Mfa Wealth Advisors 13F annual report
Mfa Wealth Advisors is an investment fund managing more than $458 billion ran by David Reichert. There are currently 525 companies in Mr. Reichert’s portfolio. The largest investments include Invsc Bulletshars 2026 Corp Bnd Etf and Schwab Strategic Tr, together worth $79.8 billion.
Limited to 30 biggest holdings
$458 billion Assets Under Management (AUM)
As of 15th July 2024, Mfa Wealth Advisors’s top holding is 1,758,381 shares of Invsc Bulletshars 2026 Corp Bnd Etf currently worth over $33.7 billion and making up 7.4% of the portfolio value.
In addition, the fund holds 1,104,333 shares of Schwab Strategic Tr worth $46.1 billion.
The third-largest holding is Vanguard World Fd worth $31.8 billion and the next is Schwab Value Advantage Money Investor Shares worth $24.8 billion, with 24,750,915 shares owned.
Currently, Mfa Wealth Advisors's portfolio is worth at least $458 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mfa Wealth Advisors
The Mfa Wealth Advisors office and employees reside in Pittsburgh, Pennsylvania. According to the last 13-F report filed with the SEC, David Reichert serves as the Chief Compliance Officer at Mfa Wealth Advisors.
Recent trades
In the most recent 13F filing, Mfa Wealth Advisors revealed that it had opened a new position in
Schwab Value Advantage Money Investor Shares and bought 24,750,915 shares worth $24.8 billion.
The investment fund also strengthened its position in Invsc Bulletshars 2026 Corp Bnd Etf by buying
105,820 additional shares.
This makes their stake in Invsc Bulletshars 2026 Corp Bnd Etf total 1,758,381 shares worth $33.7 billion.
On the other hand, there are companies that Mfa Wealth Advisors is getting rid of from its portfolio.
Mfa Wealth Advisors closed its position in Dbx Etf Tr on 22nd July 2024.
It sold the previously owned 23,988 shares for $1.18 billion.
David Reichert also disclosed a decreased stake in Vanguard World Fd by approximately 0.1%.
This leaves the value of the investment at $31.8 billion and 101,364 shares.
One of the average hedge funds
The two most similar investment funds to Mfa Wealth Advisors are Farther Finance Advisors and Qsemble Capital Management, L.P.. They manage $458 billion and $457 billion respectively.
David Reichert investment strategy
Mfa Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 6.0% of
the total portfolio value.
The fund focuses on investments in the United States as
30.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
26% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $115 billion.
The complete list of Mfa Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Invsc Bulletshars 2026 Corp Bnd Etf |
6.40%
1,758,381
|
$33,717,837,000 | 7.37% |
| Schwab Strategic Tr |
0.59%
1,104,333
|
$46,064,392,000 | 10.06% |
| Vanguard World Fd |
0.70%
101,364
|
$31,849,707,000 | 6.96% |
| Schwab Value Advantage Money Investor Shares |
Opened
24,750,915
|
$24,750,915,000 | 5.41% |
| Spdr Bloomberg Int Grd Flt Rt Etf |
5.86%
735,710
|
$22,696,652,000 | 4.96% |
| Ishares Tr |
1.99%
751,692
|
$42,576,203,000 | 9.30% |
| Vanguard Information Technology Etf |
0.52%
28,101
|
$16,202,592,000 | 3.54% |
| American Centy Etf Tr |
1.59%
177,459
|
$15,921,592,000 | 3.48% |
| Vanguard Bd Index Fds |
38.18%
182,761
|
$13,687,008,000 | 2.99% |
| Global X Us Infra Dvlpmnt Etf |
0.68%
335,506
|
$12,420,444,000 | 2.71% |
| Wsdmtree Emrg Mkts Smallcap Dvd Etf |
0.31%
235,134
|
$12,095,295,000 | 2.64% |
| Apple Inc |
0.19%
50,863
|
$10,712,776,000 | 2.34% |
| Eaton Vance Short Dur Infl-prot Inc I |
Opened
939,444
|
$9,272,314,000 | 2.03% |
| Vaneck Semiconductor Etf |
0.89%
34,401
|
$8,968,341,000 | 1.96% |
| Federated Hermes Cnsrvtv Mncpl Mcsht Ins |
Opened
867,796
|
$8,677,961,000 | 1.90% |
| Select Sector Health Care Spdr Etf |
2.10%
57,184
|
$8,334,525,000 | 1.82% |
| Invsc Qqq Trust Srs 1 Etf Iv |
Opened
15,977
|
$7,654,740,000 | 1.67% |
| Schwab Value Advantage Money Ultra Shares |
Opened
6,898,195
|
$6,898,195,000 | 1.51% |
| Federated Hermes Conservative Mcsht Ins |
Opened
671,024
|
$6,703,528,000 | 1.46% |
| Ishares Gold Tr |
Opened
151,553
|
$6,657,723,000 | 1.45% |
| Invesco S And P Midcap Qualty Etf |
2.43%
61,789
|
$5,995,411,000 | 1.31% |
| Amazon.com Inc. |
0.42%
27,031
|
$5,223,741,000 | 1.14% |
| Pgim Ultra Short Bond Etf |
2.25%
97,539
|
$4,847,688,000 | 1.06% |
| Exxon Mobil Corp. |
10.09%
41,779
|
$4,809,641,000 | 1.05% |
