The Analysis of MFA WEALTH ADVISORS, LLC's Holdings
Currently, MFA WEALTH ADVISORS, LLC holds 84 types of securities in its portfolio with a total value $473.2M. In the most recent quarter, they have increased their positions in IGIB (+58.3K shares, valued at $3.1M), N/A (+2.6K shares, valued at $1.6M), BIV (+19.1K shares, valued at $1.5M); decreased their positions in N/A (-5.0K shares, valued at $3.1M), PULS (-39.1K shares, valued at $1.9M), XMHQ (-10.1K shares, valued at $1.0M); initiated new positions in VCIT (+8.2K shares, valued at $684.1K), N/A (+3.6K shares, valued at $232.4K), MCK (+244 shares, valued at $200.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIV VANGUARD BD INDEX FDS572.7K shares3.46%2025-12-312026-01-14
IGIB ISHARES TR797.3K shares7.89%2025-12-312026-01-14 FNDF SCHWAB STRATEGIC TR896.9K shares0.67%2025-12-312026-01-14 FLRN SPDR SERIES TRUST732.8K shares6.50%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR702.1K shares4.27%2025-12-312026-01-14 PAVE GLOBAL X FDS320.6K shares2.76%2025-12-312026-01-14 IUSV ISHARES TR149.2K shares6.56%2025-12-312026-01-14 AVEM AMERICAN CENTY ETF TR193.0K shares3.87%2025-12-312026-01-14 AVUV AMERICAN CENTY ETF TR136.4K shares1.06%2025-12-312026-01-14 FENI FIDELITY COVINGTON TRUST357.1K shares2.60%2025-12-312026-01-14 SMH VANECK ETF TRUST35.5K shares-2.29%2025-12-312026-01-14 IXC ISHARES TR304.0K shares5.18%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR69.7K shares3.71%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO28.4K shares3.13%2025-12-312026-01-14 NVDA NVIDIA CORPORATION50.6K shares0.01%2025-12-312026-01-14 AAPL APPLE INC32.9K shares-1.18%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC9.1K shares3.15%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP19.6K shares0.72%2025-12-312026-01-14 ALPHABET INC ALPHABET INC21.1K shares-0.89%2025-12-312026-01-14 IJJ ISHARES TR49.5K shares5.64%2025-12-312026-01-14 MSFT MICROSOFT CORP11.9K shares3.49%2025-12-312026-01-14 XOM EXXON MOBIL CORP42.8K shares4.82%2025-12-312026-01-14 XSMO INVESCO EXCHANGE TRADED FD T65.1K shares2.35%2025-12-312026-01-14 VO VANGUARD INDEX FDS16.0K shares5.34%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC21.8K shares5.23%2025-12-312026-01-14 BA BOEING CO18.5K shares6.23%2025-12-312026-01-14 TSLA TESLA INC7.8K shares-0.94%2025-12-312026-01-14 ITA ISHARES TR15.3K shares4.56%2025-12-312026-01-14 BITO PROSHARES TR235.2K shares14.57%2025-12-312026-01-14 PULS PGIM ETF TR57.4K shares-40.53%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP5.3K shares8.27%2025-12-312026-01-14 KO COCA COLA CO36.0K shares9.87%2025-12-312026-01-14 IEI ISHARES TR16.5K shares-10.46%2025-12-312026-01-14 IEF ISHARES TR19.2K shares-10.65%2025-12-312026-01-14 CPRT COPART INC45.4K shares29.25%2025-12-312026-01-14 XMHQ INVESCO EXCHANGE TRADED FD T16.6K shares-37.79%2025-12-312026-01-14 NULG NUSHARES ETF TR14.6K shares0.00%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC6.4K shares7.07%2025-12-312026-01-14 FHI FEDERATED HERMES INC25.9K shares0.00%2025-12-312026-01-14 AMZN AMAZON COM INC5.7K shares-1.88%2025-12-312026-01-14 VTRS VIATRIS INC104.8K shares0.00%2025-12-312026-01-14 ERIE ERIE INDTY CO3.7K shares-5.98%2025-12-312026-01-14 VGT VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.9K shares0.00%2025-12-312026-01-14 BROADCOM INC BROADCOM INC2.6K shares-18.89%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR31.5K shares-7.95%2025-12-312026-01-14 DGS WISDOMTREE TR14.8K shares-27.34%2025-12-312026-01-14 KLAC KLA CORP656 shares-14.69%2025-12-312026-01-14 IGSB ISHARES TR14.6K shares-10.55%2025-12-312026-01-14 IWF ISHARES TR1.6K shares1.69%2025-12-312026-01-14 PYPL PAYPAL HLDGS INC12.8K shares-37.49%2025-12-312026-01-14 TJX TJX COS INC NEW4.6K shares0.00%2025-12-312026-01-14 USRT ISHARES TR12.4K shares-36.71%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS8.2K sharesnew addition2025-12-312026-01-14 MGK VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-01-14 CLF CLEVELAND-CLIFFS INC NEW46.1K shares-3.10%2025-12-312026-01-14 HLF HERBALIFE LTD45.1K shares-15.55%2025-12-312026-01-14 SPG SIMON PPTY GROUP INC NEW2.9K shares0.00%2025-12-312026-01-14 SYY SYSCO CORP7.1K shares-12.82%2025-12-312026-01-14 SQM SOCIEDAD QUIMICA Y MINERA DE7.5K shares-17.04%2025-12-312026-01-14 NEE NEXTERA ENERGY INC6.0K shares-15.86%2025-12-312026-01-14 QCOM QUALCOMM INC2.8K shares0.00%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares-17.94%2025-12-312026-01-14 META META PLATFORMS INC636 shares-2.90%2025-12-312026-01-14 PLD PROLOGIS INC.2.9K shares-15.87%2025-12-312026-01-14 GNTX GENTEX CORP15.8K shares-14.68%2025-12-312026-01-14 NOW SERVICENOW INC2.3K shares181.33%2025-12-312026-01-14 ORCL ORACLE CORP1.8K shares0.55%2025-12-312026-01-14 NEM NEWMONT CORP3.3K shares-14.55%2025-12-312026-01-14 LLY ELI LILLY & CO306 shares0.00%2025-12-312026-01-14 SNV SYNOVUS FINL CORP6.4K shares-13.82%2025-12-312026-01-14 VRP INVESCO EXCH TRADED FD TR II12.5K shares-42.67%2025-12-312026-01-14 VEEV VEEVA SYS INC1.2K shares-54.34%2025-12-312026-01-14 V VISA INC729 shares-7.60%2025-12-312026-01-14 WMT WALMART INC2.3K shares-10.93%2025-12-312026-01-14 GPN GLOBAL PMTS INC3.1K shares-6.13%2025-12-312026-01-14 VTV VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-14 MCK MCKESSON CORP244 sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available