Mfa Wealth Services Incresed Positions in Q3 2025

Mfa Wealth Services

  • $145 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
43.1K
+ 52.89%
$41.43 - $44.2 $1.79M - $1.91M
125K $5.51B
FSMO
Fidelity Covington Tr

ETFs
50.8K
+ 241.52%
N/A
71.9K $2.1B
IVV
Ishares Core S&P 500 ETF

ETFs
332
+ 1.54%
$620.67 - $670.08 $206K - $222K
21.8K $14.6B
GLD
Spdr Gold Trust

ETFs
2.95K
+ 294.9%
$300.96 - $355.47 $888K - $1.05M
3.95K $1.4B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
388
+ 0.48%
$107.5 - $115.86 $41.7K - $45K
81.3K $9.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
78
+ 0.32%
$108.97 - $121.65 $8.5K - $9.49K
24.8K $3B
VNQ
Vanguard Specialized Funds Van

ETFs
1.6K
+ 3.97%
$88.47 - $93.24 $141K - $149K
41.9K $3.83B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
82
+ 1.99%
$224.68 - $282.71 $18.4K - $23.2K
4.2K $1.17B
GOOG
Alphabet Inc.

Communication Services
198
+ 8.94%
$175.16 - $255.24 $34.7K - $50.5K
2.41K $588M
ASML
Asml Holding Nv

Technology
142
+ 51.82%
$689.63 - $968.09 $97.9K - $137K
416 $403M
Capital Group Dividend Growe
3.16K
+ 9.72%
N/A
35.6K $1.23B
MSFT
Microsoft Corp

Technology
69
+ 1.37%
$491.09 - $535.64 $33.9K - $37K
5.09K $2.64B
ABBV
Abb Vie Inc.

Healthcare
100
+ 3.98%
$184.85 - $231.54 $18.5K - $23.2K
2.61K $604M
C
Citigroup Inc

Financial Services
219
+ 3.13%
$85.57 - $103.49 $18.7K - $22.7K
7.21K $731M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
87
+ 0.37%
$94.17 - $99.95 $8.19K - $8.7K
23.8K $2.37B
JNJ
Johnson & Johnson

Healthcare
132
+ 3.95%
$155.17 - $185.42 $20.5K - $24.5K
3.47K $644M
BK
Bank Of New York Mellon Corp

Financial Services
180
+ 3.18%
$90.65 - $109.75 $16.3K - $19.8K
5.84K $636M
QUAL
Ishares Msci Usa Quality Facto

ETFs
280
+ 5.08%
$182.33 - $194.5 $51.1K - $54.5K
5.79K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
364
+ 4.71%
$108.46 - $120.63 $39.5K - $43.9K
8.09K $961M
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 1.04%
$282.78 - $316.06 $11.9K - $13.3K
4.09K $1.29B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.33K
+ 8.41%
$78.96 - $80.04 $105K - $106K
17.1K $1.37B
CGMS
Capital Grp Core Plus Income E
3.58K
+ 5.14%
N/A
73.3K $2.03B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
169
+ 0.62%
$62.09 - $66.51 $10.5K - $11.2K
27.6K $1.8B
BX
Blackstone Inc.

Financial Services
104
+ 2.84%
$152.77 - $188.68 $15.9K - $19.6K
3.77K $644M
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 2.54%
$357.4 - $423.42 $17.5K - $20.7K
1.98K $801M
VIG
Vanguard Dividend Appreciation

ETFs
108
+ 1.74%
N/A
6.33K $1.37B
IEF
Ishares Barclays

ETFs
719
+ 2.29%
$93.91 - $97.26 $67.5K - $69.9K
32.1K $3.09B
Blackrock Inc
16
+ 2.66%
N/A
618 $720M
ETN
Eaton Corp PLC

Industrials
156
+ 9.15%
$342.99 - $392.76 $53.5K - $61.3K
1.86K $696M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 3.43%
$696.56 - $806.32 $17.4K - $20.2K
753 $599M
WMT
Walmart Inc.

Consumer Defensive
191
+ 1.83%
$94.4 - $104.27 $18K - $19.9K
10.7K $1.1B
TD
Toronto Dominion Bank

Financial Services
431
+ 10.21%
$72.55 - $79.95 $31.3K - $34.5K
4.65K $372M
O
Realty Income Corp

Real Estate
611
+ 8.65%
$56.13 - $60.79 $34.3K - $37.1K
7.67K $466M
AXP
American Express CO

Financial Services
57
+ 2.04%
$294.27 - $342.31 $16.8K - $19.5K
2.85K $945M
SNA
Snap On Inc

Industrials
35
+ 2.91%
$313.01 - $346.53 $11K - $12.1K
1.24K $428M
XOM
Exxon Mobil Corp

Energy
238
+ 4.34%
$105.83 - $117.22 $25.2K - $27.9K
5.72K $645M
IEFA
Ishares Tr

ETFs
16
+ 0.12%
$81.7 - $87.53 $1.31K - $1.4K
13.3K $1.16B
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.36K
+ 2.14%
$9.87 - $10.65 $23.3K - $25.1K
113K $1.19B
GD
General Dynamics Corp

Industrials
29
+ 3.68%
$293.92 - $341.0 $8.52K - $9.89K
817 $279M
MDT
Medtronic PLC

Healthcare
132
+ 3.0%
$87.67 - $95.74 $11.6K - $12.6K
4.53K $431M
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 3.2%
$291.67 - $316.99 $19.3K - $20.9K
2.13K $648M
AMGN
Amgen Inc

Healthcare
74
+ 1.12%
$271.18 - $309.22 $20.1K - $22.9K
6.71K $1.89B
MRK
Merck & Co., Inc.

Healthcare
168
+ 3.04%
$77.6 - $87.37 $13K - $14.7K
5.7K $478M
UNP
Union Pacific Corp

Industrials
33
+ 0.68%
$214.91 - $237.16 $7.09K - $7.83K
4.91K $1.16B
ETR
Entergy Corp

Utilities
107
+ 3.84%
$80.93 - $93.55 $8.66K - $10K
2.89K $269M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.46%
$459.11 - $506.91 $4.13K - $4.56K
1.98K $994M
Vanguard Mun Bd Fds
385
+ 5.22%
N/A
7.76K $595M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.42%
$567.77 - $614.76 $1.7K - $1.84K
710 $434M
Fidelity Covington Trust
298
+ 2.67%
N/A
11.5K $408M
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
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