| TJX Companies, Inc. |
8.97%
39,481
|
$4,346,858,000 | 0.95% |
| KLA Corp. |
18.44%
5,187
|
$4,276,819,000 | 0.93% |
| Visa Inc |
29.11%
15,995
|
$4,198,228,000 | 0.92% |
| Schwab Treasury Oblig Money Inv |
Opened
4,029,485
|
$4,029,485,000 | 0.88% |
| ProShares Bitcoin Strategy ETF |
5.54%
178,947
|
$4,028,090,000 | 0.88% |
| Applied Matls Inc |
0.67%
15,751
|
$3,717,049,000 | 0.81% |
| Franklin Gold And Precious Metals Adv |
Opened
155,544
|
$3,155,996,000 | 0.69% |
| Spdr Short Term Treasuryetf |
4.08%
108,919
|
$3,144,492,000 | 0.69% |
| Netflix Inc. |
0.29%
4,559
|
$3,076,778,000 | 0.67% |
| Toyota Motor Corporation |
0.96%
13,003
|
$2,665,245,000 | 0.58% |
| Jpmorgan Ultra Shrt Muncipl Incm Etf |
48.76%
52,224
|
$2,650,259,000 | 0.58% |
| Copart, Inc. |
2.43%
48,211
|
$2,611,107,000 | 0.57% |
| Generac Holdings Inc |
8.08%
18,811
|
$2,487,190,000 | 0.54% |
| Coca-Cola Co |
2.71%
32,713
|
$2,082,157,000 | 0.45% |
| Duke Energy Corp. |
3.99%
17,640
|
$1,768,081,000 | 0.39% |
| C H Robinson Worldwd |
2.74%
19,844
|
$1,748,690,000 | 0.38% |
| Tesla Inc |
0.39%
8,811
|
$1,743,521,000 | 0.38% |
| Erie Indemnity Co. |
0.40%
4,461
|
$1,616,666,000 | 0.35% |
| Lockheed Martin Corp. |
12.46%
3,105
|
$1,450,537,000 | 0.32% |
| Ishares Core Us Reit Etf |
6.00%
23,172
|
$1,241,092,000 | 0.27% |
| Dbx Etf Tr |
Closed
23,988
|
$1,184,048,000 | |
| Nuveen Esg Large Cap Growth Etf |
No change
14,585
|
$1,183,719,000 | 0.26% |
| Microsoft Corporation |
0.08%
2,630
|
$1,175,471,000 | 0.26% |
| NVIDIA Corp |
930.19%
9,076
|
$1,121,296,000 | 0.24% |
| Pioneer Nat Res Co |
Closed
3,779
|
$991,991,000 | |
| Viatris Inc. |
0.06%
82,249
|
$874,307,000 | 0.19% |
| Service Now Inc |
51.55%
986
|
$775,657,000 | 0.17% |
| Federated Hermes Inc |
11.35%
23,550
|
$774,324,000 | 0.17% |
| Crowdstrike Hldgs Inc Class A |
59.81%
1,910
|
$731,893,000 | 0.16% |
| Berkshire Hathaway Inc. |
No change
1,787
|
$726,952,000 | 0.16% |
| Albemarle Corp. |
13.44%
6,726
|
$642,512,000 | 0.14% |
| Oakmark International Institutional |
Opened
23,900
|
$613,743,000 | 0.13% |
| Qualcomm, Inc. |
1.73%
2,940
|
$585,589,000 | 0.13% |
| Ishares Russell 1000 Growth Etf |
22.82%
1,600
|
$583,216,000 | 0.13% |
| Taiwan Semiconductor Mfg Ltd |
55.23%
3,145
|
$546,633,000 | 0.12% |
| Alphabet Inc |
No change
2,960
|
$542,923,000 | 0.12% |
| Invsc Variable Rate Preferred Etf |
2.22%
22,515
|
$539,459,000 | 0.12% |
| Veeva Sys Inc |
57.21%
2,864
|
$524,141,000 | 0.11% |
| Raymond James Finl Inc |
53.33%
3,946
|
$487,765,000 | 0.11% |
| Synovus Finl Co |
53.70%
10,706
|
$430,274,000 | 0.09% |
| Simon Ppty Group Reit |
No change
2,700
|
$409,860,000 | 0.09% |
| Federated Hermes Ultrashort Bond Is |
Opened
43,984
|
$405,537,000 | 0.09% |
| Us Treasu Nt 3.875 01/26ust Note Due 01/15/26 |
Opened
400,000
|
$394,000,000 | 0.09% |
| Us Treasu Nt 1.125 01/25ust Note Due 01/15/25 |
Opened
400,000
|
$391,187,000 | 0.09% |
| Broadcom Inc. |
No change
243
|
$390,144,000 | 0.09% |
| Vanguard Growth Etf |
0.10%
1,012
|
$378,498,000 | 0.08% |
| Balanced Pool |
Opened
4,420
|
$366,468,000 | 0.08% |
| Herbalife Ltd F |
42.56%
34,512
|
$358,580,000 | 0.08% |
| Prologis Inc. Reit |
51.50%
3,012
|
$338,278,000 | 0.07% |
| Dfa Us Small Cap Value I |
Opened
7,104
|
$322,178,000 | 0.07% |
| Schwab Sp 500 Index |
Opened
3,758
|
$316,687,000 | 0.07% |
| Lilly Eli Co |
28.57%
342
|
$309,640,000 | 0.07% |
| Lpl Finl Hldgs |
55.44%
1,105
|
$308,627,000 | 0.07% |
| Sysco Corp. |
53.64%
4,321
|
$308,477,000 | 0.07% |
| T. Rowe Price Dividend Growth I |
Opened
3,697
|
$285,897,000 | 0.06% |
| Boeing Co. |
No change
1,501
|
$273,197,000 | 0.06% |
| Sociedad Quimica Y Minera De |
49.28%
6,693
|
$272,740,000 | 0.06% |
| Stryker Corp. |
53.36%
771
|
$262,333,000 | 0.06% |
| Fedex Corp |
No change
862
|
$258,462,000 | 0.06% |
| Westlake Corporation |
51.00%
1,782
|
$258,069,000 | 0.06% |
| Oracle Corp. |
No change
1,800
|
$254,160,000 | 0.06% |
| Vanguard Scottsdale Fds |
Opened
4,240
|
$245,878,000 | 0.05% |
| Merck Co. Inc. |
0.98%
1,956
|
$242,153,000 | 0.05% |
| Dupont De Nemours Inc Ia |
No change
3,008
|
$242,114,000 | 0.05% |
| Vanguard Mid Cap Etf |
No change
932
|
$225,637,000 | 0.05% |
| Vanguard Index Fds |
Closed
452
|
$217,493,000 | |
| Newmont Corp |
43.83%
5,033
|
$210,732,000 | 0.05% |
| Intl Flavors Fragra |
Opened
2,200
|
$209,462,000 | 0.05% |
| Meta Platforms Inc |
Opened
407
|
$205,218,000 | 0.04% |
| Fidelity Contrafund |
Opened
