Melia Wealth LLC Portfolio Holdings

Melia Wealth LLC

  • $194 Billion
  • Q1 2025

Melia Wealth LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $35B, Trinity Capital Inc. with a value of $16.7B, Ares Capital Corp with a value of $16.7B, Bain Capital Specialty Finance, Inc. with a value of $15.5B, and Owl Rock Capital Corp with a value of $14.7B.

Examining the 13F form we can see an increase of $2.31B in the current position value, from $192B to 194B.

Melia Wealth LLC is based out at Tulsa, OK

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

Portfolio value $194 Billion
Financial Services: $115 Billion
ETFs: $35.4 Billion
Real Estate: $28.5 Billion
Energy: $904 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35 Billion 18.04% of portfolio
611,883
Q1 2025 Added 1.84%
$0
$463 Million 0.24% of portfolio
8,934
Q1 2025 Added 33.42%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $194 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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