$313 Million is the total value of MFA WEALTH ADVISORS, LLC's 65 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -5,841 | -100.0% | -0.09% | – |
| PRK | Exit | PARK NATL CORP | $0 | – | -1,494 | -100.0% | -0.09% | – |
| MMM | Exit | 3M CO | $0 | – | -1,324 | -100.0% | -0.10% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -849 | -100.0% | -0.10% | – |
| NFRA | Exit | FLEXSHARES TRstoxx globr inf | $0 | – | -5,500 | -100.0% | -0.13% | – |
| SMID | Exit | SMITH MIDLAND CORP | $0 | – | -6,691 | -100.0% | -0.13% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -239 | -100.0% | -0.14% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -6,844 | -100.0% | -0.15% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,204 | -100.0% | -0.18% | – |
| NULG | Exit | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | -6,162 | -100.0% | -0.18% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -5,550 | -100.0% | -0.21% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -5,931 | -100.0% | -0.22% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -28,588 | -100.0% | -0.43% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -23,821 | -100.0% | -0.53% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -20,095 | -100.0% | -0.62% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -210,901 | -100.0% | -1.92% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -50,219 | -100.0% | -2.22% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -59,091 | -100.0% | -7.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.