Melfa Wealth Management, LLC Purchases in Q1 2025

Melfa Wealth Management, LLC

  • $148 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.38K
+ 60.29%
$271.18 - $303.12 $1.46M - $1.63M
14.3K $3.93B
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.01K
+ 40.49%
$105.1 - $109.61 $422K - $440K
13.9K $1.51B
Blackrock Income Tr Inc
14.3K
+ 3.84%
N/A
386K $4.57B
IEF
Ishares Barclays

ETFs
3.06K
New
$91.17 - $95.39 $279K - $291K
3.06K $291M
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
24.5K
New
$10.77 - $11.34 $263K - $277K
24.5K $266M
VGSH
Vanguard

ETFs
4.25K
New
$58.07 - $58.69 $247K - $249K
4.25K $249M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
422
New
$442.66 - $534.52 $187K - $226K
422 $225M
PLTR
Palantir Technologies Inc.

Technology
2.5K
New
$64.98 - $124.62 $162K - $312K
2.5K $211M
DFIV
Dimensional ETF Tr

ETFs
1.15K
+ 6.9%
$35.33 - $40.77 $40.5K - $46.7K
17.7K $699M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
802
+ 15.09%
$95.85 - $99.25 $76.9K - $79.6K
6.12K $605M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
17K
+ 14.29%
$4.18 - $4.41 $71.1K - $75K
136K $568M
EVN
Eaton Vance Municipal Income Trust

Financial Services
50
+ 0.01%
$9.91 - $10.78 $496 - $539
414K $4.25B
V
Visa Inc.

Financial Services
54
+ 5.97%
$306.92 - $362.71 $16.6K - $19.6K
959 $336M
FDVV
Fidelity High Dividend ETF

ETFs
1.11K
+ 6.37%
$48.86 - $52.28 $54.4K - $58.2K
18.6K $921M
IEMG
Ishares Inc

ETFs
599
+ 9.04%
N/A
7.22K $390M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
50
+ 0.03%
$11.57 - $12.07 $579 - $604
194K $2.27B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
302
+ 0.17%
$12.18 - $12.91 $3.68K - $3.9K
183K $2.26B
IEFA
Ishares Tr

ETFs
70
+ 2.03%
$69.57 - $78.65 $4.87K - $5.51K
3.51K $266M
AMZN
Amazon Com Inc

Consumer Cyclical
340
+ 20.06%
$190.26 - $242.06 $64.7K - $82.3K
2.04K $387M
JLS
Nuveen Mortgage & Income Fund

Financial Services
42
+ 0.23%
$18.14 - $19.07 $762 - $801
18.4K $345M
META
Meta Platforms, Inc.

Communication Services
92
+ 2.2%
$576.36 - $736.67 $53K - $67.8K
4.27K $2.46B
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
8
+ 0.0%
$11.63 - $12.23 $93 - $97.8
188K $2.21B
VNQ
Vanguard Specialized Funds Van

ETFs
86
+ 3.14%
$85.55 - $94.34 $7.36K - $8.11K
2.83K $256M
BND
Vanguard Bd Index Fd Inc Total

ETFs
50
+ 1.22%
$71.17 - $73.66 $3.56K - $3.68K
4.16K $305M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.04%
$42.5 - $46.71 $128 - $140
7.77K $352M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
5
+ 0.01%
$11.01 - $11.72 $55.1 - $58.6
43.6K $491M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
6
+ 0.05%
$20.56 - $21.51 $123 - $129
11.6K $246M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.75K
+ 4.77%
$5.87 - $6.26 $10.3K - $11K
38.4K $226M
CXE
Mfs High Income Municipal Trust

Financial Services
133
+ 0.09%
$3.6 - $3.85 $479 - $512
150K $555M
MSFT
Microsoft Corp

Technology
295
+ 12.38%
$375.39 - $447.2 $111K - $132K
2.68K $1B
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
24
+ 0.22%
$14.27 - $15.19 $342 - $365
10.9K $156M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
301
+ 0.8%
$11.4 - $11.96 $3.43K - $3.6K
38.2K $440M
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.43%
$115.08 - $123.97 $1.38K - $1.49K
2.8K $325M
CMU
Mfs High Yield Municipal Trust

Financial Services
95
+ 0.08%
$3.47 - $3.62 $330 - $344
124K $432M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.24%
N/A
4.25K $824M
PFF
Ishares Trust Ishares Pfd And

ETFs
203
+ 1.02%
$30.73 - $32.26 $6.24K - $6.55K
20K $615M
VMO
Invesco Municipal Opportunity Trust

Financial Services
22
+ 0.05%
$9.44 - $9.93 $208 - $218
43.4K $412M
OCCI
Ofs Credit Company, Inc.

Financial Services
5
+ 0.05%
$6.12 - $7.33 $30.6 - $36.7
10.3K $62.9M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
8
+ 0.0%
$10.81 - $11.3 $86.5 - $90.4
241K $2.65B
BFZ
Blackrock California Municipal Income Trust

Financial Services
6
+ 0.01%
$10.85 - $11.5 $65.1 - $69
75.9K $833M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1
+ 0.07%
$147.38 - $176.39 $147 - $176
1.52K $231M
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.12%
$183.02 - $207.75 $366 - $416
1.68K $312M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
81
+ 0.99%
$57.21 - $65.8 $4.63K - $5.33K
8.23K $480M
GOOGL
Alphabet Inc.

Communication Services
75
+ 2.87%
$154.33 - $206.19 $11.6K - $15.5K
2.69K $416M
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.03%
$50.44 - $58.1 $353 - $407
22.5K $1.16B
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.86K
+ 5.02%
$27.56 - $32.1 $134K - $156K
102K $2.86B
AVGO
Broadcom Inc.

Technology
108
+ 3.48%
$167.43 - $244.7 $18.1K - $26.4K
3.21K $537M
NVDA
Nvidia Corp

Technology
311
+ 2.32%
$106.98 - $149.43 $33.3K - $46.5K
13.7K $1.49B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.12K
+ 1.61%
$32.42 - $36.13 $166K - $185K
324K $10.7B
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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