McMahon Financial Advisors

Mfa Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Mfa Wealth Advisors

Mfa Wealth Advisors holds 75 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intermediate Term Bond Etf Intermed Term (BIV) 10.5 $41M 549k 74.73
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 10.3 $40M 1.5M 27.32
Schwab Fundamntl Intrnl Eqt Etf Fundamental Intl (FNDF) 8.7 $34M 1.0M 33.21
Spdr Bloomberg Int Grd Flt Rt Etf Bloomberg Invt (FLRN) 5.4 $21M 684k 30.73
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5 Yr Invs (IGSB) 5.1 $20M 384k 51.70
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV) 4.5 $18M 184k 96.53
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV) 3.9 $15M 123k 124.91
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Ishs 5-10yr Int (IGIB) 3.8 $15M 290k 51.51
Global X Us Infra Dvlpmnt Etf Us Infr Dev Etf (PAVE) 3.3 $13M 320k 40.41
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV) 3.3 $13M 139k 92.59
Wsdmtree Emrg Mkts Smallcap Dvd Etf Emg Mkts Smcap (DGS) 3.2 $13M 257k 48.92
Ishares Global Energy Etf Global Energ Etf (IXC) 2.6 $10M 265k 38.18
Apple (AAPL) 2.2 $8.6M 34k 250.42
American Express Company (AXP) 2.2 $8.5M 29k 296.79
Select Sector Health Care Spdr Etf Sbi Healthcare (XLV) 2.1 $8.3M 61k 137.57
Ishares Gold Etf Ishares New (IAU) 2.1 $8.3M 167k 49.51
Vaneck Semiconductor Etf Semiconductor Etf (SMH) 2.1 $8.2M 34k 242.17
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ) 1.9 $7.6M 15k 511.23
Invesco S And P Midcap Qualty Etf S&p Mdcp Quality (XMHQ) 1.7 $6.5M 66k 98.47
Invsc Bulletshars 2026 Corp Bnd Etf Bulshs 2026 Cb (BSCQ) 1.4 $5.7M 291k 19.43
Pgim Ultra Short Bond Etf Pgim Ultra Sh Bd (PULS) 1.2 $4.9M 99k 49.55
Crowdstrike Hldgs Inc Class A Cl A (CRWD) 1.2 $4.6M 14k 342.16
Proshares Bitcoin Etf Bitcoin Etf (BITO) 1.2 $4.6M 203k 22.78
NVIDIA Corporation (NVDA) 1.2 $4.5M 34k 134.29
Exxon Mobil Corporation (XOM) 1.1 $4.5M 42k 107.57
Generac Holdings (GNRC) 1.1 $4.2M 27k 155.05
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 1.0 $4.0M 21k 189.30
Copart (CPRT) 0.9 $3.6M 62k 57.39
Tesla Motors (TSLA) 0.9 $3.5M 8.8k 403.84
Boeing Company (BA) 0.9 $3.5M 20k 177.00
Ishares Us Aerospace Defense Etf Us Aer Def Etf (ITA) 0.6 $2.4M 16k 145.35
Coca-Cola Company (KO) 0.5 $2.1M 34k 62.26
Lockheed Martin Corporation (LMT) 0.5 $2.0M 4.2k 485.88
Duke Energy Corp Com New (DUK) 0.5 $2.0M 19k 107.74
Erie Indty Co Class A Cl A (ERIE) 0.4 $1.7M 4.2k 412.23
Viatris (VTRS) 0.3 $1.3M 105k 12.45
Nuveen Esg Large Cap Growth Etf Nuveen Esg Lrgcp (NULG) 0.3 $1.3M 15k 85.84
Jpmorgan Ultra Shrt Muncipl Incm Etf Ultra Sht Muncpl (JMST) 0.3 $1.2M 25k 50.71
Ishares Core Us Reit Etf Cre U S Reit Etf (USRT) 0.3 $1.2M 22k 57.31
Vanguard Mega Cap Growthetf Mega Grwth Ind (MGK) 0.3 $1.2M 3.6k 343.45
Albemarle Corporation (ALB) 0.3 $1.2M 14k 86.08
Vanguard Information Technolo Etf Iv Inf Tech Etf (VGT) 0.3 $1.1M 1.8k 621.80
Microsoft Corporation (MSFT) 0.3 $1.1M 2.6k 421.42
Federated Hermes Inc Class B CL B (FHI) 0.2 $968k 24k 41.11
Amazon (AMZN) 0.2 $946k 4.3k 219.39
Servicenow (NOW) 0.2 $904k 853.00 1060.12
Berkshire Hathaway Class B Cl B New (BRK.B) 0.2 $803k 1.8k 453.28
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.2 $643k 1.6k 401.58
Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.1 $564k 3.0k 190.44
Broadcom (AVGO) 0.1 $563k 2.4k 231.84
Invsc Variable Rate Preferred Etf Var Rate Pfd (VRP) 0.1 $561k 23k 24.19
TJX Companies (TJX) 0.1 $561k 4.6k 120.81
Veeva Sys Inc Class A Cl A Com (VEEV) 0.1 $548k 2.6k 210.25
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 0.1 $525k 6.1k 86.02
Raymond James Financial (RJF) 0.1 $509k 3.3k 155.33
Accenture Plc Ireland Fclass A Shs Class A (ACN) 0.1 $505k 1.4k 351.79
Visa Inc Class A Com Cl A (V) 0.1 $487k 1.5k 316.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $452k 7.8k 58.18
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM) 0.1 $452k 2.3k 197.49
Qualcomm (QCOM) 0.1 $420k 2.7k 153.62
Synovus Finl Corp Com New (SNV) 0.1 $418k 8.2k 51.23
SYSCO Corporation (SYY) 0.1 $361k 4.7k 76.46
Lpl Financial Holdings (LPLA) 0.1 $344k 1.1k 326.51
Kla Corp Com New (KLAC) 0.1 $311k 493.00 630.12
Oracle Corporation (ORCL) 0.1 $300k 1.8k 166.64
Eli Lilly & Co. (LLY) 0.1 $283k 366.00 772.00
Herbalife Ltd F Com Shs (HLF) 0.1 $276k 41k 6.69
Constellation Energy (CEG) 0.1 $248k 1.1k 223.71
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.1 $246k 932.00 264.13
Sociedad Quimica Y Min Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr Ser B (SQM) 0.1 $246k 6.8k 36.36
FedEx Corporation (FDX) 0.1 $243k 862.00 281.33
Meta Platforms Inc Class A Cl A (META) 0.1 $238k 407.00 585.51
Stryker Corporation (SYK) 0.1 $236k 656.00 360.05
Dupont De Nemours (DD) 0.1 $229k 3.0k 76.25
PNC Financial Services (PNC) 0.1 $209k 1.1k 192.78