$322 Million is the total value of MFA WEALTH ADVISORS, LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -399 | -100.0% | -0.06% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -1,800 | -100.0% | -0.07% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -1,937 | -100.0% | -0.07% | – |
F | Exit | FORD MTR CO DEL | $0 | – | -14,751 | -100.0% | -0.07% | – |
LPL | Exit | LG DISPLAY CO LTDspons adr rep | $0 | – | -59,808 | -100.0% | -0.11% | – |
XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -29,741 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 24 | Q3 2023 | 6.5% |
AMAZON COM INC | 24 | Q3 2023 | 5.7% |
ERIE INDTY CO | 24 | Q3 2023 | 1.1% |
FEDERATED INVS INC PA | 24 | Q3 2023 | 0.4% |
BERKSHIRE HATHAWAY INC DEL | 23 | Q3 2023 | 1.4% |
MICROSOFT CORP | 21 | Q3 2023 | 6.0% |
SCHWAB STRATEGIC TR | 20 | Q3 2022 | 5.9% |
SCHWAB STRATEGIC TR | 18 | Q3 2023 | 5.7% |
SCHWAB STRATEGIC TR | 18 | Q3 2022 | 8.6% |
VANGUARD INTL EQUITY INDEX F | 18 | Q2 2022 | 1.1% |
View MFA WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-22 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View MFA WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.