Mfa Wealth Services Purchases in Q4 2024

Mfa Wealth Services

  • $125 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
20K
New
$570.51 - $610.59 $11.4M - $12.2M
20K $11.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
335K
New
$26.93 - $84.95 $9.02M - $28.5M
335K $9.15B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
75.9K
New
$90.31 - $106.37 $6.86M - $8.08M
75.9K $7.57B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
46.3K
New
$115.08 - $119.55 $5.33M - $5.54M
46.3K $5.35B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
60.7K
New
$81.68 - $82.93 $4.95M - $5.03M
60.7K $4.97B
VNQ
Vanguard Specialized Funds Van

ETFs
39K
New
$87.85 - $98.6 $3.43M - $3.85M
39K $3.47B
AAPL
Apple Inc.

Technology
12.7K
New
$221.69 - $259.02 $2.82M - $3.3M
12.7K $3.19B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
65.3K
New
$44.33 - $49.55 $2.9M - $3.24M
65.3K $2.93B
DGRO
Ishares Core Dividend Growth E

ETFs
42.7K
New
$60.73 - $64.94 $2.59M - $2.77M
42.7K $2.62B
IVW
Ishares S&P 500 Growth ETF

ETFs
24.7K
New
$94.43 - $105.47 $2.33M - $2.6M
24.7K $2.51B
MSFT
Microsoft Corp

Technology
5.15K
New
$406.35 - $454.46 $2.09M - $2.34M
5.15K $2.17B
IQLT
Ishares Msci Intl Quality Fact

ETFs
54.2K
New
$37.12 - $41.23 $2.01M - $2.23M
54.2K $2.01B
SHV
Ishares Tr

ETFs
17.7K
New
$109.92 - $110.57 $1.95M - $1.96M
17.7K $1.95B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
20.4K
New
$91.94 - $100.02 $1.88M - $2.04M
20.4K $1.89B
CGMS
Capital Grp Core Plus Income E
68.8K
New
N/A
68.8K $1.88B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.6K
New
$481.22 - $538.17 $1.73M - $1.94M
3.6K $1.84B
AMGN
Amgen Inc

Healthcare
6.8K
New
$258.78 - $328.31 $1.76M - $2.23M
6.8K $1.77B
VTI
Vanguard Total Stock Market Et

ETFs
5.78K
New
$280.04 - $302.45 $1.62M - $1.75M
5.78K $1.68B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
New
$96.64 - $101.23 $1.47M - $1.54M
15.2K $1.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.5K
New
$61.68 - $67.87 $1.45M - $1.59M
23.5K $1.46B
RYU
Invesco S&P 500 Equal Weight U

ETFs
21.4K
New
N/A
21.4K $1.41B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.3K
New
$119.61 - $136.3 $1.24M - $1.41M
10.3K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
5.8K
New
$180.88 - $232.93 $1.05M - $1.35M
5.8K $1.27B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.2K
New
$77.86 - $79.27 $1.26M - $1.28M
16.2K $1.26B
VIG
Vanguard Dividend Appreciation

ETFs
6.15K
New
N/A
6.15K $1.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.66K
New
$442.29 - $483.08 $1.17M - $1.28M
2.66K $1.2B
UNP
Union Pacific Corp

Industrials
5.02K
New
$223.15 - $249.32 $1.12M - $1.25M
5.02K $1.14B
AVGO
Broadcom Inc.

Technology
4.82K
New
$159.67 - $250.0 $769K - $1.2M
4.82K $1.12B
BOND
Pimco Active Bond Exchange Tra

ETFs
12.3K
New
$90.42 - $94.5 $1.11M - $1.16M
12.3K $1.11B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.36K
New
$113.92 - $127.38 $1.07M - $1.19M
9.36K $1.08B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
19K
New
$56.06 - $61.35 $1.06M - $1.17M
19K $1.07B
LLY
Eli Lilly & CO

Healthcare
1.38K
New
$727.2 - $932.06 $1.01M - $1.29M
1.38K $1.07B
WMT
Walmart Inc.

Consumer Defensive
11.6K
New
$79.1 - $95.7 $921K - $1.11M
11.6K $1.05B
TFLO
Ishares Treasury Floating Rate

ETFs
20.8K
New
$50.37 - $50.63 $1.05M - $1.05M
20.8K $1.05B
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
91.6K
New
$10.7 - $11.74 $980K - $1.07M
91.6K $990M
JPM
Jpmorgan Chase & CO

Financial Services
4.12K
New
$205.18 - $250.29 $846K - $1.03M
4.12K $988M
IEFA
Ishares Tr

ETFs
13.5K
New
$70.06 - $77.43 $944K - $1.04M
13.5K $947M
NVDA
Nvidia Corp

Technology
6.49K
New
$117.0 - $148.88 $759K - $966K
6.49K $872M
AXP
American Express CO

Financial Services
2.93K
New
$267.35 - $305.57 $782K - $894K
2.93K $868M
PG
Procter & Gamble CO

Consumer Defensive
5.15K
New
$161.05 - $179.7 $830K - $926K
5.15K $864M
COST
Costco Wholesale Corp

Consumer Defensive
924
New
$873.59 - $994.69 $807K - $919K
924 $847M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.65K
New
$176.42 - $186.91 $820K - $869K
4.65K $828M
BX
Blackstone Inc.

Financial Services
4.72K
New
$148.45 - $199.05 $701K - $940K
4.72K $814M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.11K
New
$172.07 - $207.36 $708K - $853K
4.11K $812M
ORCL
Oracle Corp

Technology
4.73K
New
$165.41 - $192.43 $783K - $910K
4.73K $788M
HD
Home Depot, Inc.

Consumer Cyclical
2.03K
New
$385.02 - $431.37 $780K - $874K
2.03K $788M
CSCO
Cisco Systems, Inc.

Technology
12.9K
New
$52.45 - $60.02 $677K - $775K
12.9K $764M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
17.1K
New
$40.26 - $44.35 $688K - $757K
17.1K $708M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.68K
New
$75.1 - $82.99 $652K - $721K
8.68K $657M
Activity Summary
Buys All Purchases 108 New Holdings 108 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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