$218 Million is the total value of MFA WEALTH ADVISORS, LLC's 61 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,094,000 | -1.7% | 10,745 | 0.0% | 0.50% | -0.2% | |
| ERIE | ERIE INDTY COcl a | $799,000 | -7.7% | 4,479 | 0.0% | 0.37% | -6.1% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $733,000 | -0.5% | 3,700 | 0.0% | 0.34% | +1.2% | |
| SDG | ISHARES TRmsci global imp | $696,000 | -3.3% | 7,244 | 0.0% | 0.32% | -1.5% | |
| VOO | VANGUARD INDEX FDS | $640,000 | +0.3% | 1,622 | 0.0% | 0.29% | +2.1% | |
| SUSB | ISHARES TResg awre 1 5 yr | $582,000 | -0.2% | 22,395 | 0.0% | 0.27% | +1.5% | |
| FHI | FEDERATED HERMES INCcl b | $533,000 | -4.1% | 16,400 | 0.0% | 0.24% | -2.4% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $475,000 | +0.2% | 5,931 | 0.0% | 0.22% | +1.9% | |
| BBH | VANECK ETF TRUSTbiotech etf | $364,000 | +0.3% | 1,800 | 0.0% | 0.17% | +1.8% | |
| SHOP | SHOPIFY INCcl a | $324,000 | -7.2% | 239 | 0.0% | 0.15% | -5.7% | |
| NFRA | FLEXSHARES TRstoxx globr inf | $307,000 | -2.8% | 5,500 | 0.0% | 0.14% | -1.4% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $212,000 | +1.0% | 3,315 | 0.0% | 0.10% | +2.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-11-24
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.