Mfa Wealth Advisors, LLC
CIK:0001688184
Investment Adviser
$529M AUM
90 holdings
Pittsburgh, PA, USA
MFA Wealth Advisors, LLC is an investment advisory firm providing services such as financial planning, consulting, and investment management. It tailors services to individual client needs, primarily using mutual funds and ETFs.
Investment Strategy
Fundamental analysis focusing on financial condition and competitive position of assets.
Top Buys
V
VOOVANGUARD INDEX FDS+$34.7M
S
SCHXSCHWAB STRATEGIC TR+$17.7M
A
AVEMAMERICAN CENTY ETF TR+$14.0M
P
PANWPALO ALTO NETWORKS INC+$4.2M
I
IGIBISHARES TR+$3.3M
Top Sells
S
SCHDSCHWAB STRATEGIC TR-$32.7M
M
MGVVANGUARD WORLD FD-$16.5M
E
EEMISHARES TR-$11.5M
C
CRWDCROWDSTRIKE HLDGS INC-$5.0M
I
IGSBISHARES TR-$1.7M
Top Holdings
B
BIVVANGUARD BD INDEX FDS+9.4%$43.2M
I
IGIBISHARES TR+8.7%$40.0M
F
FNDFSCHWAB STRATEGIC TR+8.4%$38.3M
V
VOOVANGUARD INDEX FDS+7.8%$35.8M
F
FLRNSPDR SERIES TRUST+4.6%$21.2M
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 9.44% | $43.2M | 553,608 | $76.59 | $78.09 | +$1.6M |
I IGIB | ISHARES TR | 8.73% | $40.0M | 738,989 | $52.33 | $54.09 | +$3.3M |
F FNDF | SCHWAB STRATEGIC TR | 8.36% | $38.3M | 890,965 | $32.13 | $42.96 | +$2.7M |
V VOO | VANGUARD INDEX FDS | 7.82% | $35.8M | 58,491 | $609.79 | $612.38 | +$34.7M |
F FLRN | SPDR SERIES TRUST | 4.64% | $21.2M | 688,031 | $30.52 | $30.86 | +$754.1K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+2.6%
COMMODITY CONTRACTS BROKERS & DEALERS
+2.2%
FINANCE SERVICES
+2.0%
SERVICES-PREPACKAGED SOFTWARE
+1.9%
ELECTRONIC COMPUTERS
+1.9%