MP

MA Private Wealth

13F
MA Private Wealth
Last update 2025-05-01 75 Stocks (6 new)
Value $532.00 Mil Turnover 3 %
Countries:
MA Private Wealth Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
176,249
90,576.0
+1.01%
17.040
+0.17%
0.020
+19.59%
+7.78%
660,834.1
 
BND
Vanguard Total Bond Market ETF
921,586
67,690.5
-0.95%
12.730
-0.12%
0.050
+1.26%
+3.27%
127,496.0
 
QUAL
iShares MSCI USA Quality Factor ETF
250,381
42,787.6
+1.78%
8.050
+0.14%
0.090
+14.25%
+3.80%
53,112.1
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
814,907
39,734.9
+4.18%
7.470
+0.30%
0.250
+20.83%
+8.66%
19,386.4
 
IVW
iShares S&P 500 Growth ETF
328,518
30,496.3
+1.41%
5.740
+0.08%
0.060
+27.10%
+10.87%
61,778.2
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
593,385
27,479.7
+0.52%
5.170
+0.03%
0.140
+1.54%
+3.51%
14,395.4
 
EFG
iShares MSCI EAFE Growth ETF
239,035
23,903.5
-0.17%
4.500
-0.01%
0.200
+11.96%
+14.73%
12,936.8
 
EFV
iShares MSCI EAFE Value ETF
388,776
22,914.5
-0.90%
4.310
-0.03%
0.110
+10.12%
+22.88%
25,947.4
 
XCEM
Columbia EM Core ex-China ETF
706,086
20,854.2
-8.79%
3.920
-0.38%
-
+19.00%
+16.59%
1,125.0
 
IYW
iShares U.S. Technology ETF
119,366
16,763.7
+1.08%
3.150
+0.03%
0.090
+36.16%
+12.15%
22,366.6
 

MA Private Wealth's Historical Top Holdings Breakdowns

MA Private Wealth's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.46%
85.29 ($89.02) 92.57
$85.24
-4.25%
Add 339.09%
35,294
27,256
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.40%
25.54 ($26.65) 27.64
$25.77
-3.30%
Reduce -18.49%
356,002
-80,756
XCEM
Columbia EM Core ex-China ETF
2025-03-31
Reduce
Reduce
-0.38%
29.18 ($30.01) 30.72
$34.51
15.00%
Reduce -8.79%
706,086
-68,072
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Add
Add
+0.37%
54.25 ($56.1) 57.64
$63.70
13.55%
Add 273.71%
48,096
35,226
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.33%
87.68 ($92.03) 94.57
$92.95
1.00%
Reduce -17.87%
89,857
-19,549
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+0.30%
48.08 ($51.4) 53.73
$55.30
7.59%
Add 4.18%
814,907
32,700
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-03-31
Add
Add
+0.24%
34.83 ($36.45) 37.46
$37.57
3.07%
Add 25.2%
171,537
34,522
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.17%
507.05 ($540.58) 563.67
$576.92
6.72%
Add 1.01%
176,249
1,757
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.14%
168.16 ($179.03) 186.21
$184.03
2.79%
Add 1.78%
250,381
4,385
AAPL
Apple Inc
2025-03-31
Add
Add
+0.13%
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 22.33%
17,303
3,159

MA Private Wealth Total Holding History ($B)

To

MA Private Wealth's Asset Allocation

To

MA Private Wealth Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MA Private Wealth's Hypothetical Growth since 2025-03-31

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