2.4M
VO
Vanguard Mid Cap ETF

ETFs
810
+ 5.34%
$286.27 - $296.23 $232K - $240K
16K $4.59M
ITA
Ishares Tr

ETFs
666
+ 4.56%
$205.04 - $218.9 $137K - $146K
15.3K $3.14M
MSFT
Microsoft Corp

Technology
400
+ 3.49%
$496.82 - $542.07 $199K - $217K
11.9K $6.02M
LMT
Lockheed Martin Corp

Industrials
406
+ 8.27%
$452.1 - $514.24 $184K - $209K
5.32K $2.5M
GS
Goldman Sachs Group Inc

Financial Services
277
+ 3.15%
$744.6 - $838.97 $206K - $232K
9.07K $7.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 1.69%
$459.47 - $491.71 $12.4K - $13.3K
1.63K $766K
NVDA
Nvidia Corp

Technology
6
+ 0.01%
$179.83 - $207.04 $1.08K - $1.24K
50.6K $9.44M
Fidelity Covington Trust
9.07K
+ 2.6%
N/A
357K $0
TOTB.DE
Total Energies Se

Energy
3.55K
New
N/A
3.55K $0
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.49K
+ 2.35%
$70.77 - $74.04 $106K - $110K
65.1K $4.62M
ORCL
Oracle Corp

Technology
10
+ 0.55%
$217.57 - $313.0 $2.18K - $3.13K
1.83K $402K
AVUV
American Centy ETF Tr Avantis

ETFs
1.43K
+ 1.06%
$95.19 - $100.66 $136K - $144K
136K $13.3M
BA
Boeing CO

Industrials
1.08K
+ 6.23%
$191.81 - $225.32 $208K - $244K
18.5K $3.54M
BITO
Proshares Tr Bitcoin Strategy

ETFs
29.9K
+ 14.57%
$14.75 - $20.75 $441K - $621K
235K $3.47M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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