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MFA Wealth Services

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
ORACLE CORP$814.6K4,1790.6%
ISHARES TR$798.7K8,3170.5%
CATERPILLAR INC$768.0K1,3410.5%
UNION PACIFIC CORP$757.3K3,2740.5%
PACER FDS TR$706.5K11,7420.5%
JOHNSON & JOHNSON$706.4K3,4130.5%
HOME DEPOT, INC.$705.4K2,0500.5%
MCDONALD'S CORP$680.8K2,2280.5%
ASML HOLDING N V$666.0K6220.4%
AbbVie Inc.$662.7K2,9000.4%
BlackRock, Inc.$662.6K6190.4%
CITIGROUP INC$659.0K5,6470.4%
Merck & Co., Inc.$655.4K6,2260.4%
THE GOLDMAN SACHS GROUP, INC.$640.8K7290.4%
Bank of New York Mellon Corp$640.1K5,5140.4%
International Business Machines Corp$631.3K2,1310.4%
Meta Platforms Inc$629.3K9530.4%
Blackstone Inc.$618.0K4,0090.4%
EXXON MOBIL CORP$617.7K5,1330.4%
Eaton Corp plc$613.1K1,9250.4%
Visa Inc$583.2K1,6630.4%
PROCTER & GAMBLE Co$574.8K4,0110.4%
REALTY INCOME CORP$525.2K9,3170.4%
Chubb Ltd$516.0K1,6530.3%
VANECK ETF TRUST$510.0K5,9460.3%
QUALCOMM INC/DE$504.5K2,9490.3%
ISHARES TR$464.4K8,4880.3%
VANGUARD INDEX FDS$444.6K7090.3%
PIMCO ETF TR$444.6K4,4310.3%
BRISTOL MYERS SQUIBB CO$443.1K8,2160.3%
CARDINAL HEALTH INC$424.2K2,0640.3%
FIDELITY COVINGTON TRUST$418.6K11,6910.3%
WASTE MANAGEMENT INC$411.2K1,8720.3%
Alibaba Group Holding LimitedBABAADR$407.9K2,7830.3%
ISHARES TR$404.6K3,6730.3%
COCA COLA CO$389.5K5,5720.3%
NORTHROP GRUMMAN CORP /DE$387.7K6800.3%
MARRIOTT INTERNATIONAL INC /MD$372.2K1,2000.3%
TORONTO DOMINION BK ONT$368.4K3,9100.2%
ENTERGY CORP /DE$364.7K3,9460.2%
RTX Corp$354.5K1,9330.2%
Snap-on Inc$346.7K1,0060.2%
VANGUARD INTL EQUITY INDEX F$332.7K4,5220.2%
CAPITAL GROUP GBL GROWTH EQT$324.9K9,3760.2%
TRAVELERS COMPANIES, INC.$322.0K1,1100.2%
BANK OF AMERICA CORP /DE$310.9K5,6530.2%
Johnson Controls International plc$307.1K2,5640.2%
INTUIT INC.$303.4K4580.2%
Constellation Energy Corp$299.8K8490.2%
ISHARES TR$296.0K3,8170.2%
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