9,875
|
$199,471,000 | 0.04% |
| T. Rowe Price Retirement 2060 |
Opened
12,280
|
$199,433,000 | 0.04% |
| Mckesson Corporation |
Opened
340
|
$198,574,000 | 0.04% |
| Constellation Energy Cor |
Opened
972
|
$194,662,000 | 0.04% |
| Ishares Semiconductor Etf |
Opened
786
|
$193,851,000 | 0.04% |
| DoorDash Inc |
Opened
1,750
|
$190,365,000 | 0.04% |
| T. Rowe Price Retirement 2055 |
Opened
9,723
|
$189,412,000 | 0.04% |
| Ansys Inc. |
3.64%
583
|
$187,435,000 | 0.04% |
| Asml Holding N V Fsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
180
|
$183,824,000 | 0.04% |
| Humana Inc. |
49.43%
488
|
$182,342,000 | 0.04% |
| Invesco Global Y |
Opened
1,728
|
$179,818,000 | 0.04% |
| Abbvie Inc |
Opened
1,030
|
$176,666,000 | 0.04% |
| Vanguard Value Etf |
13.39%
1,100
|
$176,451,000 | 0.04% |
| Ishares Msci Emerging Markets Etf |
Opened
4,051
|
$173,379,000 | 0.04% |
| Janus Henderson Forty I |
Opened
2,817
|
$163,267,000 | 0.04% |
| Pnc Finl Services |
Opened
1,027
|
$159,611,000 | 0.03% |
| Unitedhealth Grp Inc |
Opened
312
|
$158,750,000 | 0.03% |
| Ishares 0-5 Year Tips Bond Etf |
Opened
1,585
|
$157,692,000 | 0.03% |
| Procter Gamble |
Opened
944
|
$155,684,000 | 0.03% |
| Archer-daniels-midln |
50.00%
2,500
|
$151,125,000 | 0.03% |
| Gentex Corp. |
41.23%
4,473
|
$150,785,000 | 0.03% |
| Ishares Core Total Usd Bond Mark Etf |
Opened
3,261
|
$147,462,000 | 0.03% |
| Invesco Ftse Rafi Developed Markets Ex-u.s. Etf |
Opened
2,925
|
$142,389,000 | 0.03% |
| Corning, Inc. |
Opened
3,492
|
$135,682,000 | 0.03% |
| Owens Corning Fiberglas |
Opened
740
|
$128,553,000 | 0.03% |
| Cisco Systems, Inc. |
Opened
2,673
|
$127,012,000 | 0.03% |
| Nuveen Esg Emerging Markt Eqy Etf |
Opened
4,336
|
$124,313,000 | 0.03% |
| Accenture Plc Fclass A |
Opened
409
|
$124,095,000 | 0.03% |
| T. Rowe Price Retirement 2025 |
Opened
7,362
|
$122,651,000 | 0.03% |
| Park Ntnl Corp |
Opened
850
|
$120,989,000 | 0.03% |
| Ishares Core Sp 500 Etf |
Opened
219
|
$119,843,000 | 0.03% |
| Corteva Inc |
Opened
2,208
|
$119,100,000 | 0.03% |
| Pepsico Inc |
Opened
689
|
$113,637,000 | 0.02% |
| Deere Co |
Opened
288
|
$107,606,000 | 0.02% |
| T. Rowe Price Retirement 2030 |
Opened
4,130
|
$105,739,000 | 0.02% |
| Exelon Corp. |
Opened
2,917
|
$100,957,000 | 0.02% |
| NextEra Energy Inc |
Opened
1,408
|
$99,700,000 | 0.02% |
| Pgim Jennison Utility A |
Opened
7,020
|
$99,471,000 | 0.02% |
| Large Cap Equity Managed Pool |
Opened
991
|
$98,680,000 | 0.02% |
| Salesforce Inc |
Opened
374
|
$96,155,000 | 0.02% |
| Advanced Micro Device In |
Opened
591
|
$95,866,000 | 0.02% |
| Philip Morris International Inc |
Opened
943
|
$95,554,000 | 0.02% |
| T. Rowe Price Retirement 2045 |
Opened
4,320
|
$94,393,000 | 0.02% |
| T. Rowe Price Retirement 2050 |
Opened
4,935
|
$91,641,000 | 0.02% |
| AMGEN Inc. |
Opened
281
|
$87,798,000 | 0.02% |
| Intuit Inc |
Opened
133
|
$87,409,000 | 0.02% |
| Elevance Health Inc |
Opened
159
|
$86,156,000 | 0.02% |
| Ppg Inds Inc |
Opened
684
|
$86,109,000 | 0.02% |
| Uber Technologies Inc |
Opened
1,179
|
$85,690,000 | 0.02% |
| T. Rowe Price Retirement 2040 |
Opened
2,800
|
$84,364,000 | 0.02% |
| Waste Management, Inc. |
Opened
385
|
$82,136,000 | 0.02% |
| Ishares Esg Advnc Ttl Usd Bnd Etf |
Opened
1,922
|
$81,781,000 | 0.02% |
| Devon Energy Corp. |
Opened
1,706
|
$80,864,000 | 0.02% |
| Air Prods Chems Inc |
Opened
313
|
$80,770,000 | 0.02% |
| Linde Plc F |
Opened
183
|
$80,302,000 | 0.02% |
| American Funds American Balanced F3 |
Opened
2,316
|
$80,002,000 | 0.02% |
| American Elec Pwr Co Inc |
Opened
881
|
$77,299,000 | 0.02% |
| Capital One Fc |
Opened
558
|
$77,255,000 | 0.02% |
| Mastercard Inc Class A |
Opened
170
|
$75,114,000 | 0.02% |
| Fidelity Natl Info |
Opened
991
|
$74,682,000 | 0.02% |
| Bitwise 10 Crypto Index |
Opened
2,195
|
$74,345,000 | 0.02% |
| Pa St Hgr Ed Fac 2 37pub Educ Due 06/15/37oid Xtro |
Opened
100,000
|
$72,597,000 | 0.02% |
| Boston Scientific Corp. |
Opened
923
|
$71,080,000 | 0.02% |
| Ishares Msci Glb Sust Dvp Gol Etf |
Opened
943
|
$70,822,000 | 0.02% |
| Adobe Inc |
Opened
127
|
$70,554,000 | 0.02% |
| A T T Inc |
Opened
3,683
|
$70,382,000 | 0.02% |
| Hrtfrd Mltfctr Emrgng Mrkt Etf |
Opened
2,913
|
$70,378,000 | 0.02% |
| Spdr Sp Kensho Clean Power Etf |
Opened
1,133
|
$68,365,000 | 0.01% |
| Texas Instruments Inc. |
Opened
350
|
$68,086,000 | 0.01% |
| Bucks Cnty Pa W/ 2.25 44wtr Util Due 12/01/44oid |
Opened
100,000
