$221 Million is the total value of MFA WEALTH ADVISORS, LLC's 61 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGSB | New | ISHARES TR | $12,498,000 | – | 228,032 | +100.0% | 5.64% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $4,811,000 | – | 78,311 | +100.0% | 2.17% | – |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $4,127,000 | – | 157,000 | +100.0% | 1.86% | – |
| PTON | New | PELOTON INTERACTIVE INC | $3,397,000 | – | 27,393 | +100.0% | 1.53% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $2,477,000 | – | 51,982 | +100.0% | 1.12% | – |
| PYPL | New | PAYPAL HLDGS INC | $214,000 | – | 733 | +100.0% | 0.10% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $210,000 | – | 3,315 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
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.