Mfa-Wealth-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "GOOGL",
  "AXP",
  "NMZ",
  "BLK",
  "CAT",
  "AVGO",
  null,
  null,
  "GD",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "FSCO",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "EEM",
  null,
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  null,
  "IEFA",
  "O",
  "SNA",
  "GLD",
  null,
  "IBM",
  "STLD",
  "TXN",
  "TD",
  "TRV",
  "VNQ",
  null,
  null,
  null,
  "VIG",
  "IEF",
  "TSM",
  "ETR",
  null,
  "AFL",
  "WM",
  "CAH",
  "AMZN",
  null,
  null,
  "VEU",
  null,
  "VTEB",
  "VOO",
  "V",
  "WMT",
  "SCHD",
  "JCI",
  "IUSV",
  "DGRO",
  "BAC",
  "BK",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CTSH",
  "COST",
  "EFA",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  null,
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 106
Total Value: 121615300
Accession Number: 0001754960-25-000207
Form Type: 13F-HR
CIK: mfa-wealth-services
Manager Name: Mfa-Wealth-Services

Data Enrichment

79% identified

84 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $121.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287234

EEM|464287234

Shares:11.4K

Value:$497.1K

% of Portfolio:0.4% ($497.1K/$121.6M)

Meta Platforms, Inc.

META|30303M102

Shares:861

Value:$496.1K

% of Portfolio:0.4% ($496.1K/$121.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:931

Value:$487.8K

% of Portfolio:0.4% ($487.8K/$121.6M)

CITIGROUP INC

C|172967424

Shares:6.7K

Value:$478.6K

% of Portfolio:0.4% ($478.6K/$121.6M)

Bank of New York Mellon Corp

BK|064058100

Shares:5.6K

Value:$471.5K

% of Portfolio:0.4% ($471.5K/$121.6M)

464288679

Shares:4.2K

Value:$462.7K

% of Portfolio:0.4% ($462.7K/$121.6M)

Chubb Ltd

CB|H1467J104

Shares:1.5K

Value:$459.6K

% of Portfolio:0.4% ($459.6K/$121.6M)

Eaton Corp plc

ETN|G29183103

Shares:1.7K

Value:$455.5K

% of Portfolio:0.4% ($455.5K/$121.6M)

316092295

Shares:17.2K

Value:$434.8K

% of Portfolio:0.4% ($434.8K/$121.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.8K

Value:$434.4K

% of Portfolio:0.4% ($434.4K/$121.6M)

922907696

Shares:5.5K

Value:$416.3K

% of Portfolio:0.3% ($416.3K/$121.6M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:809

Value:$414.4K

% of Portfolio:0.3% ($414.4K/$121.6M)

REALTY INCOME CORP

O|756109104

Shares:7.0K

Value:$404.7K

% of Portfolio:0.3% ($404.7K/$121.6M)

Snap-on Inc

SNA|833034101

Shares:1.2K

Value:$402.5K

% of Portfolio:0.3% ($402.5K/$121.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:722

Value:$394.6K

% of Portfolio:0.3% ($394.6K/$121.6M)

Medtronic plc

MDT|G5960L103

Shares:4.3K

Value:$390.3K

% of Portfolio:0.3% ($390.3K/$121.6M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:6.3K

Value:$385.6K

% of Portfolio:0.3% ($385.6K/$121.6M)

922908363

VOO|922908363

Shares:707

Value:$363.5K

% of Portfolio:0.3% ($363.5K/$121.6M)

COCA COLA CO

KO|191216100

Shares:5.1K

Value:$363.1K

% of Portfolio:0.3% ($363.1K/$121.6M)

