$147 Million is the total value of MFA WEALTH ADVISORS, LLC's 56 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYG | New | SSGA ACTIVE ETF TRmfs sys gwt eq | $17,176,000 | – | 203,940 | +100.0% | 11.67% | – |
| GAL | New | SSGA ACTIVE ETF TRglobl allo etf | $14,414,000 | – | 362,302 | +100.0% | 9.79% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $12,658,000 | – | 188,652 | +100.0% | 8.60% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $8,693,000 | – | 282,509 | +100.0% | 5.91% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $6,871,000 | – | 65,906 | +100.0% | 4.67% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $6,422,000 | – | 163,109 | +100.0% | 4.36% | – |
| USCI | New | UNITED STS COMMODITY INDEX F | $6,171,000 | – | 142,310 | +100.0% | 4.19% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $5,637,000 | – | 34,635 | +100.0% | 3.83% | – |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $5,355,000 | – | 22,616 | +100.0% | 3.64% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $5,163,000 | – | 172,399 | +100.0% | 3.51% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $4,954,000 | – | 102,641 | +100.0% | 3.37% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $3,959,000 | – | 72,147 | +100.0% | 2.69% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,417,000 | – | 55,055 | +100.0% | 2.32% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $3,296,000 | – | 59,673 | +100.0% | 2.24% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $2,878,000 | – | 50,470 | +100.0% | 1.96% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $2,843,000 | – | 37,721 | +100.0% | 1.93% | – |
| SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $2,756,000 | – | 81,128 | +100.0% | 1.87% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $2,736,000 | – | 51,992 | +100.0% | 1.86% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $2,664,000 | – | 25,574 | +100.0% | 1.81% | – |
| PGX | New | POWERSHARES ETF TR IIpfd portfolio | $2,081,000 | – | 144,661 | +100.0% | 1.41% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $2,036,000 | – | 40,812 | +100.0% | 1.38% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $1,551,000 | – | 20,513 | +100.0% | 1.05% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,442,000 | – | 6,693 | +100.0% | 0.98% | – |
| ABBV | New | ABBVIE INC | $1,345,000 | – | 11,487 | +100.0% | 0.91% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $1,264,000 | – | 8,323 | +100.0% | 0.86% | – |
| AAPL | New | APPLE INC | $1,072,000 | – | 6,461 | +100.0% | 0.73% | – |
| AMZN | New | AMAZON COM INC | $1,035,000 | – | 726 | +100.0% | 0.70% | – |
| SPBO | New | SPDR SERIES TRUSTblombrg brc corp | $1,031,000 | – | 32,143 | +100.0% | 0.70% | – |
| DE | New | DEERE & CO | $994,000 | – | 5,919 | +100.0% | 0.68% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $983,000 | – | 20,183 | +100.0% | 0.67% | – |
| PRFZ | New | POWERSHARES ETF TRUSTftse us1500 sm | $978,000 | – | 7,320 | +100.0% | 0.66% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $958,000 | – | 9,486 | +100.0% | 0.65% | – |
| FB | New | FACEBOOK INCcl a | $949,000 | – | 5,077 | +100.0% | 0.64% | – |
| DBP | New | POWERSHS DB MULTI SECT COMMdb prec mtls | $878,000 | – | 22,291 | +100.0% | 0.60% | – |
| ERIE | New | ERIE INDTY COcl a | $849,000 | – | 7,233 | +100.0% | 0.58% | – |
| EEMV | New | ISHARES INCmin vol emrg mkt | $849,000 | – | 13,256 | +100.0% | 0.58% | – |
| RPG | New | RYDEX ETF TRUSTgug s&p500 pu gr | $847,000 | – | 7,479 | +100.0% | 0.58% | – |
| INFY | New | INFOSYS LTDsponsored adr | $807,000 | – | 44,100 | +100.0% | 0.55% | – |
| PG | New | PROCTER AND GAMBLE CO | $681,000 | – | 7,835 | +100.0% | 0.46% | – |
| RPV | New | RYDEX ETF TRUSTgug s&p500 pu va | $630,000 | – | 10,378 | +100.0% | 0.43% | – |
| GLW | New | CORNING INC | $609,000 | – | 18,797 | +100.0% | 0.41% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $552,000 | – | 4,605 | +100.0% | 0.38% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $476,000 | – | 6,618 | +100.0% | 0.32% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $453,000 | – | 2,593 | +100.0% | 0.31% | – |
| CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $452,000 | – | 8,547 | +100.0% | 0.31% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $436,000 | – | 4,586 | +100.0% | 0.30% | – |
| MUB | New | ISHARES TRnational mun etf | $418,000 | – | 3,822 | +100.0% | 0.28% | – |
| IEFA | New | ISHARES TRcore msci eafe | $351,000 | – | 5,032 | +100.0% | 0.24% | – |
| IOO | New | ISHARES TRglobal 100 etf | $326,000 | – | 3,866 | +100.0% | 0.22% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $276,000 | – | 4,066 | +100.0% | 0.19% | – |
| AGG | New | ISHARES TRcore us aggbd et | $264,000 | – | 2,432 | +100.0% | 0.18% | – |
| EFA | New | ISHARES TRmsci eafe etf | $261,000 | – | 3,958 | +100.0% | 0.18% | – |
| FHI | New | FEDERATED INVS INC PAcl b | $261,000 | – | 7,500 | +100.0% | 0.18% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $260,000 | – | 3,106 | +100.0% | 0.18% | – |
| TIP | New | ISHARES TRtips bd etf | $259,000 | – | 2,294 | +100.0% | 0.18% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $205,000 | – | 726 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
Signatures
The EDGAR filing(s) were signed by:
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.