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MFA WEALTH ADVISORS, LLC

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PITTSBURGH PA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

MFA Wealth Advisors is based out of Pittsburgh. MFA Wealth Advisors is a large advisory firm with 490 clients and discretionary assets under management (AUM) of $378,943,499 (Form ADV from 2023-10-04). Their last reported 13F filing for Q4 2023 included $355,652,615 in managed 13F securities and a top 10 holdings concentration of 57.65%. MFA Wealth Advisors's largest holding is SPDR Bloomberg Investment Grade Floating Rate ETF-SPDR Bloomberg Investment Grade Floating Rate ETF with shares held of 1,062,551. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

Name % Change
KLAC KLA Corp 0.26%
VGT VANGUARD INFORMATION 0.23%
AVUV Avantis U.S. Small C 0.23%
NFLX Netflix Inc 0.21%
AMZN Amazon.com Inc. 0.17%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
FLRN SPDR Bloomberg Inves 9.14%
FNDF Schwab Fundamental I 8.71%
BSCQ Invesco BulletShares 8.68%
MGK VANGUARD MEGA CAP GR 7.7%
IGSB iShares 1-5 Year Inv 4.73%

2023-12-31

13F Activity

Market Value $356m, Prior: $322m
New Purchases 18 stocks
Added To 43 stocks
Sold out of 4 stocks
Reduced holdings in 21 stocks
Top 10 Holdings % 57.65%
Turnover %[1] 25%
Turnover Alt %[2] 1.14%
Time Held Top 20 6.7 quarters
Time Held Top 10 5.8 quarters
Time Held All 5.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance