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McMahon Financial Advisors

Latest statistics and disclosures from Mfa Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIV, SCHD, FNDF, SWVXX, BSCQ, and represent 34.18% of Mfa Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV (+$22M), SCHD (+$20M), MGV (+$13M), SNAXX (+$8.0M), SWVXX (+$6.8M), AXP (+$6.6M), CRWD, GOOGL, NVDA, BA.
Started 28 new stock positions in VOO, FNGU, VRT, XLK, HON, OHI, HIVE, BEN, UPRO, QS.
Reduced shares in these 10 stocks: MGK (-$31M), VGT (-$16M), BSCQ (-$15M), AMZN, AAPL, TJX, V, KLAC, FLRN, AMAT.
Sold out of its positions in ODVIX, OGIIX, GFBLX, AZN, TEAM, ADSK, GOLD, BIIB, BRHYX, CSX.
Mfa Wealth Advisors was a net seller of stock by $-17M.
Mfa Wealth Advisors has $457M in assets under management (AUM), dropping by -0.07%.
Central Index Key (CIK): 0001688184

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Positions held by McMahon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mfa Wealth Advisors

Mfa Wealth Advisors holds 519 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Mfa Wealth Advisors has 519 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mfa Wealth Advisors Sept. 30, 2024 positions
Download the Mfa Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	8.0	$37M	+155%	466k	78.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.6	$35M	+138%	412k	84.53	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	7.4	$34M	-2%	910k	37.37	View chart
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)	6.9	$32M	+27%	32M	1.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	4.2	$19M	-43%	993k	19.56	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	4.2	$19M	-15%	625k	30.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.1	$19M		358k	52.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.5	$16M	-5%	168k	95.95	View chart
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)	3.3	$15M	+116%	15M	1.00	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.9	$13M	NEW	104k	128.28	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.7	$12M		231k	53.70	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.7	$12M	-10%	301k	41.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.7	$12M	-6%	127k	95.49	View chart
Ishares Tr Global Energ Etf (IXC)	2.1	$9.5M		235k	40.48	View chart
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)	2.1	$9.4M		941k	10.01	View chart
Federated Hermes Cnsrvtv Mncpl Mcsht Ins Bond Funds (FHMIX)	1.9	$8.6M		856k	10.01	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.8	$8.3M	-5%	54k	154.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$7.6M		16k	488.07	View chart
Apple (AAPL)	1.7	$7.6M	-35%	33k	233.00	View chart
Ishares Gold Tr Ishares New (IAU)	1.6	$7.5M		151k	49.70	View chart
Federated Hermes Conservative Mcsht Ins Bond Funds (FHCOX)	1.5	$7.0M	+4%	703k	10.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.5	$7.0M	-16%	29k	245.45	View chart
American Express Company (AXP)	1.5	$6.7M	+8639%	25k	271.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.4	$6.4M		62k	102.58	View chart
Pgim Ultra Short Bond Etf Uit Exchange Traded (PULS)	1.0	$4.7M	-3%	94k	49.78	View chart
Exxon Mobil Corporation (XOM)	1.0	$4.7M	-4%	40k	117.22	View chart
Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)	0.9	$4.3M	+6%	4.3M	1.00	View chart
NVIDIA Corporation (NVDA)	0.8	$3.7M	+232%	30k	121.44	View chart
