Mfa-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "ACN",
  "ABBV",
  null,
  "GOOGL",
  null,
  "AXP",
  "AVGO",
  "DUK",
  null,
  null,
  "QCOM",
  "HLF",
  null,
  "META",
  null,
  null,
  "MSFT",
  "ERIE",
  "KLAC",
  "ORCL",
  "IWF",
  "PNC",
  "VGSH",
  null,
  null,
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "LPLA",
  null,
  null,
  "NOW",
  "SPG",
  "SYK",
  "TJX",
  "BIV",
  "VO",
  "NEM",
  "SNV",
  null,
  "TTE",
  "TSM",
  null,
  null,
  "DD",
  "ALB",
  "GNRC",
  "FHI",
  "NVO",
  "AMZN",
  null,
  "SQM",
  "VGT",
  "MGK",
  "MGV",
  "VOO",
  "VEEV",
  "VTRS",
  "V",
  "WLK",
  null,
  "GNTX",
  "SCHD",
  null,
  "LW",
  "SYY",
  null,
  null,
  null,
  "IUSV",
  "FDX",
  "BRK-B",
  "BA",
  "KO",
  "CEG",
  "CPRT",
  "CRWD",
  "IJJ",
  "NEE",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "PLD"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 88
Total Value: 404007836
Accession Number: 0001688184-25-000003
Form Type: 13F-HR
CIK: mfa-wealth-advisors
Manager Name: Mfa-Wealth-Advisors

Data Enrichment

76% identified

67 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $404.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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DuPont de Nemours, Inc.

DD|26614N102

Shares:3.0K

Value:$224.6K

% of Portfolio:0.1% ($224.6K/$404.0M)

TotalEnergies SE

TTE|89151E109

Shares:3.4K

Value:$222.3K

% of Portfolio:0.1% ($222.3K/$404.0M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:4.2K

Value:$221.7K

% of Portfolio:0.1% ($221.7K/$404.0M)

WESTLAKE CORP

WLK|960413102

Shares:2.2K

Value:$217.2K

% of Portfolio:0.1% ($217.2K/$404.0M)

37954Y855

Shares:5.4K

Value:$210.6K

% of Portfolio:0.1% ($210.6K/$404.0M)

FEDEX CORP

FDX|31428X106

Shares:862

Value:$210.1K

% of Portfolio:0.1% ($210.1K/$404.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:995

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$404.0M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.2K

Value:$203.8K

% of Portfolio:0.1% ($203.8K/$404.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DuPont de Nemours, Inc.(DDcusip26614N102)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$224.6K	0.1% ($224.6K/$404.0M)	QoQ -2.05% (-$4.7K) YoY -2.59% (-$6.0K)
TotalEnergies SE(TTEcusip89151E109)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$222.3K	0.1% ($222.3K/$404.0M)	QoQ NEW(+$222.3K) YoY NEW(+$222.3K)
Lamb Weston Holdings, Inc.(LWcusip513272104)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$221.7K	0.1% ($221.7K/$404.0M)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
WESTLAKE CORP(WLKcusip960413102)	2.2K	QoQ NEW(+2.2K) YoY -40.30% (-1.5K)	All Managers (Combined)	$217.2K	0.1% ($217.2K/$404.0M)	QoQ NEW(+$217.2K) YoY -60.92% (-$338.6K)
(cusip37954Y855)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$210.6K	0.1% ($210.6K/$404.0M)	QoQ NEW(+$210.6K) YoY NEW(+$210.6K)
FEDEX CORP(FDXcusip31428X106)	862	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$210.1K	0.1% ($210.1K/$404.0M)	QoQ -13.34% (-$32.4K) YoY -15.86% (-$39.6K)
AbbVie Inc.(ABBVcusip00287Y109)	995	QoQ NEW(+995) YoY NEW(+995)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$404.0M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.2K	QoQ +7.20% (-78) YoY NEW(+1.2K)	All Managers (Combined)	$203.8K	0.1% ($203.8K/$404.0M)	QoQ -2.28% (-$4.8K) YoY NEW(+$203.8K)