CHEVRON CORP

CVX|166764100

Shares:2.0K

Value:$340.2K

% of Portfolio:0.3% ($340.2K/$121.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EEMcusip464287234)	11.4K	QoQ -20.57% (-2.9K) YoY-	All Managers (Combined)	$497.1K	0.4% ($497.1K/$121.6M)	QoQ -17.00% (-$101.8K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	861	QoQ +5.00% (+41) YoY-	All Managers (Combined)	$496.1K	0.4% ($496.1K/$121.6M)	QoQ +3.31% (+$15.9K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	931	QoQ -7.91% (-80) YoY-	All Managers (Combined)	$487.8K	0.4% ($487.8K/$121.6M)	QoQ -4.64% (-$23.8K) YoY-
CITIGROUP INC(Ccusip172967424)	6.7K	QoQ +3.32% (+217) YoY-	All Managers (Combined)	$478.6K	0.4% ($478.6K/$121.6M)	QoQ +4.20% (+$19.3K) YoY-
Bank of New York Mellon Corp(BKcusip064058100)	5.6K	QoQ +3.25% (+177) YoY-	All Managers (Combined)	$471.5K	0.4% ($471.5K/$121.6M)	QoQ +12.70% (+$53.2K) YoY-
(cusip464288679)✕	4.2K	QoQ -76.36% (-13.5K) YoY-	All Managers (Combined)	$462.7K	0.4% ($462.7K/$121.6M)	QoQ -76.29% (-$1.5M) YoY-
Chubb Ltd(CBcusipH1467J104)	1.5K	QoQ -8.80% (-147) YoY-	All Managers (Combined)	$459.6K	0.4% ($459.6K/$121.6M)	QoQ -0.35% (-$1.6K) YoY-
Eaton Corp plc(ETNcusipG29183103)	1.7K	QoQ -9.89% (-184) YoY-	All Managers (Combined)	$455.5K	0.4% ($455.5K/$121.6M)	QoQ -26.19% (-$161.7K) YoY-
(cusip316092295)✕	17.2K	QoQ +1.97% (-333) YoY-	All Managers (Combined)	$434.8K	0.4% ($434.8K/$121.6M)	QoQ -4.25% (-$19.3K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	2.8K	QoQ -4.87% (-145) YoY-	All Managers (Combined)	$434.4K	0.4% ($434.4K/$121.6M)	QoQ -4.88% (-$22.3K) YoY-
(cusip922907696)✕	5.5K	QoQ +57.19% (+2.0K) YoY-	All Managers (Combined)	$416.3K	0.3% ($416.3K/$121.6M)	QoQ +58.29% (+$153.3K) YoY-
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	809	QoQ -0.85% (-7) YoY-	All Managers (Combined)	$414.4K	0.3% ($414.4K/$121.6M)	QoQ +8.17% (-$31.3K) YoY-
REALTY INCOME CORP(Ocusip756109104)	7.0K	QoQ +5.98% (+394) YoY-	All Managers (Combined)	$404.7K	0.3% ($404.7K/$121.6M)	QoQ +15.11% (+$53.1K) YoY-
Snap-on Inc(SNAcusip833034101)	1.2K	QoQ -7.58% (-98) YoY-	All Managers (Combined)	$402.5K	0.3% ($402.5K/$121.6M)	QoQ -8.21% (-$36.0K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	722	QoQ -0.41% (-3) YoY-	All Managers (Combined)	$394.6K	0.3% ($394.6K/$121.6M)	QoQ -4.99% (-$20.7K) YoY-
Medtronic plc(MDTcusipG5960L103)	4.3K	QoQ -3.74% (-169) YoY-	All Managers (Combined)	$390.3K	0.3% ($390.3K/$121.6M)	QoQ +8.27% (-$29.8K) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	6.3K	QoQ -0.59% (-38) YoY-	All Managers (Combined)	$385.6K	0.3% ($385.6K/$121.6M)	QoQ +7.18% (-$25.8K) YoY-
(VOOcusip922908363)	707	QoQ +2.61% (-18) YoY-	All Managers (Combined)	$363.5K	0.3% ($363.5K/$121.6M)	QoQ -2.08% (-$7.7K) YoY-
COCA COLA CO(KOcusip191216100)	5.1K	QoQ -11.68% (-671) YoY-	All Managers (Combined)	$363.1K	0.3% ($363.1K/$121.6M)	QoQ +1.58% (-$5.7K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.0K	QoQ +1.24% (+25) YoY-	All Managers (Combined)	$340.2K	0.3% ($340.2K/$121.6M)	QoQ +16.91% (+$49.2K) YoY-