Melfa Wealth Management, LLC Reduced Holdings in Q3 2025

Melfa Wealth Management, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Income Tr Inc
-1.59K
- 0.43%
N/A
366K $4.12B
BGT
Blackrock Floating Rate Income Trust

Financial Services
-33
- 0.04%
$12.07 - $12.75 $398 - $421
78.7K $957M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-81
- 0.24%
$12.8 - $13.71 $1.04K - $1.11K
34.1K $439M
V
Visa Inc.

Financial Services
-13
- 1.36%
$332.09 - $358.86 $4.32K - $4.67K
946 $323M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-5.17K
- 3.66%
$2.55 - $2.63 $13.2K - $13.6K
136K $353M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-55
- 0.06%
$10.03 - $10.4 $552 - $572
96.9K $983M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-150
- 3.61%
$72.57 - $74.72 $10.9K - $11.2K
4.01K $298M
CBU
Community Bank System, Inc.

Financial Services
-179
- 4.24%
$51.46 - $62.05 $9.21K - $11.1K
4.04K $237M
Dimensional ETF Trust
-500
- 3.16%
N/A
15.3K $505M
VLT
Invesco High Income Trust Ii

Financial Services
-9
- 0.01%
$10.88 - $11.43 $97.9 - $103
74.6K $837M
MSFT
Microsoft Corp

Technology
-48
- 1.79%
$491.09 - $535.64 $23.6K - $25.7K
2.63K $1.36B
TSLA
Tesla, Inc.

Consumer Cyclical
-271
- 22.01%
$293.94 - $444.72 $79.7K - $121K
960 $427M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-95
- 0.06%
$9.44 - $10.39 $897 - $987
166K $1.65B
XOM
Exxon Mobil Corp

Energy
-145
- 1.04%
$105.83 - $117.22 $15.3K - $17K
13.8K $1.56B
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-49
- 0.06%
$10.13 - $11.79 $496 - $578
85.1K $945M
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 0.94%
$282.78 - $316.06 $7.07K - $7.9K
2.64K $833M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 1.4%
$617.65 - $666.84 $30.9K - $33.3K
3.53K $2.35B
AVGO
Broadcom Inc.

Technology
-100
- 3.12%
$264.74 - $369.57 $26.5K - $37K
3.11K $1.03B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-165
- 0.26%
$41.91 - $44.87 $6.92K - $7.4K
62.9K $2.81B
DFAU
Dimensional ETF Tr

ETFs
-663
- 0.92%
$42.42 - $45.96 $28.1K - $30.5K
71.1K $3.25B
Ge Vernova Inc
-31
- 1.12%
N/A
2.75K $1.69B
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.1%
$620.67 - $670.08 $3.1K - $3.35K
4.86K $3.26B
NVDA
Nvidia Corp

Technology
-191
- 1.39%
$153.3 - $186.58 $29.3K - $35.6K
13.5K $2.52B
AAPL
Apple Inc.

Technology
-900
- 4.47%
$202.38 - $256.87 $182K - $231K
19.2K $4.9B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-863
- 0.27%
$36.04 - $38.78 $31.1K - $33.5K
314K $12.1B
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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