|
$67,663,000 | 0.01% |
| Oakmont Boro Pa 2.625 51db Utx Due 11/15/51oid |
Opened
100,000
|
$67,074,000 | 0.01% |
| American Express Co. |
Opened
281
|
$65,066,000 | 0.01% |
| Morgan Stanle 7.75 Pfdpfd |
Opened
2,500
|
$63,025,000 | 0.01% |
| T. Rowe Price Retirement 2035 |
Opened
2,831
|
$58,916,000 | 0.01% |
| Chevron Corp. |
Opened
376
|
$58,814,000 | 0.01% |
| EQT Corp |
Opened
1,584
|
$58,576,000 | 0.01% |
| Alphabet Inc |
Opened
318
|
$57,926,000 | 0.01% |
| Msc Indl Direct Inc Class A |
Opened
720
|
$57,103,000 | 0.01% |
| Target Corp |
Opened
382
|
$56,551,000 | 0.01% |
| Blackstone Inc |
82.23%
454
|
$56,205,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
Opened
101
|
$55,853,000 | 0.01% |
| Cleveland-Cliffs Inc |
Opened
3,607
|
$55,512,000 | 0.01% |
| Vanguard Mortgage Backedsec Etf |
Opened
1,200
|
$54,480,000 | 0.01% |
| Danaher Corp. |
Opened
205
|
$51,219,000 | 0.01% |
| J P Morgan Chase Co |
Opened
247
|
$49,958,000 | 0.01% |
| Wells Fargo Co Var |
Opened
50,000
|
$49,875,000 | 0.01% |
| ING Groep N.V. |
Opened
2,900
|
$49,707,000 | 0.01% |
| Spring-ford Asd P 3.3 32go Utx Due 06/01/32oid |
Opened
50,000
|
$48,865,000 | 0.01% |
| The Trade Desk Inc Class A |
Opened
500
|
$48,835,000 | 0.01% |
| Ishares Msci Kld 400 Social Indx Etf |
Opened
460
|
$47,771,000 | 0.01% |
| Brinks Co |
Opened
457
|
$46,797,000 | 0.01% |
| RTX Corp |
Opened
466
|
$46,782,000 | 0.01% |
| CVS Health Corp |
Opened
792
|
$46,776,000 | 0.01% |
| Conocophillips |
Opened
405
|
$46,324,000 | 0.01% |
| Nike, Inc. |
Opened
605
|
$45,598,000 | 0.01% |
| Prudential Finl |
Opened
388
|
$45,470,000 | 0.01% |
| Asia Broadband Inc |
Opened
3,289,823
|
$44,950,000 | 0.01% |
| Lam Research Corp. |
Opened
42
|
$44,724,000 | 0.01% |
| American Funds Washington Mutual F3 |
Opened
713
|
$43,065,000 | 0.01% |
| Johnson Johnson |
Opened
293
|
$42,825,000 | 0.01% |
| Union Pac Corp |
Opened
188
|
$42,537,000 | 0.01% |
| Comcast Corp Class A |
Opened
1,047
|
$41,001,000 | 0.01% |
| Nucor Corp. |
Opened
258
|
$40,785,000 | 0.01% |
| Phoenixville Pa 2.5 45go Utx Due 11/15/45 |
Opened
60,000
|
$40,464,000 | 0.01% |
| Automatic Data Processing In |
Opened
169
|
$40,283,000 | 0.01% |
| American Funds Global Balanced F3 |
Opened
1,071
|
$40,070,000 | 0.01% |
| Bristol-Myers Squibb Co. |
Opened
934
|
$38,789,000 | 0.01% |
| Intel Corp. |
Opened
1,236
|
$38,279,000 | 0.01% |
| Ford Mtr Co Del |
Opened
2,981
|
$37,382,000 | 0.01% |
| General Motors Company |
Opened
798
|
$37,075,000 | 0.01% |
| Enterprise Prods Partners L |
Opened
1,274
|
$36,921,000 | 0.01% |
| Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
256
|
$36,541,000 | 0.01% |
| Tko Group Hldgs Inc Class A |
Opened
335
|
$36,177,000 | 0.01% |
| Crown Castle Inc Reit |
Opened
355
|
$34,684,000 | 0.01% |
| Coinbase Global Inc Class A |
Opened
156
|
$34,668,000 | 0.01% |
| American Funds Capital World Grinc F3 |
Opened
515
|
$33,721,000 | 0.01% |
| Global X Lithium Batterytech Etf |
Opened
863
|
$33,493,000 | 0.01% |
| Milton Pa Asd 2.45 47go Ltx Due 09/01/47 |
Opened
50,000
|
$33,424,000 | 0.01% |
| S Fayette Twp P 2.625 52go Utx Due 12/01/52oid |
Opened
50,000
|
$33,275,000 | 0.01% |
| Verizon Communicatn |
Opened
804
|
$33,157,000 | 0.01% |
| Ecolab, Inc. |
Opened
139
|
$33,082,000 | 0.01% |
| Realty Income Corp Reit |
Opened
625
|
$33,013,000 | 0.01% |
| Money Market Pool |
Opened
28,624
|
$32,998,000 | 0.01% |
| Deer Creek Draina 2.5 51swr Util Due 12/01/51oid |
Opened
50,000
|
$32,480,000 | 0.01% |
| Spdr Sp 600 Small Cap Value Etf |
Opened
414
|
$32,420,000 | 0.01% |
| Bk Of America Corp |
Opened
808
|
$32,134,000 | 0.01% |
| Luckin Coffee Inc Funsponsored Adr 1 Adr Reps 8 Ord Shs |
Opened
1,500
|
$31,650,000 | 0.01% |
| T. Rowe Price Retirement 2020 |
Opened
1,681
|
$31,560,000 | 0.01% |
| Invesco Semiconductors Etf |
Opened
501
|
$31,468,000 | 0.01% |
| GE Aerospace |
Opened
193
|
$30,681,000 | 0.01% |
| Starbucks Corp. |
Opened
393
|
$30,595,000 | 0.01% |
| American Funds Income Fund Of Amer F3 |
Opened
1,262
|
$30,387,000 | 0.01% |
| Lamar Advertising Co0050reit |
Opened
253
|
$30,241,000 | 0.01% |
| Kratos Defense Sec Solutio |
Opened
1,500
|
$30,015,000 | 0.01% |
| Truist Finl Corp |
Opened
767
|
$29,798,000 | 0.01% |
| Cencora Inc. |
Opened
132
|
$29,740,000 | 0.01% |
| Pfizer Inc. |
Opened
1,054
|
$29,491,000 | 0.01% |
| Marriott Intl Inc Class A |
Opened
115
|
$27,804,000 | 0.01% |
| EOG Resources, Inc. |
Opened