Generac Holdings (GNRC)	0.8	$3.7M	+22%	23k	158.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$3.6M	+578%	13k	280.47	View chart
Proshares Tr Bitcoin Etf (BITO)	0.7	$3.4M		177k	19.19	View chart
Franklin Gold And Precious Metals Adv Ntf Equity Funds (FGADX)	0.7	$3.4M	-10%	140k	24.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$3.0M	+5615%	18k	165.85	View chart
Copart (CPRT)	0.6	$3.0M	+17%	57k	52.40	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$2.7M		52k	50.94	View chart
Boeing Company (BA)	0.5	$2.4M	+967%	16k	152.04	View chart
Erie Indty Co Class A Common Stock (ERIE)	0.5	$2.3M	-3%	4.3k	539.82	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$2.3M	-6%	15k	149.64	View chart
Coca-Cola Company (KO)	0.5	$2.3M	-3%	32k	71.86	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.2M	+22%	3.8k	584.63	View chart
Tesla Motors (TSLA)	0.5	$2.2M	-5%	8.3k	261.63	View chart
Duke Energy Corp Com New (DUK)	0.4	$2.0M	-3%	17k	115.30	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$1.9M	-94%	6.0k	321.97	View chart
Ishares Core Us Reit Etf Uit Exchange Traded (USRT)	0.3	$1.4M	-4%	22k	61.57	View chart
Nuveen Esg Large Cap Growth Etf Uit Exchange Traded (NULG)	0.3	$1.2M		15k	82.63	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M		2.7k	430.25	View chart
Albemarle Corporation (ALB)	0.2	$1.1M	+71%	12k	94.71	View chart
Viatris (VTRS)	0.2	$955k		82k	11.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$937k	-94%	1.6k	586.52	View chart
Federated Hermes Inc Class B Common Stock (FHI)	0.2	$866k		24k	36.77	View chart
Servicenow (NOW)	0.2	$829k	-5%	927.00	894.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$816k		1.8k	460.26	View chart
Amazon (AMZN)	0.2	$764k	-84%	4.1k	186.33	View chart
Oakmark International Institutional Equity Funds (OANIX)	0.1	$668k		24k	27.96	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$603k		2.9k	209.87	View chart
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)	0.1	$601k		1.6k	375.38	View chart
Invsc Variable Rate Preferred Etf Uit Exchange Traded (VRP)	0.1	$562k	+2%	23k	24.46	View chart
TJX Companies (TJX)	0.1	$558k	-87%	4.7k	117.54	View chart
Visa Com Cl A (V)	0.1	$541k	-87%	2.0k	274.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$531k	-2%	3.1k	173.67	View chart
Raymond James Financial (RJF)	0.1	$496k	+2%	4.1k	122.46	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.1	$495k		3.0k	167.19	View chart
Simon Ppty Group Inc Newreit Real Estate Investme (SPG)	0.1	$490k	+7%	2.9k	169.02	View chart
Qualcomm Common Stock (QCOM)	0.1	$465k	-7%	2.7k	170.05	View chart
Synovus Finl Corp Com New (SNV)	0.1	$462k	-2%	10k	44.47	View chart
Broadcom (AVGO)	0.1	$419k	+900%	2.4k	172.50	View chart
Federated Hermes Ultrashort Bond Is Bond Funds (FULIX)	0.1	$414k		45k	9.30	View chart
Us Treasu Nt 3.875 01/26ust Note Due 01/15/26 Treasury	0.1	$400k		400k	1.00	View chart
Us Treasu Nt 1.125 01/25ust Note Due 01/15/25 Treasury	0.1	$396k		400k	0.99	View chart
Balanced Pool Mutual Fund Other	0.1	$382k		4.4k	86.47	View chart
Prologis (PLD)	0.1	$373k		3.0k	126.28	View chart
Dfa Us Small Cap Value I Equity Funds (DFSVX)	0.1	$347k		7.1k	48.62	View chart
SYSCO Corporation (SYY)	0.1	$340k		4.4k	78.06	View chart
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)	0.1	$335k		3.8k	89.22	View chart
Oracle Corporation (ORCL)	0.1	$307k		1.8k	170.40	View chart
T. Rowe Price Dividend Growth I Ntf Equity Funds (PDGIX)	0.1	$305k		3.7k	82.23	View chart
