Mfa Wealth Services Incresed Positions in Q4 2025

Mfa Wealth Services

  • $148 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.29K
+ 53.48%
$237.49 - $291.74 $306K - $376K
3.7K $1.16B
Vanguard Mun Bd Fds
6.94K
+ 89.44%
N/A
14.7K $1.12B
LLY
Eli Lilly & CO

Healthcare
53
+ 3.76%
$799.57 - $1025.28 $42.4K - $54.3K
1.46K $1.57B
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.28K
+ 4.24%
$43.84 - $45.35 $232K - $239K
130K $5.9B
IVV
Ishares Core S&P 500 ETF

ETFs
74
+ 0.34%
$656.2 - $690.71 $48.6K - $51.1K
21.9K $15B
ASML
Asml Holding Nv

Technology
206
+ 49.52%
$936.19 - $1075.45 $193K - $222K
622 $666M
CSCO
Cisco Systems, Inc.

Technology
1.51K
+ 12.08%
$67.46 - $78.0 $102K - $118K
14K $1.08B
Capital Group Dividend Growe
4.39K
+ 12.31%
N/A
40K $1.43B
GLD
Spdr Gold Trust

ETFs
67
+ 1.7%
$354.79 - $403.15 $23.8K - $27K
4.02K $1.59B
MRK
Merck & Co., Inc.

Healthcare
525
+ 9.21%
$82.49 - $92.93 $43.3K - $48.8K
6.23K $655M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.52K
+ 3.06%
$119.13 - $120.38 $181K - $183K
51.2K $6.11B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.99K
+ 3.66%
$82.69 - $83.12 $165K - $166K
56.4K $4.67B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.21K
+ 1.49%
$111.17 - $117.03 $135K - $142K
82.6K $9.45B
RTX
Raytheon Technologies Corp

Industrials
697
+ 56.39%
$157.0 - $179.44 $109K - $125K
1.93K $355M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.32K
+ 89.97%
$153.8 - $189.34 $203K - $250K
2.78K $408M
BMY
Bristol Myers Squibb CO

Healthcare
1.5K
+ 22.37%
$42.6 - $49.08 $64K - $73.7K
8.22K $443M
AXP
American Express CO

Financial Services
17
+ 0.6%
$316.26 - $372.77 $5.38K - $6.34K
2.86K $1.06B
WMT
Walmart Inc.

Consumer Defensive
175
+ 1.64%
$101.18 - $109.03 $17.7K - $19.1K
10.8K $1.21B
FSMO
Fidelity Covington Tr

ETFs
50
+ 0.07%
N/A
71.9K $2.21B
WM
Waste Management Inc

Industrials
467
+ 33.24%
$196.77 - $219.98 $91.9K - $103K
1.87K $411M
ETR
Entergy Corp

Utilities
1.06K
+ 36.49%
$93.4 - $97.65 $98.5K - $103K
3.95K $365M
Fidelity Covington Trust
892
+ 2.52%
N/A
36.3K $1.18B
CB
Chubb LTD

Financial Services
82
+ 5.22%
$268.2 - $296.22 $22K - $24.3K
1.65K $516M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
98
+ 0.41%
$98.0 - $102.56 $9.6K - $10.1K
23.8K $2.45B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
770
+ 2.79%
$63.25 - $66.24 $48.7K - $51K
28.4K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.26%
$213.04 - $254.0 $3.2K - $3.81K
5.7K $1.32B
O
Realty Income Corp

Real Estate
1.65K
+ 21.44%
$56.12 - $60.64 $92.3K - $99.8K
9.32K $525M
ABBV
Abb Vie Inc.

Healthcare
290
+ 11.11%
$211.96 - $244.38 $61.5K - $70.9K
2.9K $663M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
757
+ 4.42%
$79.55 - $80.13 $60.2K - $60.7K
17.9K $1.43B
IEFA
Ishares Tr

ETFs
234
+ 1.77%
$86.09 - $89.88 $20.1K - $21K
13.5K $1.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
316
+ 3.91%
$114.27 - $121.15 $36.1K - $38.3K
8.4K $1.01B
CGMS
Capital Grp Core Plus Income E
2.11K
+ 2.88%
N/A
75.4K $2.08B
KO
Coca Cola CO

Consumer Defensive
304
+ 5.77%
$66.1 - $71.61 $20.1K - $21.8K
5.57K $390M
CGGO
Capital Group Global Growth Eq

ETFs
959
+ 11.39%
$33.63 - $35.51 $32.3K - $34.1K
9.38K $325M
Vanguard Calif Tax Free Fds
343
+ 16.58%
N/A
2.41K $242M
EFA
Ishares Tr Msci Eafe ETF

ETFs
142
+ 1.74%
$92.24 - $96.56 $13.1K - $13.7K
8.32K $799M
MCD
Mcdonalds Corp

Consumer Cyclical
97
+ 4.55%
$293.81 - $310.11 $28.5K - $30.1K
2.23K $681M
CGDV
Capital Group Divid Value ETF

ETFs
460
+ 7.77%
$41.33 - $43.47 $19K - $20K
6.38K $278M
V
Visa Inc.

Financial Services
27
+ 1.65%
$325.75 - $352.42 $8.8K - $9.52K
1.66K $583M
BAC
Bank Of America Corp

Financial Services
55
+ 0.98%
$48.65 - $54.11 $2.68K - $2.98K
5.65K $311M
QCOM
Qualcomm Inc

Technology
47
+ 1.62%
$153.59 - $187.68 $7.22K - $8.82K
2.95K $504M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
807
+ 3.73%
$49.98 - $50.22 $40.3K - $40.5K
22.4K $1.11B
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.36%
$261.57 - $287.42 $1.05K - $1.15K
1.11K $322M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
179
+ 0.95%
$41.91 - $43.15 $7.5K - $7.72K
19.1K $827M
Fidelity Covington Trust
215
+ 1.87%
N/A
11.7K $419M
VEU
Vanguard Ftse All World Ex Us

ETFs
7
+ 0.16%
$70.2 - $73.89 $491 - $517
4.52K $333M
FDRR
Fidelity Covington Tr Divid Et

ETFs
2
+ 0.05%
$57.39 - $60.72 $115 - $121
3.78K $230M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
65
+ 1.73%
$75.19 - $77.98 $4.89K - $5.07K
3.82K $296M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.31%
$76.84 - $80.86 $615 - $647
2.6K $208M
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 48 Reductions 48 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