220
|
$27,691,000 | 0.01% |
| 3M Co. |
Opened
270
|
$27,591,000 | 0.01% |
| Plum Boro Pa 3.125 49go Utx Due 12/01/49oid |
Opened
35,000
|
$27,525,000 | 0.01% |
| Altria Group Inc. |
Opened
600
|
$27,330,000 | 0.01% |
| CSX Corp. |
Opened
816
|
$27,295,000 | 0.01% |
| HCA Healthcare Inc |
Opened
83
|
$26,666,000 | 0.01% |
| Paycom Software Inc |
Opened
184
|
$26,319,000 | 0.01% |
| Harbor Capital Appreciation Instl |
Opened
225
|
$26,258,000 | 0.01% |
| Incyte Corp. |
Opened
428
|
$25,945,000 | 0.01% |
| Motorola Solutions Inc |
Opened
66
|
$25,479,000 | 0.01% |
| Alger Spectra Z |
Opened
897
|
$25,269,000 | 0.01% |
| MongoDB Inc |
Opened
100
|
$24,996,000 | 0.01% |
| Lancaster Pa A S 3.35 30swr Util Due 04/01/30oid Build America Mutual |
Opened
25,000
|
$24,691,000 | 0.01% |
| Intuitive Surgical Inc |
Opened
54
|
$24,022,000 | 0.01% |
| Inmode Ltd F |
Opened
1,300
|
$23,712,000 | 0.01% |
| Orthofix Medical Inc |
Opened
1,768
|
$23,444,000 | 0.01% |
| Blackrock Flexible Income Etf |
Opened
441
|
$23,020,000 | 0.01% |
| Principal Sam Strategic Growth A |
Opened
1,012
|
$22,852,000 | 0.00% |
| Causeway International Value Instl |
Opened
1,099
|
$22,360,000 | 0.00% |
| Canadian Imp Bk Comm |
Opened
468
|
$22,249,000 | 0.00% |
| Columbia Select Large Cap Value Inst |
Opened
623
|
$21,570,000 | 0.00% |
| PPL Corp |
Opened
774
|
$21,401,000 | 0.00% |
| Lord Abbett Total Return F |
Opened
2,456
|
$21,195,000 | 0.00% |
| Lebanon Cnty Pa 2.5 46go Utx Due 10/15/46oid |
Opened
30,000
|
$20,756,000 | 0.00% |
| Genie Energy Ltd |
Opened
1,417
|
$20,717,000 | 0.00% |
| Amplify Cybersecurity Etf |
Opened
320
|
$20,714,000 | 0.00% |
| The Southern Co. |
Opened
264
|
$20,478,000 | 0.00% |
| Healthcare Trust Inc |
Opened
1,565
|
$20,345,000 | 0.00% |
| T. Rowe Price Retirement 2015 |
Opened
1,598
|
$20,225,000 | 0.00% |
| Ishares Iboxx Invt Gradebond Etf |
Opened
188
|
$20,139,000 | 0.00% |
| Snowflake Inc. |
Opened
149
|
$20,128,000 | 0.00% |
| Teck Resources Ltd Fclass B |
Opened
420
|
$20,118,000 | 0.00% |
| Total Market Equity Index Pool |
Opened
380
|
$19,512,000 | 0.00% |
| Paypal Holdings Incorpor |
Opened
335
|
$19,440,000 | 0.00% |
| Blackrock Us Eqy Fctr Rotn Etf |
Opened
410
|
$19,245,000 | 0.00% |
| Zscaler Inc |
Opened
100
|
$19,219,000 | 0.00% |
| Williams Cos Inc |
Opened
452
|
$19,210,000 | 0.00% |
| Wells Fargo Bank 5.25 25cd Fdic Ins Due 03/17/25us |
Opened
19,000
|
$19,000,000 | 0.00% |
| Harding Loevner International Eq Instl |
Opened
711
|
$18,745,000 | 0.00% |
| Yum Brands Inc. |
Opened
140
|
$18,544,000 | 0.00% |
| Ishares Esg Advanced Msci Eafe Etf |
Opened
268
|
$18,071,000 | 0.00% |
| Fortinet Inc |
Opened
298
|
$17,960,000 | 0.00% |
| Enbridge Inc |
Opened
504
|
$17,937,000 | 0.00% |
| Abbott Laboratories |
Opened
170
|
$17,665,000 | 0.00% |
| Discover Finl S |
Opened
135
|
$17,659,000 | 0.00% |
| Erie Pa Wtr Aut 2.625 47wtr Util Due 12/01/47oid |
Opened
25,000
|
$17,571,000 | 0.00% |
| Keystone Pa Cent 3.25 43go Ltx Due 02/15/43oid |
Opened
20,000
|
$17,293,000 | 0.00% |
| Block Inc |
Opened
267
|
$17,219,000 | 0.00% |
| Best Buy Co. Inc. |
Opened
200
|
$16,858,000 | 0.00% |
| Carpenter Technology Corp. |
Opened
153
|
$16,766,000 | 0.00% |
| Baron Partners Institutional |
Opened
109
|
$16,701,000 | 0.00% |
| Barrick Gold Corp F |
Opened
1,000
|
$16,680,000 | 0.00% |
| Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Shs |
Opened
231
|
$16,632,000 | 0.00% |
| Amern Tower Corp Reit |
Opened
83
|
$16,134,000 | 0.00% |
| Intl Equity Managed Pool |
Opened
957
|
$15,888,000 | 0.00% |
| Blackrock Inc. |
Opened
20
|
$15,746,000 | 0.00% |
| American Funds New Perspective F3 |
Opened
252
|
$15,735,000 | 0.00% |
| Palantir Technologies Inclass A |
Opened
608
|
$15,401,000 | 0.00% |
| International Business Machs |
Opened
88
|
$15,220,000 | 0.00% |
| Intercontinental Exc |
Opened
111
|
$15,195,000 | 0.00% |
| Crocs Inc |
Opened
104
|
$15,178,000 | 0.00% |
| Pennsylvania St 4 34go Utx Due 08/15/34oid |
Opened
15,000
|
$15,041,000 | 0.00% |
| Ishares Tips Bond Etf |
Opened
140
|
$14,949,000 | 0.00% |
| L3Harris Technologies Inc |
Opened
66
|
$14,822,000 | 0.00% |
| Energy Select Sector Spdr Etf |
Opened
162
|
$14,766,000 | 0.00% |
| Blackrock Wrld Ex Us Crbn Trn Rd Etf |
Opened
310
|
$13,883,000 | 0.00% |
| American Intl Group Inc |
Opened
184
|
$13,660,000 | 0.00% |
| British Amern Tob Plc |
Opened
441
|
$13,640,000 | 0.00% |
| Public Svc Enterprise Grp In |