Eli Lilly & Co. (LLY)	0.1	$303k		342.00	885.94	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.1	$292k	+4%	7.0k	41.68	View chart
Stryker Corporation (SYK)	0.1	$277k		768.00	361.26	View chart
Westlake Chemical Corporation (WLK)	0.1	$269k		1.8k	150.29	View chart
Dupont De Nemours Common Stock (DD)	0.1	$268k		3.0k	89.11	View chart
Lpl Financial Holdings (LPLA)	0.1	$267k	+3%	1.1k	232.63	View chart
Newmont Mining Corporation (NEM)	0.1	$265k		5.0k	53.45	View chart
Constellation Energy Cor Common Stock (CEG)	0.1	$253k		972.00	260.02	View chart
Herbalife Com Shs (HLF)	0.1	$252k		35k	7.19	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$250k		4.2k	59.02	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	0.1	$246k		932.00	263.83	View chart
Fedex Corp Common Stock (FDX)	0.1	$236k		862.00	273.68	View chart
Meta Platforms Cl A (META)	0.1	$233k		407.00	572.44	View chart
Interntnl Flavors & Fr Common Stock (IFF)	0.1	$231k		2.2k	104.93	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$226k	-92%	7.7k	29.41	View chart
Fidelity Contrafund Equity Funds (FCNTX)	0.0	$209k		9.9k	21.11	View chart
Pnc Finl Services Common Stock (PNC)	0.0	$200k	+5%	1.1k	184.78	View chart
Merck & Co (MRK)	0.0	$200k	-10%	1.8k	113.56	View chart
T. Rowe Price Retirement 2060 Ntf Equity Funds (TRRLX)	0.0	$200k	-5%	12k	17.22	View chart
Kla Corp Common Stock (KLAC)	0.0	$192k	-95%	248.00	774.41	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.0	$192k		1.1k	174.57	View chart
Ansys (ANSS)	0.0	$186k		584.00	318.63	View chart
Invesco Global Y Ntf Equity Funds (OGLYX)	0.0	$186k		1.7k	107.49	View chart
T. Rowe Price Retirement 2055 Ntf Equity Funds (TRRNX)	0.0	$185k	-7%	8.9k	20.66	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)	0.0	$183k		4.0k	45.86	View chart
Abbvie (ABBV)	0.0	$174k	-14%	880.00	197.48	View chart
Janus Henderson Forty I Ntf Equity Funds (JCAPX)	0.0	$172k		2.8k	60.99	View chart
Procter & Gamble Company (PG)	0.0	$170k	+3%	979.00	173.20	View chart
Corning Common Stock (GLW)	0.0	$158k		3.5k	45.16	View chart
Humana (HUM)	0.0	$154k		486.00	316.74	View chart
Ishares Total Usd Bond Market Etf Uit Exchange Traded (IUSB)	0.0	$154k		3.3k	47.12	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$150k		180.00	832.08	View chart
Archer-daniels Midland C Common Stock (ADM)	0.0	$149k		2.5k	59.74	View chart
Nextera Energy (NEE)	0.0	$148k	+24%	1.8k	84.53	View chart
Ishares Semiconductor Etf Uit Exchange Traded (SOXX)	0.0	$148k	-18%	642.00	230.59	View chart
Park Natl Corp Common Stock (PRK)	0.0	$143k		850.00	167.98	View chart
Cisco Systems (CSCO)	0.0	$142k		2.7k	53.23	View chart
Gentex Corporation (GNTX)	0.0	$138k	+3%	4.6k	29.69	View chart
T. Rowe Price Retirement 2025 Ntf Equity Funds (TRRHX)	0.0	$135k	+4%	7.7k	17.52	View chart
Asia Broadband Common Stock (AABB)	0.0	$135k		3.3M	0.04	View chart
Nuveen Esg Emerging Markt Eqy Etf Uit Exchange Traded (NUEM)	0.0	$135k		4.3k	31.02	View chart
Accenture Plc Ireland Fclass A Foreign Ordinaries (ACN)	0.0	$132k	-8%	373.00	353.48	View chart
Owens Corning Common Stock (OC)	0.0	$131k		740.00	176.52	View chart
Corteva Common Stock (CTVA)	0.0	$130k		2.2k	58.79	View chart
UnitedHealth (UNH)	0.0	$126k	-30%	216.00	583.94	View chart
Doordash Inc Class A Common Stock (DASH)	0.0	$125k	-50%	875.00	142.73	View chart
Pepsi (PEP)	0.0	$124k	+5%	729.00	170.05	View chart
American Electric Power Company (AEP)	0.0	$124k	+37%	1.2k	102.60	View chart
Netflix Common Stock (NFLX)	0.0	$121k	-96%	171.00	709.27	View chart
