Melfa Wealth Management, LLC Purchases in Q3 2024

Melfa Wealth Management, LLC

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
1.1K
New
$266.03 - $266.03 $292K - $292K
1.1K $304M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
7K
+ 3.99%
$12.25 - $13.39 $85.8K - $93.7K
183K $2.44B
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
4.51K
+ 1.91%
$11.13 - $12.0 $50.2K - $54.1K
241K $2.89B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
18.3K
+ 162.37%
$12.25 - $13.1 $224K - $239K
29.5K $386M
Blackrock Income Tr Inc
4.9K
+ 1.33%
N/A
374K $4.65B
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.28K
+ 3.0%
$28.25 - $31.7 $64.3K - $72.1K
78K $2.4B
VB
Vanguard Small Cap ETF

ETFs
850
New
$214.77 - $237.72 $183K - $202K
850 $202M
VTI
Vanguard Total Stock Market Et

ETFs
516
+ 15.22%
$255.18 - $283.2 $132K - $146K
3.91K $1.11B
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
41.8K
+ 97.78%
$4.31 - $4.52 $180K - $189K
84.4K $381M
AINV
Apollo Investment Corp

Financial Services
13.7K
New
N/A
13.7K $184M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
26
+ 0.01%
$12.23 - $13.11 $318 - $341
196K $2.57B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
10.3K
+ 12.9%
$11.01 - $11.6 $113K - $119K
89.7K $1.03B
Dimensional ETF Trust
3.03K
+ 20.46%
N/A
17.8K $549M
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
9.25K
+ 51.5%
$10.11 - $10.82 $93.5K - $100K
27.2K $291M
LQD
Ishares Iboxx $ Investment Gra

ETFs
643
+ 10.85%
$106.11 - $113.72 $68.2K - $73.1K
6.57K $742M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
9
+ 0.0%
$11.89 - $12.87 $107 - $116
188K $2.38B
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
11.8K
+ 51.66%
$7.85 - $8.25 $92.2K - $96.9K
34.5K $283M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
454
+ 3.78%
$58.03 - $65.37 $26.3K - $29.7K
12.5K $806M
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.26%
$182.15 - $182.15 $2K - $2K
4.24K $839M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
9.75K
+ 44.6%
$5.85 - $6.33 $57K - $61.7K
31.6K $197M
FDVV
Fidelity High Dividend ETF

ETFs
5
+ 0.03%
$46.26 - $50.65 $231 - $253
17.2K $871M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.5K
+ 10.19%
$11.72 - $12.38 $41K - $43.3K
37.9K $469M
VUG
Vanguard Growth ETF

ETFs
105
+ 13.64%
$341.08 - $391.94 $35.8K - $41.2K
875 $336M
RSP
Invesco S&P 500 Equal Weight E

ETFs
46
+ 1.79%
$162.83 - $179.16 $7.49K - $8.24K
2.61K $468M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.23%
$105.53 - $118.34 $1.06K - $1.18K
4.31K $504M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
201
+ 4.3%
$96.25 - $101.98 $19.3K - $20.5K
4.88K $494M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
7
+ 0.01%
$11.34 - $12.17 $79.4 - $85.2
48.6K $590M
DFIV
Dimensional ETF Tr

ETFs
14
+ 0.09%
$34.66 - $38.38 $485 - $537
16.2K $616M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.25K
+ 8.12%
$12.62 - $13.7 $15.8K - $17.1K
16.6K $228M
PDT
John Hancock Premium Dividend Fund

Financial Services
536
+ 3.33%
$11.65 - $13.47 $6.24K - $7.22K
16.6K $220M
CMU
Mfs High Yield Municipal Trust

Financial Services
92
+ 0.07%
$3.42 - $3.67 $315 - $338
124K $453M
AVGO
Broadcom Inc.

Technology
2.79K
+ 884.13%
$136.27 - $1745.86 $380K - $4.86M
3.1K $535M
AVK
Advent Convertible & Income Fund

Financial Services
2.5K
+ 22.12%
$11.44 - $12.85 $28.6K - $32.1K
13.8K $162M
BND
Vanguard Bd Index Fd Inc Total

ETFs
134
+ 3.37%
$71.45 - $75.64 $9.57K - $10.1K
4.11K $308M
VEA
Vanguard Ftse Developed Market

ETFs
11
+ 0.19%
$47.6 - $53.31 $524 - $586
5.91K $312M
IEFA
Ishares Tr

ETFs
10
+ 0.29%
$70.09 - $78.74 $701 - $787
3.42K $267M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
8
+ 0.02%
$13.68 - $14.32 $109 - $115
35K $497M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
68
+ 0.14%
$10.64 - $11.07 $724 - $753
49.5K $546M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
8
+ 0.07%
$20.71 - $21.69 $166 - $174
11.6K $250M
BFZ
Blackrock California Municipal Income Trust

Financial Services
8
+ 0.01%
$11.8 - $12.17 $94.4 - $97.4
75.9K $917M
VMO
Invesco Municipal Opportunity Trust

Financial Services
20
+ 0.05%
$9.87 - $10.38 $197 - $208
43.4K $446M
Advent Conv & Income Fd
13.8K
New
N/A
13.8K $275K
NVDA
Nvidia Corp

Technology
215
+ 1.63%
$98.91 - $134.91 $21.3K - $29K
13.4K $1.63B
GOOG
Alphabet Inc.

Communication Services
4
+ 0.24%
$149.54 - $192.66 $598 - $771
1.66K $278M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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