Opened
185
|
$13,635,000 | 0.00% |
| Eaton Corp Plc |
Opened
43
|
$13,483,000 | 0.00% |
| Avadel Pharmaceuticals F |
Opened
950
|
$13,357,000 | 0.00% |
| Shopify Inc Fclass A |
Opened
200
|
$13,210,000 | 0.00% |
| International Equity Index Pool |
Opened
643
|
$13,199,000 | 0.00% |
| Borg Warner Inc |
Opened
408
|
$13,154,000 | 0.00% |
| Moodys Corp |
Opened
31
|
$13,049,000 | 0.00% |
| Datadog Inc |
Opened
100
|
$12,969,000 | 0.00% |
| Lowes Companies Inc |
92.71%
59
|
$12,936,000 | 0.00% |
| Polen Us Small Company Growth Instl |
Opened
927
|
$12,329,000 | 0.00% |
| Osterweis Strategic Income |
Opened
1,109
|
$12,253,000 | 0.00% |
| iShares Global Clean Energy ETF |
Opened
915
|
$12,188,000 | 0.00% |
| Gqg Partners Emerging Markets Equityinst |
Opened
662
|
$12,166,000 | 0.00% |
| Booking Holdings Inc |
Opened
3
|
$11,885,000 | 0.00% |
| Mondelez International Inc. |
Opened
179
|
$11,714,000 | 0.00% |
| Autodesk Inc. |
Opened
47
|
$11,630,000 | 0.00% |
| BCE Inc |
Opened
359
|
$11,621,000 | 0.00% |
| Matthews Intl Corp Class A |
Opened
459
|
$11,498,000 | 0.00% |
| Spdr Sp 500 Etf |
Opened
21
|
$11,429,000 | 0.00% |
| Ishares Sp 500 Growth Etf |
Opened
123
|
$11,382,000 | 0.00% |
| Unilever plc |
Opened
206
|
$11,328,000 | 0.00% |
| Spdr Intrmdt Trm Crpratebnd Etf |
Opened
343
|
$11,168,000 | 0.00% |
| Invsc Actvly Mng Optm Yddvrs Etf |
99.82%
787
|
$11,057,000 | 0.00% |
| Invsc Water Resc Portfolio Etf |
Opened
168
|
$10,905,000 | 0.00% |
| New Jersey Environm 5 27pool Auth Due 09/01/27 |
Opened
10,000
|
$10,591,000 | 0.00% |
| T-Mobile US Inc |
Opened
60
|
$10,571,000 | 0.00% |
| Kraft Heinz Co |
Opened
327
|
$10,536,000 | 0.00% |
| Ishares Msci Eafe Value Etf |
Opened
198
|
$10,502,000 | 0.00% |
| Spotify Technology F |
Opened
33
|
$10,355,000 | 0.00% |
| Cloudflare Inc |
Opened
125
|
$10,354,000 | 0.00% |
| Lightstone Value Plus Reit V Inc |
Opened
667
|
$10,307,000 | 0.00% |
| F N B Corp Pa |
Opened
752
|
$10,287,000 | 0.00% |
| Invesco Currencyshares British Pound Sterling Trust |
Opened
84
|
$10,225,000 | 0.00% |
| MetLife, Inc. |
Opened
145
|
$10,178,000 | 0.00% |
| Jpmorgan Large Cap Growth R6 |
Opened
126
|
$9,902,000 | 0.00% |
| Jpmorgan Growth Advantage R6 |
Opened
236
|
$9,827,000 | 0.00% |
| Snap Inc |
Opened
591
|
$9,817,000 | 0.00% |
| Citizens Finl Group Inc |
Opened
268
|
$9,656,000 | 0.00% |
| Joby Aviation Inc Fclass A |
Opened
1,813
|
$9,246,000 | 0.00% |
| Autonation Inc. |
Opened
57
|
$9,085,000 | 0.00% |
| General Mls Inc |
Opened
143
|
$9,046,000 | 0.00% |
| Pa St Hgr Ed Fa 3.125 37pub Educ Due 06/15/37oid Xtro |
Opened
10,000
|
$9,002,000 | 0.00% |
| Iron Mtn Inc New Reit |
Opened
100
|
$8,962,000 | 0.00% |
| Keystone Pa Cent Sc 3 40go Ltx Due 02/15/40oid |
Opened
10,000
|
$8,610,000 | 0.00% |
| Parker-Hannifin Corp. |
Opened
17
|
$8,599,000 | 0.00% |
| Cent Columbia P 3.125 41go Ltx Due 11/15/41oid |
Opened
10,000
|
$8,579,000 | 0.00% |
| Ge Vernova Inc |
Opened
48
|
$8,232,000 | 0.00% |
| Atlassian Corp Class A |
Opened
46
|
$8,136,000 | 0.00% |
| Templeton Global Bond R6 |
Opened
1,186
|
$8,127,000 | 0.00% |
| Vodafone Group Fsponsored Adr 1 Adr Reps 10 Ord Shs |
Opened
896
|
$7,948,000 | 0.00% |
| Micron Technology Inc. |
Opened
60
|
$7,892,000 | 0.00% |
| United Parcel Service, Inc. |
Opened
56
|
$7,685,000 | 0.00% |
| Spdr Sp Biotech Etf |
Opened
81
|
$7,510,000 | 0.00% |
| Northrop Grumman Corp. |
Opened
17
|
$7,411,000 | 0.00% |
| TC Energy Corporation |
Opened
191
|
$7,239,000 | 0.00% |
| Oil City Pa 2.25 41go Utx Due 12/01/41oid |
Opened
10,000
|
$7,174,000 | 0.00% |
| Upstart Holdings, Inc. |
Opened
300
|
$7,077,000 | 0.00% |
| Schwab Fundamental Us Large Company Idx |
Opened
267
|
$7,070,000 | 0.00% |
| Ephrata Boro Pa 2.15 41swr Util Due 11/01/41oid |
Opened
10,000
|
$7,041,000 | 0.00% |
| Schlumberger Ltd F |
Opened
149
|
$7,030,000 | 0.00% |
| Globalfoundries Inc F |
Opened
139
|
$7,028,000 | 0.00% |
| General Dynamics Corp. |
Opened
24
|
$6,963,000 | 0.00% |
| Dell Technologies Inc |
Opened
50
|
$6,896,000 | 0.00% |
| S Allegheny Pa Sd 2.5 46go Ltx Due 11/15/46oid |
Opened
10,000
|
$6,884,000 | 0.00% |
| Washington Fed Inc |
Opened
240
|
$6,859,000 | 0.00% |
| Ishares Msci Eafe Etf |
Opened
87
|
$6,815,000 | 0.00% |
| Ishares Short Term Ntnl Mun Bnd Etf |
Opened
65
|
$6,796,000 | 0.00% |
| American Airls Group |
Opened
584
|
$6,617,000 | 0.00% |
| Arm Hldgs Plc Funsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
