$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TResg awr msci usa | $1,347,000 | +8.4% | 13,677 | 0.0% | 0.61% | +0.8% | |
| ERIE | ERIE INDTY COcl a | $866,000 | -12.5% | 4,479 | 0.0% | 0.39% | -18.5% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $737,000 | +7.7% | 3,700 | 0.0% | 0.33% | +0.3% | |
| SDG | ISHARES TRmsci global imp | $720,000 | +4.8% | 7,244 | 0.0% | 0.32% | -2.4% | |
| VTRS | VIATRIS INC | $666,000 | +2.3% | 46,590 | 0.0% | 0.30% | -4.7% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $474,000 | +8.5% | 5,931 | 0.0% | 0.21% | +0.9% | |
| TSLA | TESLA INC | $436,000 | +1.6% | 642 | 0.0% | 0.20% | -5.3% | |
| NULC | NUSHARES ETF TResg large cap | $401,000 | +7.2% | 10,000 | 0.0% | 0.18% | 0.0% | |
| BBH | VANECK VECTORS ETF TRbiotech etf | $363,000 | +14.9% | 1,800 | 0.0% | 0.16% | +7.2% | |
| NFRA | FLEXSHARES TRstoxx globr inf | $316,000 | +2.6% | 5,500 | 0.0% | 0.14% | -4.0% | |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $284,000 | +6.0% | 7,647 | 0.0% | 0.13% | -1.5% |
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 | 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.