MW
| |
MFA Wealth Services13F | |
| MFA Wealth Services | |
| Last update 2025-04-17 | 106 Stocks (2 new) |
| Value $122.00 Mil | Turnover 6 % |
MFA Wealth Services 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 21,170 | 11,895.6 | +6.09% | 9.780 | +0.56% | 0.000 | +10.26% | +6.56% | 619,055.5 | ||
SCHD | Schwab US Dividend Equity ETF | 275,281 | 7,696.9 | -17.81% | 6.330 | -1.31% | 0.010 | -1.05% | +1.86% | 71,146.6 | ||
QGRO |
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
| 80,386 | 7,529.8 | +5.85% | 6.190 | +0.34% | 0.610 | +13.04% | +8.04% | 1,718.1 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 52,710 | 6,226.9 | +13.85% | 5.120 | +0.62% | 0.040 | +1.33% | +4.22% | 15,296.0 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 63,798 | 5,278.0 | +5.18% | 4.340 | +0.21% | 0.020 | +1.06% | +2.60% | 23,991.3 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 39,616 | 3,586.8 | +1.58% | 2.950 | +0.05% | 0.010 | -0.36% | +2.98% | 33,756.7 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 29,344 | 2,798.6 | +13.94% | 2.300 | +0.28% | 0.010 | +0.74% | +4.83% | 34,785.3 | ||
AAPL | Apple Inc | 11,790 | 2,619.0 | -7.46% | 2.150 | -0.19% | 0.000 | -4.99% | -14.96% | 3,172,966.9 | Hardware | |
DGRO | iShares Core Dividend Growth ETF | 41,203 | 2,545.5 | -3.41% | 2.090 | -0.07% | 0.010 | +5.25% | +6.90% | 32,478.8 | ||
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 45,235 | 2,291.6 | +117.37% | 1.880 | +1.02% | 0.030 | +1.09% | +2.16% | 6,814.9 |
MFA Wealth Services's Historical Top Holdings Breakdowns
MFA Wealth Services's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -1.31% | 27.01 ($27.88) 28.54 | $27.31 | -2.04% | Reduce -17.81% | 275,281 | -59,659 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.20% | 110.11 ($110.29) 110.51 | $110.07 | -0.20% | Reduce -76.36% | 4,189 | -13,534 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-03-31 | Add Add | +1.02% | 50.48 ($50.58) 50.68 | $50.48 | -0.20% | Add 117.37% | 45,235 | 24,425 | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-03-31 | Reduce Reduce | -0.76% | 40.03 ($44.05) 46.81 | $43.81 | -0.54% | Reduce -32.14% | 44,329 | -20,997 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Add Add | +0.70% | 53.6 ($56.92) 58.97 | $56.54 | -0.67% | Add 81.95% | 34,557 | 15,564 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | Add Add | +0.68% | 110.9 ($123.2) 132.93 | $129.62 | 5.21% | Add 70.91% | 17,681 | 7,336 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.62% | 114.57 ($116.45) 118.14 | $118.39 | 1.67% | Add 13.85% | 52,710 | 6,411 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.56% | 554.06 ($590.51) 615.85 | $623.42 | 5.57% | Add 6.09% | 21,170 | 1,216 | |
QGRO |
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
| 2025-03-31 | Add Add | +0.34% | 91.68 ($101.5) 109.93 | $107.72 | 6.13% | Add 5.85% | 80,386 | 4,446 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.34% | 59.28 ($63.17) 66.08 | $72.77 | 15.20% | Sold Out | 0 | -6,906 |
MFA Wealth Services Total Holding History ($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
- 1
MFA Wealth Services's Hypothetical Growth since 2025-03-31
MFA Wealth Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFA Wealth Services's Holdings Heat Map
Size field:
MFA Wealth Services's Holdings Bubble Chart
MFA Wealth Services 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