Mfa Wealth Services Top Holdings and 13F Report (2025) About Mfa Wealth ServicesInvestment ActivityMfa Wealth Services has $121.62 million in total holdings as of March 31, 2025.Mfa Wealth Services owns shares of 106 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 6.79% of the portfolio was sold this quarter.This quarter, Mfa Wealth Services has purchased 108 new stocks and bought additional shares in 46 stocks.Mfa Wealth Services sold shares of 56 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $11,895,572Schwab US Dividend Equity ETF $7,696,859American Century STOXX U.S. Quality Growth ETF $7,529,759iShares 3-7 Year Treasury Bond ETF $6,226,863iShares 1-3 Year Treasury Bond ETF $5,278,029 Largest New Holdings this Quarter G51502105 - Johnson Controls International $205,820 Holding001055102 - Aflac $200,281 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 24,425 shares (about $1.24M)Pacer US Cash Cows 100 ETF 15,564 shares (about $852.29K)Invesco S&P MidCap Momentum ETF 7,336 shares (about $834.56K)iShares 3-7 Year Treasury Bond ETF 6,411 shares (about $757.36K)iShares Core S&P 500 ETF 1,216 shares (about $683.28K) Largest Sales this Quarter Schwab US Dividend Equity ETF 59,659 shares (about $1.67M)iShares Short Treasury Bond ETF 13,534 shares (about $1.49M)SPDR Portfolio S&P 600 Small Cap ETF 20,997 shares (about $855.83K)iShares Core U.S. Aggregate Bond ETF 2,731 shares (about $270.14K)Berkshire Hathaway 500 shares (about $266.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMfa Wealth Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$11,895,572$683,279 ▲6.1%21,1709.8%ETFSCHDSchwab US Dividend Equity ETF$7,696,859$1,668,066 ▼-17.8%275,2816.3%ETFQGROAmerican Century STOXX U.S. Quality Growth ETF$7,529,759$416,457 ▲5.9%80,3866.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$6,226,863$757,359 ▲13.8%52,7105.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,278,029$259,939 ▲5.2%63,7984.3%ManufacturingVNQVanguard Real Estate ETF$3,586,800$55,682 ▲1.6%39,6162.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,798,571$342,287 ▲13.9%29,3442.3%ETFAAPLApple$2,619,003$211,253 ▼-7.5%11,7902.2%Computer and TechnologyDGROiShares Core Dividend Growth ETF$2,545,532$89,828 ▼-3.4%41,2032.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,291,602$1,237,369 ▲117.4%45,2351.9%ETFIVWiShares S&P 500 Growth ETF$2,277,439$14,760 ▼-0.6%24,5331.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,122,282$28,696 ▼-1.3%53,4711.7%ETFIUSViShares Core S&P U.S. Value ETF$2,121,251$235,982 ▲12.5%22,9851.7%ManufacturingAMGNAmgen$2,084,603$32,402 ▼-1.5%6,6911.7%MedicalXMMOInvesco S&P MidCap Momentum ETF$2,011,428$834,559 ▲70.9%17,6811.7%ETFCOWZPacer US Cash Cows 100 ETF$1,892,353$852,290 ▲81.9%34,5571.6%ETFMSFTMicrosoft$1,839,420$94,599 ▼-4.9%4,9001.5%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$1,819,687$57,767 ▼-3.1%66,6551.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,806,832$855,829 ▼-32.1%44,3291.5%ETFQQQInvesco QQQ$1,688,2640.0%3,6001.4%FinanceIJHiShares Core S&P Mid-Cap ETF$1,601,974$233,163 ▲17.0%27,4551.3%ETFVTIVanguard Total Stock Market ETF$1,594,603$4,947 ▲0.3%5,8021.3%ETFRSPUInvesco S&P 500 Equal Weight Utilities ETF$1,346,215$145,292 ▼-9.7%19,3281.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,231,326$270,144 ▼-18.0%12,4481.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,225,857$49,416 ▼-3.9%15,5291.0%ETFVIGVanguard Dividend Appreciation ETF$1,206,675$12,804 ▲1.1%6,2201.0%ETFPIMCO ETF TR$1,175,713$36,709 ▲3.2%12,7151.0%ACTIVE BD ETFUNPUnion Pacific$1,168,562$16,771 ▼-1.4%4,9471.0%TransportationBRK.BBerkshire Hathaway$1,147,752$266,300 ▼-18.8%2,1550.9%FinanceAMZNAmazon.com$1,100,246$2,854 ▼-0.3%5,7830.9%Retail/WholesaleLLYEli Lilly and Company$1,086,925$56,163 ▼-4.9%1,3160.9%MedicalNMZNuveen Municipal High Income Opportunity Fund$1,052,351$53,361 ▲5.3%96,4580.9%Financial ServicesIEFAiShares Core MSCI EAFE ETF$977,687$41,910 ▼-4.1%12,9240.8%ETFJPMJPMorgan Chase & Co.