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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MFA Wealth Advisors, LLC

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001688184-25-000003

Total Value
$404.0M
Positions
88
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (88)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937819563,041$43.1M10.67%
2SCHWAB STRATEGIC TR8085247971,483,443$41.5M10.27%
3SCHWAB STRATEGIC TR8085247551,040,572$37.6M9.31%
4ISHARES TR464288638592,310$31.1M7.70%
5SPDR SER TR78468R200692,736$21.4M5.28%
6VANGUARD WORLD FD921910840125,550$16.2M4.00%
7AMERICAN CENTY ETF TR025072877175,490$15.3M3.79%
8WISDOMTREE TRWT273,310$13.2M3.27%
9ISHARES TR464287663142,654$13.2M3.26%
10GLOBAL X FDS37954Y673321,932$12.1M3.01%
11ISHARES TR464287341280,552$11.8M2.92%
12ISHARES TR464288646190,606$10.0M2.47%
13SELECT SECTOR SPDR TR81369Y20963,994$9.3M2.31%
14ISHARES GOLD TRIAU157,881$9.3M2.30%
15APPLE INCAAPL36,113$8.0M1.99%
16AMERICAN EXPRESS COAXP27,832$7.5M1.85%
17INVESCO QQQ TRIVZ15,280$7.2M1.77%
18INVESCO EXCHANGE TRADED FD TIVZ70,062$6.4M1.59%
19PGIM ETF TR69344A10799,915$5.0M1.23%
20EXXON MOBIL CORPXOM40,976$4.9M1.21%
21ALPHABET INCGOOG30,220$4.7M1.16%
22NVIDIA CORPORATIONNVDA41,059$4.5M1.10%
23CROWDSTRIKE HLDGS INCCRWD12,039$4.2M1.05%
24VANECK ETF TRUST92189F67619,784$4.2M1.04%
25PROSHARES TR74347G440203,927$3.7M0.92%
26COPART INCCPRT64,842$3.7M0.91%
27CONSTELLATION ENERGY CORPCEG18,177$3.7M0.91%
28BOEING COBA-PA20,721$3.5M0.87%
29COCA COLA COKO34,407$2.5M0.61%
30ISHARES TR46428876016,073$2.5M0.61%
31DUKE ENERGY CORP NEWDUKB19,154$2.3M0.58%
32TESLA INCTSLA8,338$2.2M0.53%
33FIDELITY COVINGTON TRUST31609A40471,878$2.1M0.53%
34LOCKHEED MARTIN CORPLMT4,775$2.1M0.53%
35GOLDMAN SACHS GROUP INCGSCE3,650$2.0M0.49%
36GENERAC HLDGS INCGNRC14,993$1.9M0.47%
37ERIE INDTY CO29530P1024,087$1.7M0.42%
38J P MORGAN EXCHANGE TRADED F46641Q65431,366$1.6M0.39%
39ISHARES TR46428852121,463$1.2M0.31%
40NUSHARES ETF TRNU14,585$1.1M0.28%
41ALBEMARLE CORPALB-PA15,757$1.1M0.28%
42MICROSOFT CORPMSFT2,885$1.1M0.27%
43VANGUARD WORLD FD9219108163,359$1.0M0.26%
44INVESCO EXCHANGE TRADED FD TIVZ15,570$977,0180.24%
45BERKSHIRE HATHAWAY INC DELBRK-A1,811$964,5020.24%
46FEDERATED HERMES INCFHI23,550$960,1340.24%
47ISHARES TR4642877057,901$945,9870.23%
48VIATRIS INCVTRS104,801$912,8170.23%
49VANGUARD WORLD FD92204A7021,617$877,0280.22%
50AMAZON COM INCAMZN4,121$784,0610.19%
51SERVICENOW INCNOW858$683,0880.17%
52VEEVA SYS INCVEEV2,865$663,6200.16%
53VANGUARD INDEX FDS9229083631,226$630,0540.16%
54SYSCO CORPSYY8,292$622,2320.15%
55KLA CORPKLAC912$619,9780.15%
56ISHARES TR4642876141,600$577,7440.14%
57INVESCO EXCH TRADED FD TR IIIVZ23,721$574,9970.14%
58TJX COS INC NEW8725401094,644$565,6390.14%
59BROADCOM INCAVGO3,181$532,5950.13%
60HERBALIFE LTDHLF60,669$523,5730.13%
61SIMON PPTY GROUP INC NEW8288061092,898$481,3000.12%
62ALPHABET INCGOOG2,960$462,4410.11%
63VANGUARD SCOTTSDALE FDS92206C1027,771$456,0800.11%
64GENTEX CORPGNTX19,536$455,1890.11%
65NOVO-NORDISK A SNONOF6,441$447,2630.11%
66QUALCOMM INCQCOM2,833$435,1770.11%
67NEXTERA ENERGY INCNEE-PW6,109$433,0670.11%
68VISA INCV1,177$412,4910.10%
69TAIWAN SEMICONDUCTOR MFG LTD8740391002,199$365,0340.09%
70SYNOVUS FINL CORP87161C5017,740$361,7680.09%
71PROLOGIS INC.PLDGP3,225$360,5230.09%
72SOCIEDAD QUIMICA Y MINERA DE8336351058,908$353,9150.09%
73LPL FINL HLDGS INC50212V100969$316,9990.08%
74ELI LILLY & COLLY366$302,2830.07%
75ACCENTURE PLC IRELANDACN904$282,1140.07%
76VANGUARD INDEX FDS9229086291,055$272,8440.07%
77STRYKER CORPORATIONSYK691$257,2250.06%
78ORACLE CORPORCL-PD1,801$251,7980.06%
79NEWMONT CORPNEMCL4,931$238,0690.06%
80META PLATFORMS INCMETA407$234,5790.06%
81DUPONT DE NEMOURS INCDD3,008$224,6370.06%
82TOTALENERGIES SETTE3,436$222,2750.06%
83LAMB WESTON HLDGS INCLW4,159$221,6750.05%
84WESTLAKE CORPORATIONWLK2,171$217,1650.05%
85GLOBAL X FDS37954Y8555,428$210,6060.05%
86FEDEX CORPFDX862$210,1380.05%
87ABBVIE INCABBV995$208,4720.05%
88PNC FINL SVCS GROUP INC6934751051,160$203,8200.05%