Exelon Corp Common Stock (EXC)	0.0	$118k		2.9k	40.55	View chart
Pgim Jennison Utility A Ntf Equity Funds (PRUAX)	0.0	$117k		7.0k	16.60	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	0.0	$115k	-9%	199.00	576.82	View chart
Philip Morris International (PM)	0.0	$115k		943.00	121.40	View chart
Large Cap Equity Managed Pool Mutual Fund Other	0.0	$103k		984.00	104.97	View chart
salesforce (CRM)	0.0	$102k		374.00	273.71	View chart
Mckesson Corp Common Stock (MCK)	0.0	$101k	-39%	205.00	494.42	View chart
Advanced Micro Device In Common Stock (AMD)	0.0	$97k		591.00	164.08	View chart
T. Rowe Price Retirement 2045 Ntf Equity Funds (TRRKX)	0.0	$93k	-6%	4.0k	23.16	View chart
T. Rowe Price Retirement 2050 Ntf Equity Funds (TRRMX)	0.0	$93k	-3%	4.7k	19.68	View chart
Air Products & Chemicals (APD)	0.0	$93k		313.00	297.74	View chart
PPG Industries (PPG)	0.0	$91k		684.00	132.46	View chart
Amgen Common Stock (AMGN)	0.0	$91k		281.00	322.21	View chart
T. Rowe Price Retirement 2030 Ntf Equity Funds (TRRCX)	0.0	$90k	-19%	3.3k	27.00	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.0	$87k		183.00	476.86	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)	0.0	$87k	+184%	728.00	119.07	View chart
Ishares Esg Advnc Ttl Usd Bnd Etf Uit Exchange Traded (EUSB)	0.0	$85k		1.9k	44.30	View chart
American Funds American Balanced F3 Equity Funds (AFMBX)	0.0	$84k		2.3k	36.28	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$84k		558.00	149.73	View chart
Fidelity National Information Services (FIS)	0.0	$83k		991.00	83.75	View chart
Elevance Health Common Stock (ELV)	0.0	$83k		159.00	520.00	View chart
Intuit (INTU)	0.0	$83k		133.00	621.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$82k	+12%	395.00	206.57	View chart
At&t Common Stock (T)	0.0	$81k		3.7k	22.00	View chart
Ishares Msci Glb Sust Dvp Gol Etf Uit Exchange Traded (SDG)	0.0	$80k		943.00	84.83	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$80k		385.00	207.60	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$77k		923.00	83.80	View chart
Pennsylvania St Hig 2 37pub Educ Due 06/15/37oid Xtro Muni Bonds	0.0	$75k		100k	0.75	View chart
Spdr S&p Kensho Clean Power Etf Uit Exchange Traded (CNRG)	0.0	$75k		1.1k	65.79	View chart
Raytheon Technologies Corp (RTX)	0.0	$73k	+29%	605.00	121.16	View chart
T. Rowe Price Retirement 2040 Ntf Equity Funds (TRRDX)	0.0	$73k	-18%	2.3k	31.91	View chart
Bucks Cnty Pa Wt 2.25 44wtr Util Due 12/01/44oid Muni Bonds	0.0	$70k		100k	0.70	View chart
Oakmont Boro Pa 2.625 51db Utx Due 11/15/51oid Muni Bonds	0.0	$70k		100k	0.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$70k		454.00	153.13	View chart
T. Rowe Price Retirement 2035 Ntf Equity Funds (TRRJX)	0.0	$69k	+10%	3.1k	22.01	View chart
Vertiv Hldgs Co Class A Common Stock (VRT)	0.0	$67k	NEW	671.00	99.49	View chart
Devon Energy Corporation (DVN)	0.0	$67k		1.7k	39.12	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$65k	-97%	591.00	110.40	View chart
Bitwise 10 Crypto Index Common Stock (BITW)	0.0	$64k		2.2k	29.06	View chart
Morgan Stanle 7.75 Pfdp Preferred Stock (MS.PE)	0.0	$63k		2.5k	25.30	View chart
Thermo Fisher Scientific (TMO)	0.0	$63k		101.00	618.57	View chart
Msc Indl Direct Inc Class A Common Stock (MSM)	0.0	$62k		720.00	86.06	View chart
Applied Matls Common Stock (AMAT)	0.0	$62k	-98%	305.00	202.05	View chart
Altria (MO)	0.0	$61k	+100%	1.2k	51.04	View chart
Target Corp Common Stock (TGT)	0.0	$60k		382.00	155.86	View chart