$961,546$49,794 ▼-4.9%3,9200.8%FinanceWMTWalmart$910,425$111,323 ▼-10.9%10,3700.7%Retail/WholesaleCOSTCostco Wholesale$874,488$945 ▲0.1%9250.7%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$861,533$116,802 ▼-11.9%8,2390.7%ETFQUALiShares MSCI USA Quality Factor ETF$808,078$13,499 ▲1.7%4,7290.7%ETFAVGOBroadcom$784,647$22,103 ▼-2.7%4,6860.6%Computer and TechnologyAXPAmerican Express$767,433$19,643 ▼-2.5%2,8520.6%FinancePGProcter & Gamble$762,459$115,545 ▼-13.2%4,4740.6%Consumer StaplesCSCOCisco Systems$745,479$50,974 ▼-6.4%12,0800.6%Computer and TechnologyNVDANVIDIA$730,600$27,204 ▲3.9%6,7410.6%Computer and TechnologySMMViShares MSCI USA Small-Cap Min Vol Factor ETF$707,208$622 ▼-0.1%17,0620.6%ETFHDHome Depot$698,669$43,621 ▼-5.9%1,9060.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$671,445$11,288 ▼-1.7%4,0450.6%Computer and TechnologyXOMExxon Mobil$643,938$14,273 ▲2.3%5,4140.5%EnergyMCDMcDonald's$641,174$52,468 ▼-7.6%2,0530.5%Retail/WholesaleEFAiShares MSCI EAFE ETF$632,885$76,741 ▼-10.8%7,7440.5%FinanceORCLOracle$631,993$29,502 ▼-4.5%4,5200.5%Computer and TechnologyIBMInternational Business Machines$612,883$14,172 ▲2.4%2,4650.5%Computer and TechnologyVVisa$588,895$43,817 ▼-6.9%1,6800.5%Business ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$581,632$8,151 ▼-1.4%5,7800.5%ETFBLACKROCK INC$566,364$34,095 ▲6.4%5980.5%COMJNJJohnson & Johnson$555,858$139,628 ▼-20.1%3,3520.5%MedicalABBVAbbVie$517,382$22,003 ▲4.4%2,4690.4%MedicalMRKMerck & Co., Inc.$515,667$47,842 ▼-8.5%5,7450.4%MedicalGOOGLAlphabet$507,979$464 ▲0.1%3,2850.4%Computer and TechnologyBXBlackstone$507,183$152,798 ▼-23.2%3,6280.4%FinanceCATCaterpillar$501,896$78,813 ▼-13.6%1,5220.4%IndustrialsEEMiShares MSCI Emerging Markets ETF$497,053$128,743 ▼-20.6%11,3740.4%FinanceMETAMeta Platforms$496,149$23,626 ▲5.0%8610.4%Computer and TechnologyUNHUnitedHealth Group$487,779$41,914 ▼-7.9%9310.4%MedicalCCitigroup$478,641$15,406 ▲3.3%6,7420.4%FinanceBKBank of New York Mellon$471,521$14,845 ▲3.3%5,6220.4%FinanceSHViShares Short Treasury Bond ETF$462,702$1,494,917 ▼-76.4%4,1890.4%ETFCBChubb$459,599$44,390 ▼-8.8%1,5220.4%FinanceETNEaton$455,479$50,005 ▼-9.9%1,6760.4%IndustrialsFSMOFidelity Fundamental Small-Mid Cap ETF$434,837$8,405 ▲2.0%17,2280.4%ETFQCOMQUALCOMM$434,392$22,273 ▼-4.9%2,8280.4%Computer and TechnologyVANGUARD MUN BD FDS$416,349$151,489 ▲57.2%5,5270.3%SHORT TAX EXEMPTNOCNorthrop Grumman$414,438$3,586 ▼-0.9%8090.3%AerospaceORealty Income$404,718$22,855 ▲6.0%6,9770.3%FinanceSNASnap-on$402,467$33,033 ▼-7.6%1,1940.3%Consumer DiscretionaryGSThe Goldman Sachs Group$394,624$1,640 ▼-0.4%7220.3%FinanceMDTMedtronic$390,316$15,185 ▼-3.7%4,3440.3%MedicalBMYBristol-Myers Squibb$385,562$2,318 ▼-0.6%6,3220.3%MedicalVOOVanguard S&P 500 ETF$363,511$9,255 ▲2.6%7070.3%ETFKOCoca-Cola$363,098$48,055 ▼-11.7%5,0700.3%Consumer StaplesCVXChevron$340,238$4,182 ▲1.2%2,0340.3%EnergyCAHCardinal Health$334,076$6,199 ▼-1.8%2,4250.3%MedicalCTSHCognizant Technology Solutions$325,147$6,656 ▲2.1%4,2500.3%Computer and TechnologySTLDSteel Dynamics$324,343$26,268 ▲8.8%2,5930.3%Basic MaterialsINTUIntuit$322,824$36,210 ▼-10.1%5260.3%Computer and TechnologyGOOGAlphabet$313,974$312 ▲0.1%2,0100.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$310,950$1,317 ▲0.4%1,6530.3%ETFWMWaste Management$302,388$2,084 ▼-0.7%1,3060.2%Business ServicesTRVTravelers Companies$290,061$44,157 ▼-13.2%1,0970.2%FinanceGLDSPDR Gold Shares$288,1400.0%1,0000.2%FinanceTXNTexas Instruments$276,472$4,132 ▲1.5%1,5390.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$264,910$15,711 ▲6.3%4,3670.2%ETFLMTLockheed Martin$258,731$4,915 ▲1.9%5790.2%AerospaceCMECME Group$256,978$6,100 ▲2.4%9690.2%FinanceSPLVInvesco S&P 500 Low Volatility ETF$251,011$224 ▲0.1%3,3590.2%ETFTDToronto-Dominion Bank$250,465$10,728 ▲4.5%4,1790.2%FinanceVANGUARD MUN BD FDS$246,632$1,188 ▲0.5%3,3220.2%CORE TAX EXEMPTETREntergy$236,641$3,249 ▲1.4%2,7680.2%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$230,527$63,958 ▼-21.7%4,6460.2%ETFIDViShares International Select Dividend ETF$230,329$25,344 ▼-9.9%7,4250.2%ETFBACBank of America$223,919$1,252 ▲0.6%5,3660.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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