MFA WEALTH ADVISORS, LLC - Q1 2021 holdings

$206 Million is the total value of MFA WEALTH ADVISORS, LLC's 59 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 28.6% .

 Value Shares↓ Weighting
LIT SellGLOBAL X FDSlithium btry etf$6,106,000
-15.2%
104,589
-10.1%
2.96%
-53.8%
ERIE SellERIE INDTY COcl a$990,000
-14.7%
4,479
-5.3%
0.48%
-53.6%
SUSB SellISHARES TResg awre 1 5 yr$599,000
-16.3%
23,032
-15.8%
0.29%
-54.4%
MMM Sell3M CO$529,000
+4.5%
2,771
-4.4%
0.26%
-43.0%
SHOP SellSHOPIFY INCcl a$351,000
-11.1%
317
-9.2%
0.17%
-51.7%
WTTR ExitSELECT ENERGY SVCS INC$0-16,755
-100.0%
-0.06%
VGT ExitVANGUARD WORLD FDSinf tech etf$0-36,065
-100.0%
-11.37%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC27Q2 20246.5%
AMAZON.COM INC27Q2 20245.7%
ERIE INDTY CO27Q2 20241.1%
FEDERATED INVS INC PA27Q2 20240.4%
BERKSHIRE HATHAWAY INC DEL26Q2 20241.4%
MICROSOFT CORP24Q2 20246.0%
SCHWAB US DIVIDEND EQUITY ETF21Q2 20245.7%
SCHWAB US TIPS ETF21Q2 20245.9%
SPDR SER TR20Q2 202411.5%
INVSC QQQ TRUST SRS 1 ETF IV20Q2 202415.4%

View MFA WEALTH ADVISORS, LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-07-23
13F-HR2024-07-22
13F-HR2024-04-24
13F-HR2024-02-14
13F-HR2023-11-13
13F-HR2023-08-10
13F-HR2023-05-15
13F-HR2023-02-06
13F-HR2022-11-22
13F-HR2022-08-10

View MFA WEALTH ADVISORS, LLC's complete filings history.

Compare quarters

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