Melia Wealth LLC Portfolio Holdings

Melia Wealth LLC

  • $192 Billion
  • Q4 2024

Melia Wealth LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 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 $34.6B, Ares Capital Corp with a value of $16.4B, Bain Capital Specialty Finance, Inc. with a value of $16.1B, Trinity Capital Inc. with a value of $15.9B, and Hercules Capital, Inc. with a value of $15.3B.

Examining the 13F form we can see an decrease of $1.7B in the current position value, from $193B to 192B.

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 $192 Billion
Financial Services: $113 Billion
ETFs: $34.9 Billion
Real Estate: $30.1 Billion
Energy: $864 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.7B
$438 Million 0.23% of portfolio
4,363
Q4 2024 Reduced 4.38%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $192 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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