40
|
$6,545,000 | 0.00% |
| Jhancock Bond I |
Opened
489
|
$6,517,000 | 0.00% |
| Ishares Tr |
Opened
32
|
$6,493,000 | 0.00% |
| Ishares Us Technology Etf |
Opened
43
|
$6,472,000 | 0.00% |
| Palo Alto Networks Inc |
Opened
19
|
$6,441,000 | 0.00% |
| Veralto Corp |
Opened
67
|
$6,396,000 | 0.00% |
| Ishares Esg Awr 1-5 Y Usd Cp Bnd Etf |
Opened
259
|
$6,343,000 | 0.00% |
| Cumru Twp Pa 2.3 50go Utx Due 09/15/50oid |
Opened
10,000
|
$6,201,000 | 0.00% |
| Kinder Morgan Inc |
Opened
311
|
$6,180,000 | 0.00% |
| Dominion Energy Inc |
Opened
120
|
$5,880,000 | 0.00% |
| Match Group Inc. |
Opened
186
|
$5,651,000 | 0.00% |
| Ishares Sp Mid Cap 400 Grwth Etf |
Opened
64
|
$5,639,000 | 0.00% |
| Ishares Msci Eafe Growthetf |
Opened
55
|
$5,627,000 | 0.00% |
| Entergy Corp. |
Opened
52
|
$5,564,000 | 0.00% |
| Invesco Aerospace Defense Etf |
Opened
54
|
$5,547,000 | 0.00% |
| Ishares Sp 500 Value Etf |
Opened
30
|
$5,460,000 | 0.00% |
| Estee Lauder Co Inc Class A |
Opened
51
|
$5,426,000 | 0.00% |
| Vici Properties Inc Reit |
Opened
189
|
$5,413,000 | 0.00% |
| Invesco Fundamental Highyield Corporate Bond Etf |
Opened
300
|
$5,391,000 | 0.00% |
| Rithm Capital Corp Reit |
Opened
489
|
$5,335,000 | 0.00% |
| Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord Shs |
Opened
71
|
$5,125,000 | 0.00% |
| Bank Of America C Var |
Opened
5,000
|
$5,000,000 | 0.00% |
| Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Shs |
Opened
63
|
$4,913,000 | 0.00% |
| Robinson Twp Pa 3.375 32wrsr Util Due 05/15/32oid |
Opened
5,000
|
$4,854,000 | 0.00% |
| Ceva Inc. |
Opened
250
|
$4,823,000 | 0.00% |
| Otis Worldwide Corporation |
Opened
49
|
$4,717,000 | 0.00% |
| Us Bancorp Del |
Opened
116
|
$4,605,000 | 0.00% |
| Ishares Russell 2000 Value Etf |
Opened
30
|
$4,569,000 | 0.00% |
| Roche Hldg Ag Fsponsored Adr 1 Adr Re 0.125 Ord Shs |
Opened
127
|
$4,403,000 | 0.00% |
| Spdr Portfolio Sp 500 Etf |
Opened
68
|
$4,351,000 | 0.00% |
| Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Shs |
Opened
112
|
$4,312,000 | 0.00% |
| Costco Wholesale Corp |
Opened
5
|
$4,250,000 | 0.00% |
| Harley-Davidson, Inc. |
Opened
126
|
$4,226,000 | 0.00% |
| WEC Energy Group Inc |
Opened
53
|
$4,158,000 | 0.00% |
| Intl Game Tech F |
Opened
200
|
$4,092,000 | 0.00% |
| Transocean Inc New F |
Opened
750
|
$4,013,000 | 0.00% |
| Growth Pool |
Opened
59
|
$4,011,000 | 0.00% |
| Council Rock Pa Sd 2 35go Ltx Due 08/15/35 |
Opened
5,000
|
$3,967,000 | 0.00% |
| Franco Nevada Corp F |
Opened
33
|
$3,911,000 | 0.00% |
| International Paper Co. |
Opened
90
|
$3,884,000 | 0.00% |
| Mcdonalds Corp |
Opened
15
|
$3,823,000 | 0.00% |
| Sempra |
Opened
50
|
$3,803,000 | 0.00% |
| Lg Display Co Ltd Fsponsored Adr 1 Adr Reps 0.5 Ord Shs |
Opened
921
|
$3,795,000 | 0.00% |
| Juniper Networks Inc |
Opened
101
|
$3,682,000 | 0.00% |
| Telefonica Sa Fsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
871
|
$3,667,000 | 0.00% |
| Schwab Us Large Cap Growth Etf |
Opened
36
|
$3,663,000 | 0.00% |
| Bp Plc Fsponsored Adr 1 Adr Reps 6 Ord Shs |
Opened
100
|
$3,610,000 | 0.00% |
| Invesco Global Opportunities R6 |
Opened
72
|
$3,579,000 | 0.00% |
| Biogen Inc |
Opened
15
|
$3,477,000 | 0.00% |
| Jhancock Bond R6 |
Opened
259
|
$3,462,000 | 0.00% |
| Alliancebernstein Hol Lp |
Opened
100
|
$3,379,000 | 0.00% |
| G One Therapeutics Inc |
Opened
1,463
|
$3,336,000 | 0.00% |
| Conservative Pool |
Opened
177
|
$3,334,000 | 0.00% |
| Robinson Twp Pa 2.25 46go Utx Due 11/01/46oid |
Opened
5,000
|
$3,272,000 | 0.00% |
| Asana, Inc. |
Opened
225
|
$3,148,000 | 0.00% |
| C N X Resources Corp |
Opened
129
|
$3,135,000 | 0.00% |
| Solventum Corp |
Opened
59
|
$3,120,000 | 0.00% |
| Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
45
|
$3,001,000 | 0.00% |
| Ubs Group Ag F |
Opened
99
|
$2,924,000 | 0.00% |
| Short Term Income Pool |
Opened
251
|
$2,901,000 | 0.00% |
| T. Rowe Price Equity Income I |
Opened
78
|
$2,811,000 | 0.00% |
| Warner Brothers Discover |
Opened
377
|
$2,805,000 | 0.00% |
| T. Rowe Price Balanced I |
Opened
103
|
$2,779,000 | 0.00% |
| Real Estate Select Sctr Spdr Etf |
Opened
72
|
$2,766,000 | 0.00% |
| Magna Intl Inc F |
Opened
66
|
$2,765,000 | 0.00% |
| American Funds Europacific Growth F3 |
Opened
47
|
$2,698,000 | 0.00% |
| Inventrust Pptys Corp |
Opened
108
|
$2,674,000 | 0.00% |
| Phinia Inc |
Opened
67
|
$2,637,000 | 0.00% |
| Spdr Sp 400 Mid Cap Growth Etf |
Opened
29
|
$2,437,000 | 0.00% |
