$322 Million is the total value of MFA WEALTH ADVISORS, LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ERIE | ERIE INDTY COcl a | $1,315,885 | +39.9% | 4,479 | 0.0% | 0.41% | +38.2% | |
| VTRS | VIATRIS INC | $811,429 | -1.2% | 82,295 | 0.0% | 0.25% | -2.7% | |
| FHI | FEDERATED HERMES INCcl b | $716,351 | -5.5% | 21,150 | 0.0% | 0.22% | -7.1% | |
| ADM | ARCHER DANIELS MIDLAND CO | $527,940 | -0.2% | 7,000 | 0.0% | 0.16% | -1.8% | |
| RESD | WISDOMTREE TRintl esg fund | $444,189 | -4.4% | 16,565 | 0.0% | 0.14% | -5.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $373,771 | +2.7% | 1,067 | 0.0% | 0.12% | +0.9% | |
| HIW | HIGHWOODS PPTYS INC | $321,083 | -13.8% | 15,579 | 0.0% | 0.10% | -14.5% | |
| NVDA | NVIDIA CORPORATION | $319,994 | +2.8% | 736 | 0.0% | 0.10% | +1.0% | |
| AVGO | BROADCOM INC | $201,831 | -4.2% | 243 | 0.0% | 0.06% | -4.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.