McMahon Financial Advisors

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

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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 57 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 12.5 $34M +3% 1.2M 28.91
Spdr Ser Tr Bloomberg Invt (FLRN) 11.5 $31M +3% 1.0M 30.30
Vanguard World Mega Cap Val Etf (MGV) 8.2 $22M +11% 246k 89.91
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 6.8 $18M +2% 730k 25.15
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.9 $16M 322k 49.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $13M +27% 47k 267.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.2 $11M +4% 170k 66.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $11M +4% 162k 66.43
Ishares Msci Emrg Chn (EMXC) 3.3 $8.9M +5% 200k 44.28
Ishares Tr Core Div Grwth (DGRO) 3.2 $8.6M 194k 44.47
Global X Fds Us Infr Dev Etf (PAVE) 3.2 $8.6M 372k 23.06
Ishares Tr Global Energ Etf (IXC) 3.0 $8.0M -3% 240k 33.33
Apple (AAPL) 2.8 $7.6M +6% 55k 138.20
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.7 $7.2M +12% 75k 96.11

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Select Sector Spdr Tr Sbi Healthcare (XLV) 2.3 $6.3M 52k 121.10
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.0 $5.3M +5% 330k 16.18
Global X Fds Autonmous Ev Etf (DRIV) 1.9 $5.1M +5% 255k 20.12
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.6 $4.3M 87k 49.09
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $4.2M +3% 23k 188.00
Ishares Tr Msci Intl Qualty (IQLT) 1.4 $3.8M -12% 137k 27.78
Exxon Mobil Corporation (XOM) 1.3 $3.6M -7% 41k 87.30
Amazon (AMZN) 1.0 $2.7M 24k 112.99
TJX Companies (TJX) 1.0 $2.6M +25% 43k 62.13
Kla Corp Com New (KLAC) 1.0 $2.6M +23% 8.5k 302.62
Proshares Tr Bitcoin Strate (BITO) 0.8 $2.2M +25% 185k 11.99
Goldman Sachs (GS) 0.8 $2.2M +39% 7.4k 293.05
Albemarle Corporation (ALB) 0.6 $1.6M -3% 6.2k 264.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.6M -4% 37k 42.36
Coca-Cola Company (KO) 0.6 $1.5M 28k 56.03
Lockheed Martin Corporation (LMT) 0.5 $1.5M +5% 3.8k 386.20
Delta Air Lines Inc Del Com New (DAL) 0.5 $1.5M +4% 52k 28.07
Duke Energy Corp Com New (DUK) 0.4 $1.2M 13k 93.00
Global X Fds Lithium Btry Etf (LIT) 0.4 $1.2M 18k 66.08
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.0M 13k 79.42
Erie Indty Cl A (ERIE) 0.4 $996k 4.5k 222.37
Servicenow (NOW) 0.3 $936k -60% 2.5k 377.57
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $865k 24k 36.02
Archer Daniels Midland Company (ADM) 0.2 $644k NEW 8.0k 80.50
Federated Hermes CL B (FHI) 0.2 $621k 19k 33.12
Viatris (VTRS) 0.2 $537k +35% 63k 8.52
Tesla Motors (TSLA) 0.2 $523k +130% 2.0k 265.08
Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $513k 7.2k 70.82
Microsoft Corporation (MSFT) 0.2 $474k +3% 2.0k 233.04
Ford Motor Company (F) 0.2 $417k -78% 37k 11.21
Boeing Company (BA) 0.1 $308k -65% 2.5k 120.97
Veeva Sys Cl A Com (VEEV) 0.1 $299k +74% 1.8k 164.92
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $254k +6% 4.9k 51.80
SYSCO Corporation (SYY) 0.1 $254k NEW 3.6k 70.67
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.1 $251k NEW 2.8k 90.65
Crowdstrike Hldgs Cl A (CRWD) 0.1 $238k NEW 1.4k 164.93
Herbalife Nutrition Com Shs (HLF) 0.1 $235k NEW 12k 19.90
PNC Financial Services (PNC) 0.1 $225k -6% 1.5k 149.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $222k -4% 833.00 266.51
Freeport-mcmoran CL B (FCX) 0.1 $210k NEW 7.7k 27.27
UnitedHealth (UNH) 0.1 $209k +4% 414.00 504.83
Synovus Finl Corp Com New (SNV) 0.1 $206k NEW 5.5k 37.48
Lg Display Spons Adr Rep (LPL) 0.0 $100k NEW 25k 4.06

Past Filings by Mfa Wealth Advisors

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

View all past filings