Eqt Corp Common Stock (EQT)	0.0	$58k		1.6k	36.64	View chart
Danaher Corp Common Stock (DHR)	0.0	$57k		205.00	278.02	View chart
Vanguard Mortgage Backedsec Etf Iv Uit Exchange Traded (VMBS)	0.0	$57k		1.2k	47.21	View chart
Chevron Corporation (CVX)	0.0	$55k		376.00	147.27	View chart
The Trade Desk Inc Class A Common Stock (TTD)	0.0	$55k		500.00	109.65	View chart
Brinks Common Stock (BCO)	0.0	$53k		457.00	115.64	View chart
JPMorgan Chase & Co. (JPM)	0.0	$52k		247.00	210.86	View chart
Ing Groep Sponsored Adr (ING)	0.0	$51k	-2%	2.8k	18.16	View chart
Wells Fargo & Co Var Corporate Bonds	0.0	$50k		50k	1.00	View chart
Spring-ford Area 3.3 32go Utx Due 06/01/32oid Muni Bonds	0.0	$50k		50k	1.00	View chart
Ishares Msci Kld 400 Social Indx Etf Uit Exchange Traded (DSI)	0.0	$50k		460.00	108.79	View chart
On Hldg Ag Fclass A Foreign Ordinaries (ONON)	0.0	$50k	NEW	994.00	50.15	View chart
Bristol Myers Squibb (BMY)	0.0	$48k		934.00	51.74	View chart
Eversource Energy Common Stock (ES)	0.0	$48k	NEW	706.00	68.05	View chart
Johnson & Johnson (JNJ)	0.0	$48k		293.00	162.06	View chart
Prudential Finl Common Stock (PRU)	0.0	$47k		388.00	121.10	View chart
Automatic Data Processing (ADP)	0.0	$47k		169.00	276.34	View chart
Union Pacific Corporation (UNP)	0.0	$46k		188.00	246.48	View chart
Cleveland-cliffs (CLF)	0.0	$46k		3.6k	12.77	View chart
Starbucks Corporation (SBUX)	0.0	$45k	+16%	458.00	97.49	View chart
Comcast Corp Cl A (CMCSA)	0.0	$44k		1.0k	41.77	View chart
Crown Castle Intl (CCI)	0.0	$42k		355.00	118.63	View chart
Phoenixville Pa 2.5 45go Utx Due 11/15/45 Muni Bonds	0.0	$42k		60k	0.70	View chart
Tko Group Hldgs Inc Class A Common Stock (TKO)	0.0	$41k		335.00	123.71	View chart
Bank of America Corporation (BAC)	0.0	$40k	+24%	1.0k	39.68	View chart
Luckin Coffee Inc Funsponsored Adr 1 Adr Reps 8 Ord American Depository (LKNCY)	0.0	$40k		1.5k	26.49	View chart
Realty Income Corp Reit Real Estate Investme (O)	0.0	$40k		625.00	63.42	View chart
BlackRock (BLK)	0.0	$38k	+100%	40.00	949.50	View chart
Enterprise Products Partners (EPD)	0.0	$37k		1.3k	29.11	View chart
3M Company (MMM)	0.0	$37k		270.00	136.70	View chart
Ge Aerospace Common Stock (GE)	0.0	$36k		193.00	188.58	View chart
Verizon Communications I Common Stock (VZ)	0.0	$36k		804.00	44.91	View chart
Spdr S&p 600 Small Cap Value Etf Uit Exchange Traded (SLYV)	0.0	$36k		414.00	86.82	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$36k	-4%	822.00	43.59	View chart
General Mtrs Common Stock (GM)	0.0	$36k		798.00	44.84	View chart
Milton Pa Area S 2.45 47go Ltx Due 09/01/47 Muni Bonds	0.0	$36k		50k	0.71	View chart
Ecolab Common Stock (ECL)	0.0	$36k		139.00	255.33	View chart
Kratos Defense &sec Solutio Com New (KTOS)	0.0	$35k		1.5k	23.30	View chart
Lowe's Companies (LOW)	0.0	$35k	+118%	129.00	270.17	View chart
South Fayette T 2.625 52go Utx Due 12/01/52oid Muni Bonds	0.0	$35k		50k	0.70	View chart
Deere & Company (DE)	0.0	$35k	-71%	83.00	417.33	View chart
Lam Resh Corp Class Equity Common Stock (LRCX)	0.0	$34k		42.00	816.07	View chart
Deer Creek Drain 2.5 51swr Util Due 12/01/51oid Muni Bonds	0.0	$34k		50k	0.68	View chart
Lamar Advertising Co Newreit Real Estate Investme (LAMR)	0.0	$34k		253.00	133.60	View chart
Hca Holdings (HCA)	0.0	$34k		83.00	406.43	View chart
T. Rowe Price Retirement 2020 Ntf Equity Funds (TRRBX)	0.0	$33k		1.7k	19.73	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$33k		767.00	42.77	View chart
Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord American Depository (SHEL)	0.0	$32k	+583%	485.00	65.95	View chart
Enbridge (ENB)	0.0	$32k	+55%	784.00	40.61	View chart
Paycom Software Common Stock (PAYC)	0.0	$31k		184.00	166.57	View chart
Pfizer (PFE)	0.0	$31k		1.1k	28.94	View chart
Intel Corporation (INTC)	0.0	$30k	+4%	1.3k	23.46	View chart
Cencora Common Stock (COR)	0.0	$30k		132.00	225.08	View chart
Motorola Solutions Com New (MSI)	0.0	$30k		66.00	449.64	View chart
Plum Boro Pa 3.125 49go Utx Due 12/01/49oid Muni Bonds	0.0	$29k		35k	0.83	View chart
Cibc Cad (CM)	0.0	$29k		468.00	61.34	View chart
Marriott Intl Inc New Class A Common Stock (MAR)	0.0	$29k		115.00	248.60	View chart
Money Market Pool Mutual Fund Other	0.0	$28k	-15%	24k	1.17	View chart
Incyte Corp Common Stock (INCY)	0.0	$28k		428.00	66.10	View chart
T-mobile Us Common Stock (TMUS)	0.0	$28k	+128%	137.00	206.36	View chart
Orthofix Med Common Stock (OFIX)	0.0	$28k		1.8k	15.62	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord American Depository (BABA)	0.0	$27k	+11%	258.00	106.12	View chart
Eog Res Common Stock (EOG)	0.0	$27k		220.00	122.93	View chart
Mongodb Inc Class A Common Stock (MDB)	0.0	$27k		100.00	270.35	View chart
Harbor Capital Appreciation Instl Equity Funds (HACAX)	0.0	$27k		225.00	118.35	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$27k		54.00	491.28	View chart
Gigacloud Technology I Fclass A Foreign Ordinaries (GCT)	0.0	$26k	NEW	1.1k	22.98	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.0	$26k	-93%	68.00	383.93	View chart
Alger Spectra Z Equity Funds (ASPZX)	0.0	$26k		897.00	29.10	View chart
Palantir Technologies Cl A (PLTR)	0.0	$26k	+14%	698.00	37.20	View chart
PPL Corporation (PPL)	0.0	$26k		774.00	33.08	View chart
Franklin Res Common Stock (BEN)	0.0	$26k	NEW	1.3k	20.15	View chart
American Funds American Balanced F1 Ntf Equity Funds (BALFX)	0.0	$25k	NEW	696.00	36.25	View chart
Lancaster Pa Are 3.35 30swr Util Due 04/01/30oid Build America Mutual Muni Bonds	0.0	$25k		25k	1.00	View chart
General Dynamics Corporation (GD)	0.0	$25k	+241%	82.00	302.20	View chart
Nucor Corp Common Stock (NUE)	0.0	$25k	-36%	163.00	150.34	View chart
Carpenter Technology Cor Common Stock (CRS)	0.0	$24k		153.00	159.58	View chart
Principal Sam Strategic Growth A Ntf Equity Funds (SACAX)	0.0	$24k		1.0k	24.00	View chart
Causeway International Value Instl Equity Funds (CIVIX)	0.0	$24k		1.1k	22.05	View chart
Southern Company (SO)	0.0	$24k		264.00	90.18	View chart

Past Filings by Mfa Wealth Advisors

SEC 13F filings are viewable for Mfa Wealth Advisors going back to 2017

Mfa Wealth Advisors 2024 Q3 filed Oct. 22, 2024
Mfa Wealth Advisors 2024 Q2 filed July 22, 2024
Mfa Wealth Advisors 2024 Q1 filed April 24, 2024
Mfa Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Mfa Wealth Advisors 2023 Q3 filed Nov. 13, 2023
Mfa Wealth Advisors 2023 Q2 filed Aug. 10, 2023
Mfa Wealth Advisors 2023 Q1 filed May 15, 2023
Mfa Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Mfa Wealth Advisors 2022 Q3 filed Nov. 22, 2022
Mfa Wealth Advisors 2022 Q2 filed Aug. 10, 2022
Mfa Wealth Advisors 2022 Q1 filed May 16, 2022
Mfa Wealth Advisors 2021 Q4 filed Feb. 14, 2022
MFA Wealth Advisors 2021 Q3 restated filed Nov. 24, 2021
MFA Wealth Advisors 2021 Q3 filed Nov. 15, 2021
McMahon Financial Advisors 2021 Q2 filed Aug. 13, 2021
McMahon Financial Advisors 2021 Q1 filed May 14, 2021

View all past filings

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