HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
923,063 | +5,202 | $32,870 |
| FNDF | 923,063 | +5,202 | $32,870 |
| INVESCO EXCH TRD SLF IDX FD |
1,652,561 | +52,745 | $31,746 |
| BSCQ | 1,652,561 | +52,745 | $31,746 |
| VANGUARD WORLD FD (MGK) |
102,076 | -3,489 | $29,256 |
| MGK | 102,076 | -3,489 | $29,256 |
| SPDR SER TR (FLRN) |
781,485 | -281,066 | $24,093 |
| FLRN | 781,485 | -281,066 | $24,093 |
| ISHARES TR (IGSB) |
346,788 | +18,930 | $17,783 |
| IGSB | 346,788 | +18,930 | $17,783 |
| AMERICAN CENTY ETF TR (AVUV) |
174,674 | -1,488 | $16,369 |
| AVUV | 174,674 | -1,488 | $16,369 |
| VANGUARD WORLD FD (VGT) |
28,248 | -85 | $14,811 |
| VGT | 28,248 | -85 | $14,811 |
| SCHWAB STRATEGIC TR |
174,818 | -224 | $14,096 |
| SCHD | 174,818 | -224 | $14,096 |
| GLOBAL X FDS |
337,809 | -7,876 | $13,448 |
| PAVE | 337,809 | -7,876 | $13,448 |
| ISHARES TR (IUSV) |
138,266 | -554 | $12,505 |
| IUSV | 138,266 | -554 | $12,505 |
| WISDOMTREE TR |
234,397 | +313 | $11,921 |
| DGS | 234,397 | +313 | $11,921 |
| ISHARES TR (IXC) |
235,933 | -1,501 | $10,133 |
| IXC | 235,933 | -1,501 | $10,133 |
| VANGUARD BD INDEX FDS (BIV) |
132,259 | +132,259 | $9,972 |
| BIV | 132,259 | +132,259 | $9,972 |
| APPLE INC |
50,767 | +1,152 | $8,706 |
| AAPL | 50,767 | +1,152 | $8,706 |
| SELECT SECTOR SPDR TR (XLV) |
56,007 | -488 | $8,274 |
| XLV | 56,007 | -488 | $8,274 |
| VANECK ETF TRUST (SMH) |
34,710 | +34,710 | $7,809 |
| SMH | 34,710 | +34,710 | $7,809 |
| INVESCO QQQ TR |
16,766 | -707 | $7,444 |
| QQQ | 16,766 | -707 | $7,444 |
| INVESCO EXCHANGE TRADED FD T (XMHQ) |
63,329 | +63,329 | $6,969 |
| XMHQ | 63,329 | +63,329 | $6,969 |
| INVESCO ACTVELY MNGD ETC FD |
446,535 | +25,703 | $6,193 |
| PDBC | 446,535 | +25,703 | $6,193 |
| PROSHARES TR (BITO) |
189,434 | -17,784 | $6,119 |
| BITO | 189,434 | -17,784 | $6,119 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
101,929 | +1,276 | $5,172 |
| JMST | 101,929 | +1,276 | $5,172 |
| AMAZON COM INC |
27,144 | -772 | $4,896 |
| AMZN | 27,144 | -772 | $4,896 |
| PGIM ETF TR (PULS) |
95,392 | +5,235 | $4,741 |
| PULS | 95,392 | +5,235 | $4,741 |
| KLA CORP |
6,360 | +260 | $4,443 |
| KLAC | 6,360 | +260 | $4,443 |
| EXXON MOBIL CORP |
37,950 | +1,308 | $4,411 |
| XOM | 37,950 | +1,308 | $4,411 |
| TJX COS INC NEW |
43,373 | +380 | $4,399 |
| TJX | 43,373 | +380 | $4,399 |
| VISA INC |
12,389 | +12,389 | $3,458 |
| V | 12,389 | +12,389 | $3,458 |
| APPLIED MATLS INC |
15,857 | -258 | $3,270 |
| AMAT | 15,857 | -258 | $3,270 |
| TOYOTA MOTOR CORP |
12,879 | -252 | $3,241 |
| TM | 12,879 | -252 | $3,241 |
| SPDR SER TR (SPTS) |
104,649 | +4,490 | $3,026 |
| SPTS | 104,649 | +4,490 | $3,026 |
| NETFLIX INC |
4,546 | -39 | $2,761 |
| NFLX | 4,546 | -39 | $2,761 |
| COPART INC |
47,068 | +1,691 | $2,726 |
| CPRT | 47,068 | +1,691 | $2,726 |
| GENERAC HLDGS INC |
17,405 | +5,402 | $2,195 |
| GNRC | 17,405 | +5,402 | $2,195 |
| ISHARES TR (ITA) |
16,031 | +168 | $2,115 |
| ITA | 16,031 | +168 | $2,115 |
| COCA COLA CO |
31,851 | +1,109 | $1,949 |
| KO | 31,851 | +1,109 | $1,949 |
| ERIE INDTY CO |
4,479 | UNCH | $1,799 |
| ERIE | 4,479 | UNCH | $1,799 |
| DUKE ENERGY CORP NEW |
18,374 | -50 | $1,777 |
| DUK | 18,374 | -50 | $1,777 |
| SERVICENOW INC |
2,035 | +33 | $1,551 |
| NOW | 2,035 | +33 | $1,551 |
| VEEVA SYS INC |
6,693 | +263 | $1,551 |
| VEEV | 6,693 | +263 | $1,551 |
| TESLA INC |
8,777 | -37 | $1,543 |
| TSLA | 8,777 | -37 | $1,543 |
| CROWDSTRIKE HLDGS INC |
4,753 | -564 | $1,524 |
| CRWD | 4,753 | -564 | $1,524 |
| C H ROBINSON WORLDWIDE INC |
19,315 | +1,502 | $1,471 |
| CHRW | 19,315 | +1,502 | $1,471 |
| LOCKHEED MARTIN CORP |
2,761 | +615 | $1,256 |
| LMT | 2,761 | +615 | $1,256 |
| DBX ETF TR (USSG) |
23,988 | UNCH | $1,184 |
| USSG | 23,988 | UNCH | $1,184 |
| ISHARES TR (USRT) |
21,860 | +137 | $1,176 |
| USRT | 21,860 | +137 | $1,176 |
| NUSHARES ETF TR (NULG) |
14,585 | UNCH | $1,113 |
| NULG | 14,585 | UNCH | $1,113 |
| MICROSOFT CORP |
2,628 | -6 | $1,106 |
| MSFT | 2,628 | -6 | $1,106 |
| RAYMOND JAMES FINL INC |
8,456 | +323 | $1,086 |
| RJF | 8,456 | +323 | $1,086 |
| PIONEER NAT RES CO |
3,779 | +184 | $992 |
| PXD | 3,779 | +184 | $992 |
| VIATRIS INC |
82,295 | UNCH | $983 |
| VTRS | 82,295 | UNCH | $983 |
See Full List: All Stocks Held By MFA Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MFA Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $380,399 At 12/31/2023: $355,648 MFA Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MFA Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
