$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTTR | Exit | SELECT ENERGY SVCS INC | $0 | – | -16,755 | -100.0% | -0.06% | – |
| VGT | Exit | VANGUARD 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
| 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.