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CIK: 0001989379
Total reported value
$167.4M
$167.4M
108 檔
23.2%
As reported in its official Q4 2024 Form 13F filing, MFA Wealth Services's tracked investment portfolio stood at $167.4M with 108 total positions.
During Q4 2024, MFA Wealth Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHD, QGRO) accounted for 23.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.42% | +0.17% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.34% | -0.38% | — | |
| 3 | QGRO | American Century US Quality | ETF-Other | 6.07% | +0.21% | — | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.29% | -0.32% | — | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.99% | -0.27% | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.79% | -0.02% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.07% | — | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.35% | +0.03% | — | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.10% | -0.05% | — | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.01% | +0.17% | — | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.91% | -0.08% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.09% | — | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.61% | -0.11% | — | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.57% | +0.06% | — | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.52% | -0.04% | — | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.51% | -0.12% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +0.21% | — | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | -0.11% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.06% | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.05% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | +0.04% | — | |
| 22 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | -0.04% | — | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.03% | +0.07% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.04% | — | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.01% | -0.07% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.92% | -0.09% | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.12% | — | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.89% | -0.07% | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.05% | — | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.86% | -0.07% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.18% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.18% | — | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.84% | -0.07% | — | |
| 36 | NMZ | Nuveen Muni Hi Inc Opport | Stock-Other | 0.79% | -0.15% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.02% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.09% | — | |
| 40 | AXP | American Express Co | Stock-Financials | 0.70% | -0.13% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | +0.04% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.17% | — | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | -0.03% | — | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.65% | +0.02% | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.18% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.63% | +0.01% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | +0.02% | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.23% | — | |
| 49 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 0.57% | -0.02% | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | — |
According to official SEC Form 13F filings, MFA Wealth Services reported a total U.S. public equity portfolio value of $167.4M across 108 disclosed positions in Q4 2024.
During Q4 2024, MFA Wealth Services's top holdings by market value included IVV (9.4%)、SCHD (7.3%)、QGRO (6.1%). The largest single position, IVV, represented 9.4% of total portfolio value.
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In Q4 2024, MFA Wealth Services made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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