$276 Million is the total value of MFA WEALTH ADVISORS, LLC's 62 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TResg awr msci usa | $1,119,379 | +6.7% | 13,208 | 0.0% | 0.40% | +4.1% | |
| ERIE | ERIE INDTY COcl a | $1,114,017 | +11.8% | 4,479 | 0.0% | 0.40% | +9.2% | |
| ADM | ARCHER DANIELS MIDLAND CO | $742,800 | +15.3% | 8,000 | 0.0% | 0.27% | +12.6% | |
| VTRS | VIATRIS INC | $701,235 | +30.6% | 63,004 | 0.0% | 0.25% | +27.6% | |
| FHI | FEDERATED HERMES INCcl b | $680,813 | +9.6% | 18,750 | 0.0% | 0.25% | +7.4% | |
| UNH | UNITEDHEALTH GROUP INC | $219,351 | +5.0% | 414 | 0.0% | 0.08% | +2.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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.