| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 6.5% |
| AMAZON.COM INC | 27 | Q2 2024 | 5.7% |
| ERIE INDTY CO | 27 | Q2 2024 | 1.1% |
| FEDERATED INVS INC PA | 27 | Q2 2024 | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | 26 | Q2 2024 | 1.4% |
| MICROSOFT CORP | 24 | Q2 2024 | 6.0% |
| SCHWAB US DIVIDEND EQUITY ETF | 21 | Q2 2024 | 5.7% |
| SCHWAB US TIPS ETF | 21 | Q2 2024 | 5.9% |
| SPDR SER TR | 20 | Q2 2024 | 11.5% |
| INVSC QQQ TRUST SRS 1 ETF IV | 20 | Q2 2024 | 15.4% |
View MFA WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-23 |
| 13F-HR | 2024-07-22 |
| 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 |
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.