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CIK: 0001688184
Total reported value
$586.7M
$586.7M
75 檔
26.6%
The Q4 2024 SEC filing reveals that Mfa Wealth Advisors, LLC held a total portfolio value of $586.7M, covering 75 public equity positions.
In Q4 2024, Mfa Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 21 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BIV, SCHD, FNDF) accounted for 26.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 10.49% | -1.49% | +17.63% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.33% | -0.04% | +259.11% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.67% | -0.91% | +12.08% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 5.38% | +0.04% | +9.41% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.09% | -0.02% | +7.49% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.54% | -0.18% | +9.06% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.95% | — | +18.75% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.82% | -0.06% | — | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 3.31% | -0.07% | +6.32% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.28% | -2.91% | +8.68% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.22% | -0.04% | +11.14% | |
| 12 | IXC | Ishares Global Energy ETF | ETF-Other | 2.58% | -1.04% | +12.41% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.08% | +4.99% | |
| 14 | AXP | American Express Co | Stock-Financials | 2.16% | +0.20% | +15.94% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.13% | -2.03% | +12.15% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 2.12% | -1.94% | +10.46% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.10% | — | +18.29% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | -0.10% | -5.54% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.66% | -0.06% | EXIT | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.45% | — | -70.72% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.25% | -0.08% | +4.61% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.19% | +0.07% | NEW | |
| 23 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 1.18% | +0.12% | +14.17% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.13% | +11.83% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -1.46% | EXIT | |
| 26 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.07% | -0.01% | +16.59% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | -0.20% | +16.08% | |
| 28 | CPRT | Copart Inc | Stock-Industrials | 0.92% | -0.42% | EXIT | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | +0.03% | +5.53% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.90% | +0.07% | +23.79% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.61% | -0.04% | +7.61% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | — | +9.24% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.52% | -0.62% | +9.40% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.52% | -0.01% | +9.60% | |
| 35 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.44% | -0.04% | -2.17% | |
| 36 | VTRS | Viatris Inc | Stock-Healthcare | 0.33% | — | +27.35% | |
| 37 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.32% | +0.03% | — | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.32% | — | -52.76% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.32% | — | -2.13% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.31% | +0.01% | -40.28% | |
| 41 | ALB | Albemarle CORP | Stock-Materials | 0.31% | — | +21.86% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.04% | +12.45% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | — | -2.77% | |
| 44 | FHI | Federated Hermes Inc | Stock-Financials | 0.25% | -0.03% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.03% | +5.10% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.23% | +0.02% | -7.98% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.03% | -0.06% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.01% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +3.8% | NEW | New buy |
| 2 | SCHD | Schwab US Dvd Equity ETF | +2.7% | +259.11% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +2.5% | +17.63% | Add |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +1.2% | +9.41% | Add |
| 5 | MGV | Vanguard Mega Cap Value ETF | +1% | +18.75% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +1% | +9.06% | Add |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +1% | +7.49% | Add |
| 8 | AXP | American Express Co | +0.7% | +15.94% | Add |
| 9 | IUSV | Ishares Core S&p U.s. Value | +0.6% | +8.68% | Add |
| 10 | PAVE | Global X US Infrastructure | +0.6% | +6.32% | Add |
| 11 | SMH | Vaneck Semiconductor ETF | +0.6% | +18.29% | Add |
| 12 | AAPL | Apple Inc | +0.5% | +4.99% | Add |
| 13 | IXC | Ishares Global Energy ETF | +0.5% | +12.41% | Add |
| 14 | IAU | Ishares Gold Trust | +0.5% | +10.46% | Add |
| 15 | BITO | Proshares Bitcoin Etf-usd | +0.4% | +14.17% | Add |
| 16 | TSLA | Tesla Inc | +0.4% | +5.53% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +4.72% | Add |
| 18 | BA | Boeing Co/the | +0.4% | +23.79% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.4% | +16.08% | Add |
| 20 | NVDA | Nvidia CORP | +0.4% | +11.83% | Add |
| 21 | CPRT | Copart Inc | +0.3% | +10.38% | Add |
| 22 | GNRC | Generac Holdings Inc | +0.3% | +16.59% | Add |
| 23 | VTRS | Viatris Inc | +0.1% | +27.35% | Add |
| 24 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +737.77% | Add |
| 25 | ACN | Accenture plc | +0.1% | +284.72% | Add |
| 26 | IFF | Intl Flavors & Fragrances | -0.1% | EXIT | Sold out |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | EXIT | Sold out |
| 28 | WLK | Westlake CORP | -0.1% | EXIT | Sold out |
| 29 | NEM | Newmont CORP | -0.1% | EXIT | Sold out |
| 30 | ERIE | Erie Indemnity Company-cl A | -0.1% | -2.17% | Trim |
| 31 | SWPPX | Schwab S&p 500 Index-sel | -0.1% | EXIT | Sold out |
| 32 | PDGIX | T Rowe Pr Dividend Grow-i | -0.1% | EXIT | Sold out |
| 33 | ✓ | Balanced Pool | -0.1% | EXIT | Sold out |
| 34 | PLD | Prologis Inc | -0.1% | EXIT | Sold out |
| 35 | DFSVX | Dfa US Sm Cap Val Port-inst | -0.1% | EXIT | Sold out |
| 36 | FULIX | Fed Herm Ultra Shrt Bnd-inst | -0.1% | EXIT | Sold out |
| 37 | T 3.875 01-15-26Bond | US Treasury N/b | -0.1% | EXIT | Sold out |
| 38 | T 1.125 01-15-25Bond | US Treasury N/b | -0.1% | EXIT | Sold out |
| 39 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -40.28% | Trim |
| 40 | SPG | Simon Property Group Inc | -0.1% | EXIT | Sold out |
| 41 | OANIX | Oakmark International-inst | -0.2% | EXIT | Sold out |
| 42 | JMST | JPM Ultra-short Muni Income | -0.3% | -52.76% | Trim |
| 43 | FGADX | Franklin Gold & Prec Mtl-adv | -0.7% | EXIT | Sold out |
| 44 | SNOXX | Schwab Trsry Obl Mny-inv | -0.9% | EXIT | Sold out |
| 45 | FHCOX | Fed Hrm Conser Microshrt-is | -1.5% | EXIT | Sold out |
| 46 | FHMIX | Fh Conserv Muni Microsh-is | -1.9% | EXIT | Sold out |
| 47 | EIRRX | Eaton Vance S/d Infl Pr-i | -2.1% | EXIT | Sold out |
| 48 | BSCQ | Invesco Bulletshares 2026 Cb | -2.8% | -70.72% | Trim |
| 49 | SNAXX | Schwa Prime Adv Money Fd-ult | -3.3% | EXIT | Sold out |
| 50 | SWVXX | Schwa Prime Adv Money Fd-inv | -6.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Mfa Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $586.7M across 75 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IGIB
市值: $14.9M
Top Position Liquidated / Trimmed
SWVXX
前期市值: $31.5M
During Q4 2024, Mfa Wealth Advisors, LLC's top holdings by market value included BIV (10.5%)、SCHD (10.3%)、FNDF (8.7%). The largest single position, BIV, represented 10.5% of total portfolio value.
In Q4 2024, Mfa Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 4 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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