Mfa Wealth Advisors, LLC Portfolio Holdings

Mfa Wealth Advisors, LLC

  • $402 Million
  • Q1 2025

Mfa Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $402 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $43.1M, Schwab Strategic Tr Us Dividen with a value of $41.5M, Schwab Fundamental Intl Large with a value of $37.6M, Ishares Trust Ishares 5 10 Yea with a value of $31.1M, and Spdr Bloomberg Investment Grad with a value of $21.4M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $391M to 402M.

Mfa Wealth Advisors, LLC is based out at Pittsburgh, PA

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

Portfolio value $402 Million
ETFs: $325 Million
Technology: $21 Million
Financial Services: $14.4 Million
Industrials: $7.77 Million
Consumer Cyclical: $7.63 Million
Utilities: $6.43 Million
Communication Services: $5.37 Million
Energy: $5.11 Million
Other: $9.63 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$8.02 Million 2.0% of portfolio
36,113
Q1 2025 Added 4.88%
$181B
$7.49 Million 1.86% of portfolio
27,832
Q1 2025 Reduced 2.25%
$439B
$4.87 Million 1.21% of portfolio
40,976
Q1 2025 Reduced 1.75%
$903B
$4.67 Million 1.16% of portfolio
30,220
Q1 2025 Added 43.25%
$241B
$4.45 Million 1.11% of portfolio
41,059
Q1 2025 Added 21.54%
$77.9B
$4.24 Million 1.06% of portfolio
12,039
Q1 2025 Reduced 11.28%
$14B
$3.67 Million 0.91% of portfolio
64,842
Q1 2025 Added 4.0%
$67.6B
$3.67 Million 0.91% of portfolio
18,177
Q1 2025 Added 1,537.57%
$95B
$3.53 Million 0.88% of portfolio
20,721
Q1 2025 Added 4.44%
$315B
$2.46 Million 0.61% of portfolio
34,407
Q1 2025 Added 0.11%
$92.5B
$2.34 Million 0.58% of portfolio
19,154
Q1 2025 Added 2.35%
$718B
$2.16 Million 0.54% of portfolio
8,338
Q1 2025 Reduced 4.86%
$120B
$2.13 Million 0.53% of portfolio
4,775
Q1 2025 Added 14.32%
$171B
$1.99 Million 0.5% of portfolio
3,650
Q1 2025 New
$6.8B
$1.9 Million 0.47% of portfolio
14,993
Q1 2025 Reduced 44.29%
$18.3B
$1.71 Million 0.43% of portfolio
4,087
Q1 2025 Reduced 2.74%
$2.68T
$1.08 Million 0.27% of portfolio
2,885
Q1 2025 Added 10.96%
$674B
$964,000 0.24% of portfolio
1,811
Q1 2025 Added 2.26%
$3.23B
$960,000 0.24% of portfolio
23,550
Q2 2024 Added 11.35%
$9.18B
$912,000 0.23% of portfolio
104,801
Q4 2024 Added 27.35%
$1.7T
$784,000 0.2% of portfolio
4,121
Q1 2025 Reduced 4.41%
$153B
$683,000 0.17% of portfolio
858
Q1 2025 Added 0.59%
$29.5B
$663,000 0.16% of portfolio
2,865
Q1 2025 Added 9.9%
$36.2B
$622,000 0.15% of portfolio
8,292
Q1 2025 Added 75.42%
$88B
$619,000 0.15% of portfolio
912
Q1 2025 Added 84.99%
$144B
$565,000 0.14% of portfolio
4,644
Q4 2024 Reduced 2.17%
$67.3B
$532,000 0.13% of portfolio
3,181
Q1 2025 Added 30.91%
$634M
$523,000 0.13% of portfolio
60,669
Q1 2025 Added 46.84%
$48.2B
$481,000 0.12% of portfolio
2,898
Q1 2025 New
$132B
$447,000 0.11% of portfolio
6,441
Q1 2025 Added 5.61%
$912B
$462,000 0.11% of portfolio
2,960
Q1 2024 Reduced 1.37%
$5.01B
$455,000 0.11% of portfolio
19,536
Q1 2025 New
$127B
$433,000 0.11% of portfolio
6,109
Q1 2025 New
$153B
$435,000 0.11% of portfolio
2,833
Q1 2025 Added 3.66%
$523B
$412,000 0.1% of portfolio
1,177
Q1 2025 Reduced 23.62%
$91.1B
$360,000 0.09% of portfolio
3,225
Q1 2025 New
$9.79B
$353,000 0.09% of portfolio
8,908
Q1 2025 Added 31.68%
$5.84B
$361,000 0.09% of portfolio
7,740
Q1 2025 Reduced 5.21%
$767B
$365,000 0.09% of portfolio
2,199
Q1 2025 Reduced 3.93%
$777B
$302,000 0.08% of portfolio
366
Q4 2024 Added 7.02%
$23.4B
$316,000 0.08% of portfolio
969
Q1 2025 Reduced 7.89%
$176B
$282,000 0.07% of portfolio
904
Q1 2025 Reduced 37.0%
$1.13T
$234,000 0.06% of portfolio
407
Q2 2024 New
$30.1B
$224,000 0.06% of portfolio
3,008
Q4 2023 New
$173B
$235,000 0.06% of portfolio
3,436
Q1 2025 New
$128B
$257,000 0.06% of portfolio
691
Q1 2025 Added 5.34%
$43.8B
$238,000 0.06% of portfolio
4,931
Q1 2025 New
$331B
$251,000 0.06% of portfolio
1,801
Q1 2025 Added 0.06%
$11.6B
$217,000 0.05% of portfolio
2,171
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $402 Million
  • Prior Value $391 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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