Melfa Wealth Management, LLC Purchases and Sells in Q4 2025

Melfa Wealth Management, LLC

$174 Billion
Q4 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	2.73K + 9.09%	$321.8 - $337.95 $878K - $922K	32.8K $11B
XOM	4.06K + 29.31%	$110.64 - $119.78 $449K - $486K	17.9K $2.15B
AAPL	218 + 1.13%	$245.27 - $275.25 $53.5K - $60K	19.5K $5.29B
DFSV	3.72K + 3.22%	$30.55 - $32.35 $114K - $120K	119K $3.92B
PCQ	22.5K + 12.66%	$8.74 - $8.96 $197K - $202K	200K $1.75B
DFAI	1.95K + 3.44%	$35.82 - $37.52 $69.8K - $73.2K	58.6K $2.23B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	4.87K New	$148.9 - $157.72 $724K - $767K	4.87K $741M
SLV	3.93K New	$42.4 - $49.17 $167K - $193K	3.93K $253M
GOF	18K New	$12.83 - $15.07 $230K - $271K	18K $231M
MU	802 New	$181.6 - $253.3 $146K - $203K	802 $229M
JNJ	1.06K New	$185.98 - $199.58 $197K - $211K	1.06K $219M
VZ	5.22K New	$38.4 - $43.83 $200K - $229K	5.22K $212M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE	-2.5K - 21.15%	$291.49 - $314.28 $729K - $786K	9.32K $2.87B
EVN	-14.1K - 3.41%	$10.78 - $11.18 $152K - $157K	399K $4.29B
NBH	-21.1K - 9.38%	$10.18 - $10.42 $215K - $220K	204K $2.07B
NZF	-12.5K - 42.39%	$12.33 - $12.79 $154K - $160K	17K $214M
MHD	-9.88K - 5.26%	$11.66 - $11.84 $115K - $117K	178K $2.09B
BLACKROCK INCOME TR INC	-2.48K - 0.68%	N/A	364K $4.02B

Activity Summary All Purchases 70 New Holdings 12 Increased Positions 58 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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