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MFA Wealth Services

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
FS Credit Opportunities Corp.FSCOClosed-End Fund$160.7K25,5100.1%
NOVARTIS AG$200.7K1,4560.1%
Palo Alto Networks Inc$201.2K1,0920.1%
AFLAC INC$202.0K1,8320.1%
SPDR SERIES TRUST$208.5K2,5990.1%
Medtronic plc$216.0K2,2490.1%
FIDELITY COVINGTON TRUST$230.5K3,7770.2%
SPDR SERIES TRUST$233.6K2,1890.2%
Tesla Inc$234.3K5210.2%
VANGUARD CALIF TAX FREE FDS$241.8K2,4120.2%
CME Group Inc$247.3K9060.2%
GENERAL DYNAMICS CORP$269.8K8010.2%
ISHARES TR$269.9K6,8420.2%
CAPITAL GROUP DIVIDEND VALUE$278.5K6,3810.2%
CHEVRON CORP$280.8K1,8430.2%
TEXAS INSTRUMENTS INC$282.2K1,6270.2%
LOCKHEED MARTIN CORP$292.7K6050.2%
ISHARES TR$296.0K3,8170.2%
Constellation Energy Corp$299.8K8490.2%
INTUIT INC.$303.4K4580.2%
Johnson Controls International plc$307.1K2,5640.2%
BANK OF AMERICA CORP /DE$310.9K5,6530.2%
TRAVELERS COMPANIES, INC.$322.0K1,1100.2%
CAPITAL GROUP GBL GROWTH EQT$324.9K9,3760.2%
VANGUARD INTL EQUITY INDEX F$332.7K4,5220.2%
Snap-on Inc$346.7K1,0060.2%
RTX Corp$354.5K1,9330.2%
ENTERGY CORP /DE$364.7K3,9460.2%
TORONTO DOMINION BK ONT$368.4K3,9100.2%
MARRIOTT INTERNATIONAL INC /MD$372.2K1,2000.3%
NORTHROP GRUMMAN CORP /DE$387.7K6800.3%
COCA COLA CO$389.5K5,5720.3%
ISHARES TR$404.6K3,6730.3%
Alibaba Group Holding LimitedBABAADR$407.9K2,7830.3%
WASTE MANAGEMENT INC$411.2K1,8720.3%
FIDELITY COVINGTON TRUST$418.6K11,6910.3%
CARDINAL HEALTH INC$424.2K2,0640.3%
BRISTOL MYERS SQUIBB CO$443.1K8,2160.3%
PIMCO ETF TR$444.6K4,4310.3%
VANGUARD INDEX FDS$444.6K7090.3%
ISHARES TR$464.4K8,4880.3%
QUALCOMM INC/DE$504.5K2,9490.3%
VANECK ETF TRUST$510.0K5,9460.3%
Chubb Ltd$516.0K1,6530.3%
REALTY INCOME CORP$525.2K9,3170.4%
PROCTER & GAMBLE Co$574.8K4,0110.4%
Visa Inc$583.2K1,6630.4%
Eaton Corp plc$613.1K1,9250.4%
EXXON MOBIL CORP$617.7K5,1330.4%
Blackstone Inc.$618.0K4,0090.4%
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