| Ge Healthcare Technologi |
Opened
31
|
$2,416,000 | 0.00% |
| Medtronic Plc F |
Opened
30
|
$2,361,000 | 0.00% |
| Boston Properties Inc |
Opened
37
|
$2,278,000 | 0.00% |
| United States Commodity Index Etf |
Opened
36
|
$2,240,000 | 0.00% |
| Ishs Msci Intl Quality Fact Etf |
Opened
57
|
$2,226,000 | 0.00% |
| Jhancock Fundamental Large Cap Core R6 |
Opened
30
|
$2,216,000 | 0.00% |
| Blackrock High Yield Bond K |
Opened
314
|
$2,210,000 | 0.00% |
| Pgim Jennison Global Opportunities R6 |
Opened
41
|
$1,943,000 | 0.00% |
| Goldman Sachs Group, Inc. |
Opened
4
|
$1,809,000 | 0.00% |
| Roku I N C Class A |
Opened
30
|
$1,798,000 | 0.00% |
| Federated Hermes Prudent Bear Is |
Opened
323
|
$1,778,000 | 0.00% |
| Trans Global Group |
Opened
5,897,903
|
$1,769,000 | 0.00% |
| Baker Hughes Co |
Opened
50
|
$1,759,000 | 0.00% |
| Northwest Bancshares Inc |
Opened
150
|
$1,733,000 | 0.00% |
| Gossamer Bio, Inc. |
Opened
1,872
|
$1,686,000 | 0.00% |
| American Funds Smallcap World F3 |
Opened
25
|
$1,676,000 | 0.00% |
| Consol Energy Inc |
Opened
16
|
$1,632,000 | 0.00% |
| Constellation Brand Class A |
Opened
6
|
$1,544,000 | 0.00% |
| Jhancock Small Cap Core R6 |
Opened
95
|
$1,509,000 | 0.00% |
| APA Corporation |
Opened
50
|
$1,472,000 | 0.00% |
| Colgate-Palmolive Co. |
Opened
15
|
$1,456,000 | 0.00% |
| Amplify Etf Tr |
Opened
41
|
$1,454,000 | 0.00% |
| KeyCorp |
Opened
100
|
$1,421,000 | 0.00% |
| Rivian Automotive, Inc. |
Opened
104
|
$1,396,000 | 0.00% |
| Disney Walt Co |
Opened
14
|
$1,390,000 | 0.00% |
| Trump Media Technology |
Opened
42
|
$1,376,000 | 0.00% |
| Beyond Meat Inc |
Opened
200
|
$1,342,000 | 0.00% |
| Wabtec |
Opened
8
|
$1,264,000 | 0.00% |
| Southwest Airlines Co |
Opened
43
|
$1,230,000 | 0.00% |
| Organon Co |
Opened
59
|
$1,221,000 | 0.00% |
| Soundhound Ai Inc Class A |
Opened
300
|
$1,185,000 | 0.00% |
| Fs Specialty Lending Fund |
Opened
337
|
$1,171,000 | 0.00% |
| Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Shs |
Opened
141
|
$1,165,000 | 0.00% |
| Dana Holding Corp |
Opened
92
|
$1,115,000 | 0.00% |
| Eastman Kodak Co. |
Opened
206
|
$1,108,000 | 0.00% |
| Mfs Mid Cap Growth R6 |
Opened
34
|
$1,072,000 | 0.00% |
| Jhancock Investment Grade Bond R6 |
Opened
119
|
$1,066,000 | 0.00% |
| Pgim Total Return Bond R6 |
Opened
89
|
$1,054,000 | 0.00% |
| Lucid Group, Inc. |
Opened
395
|
$1,031,000 | 0.00% |
| Ishares Core Dividend Growth Etf |
Opened
16
|
$922,000 | 0.00% |
| 88 Energy Ord Ordf |
Opened
606,946
|
$910,000 | 0.00% |
| Gilead Sciences, Inc. |
Opened
13
|
$892,000 | 0.00% |
| Ark Etf Tr |
Opened
37
|
$869,000 | 0.00% |
| Curaleaf Holdings Inc F |
Opened
208
|
$801,000 | 0.00% |
| Energy Vault Hldgs Inc |
Opened
786
|
$746,000 | 0.00% |
| Freeport-McMoRan Inc |
Opened
15
|
$729,000 | 0.00% |
| Mister Car Wash, Inc. |
Opened
100
|
$712,000 | 0.00% |
| Advisorshares Pure Us Cannabis Etf |
Opened
90
|
$660,000 | 0.00% |
| MKS Instruments, Inc. |
Opened
5
|
$653,000 | 0.00% |
| Schwab Intermediate Termus Trs Etf |
Opened
13
|
$634,000 | 0.00% |
| Vale S A Fsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
50
|
$559,000 | 0.00% |
| Schwab Us Tips Etf |
Opened
11
|
$553,000 | 0.00% |
| Bausch Health Cos Inc F |
Opened
79
|
$551,000 | 0.00% |
| Sylvamo Corp |
Opened
8
|
$549,000 | 0.00% |
| Bone Biologics Corp |
Opened
403
|
$492,000 | 0.00% |
| Peloton Interactive Inc |
Opened
141
|
$477,000 | 0.00% |
| Invesco Developing Markets R6 |
Opened
12
|
$464,000 | 0.00% |
| Silk Road Medical Inc |
Opened
17
|
$460,000 | 0.00% |
| Dow Inc |
Opened
8
|
$424,000 | 0.00% |
| Microcloud Hologram In F |
Opened
500
|
$411,000 | 0.00% |
| Invesco Db Precious Metals Fund |
Opened
7
|
$401,000 | 0.00% |
| Invsc Ftse Rafi Us 1500 Sml Mid Etf |
Opened
10
|
$381,000 | 0.00% |
| Trulieve Cannabis Corp F |
Opened
33
|
$305,000 | 0.00% |
| AMC Entertainment Holdings Inc |
Opened
59
|
$294,000 | 0.00% |
| No transactions found in first 500 rows out of 528 | |||
| Showing first 500 out of 528 holdings | |||
Hedge funds similar to Mfa Wealth Advisors
- Aigen Investment Management, L.P.
- Probity Advisors
- Compass Inc/sd
- Carolinas Wealth Consulting
- Euclidean Capital
- Providence Capital Advisors
- Farther Finance Advisors
- Qsemble Capital Management, L.P.
- Marietta Investment Partners
- Requisite Capital Management
- Land & Buildings Investment Management
- Mcrae Capital Management Inc
- Greenfield Ftc
- Arlington Advisors