The Analysis of MA Private Wealth's Holdings
Currently, MA Private Wealth holds 80 types of securities in its portfolio with a total value $594.7M. In the most recent quarter, they have increased their positions in HYDB (+33.9K shares, valued at $1.6M), VTV (+6.5K shares, valued at $1.2M), IAU (+14.7K shares, valued at $1.1M); decreased their positions in BND (-11.5K shares, valued at $855.3K), MTUM (-3.2K shares, valued at $819.4K), VOO (-1.2K shares, valued at $704.8K); initiated new positions in ABBV (+1.1K shares, valued at $265.6K), ESGD (+2.4K shares, valued at $224.9K), GE (+678 shares, valued at $204.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS143.9K shares-0.79%2025-09-302025-11-06
IVW ISHARES TR391.0K shares-0.13%2025-09-302025-11-06 DYNF BLACKROCK ETF TRUST729.9K shares0.03%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS449.7K shares-2.49%2025-09-302025-11-06 QUAL ISHARES TR166.7K shares-0.99%2025-09-302025-11-06 VTV VANGUARD INDEX FDS171.5K shares3.95%2025-09-302025-11-06 EFV ISHARES TR401.6K shares1.95%2025-09-302025-11-06 IYW ISHARES TR119.6K shares-0.46%2025-09-302025-11-06 XCEM COLUMBIA ETF TR II574.7K shares-0.10%2025-09-302025-11-06 IGLB ISHARES TR362.2K shares2.20%2025-09-302025-11-06 EFG ISHARES TR163.1K shares1.73%2025-09-302025-11-06 THRO BLACKROCK ETF TRUST478.3K shares2.91%2025-09-302025-11-06 MGC VANGUARD WORLD FD73.0K shares-0.40%2025-09-302025-11-06 SPTL SPDR SERIES TRUST630.9K shares1.89%2025-09-302025-11-06 VMBS VANGUARD SCOTTSDALE FDS305.1K shares-1.34%2025-09-302025-11-06 IVV ISHARES TR18.2K shares-1.21%2025-09-302025-11-06 IAU ISHARES GOLD TR157.8K shares10.28%2025-09-302025-11-06 BIV VANGUARD BD INDEX FDS117.1K shares-5.83%2025-09-302025-11-06 USMV ISHARES TR95.8K shares0.43%2025-09-302025-11-06 HYDB ISHARES TR171.8K shares24.59%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR342.8K shares4.54%2025-09-302025-11-06 VUG VANGUARD INDEX FDS15.6K shares-0.87%2025-09-302025-11-06 HEFA ISHARES TR153.9K shares-2.95%2025-09-302025-11-06 ITOT ISHARES TR39.1K shares-0.69%2025-09-302025-11-06 AAPL APPLE INC17.3K shares-0.75%2025-09-302025-11-06 SPEM SPDR INDEX SHS FDS79.2K shares10.91%2025-09-302025-11-06 ESGU ISHARES TR24.2K shares-3.46%2025-09-302025-11-06 TLT ISHARES TR34.2K shares-3.70%2025-09-302025-11-06 IXN ISHARES TR25.1K shares-0.86%2025-09-302025-11-06 IXUS ISHARES TR31.3K shares-1.34%2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II45.2K shares0.73%2025-09-302025-11-06 EMXC ISHARES INC34.0K shares-15.98%2025-09-302025-11-06 GOVT ISHARES TR99.0K shares0.38%2025-09-302025-11-06 LCTU BLACKROCK ETF TRUST29.2K shares-3.08%2025-09-302025-11-06 MBB ISHARES TR22.2K shares0.00%2025-09-302025-11-06 MTUM ISHARES TR7.2K shares-30.77%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR2.7K shares-1.81%2025-09-302025-11-06 IVE ISHARES TR7.5K shares2.35%2025-09-302025-11-06 IEFA ISHARES TR17.6K shares1.16%2025-09-302025-11-06 VLUE ISHARES TR11.9K shares-1.43%2025-09-302025-11-06 DSI ISHARES TR10.8K shares-4.59%2025-09-302025-11-06 IGEB ISHARES TR27.1K shares0.99%2025-09-302025-11-06 IWF ISHARES TR2.5K shares0.00%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC7.0K shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP2.1K shares2.43%2025-09-302025-11-06 USXF ISHARES TR19.1K shares-18.65%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS4.9K shares0.00%2025-09-302025-11-06 VTIP VANGUARD MALVERN FDS20.7K shares3.59%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS17.5K shares-5.06%2025-09-302025-11-06 IWB ISHARES TR2.8K shares-3.31%2025-09-302025-11-06 IEV ISHARES TR15.1K shares0.00%2025-09-302025-11-06 IVLU ISHARES TR27.6K shares-10.57%2025-09-302025-11-06 VB VANGUARD INDEX FDS3.2K shares-37.37%2025-09-302025-11-06 AVGO BROADCOM INC2.3K shares0.21%2025-09-302025-11-06 SUSC ISHARES TR32.6K shares6.34%2025-09-302025-11-06 IGSB ISHARES TR13.6K shares-23.58%2025-09-302025-11-06 TSLA TESLA INC1.5K shares0.00%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS2.2K shares1.54%2025-09-302025-11-06 DMXF ISHARES TR8.0K shares-4.54%2025-09-302025-11-06 CVX CHEVRON CORP NEW3.6K shares5.12%2025-09-302025-11-06 ESGE ISHARES INC12.3K shares-1.67%2025-09-302025-11-06 OEF ISHARES TR1.5K shares0.00%2025-09-302025-11-06 EAGG ISHARES TR10.0K shares4.17%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC2.7K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP3.5K shares-0.40%2025-09-302025-11-06 VO VANGUARD INDEX FDS1.3K shares5.26%2025-09-302025-11-06 AMZN AMAZON COM INC1.7K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.1.1K shares0.64%2025-09-302025-11-06 GBTC GRAYSCALE BITCOIN TRUST ETF3.8K shares0.00%2025-09-302025-11-06 LCTD BLACKROCK ETF TRUST6.4K shares6.36%2025-09-302025-11-06 HD HOME DEPOT INC786 shares20.00%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS7.2K shares0.00%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR3.5K shares-58.46%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON1.5K shares-0.14%2025-09-302025-11-06 ABBV ABBVIE INC1.1K sharesnew addition2025-09-302025-11-06 NFLX NETFLIX INC204 shares0.00%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2025-09-302025-11-06 ESGD ISHARES TR2.4K sharesnew addition2025-09-302025-11-06 VTI VANGUARD INDEX FDS672 shares0.00%2025-09-302025-11-06 GE GE AEROSPACE678 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available