MW
| |
MFA Wealth Advisors, LLC13F | |
| MFA Wealth Advisors, LLC | |
| Last update 2025-07-14 | 88 Stocks (7 new) |
| Value $426.00 Mil | Turnover 14 % |
MFA Wealth Advisors, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 537,925 | 41,603.1 | -4.46% | 9.760 | -0.48% | 0.180 | +1.79% | +4.54% | 23,133.9 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 688,072 | 36,667.3 | +16.17% | 8.600 | +1.20% | 0.240 | +3.18% | +5.04% | 15,513.3 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 888,264 | 35,548.3 | -14.64% | 8.340 | -1.36% | 0.220 | +12.39% | +21.19% | 16,420.3 | ||
SCHD | Schwab US Dividend Equity ETF | 1,270,714 | 33,673.9 | -14.34% | 7.900 | -1.47% | 0.050 | +7.26% | +0.70% | 70,417.4 | ||
FLRN |
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
| 664,241 | 20,478.5 | -4.11% | 4.800 | -0.22% | 0.740 | +1.71% | +2.82% | 2,782.6 | ||
MGV | Vanguard Mega Cap Value ETF | 125,779 | 16,502.2 | +0.18% | 3.870 | +0.01% | 0.190 | +9.89% | +6.46% | 9,031.0 | ||
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 312,263 | 13,608.4 | -3.00% | 3.190 | -0.09% | 0.160 | +25.48% | +12.44% | 8,956.3 | ||
IUSV | ISHARES TRUST | 138,340 | 13,091.1 | -3.02% | 3.070 | -0.10% | 0.060 | +11.93% | +4.11% | 21,175.0 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 134,686 | 12,269.9 | -23.25% | 2.880 | -0.88% | 0.080 | +17.10% | -2.04% | 16,535.6 | ||
EEM | iShares MSCI Emerging Markets ETF | 238,002 | 11,481.2 | New Holding | 2.690 | +2.69% | 0.060 | +18.37% | +18.65% | 18,685.7 |
MFA Wealth Advisors, LLC's Historical Top Holdings Breakdowns
MFA Wealth Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 2025-06-30 | Reduce Reduce | -2.88% | 43.34 ($51.15) 55.24 | $56.17 | 9.81% | Reduce -88.17% | 32,336 | -240,974 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-06-30 | New Buy New Buy | +2.69% | 38.52 ($44.95) 48.28 | $49.15 | 9.33% | New holding | 238,002 | 238,002 | |
FENI | Fidelity Enhanced International ETF | 2025-06-30 | Add Add | +2.03% | 26.51 ($31.24) 33.28 | $33.06 | 5.83% | Add 361.42% | 331,662 | 259,784 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-06-30 | Reduce Reduce | -1.85% | 51.68 ($52.25) 52.76 | $52.58 | 0.62% | Reduce -74.75% | 48,137 | -142,469 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -1.47% | 24.32 ($26.14) 27.96 | $27.02 | 3.35% | Reduce -14.34% | 1,270,714 | -212,729 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-06-30 | Reduce Reduce | -1.36% | 32.25 ($37.69) 40.02 | $40.03 | 6.21% | Reduce -14.64% | 888,264 | -152,308 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2025-06-30 | Add Add | +1.20% | 51.1 ($52.19) 53.29 | $52.87 | 1.31% | Add 16.17% | 688,072 | 95,762 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-06-30 | Add Add | +1.10% | 179.95 ($231.55) 278.88 | $289.91 | 25.20% | Add 85.16% | 36,632 | 16,848 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-06-30 | Add Add | +1.02% | 103.88 ($117.68) 123.68 | $126.26 | 7.29% | Add 443.79% | 42,965 | 35,064 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.95% | 354.56 ($433.34) 497.45 | $509.14 | 17.49% | Add 281.84% | 11,016 | 8,131 |
MFA Wealth Advisors, LLC Total Holding History ($B)
MFA Wealth Advisors, LLC's Asset Allocation
MFA Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
MFA Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
MFA Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFA Wealth Advisors, LLC's Holdings Heat Map
Size field:
MFA Wealth Advisors, LLC's Holdings Bubble Chart
MFA Wealth Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers