Melfa Wealth Management, LLC Portfolio Holdings

Melfa Wealth Management, LLC

  • $152 Billion
  • Q3 2024

Melfa Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $10.9B, Apple Inc. with a value of $5.53B, Putnam Municipal Opportunities Trust with a value of $5.24B, Blackrock Income Tr Inc with a value of $4.65B, and Eaton Vance Municipal Income Trust with a value of $4.54B.

Examining the 13F form we can see an increase of $8.43B in the current position value, from $143B to 152B.

Melfa Wealth Management, LLC is based out at Westborough, MA

Below you can find more details about Melfa Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
Financial Services: $81.6 Billion
ETFs: $43.5 Billion
Technology: $9.14 Billion
Communication Services: $3.56 Billion
Industrials: $2.22 Billion
Energy: $1.74 Billion
N/A: $477 Million
Utilities: $268 Million
Other: $515 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4B
$280 Million 0.18% of portfolio
4,825
Q4 2023 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $152 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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