Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
XOM ExxonMobil Corp. (St | 0.32% |
GNRC Generac Holdlings In | 0.24% |
STIP iShares 0-5 Year TIP | 0.22% |
PULS PGIM Ultra Short Bon | 0.14% |
ANSS ANSYS, Inc. | 0.13% |
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