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MFA Wealth Services13F | |
| MFA Wealth Services | |
| Last update 2025-07-24 | 114 Stocks (10 new) |
| Value $133.00 Mil | Turnover 5 % |
MFA Wealth Services Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 21,516 | 13,359.6 | +1.63% | 10.040 | +0.16% | 0.000 | +16.09% | +8.31% | 642,461.0 | ||
QGRO |
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
| 80,954 | 8,833.7 | +0.71% | 6.640 | +0.05% | 0.500 | +15.41% | +10.07% | 1,786.0 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 53,443 | 6,364.6 | +1.39% | 4.780 | +0.07% | 0.040 | -0.08% | +2.23% | 15,675.6 | ||
SCHD | Schwab US Dividend Equity ETF | 233,831 | 6,196.5 | -15.06% | 4.660 | -0.95% | 0.010 | +6.11% | -0.15% | 71,237.6 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 64,205 | 5,320.1 | +0.64% | 4.000 | +0.03% | 0.020 | -0.33% | +0.63% | 23,668.1 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 40,300 | 3,589.1 | +1.73% | 2.700 | +0.05% | 0.010 | +5.23% | +2.96% | 34,063.4 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 81,505 | 3,522.6 | +52.43% | 2.650 | +0.91% | 0.030 | +6.31% | +17.11% | 12,089.6 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 31,347 | 3,002.1 | +6.83% | 2.260 | +0.14% | 0.010 | -0.35% | +2.24% | 34,793.2 | ||
IVW | iShares S&P 500 Growth ETF | 24,751 | 2,725.0 | +0.89% | 2.050 | +0.02% | 0.000 | +22.07% | +11.58% | 62,264.2 | ||
DGRO | iShares Core Dividend Growth ETF | 42,061 | 2,689.4 | +2.08% | 2.020 | +0.04% | 0.010 | +10.30% | +6.86% | 32,734.9 |
MFA Wealth Services's Historical Top Holdings Breakdowns
MFA Wealth Services's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -0.95% | 24.32 ($26.14) 27.96 | $27.28 | 4.36% | Reduce -15.06% | 233,831 | -41,450 | |
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2025-06-30 | Add Add | +0.91% | 35.9 ($41.46) 43.76 | $43.47 | 4.85% | Add 52.43% | 81,505 | 28,034 | |
CGDG | Capital Group Dividend Growers ETF | 2025-06-30 | New Buy New Buy | +0.82% | 28.02 ($31.76) 33.7 | $34.19 | 7.65% | New holding | 32,469 | 32,469 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Reduce Reduce | -0.33% | 47.46 ($52.98) 55.3 | $57.04 | 7.66% | Reduce -21.36% | 27,177 | -7,380 | |
FDIF | Fidelity Disruptors ETF | 2025-06-30 | New Buy New Buy | +0.28% | 26.15 ($30.87) 33.74 | $34.57 | 11.99% | New holding | 11,178 | 11,178 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-06-30 | Reduce Reduce | -0.23% | 35.35 ($40.33) 42.68 | $43.76 | 8.50% | Reduce -15.39% | 37,506 | -6,823 | |
CEG | Constellation Energy Corp | 2025-06-30 | New Buy New Buy | +0.21% | 170.96 ($263.62) 322.76 | $321.67 | 22.02% | New holding | 864 | 864 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2025-06-30 | New Buy New Buy | +0.21% | 57.14 ($67.61) 72.68 | $74.53 | 10.24% | New holding | 3,773 | 3,773 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-06-30 | Add Add | +0.21% | 50.47 ($50.56) 50.66 | $50.61 | 0.10% | Add 12.11% | 50,714 | 5,479 | |
SAP | SAP SE | 2025-06-30 | New Buy New Buy | +0.18% | 237.53 ($286.28) 309.8 | $286.16 | -0.04% | New holding | 775 | 775 |
MFA Wealth Services Total Holding History ($B)
MFA Wealth Services's Asset Allocation
MFA Wealth Services Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MFA Wealth Services's Hypothetical Growth since 2025-06-30
MFA Wealth Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFA Wealth Services's Holdings Heat Map
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MFA Wealth Services's Holdings Bubble Chart
MFA Wealth Services News
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