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

Companies in the MFA Wealth Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 9.3 $20M 620k 32.83
Vaneck Etf Trust Semiconductr Etf (SMH) 6.8 $15M +2% 58k 256.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 6.4 $14M +12% 256k 54.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $10M +2% 139k 74.24
Wisdomtree Tr Em Ex St-owned (XSOE) 4.5 $9.8M 261k 37.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.5 $9.7M +8% 160k 60.96
Ishares Tr Core Div Grwth (DGRO) 4.3 $9.3M +3% 186k 50.24
Global X Fds Us Infr Dev Etf (PAVE) 4.1 $8.9M 352k 25.40
Global X Fds Lithium Btry Etf (LIT) 3.9 $8.5M -2% 104k 81.95
Apple (AAPL) 3.8 $8.3M 59k 141.52
Microsoft Corporation (MSFT) 3.8 $8.2M 29k 282.04
Ishares Tr Global Energ Etf (IXC) 3.7 $8.1M +2% 302k 26.85
Amazon (AMZN) 2.9 $6.3M 1.9k 3284.83
Ishares Tr Russell 2000 Etf (IWM) 2.7 $5.8M +3% 27k 218.78

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Waste Management (WM) 2.4 $5.2M -4% 35k 149.22
Ark Etf Tr Genomic Rev Etf (ARKG) 2.4 $5.2M +23% 70k 74.67
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 2.3 $5.0M +22% 192k 26.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $5.0M -4% 14k 357.97
Ishares Tr Sp Smcp600vl Etf (IJS) 2.2 $4.9M +4% 48k 100.67
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 2.1 $4.5M NEW 207k 21.67
PNC Financial Services (PNC) 2.0 $4.3M 22k 195.53
Walt Disney Company (DIS) 1.6 $3.5M 21k 169.21
Exxon Mobil Corporation (XOM) 1.5 $3.2M +2% 55k 58.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $3.0M -3% 36k 82.43
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.7M -7% 12k 236.81
Peloton Interactive Cl A Com (PTON) 1.1 $2.4M 28k 86.94
Amplify Etf Tr Blockchain Ldr (BLOK) 1.1 $2.4M +4% 54k 44.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $2.4M -15% 23k 104.03
Delta Air Lines Inc Del Com New (DAL) 0.8 $1.7M NEW 39k 42.64
Gilead Sciences (GILD) 0.6 $1.4M +2% 20k 69.85
Southwest Airlines (LUV) 0.6 $1.3M NEW 26k 51.42
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.3M -3% 13k 98.48
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.6 $1.2M -12% 27k 44.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.1M 11k 101.81
Vulcan Materials Company (VMC) 0.4 $956k +50% 5.6k 169.44
Vanguard Index Fds Small Cp Etf (VB) 0.4 $908k -12% 4.1k 219.01
Erie Indty Cl A (ERIE) 0.4 $799k 4.5k 178.39
Boeing Company (BA) 0.3 $744k -75% 3.4k 220.51
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $733k 3.7k 198.11
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.3 $730k +36% 23k 32.30
Ishares Tr Msci Global Imp (SDG) 0.3 $696k 7.2k 96.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $640k 1.6k 394.57
Viatris (VTRS) 0.3 $631k 47k 13.54
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $582k 22k 25.99
Federated Hermes CL B (FHI) 0.2 $533k 16k 32.50
Northern Lts Fd Tr Iv Inspire 100etf (BIBL) 0.2 $523k NEW 12k 42.53
Tesla Motors (TSLA) 0.2 $478k -3% 617.00 774.72
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $475k 5.9k 80.09
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $403k NEW 6.2k 65.40
Vaneck Etf Trust Biotech Etf (BBH) 0.2 $364k 1.8k 202.22
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $340k -25% 5.4k 62.58
Global X Fds S&p 500 Catholic (CATH) 0.2 $329k -14% 6.1k 53.86
Shopify Cl A (SHOP) 0.1 $324k 239.00 1355.65
Flexshares Tr Stoxx Globr Inf (NFRA) 0.1 $307k 5.5k 55.82
Uber Technologies (UBER) 0.1 $298k +21% 6.7k 44.73
Facebook Cl A (FB) 0.1 $293k -3% 861.00 340.30
3M Company (MMM) 0.1 $291k -9% 1.7k 175.30
Deere & Company (DE) 0.1 $286k NEW 858.00 333.33
Paypal Holdings (PYPL) 0.1 $260k +36% 1.0k 260.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $212k 3.3k 63.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $211k -31% 772.00 273.32

Past Filings by MFA Wealth Advisors

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