Melfa Wealth Management, LLC Reduced Holdings in Q4 2025

Melfa Wealth Management, LLC

  • $174 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-2.5K
- 21.15%
$291.49 - $314.28 $729K - $786K
9.32K $2.87B
EVN
Eaton Vance Municipal Income Trust

Financial Services
-14.1K
- 3.41%
$10.78 - $11.18 $152K - $157K
399K $4.29B
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-21.1K
- 9.38%
$10.18 - $10.42 $215K - $220K
204K $2.07B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-12.5K
- 42.39%
$12.33 - $12.79 $154K - $160K
17K $214M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-9.88K
- 5.26%
$11.66 - $11.84 $115K - $117K
178K $2.09B
Blackrock Income Tr Inc
-2.48K
- 0.68%
N/A
364K $4.02B
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-4.49K
- 1.86%
$10.96 - $11.11 $49.2K - $49.9K
236K $2.57B
PML
Pimco Municipal Income Fund Ii

Financial Services
-5.2K
- 3.27%
$7.82 - $7.97 $40.7K - $41.4K
154K $1.16B
MSFT
Microsoft Corp

Technology
-6
- 0.23%
$496.82 - $542.07 $2.98K - $3.25K
2.62K $1.27B
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-1.61K
- 0.83%
$11.45 - $11.71 $18.5K - $18.9K
193K $2.18B
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-10.6K
- 12.47%
$5.92 - $6.17 $63K - $65.7K
74.8K $449M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-7.47K
- 18.38%
$8.93 - $9.14 $66.7K - $68.2K
33.2K $300M
KTF
Dws Municipal Income Trust

Financial Services
-5.37K
- 3.99%
$9.14 - $9.34 $49.1K - $50.1K
129K $1.17B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-2.7K
- 2.57%
$10.68 - $10.92 $28.8K - $29.5K
103K $1.09B
NVDA
Nvidia Corp

Technology
-258
- 1.91%
$179.83 - $207.04 $46.4K - $53.4K
13.3K $2.48B
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-4.13K
- 4.8%
$16.56 - $17.0 $68.4K - $70.2K
81.9K $1.39B
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
-3.4K
- 23.71%
$11.28 - $11.5 $38.4K - $39.1K
10.9K $125M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-15
- 0.01%
$7.77 - $8.15 $117 - $122
107K $840M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-46
- 0.05%
$10.73 - $11.21 $494 - $516
85.1K $911M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-4.13K
- 7.73%
$11.51 - $11.92 $47.6K - $49.3K
49.4K $587M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-2.86K
- 9.5%
$10.08 - $10.41 $28.8K - $29.7K
27.2K $279M
Ge Vernova Inc
-198
- 7.21%
N/A
2.55K $1.67B
Dimensional ETF Trust
-1K
- 6.52%
N/A
14.3K $491M
VMO
Invesco Municipal Opportunity Trust

Financial Services
-696
- 1.6%
$9.54 - $9.77 $6.64K - $6.8K
42.8K $409M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-122
- 0.13%
$8.07 - $8.23 $985 - $1K
97.1K $788M
VLT
Invesco High Income Trust Ii

Financial Services
-144
- 0.19%
$10.96 - $11.39 $1.58K - $1.64K
74.5K $832M
IVW
Ishares S&P 500 Growth ETF

ETFs
-50
- 1.8%
$118.29 - $126.28 $5.91K - $6.31K
2.73K $336M
OEF
Ishares S&P 100 ETF

ETFs
-25
- 2.38%
N/A
1.03K $352M
IEMG
Ishares Inc

ETFs
-93
- 1.23%
N/A
7.46K $502M
IYY
Ishares Tr

ETFs
-18
- 0.79%
$159.3 - $167.44 $2.87K - $3.01K
2.25K $374M
IVV
Ishares Core S&P 500 ETF

ETFs
-88
- 1.81%
$656.2 - $690.71 $57.7K - $60.8K
4.78K $3.27B
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-828
- 0.98%
$8.7 - $9.03 $7.2K - $7.48K
83.7K $763M
DFAX
Dimensional ETF Tr
-1.18K
- 1.79%
$30.71 - $32.34 $36.3K - $38.2K
64.7K $2.12B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-865
- 0.47%
$12.23 - $12.72 $10.6K - $11K
182K $2.31B
PMO
Putnam Municipal Opportunities Trust

Financial Services
-8.04K
- 1.67%
$10.21 - $10.45 $82.1K - $84K
472K $5.05B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.41K
- 0.77%
$37.61 - $39.41 $90.6K - $95K
312K $12.4B
C
Citigroup Inc

Financial Services
-32
- 0.19%
$93.93 - $102.87 $3.01K - $3.29K
16.4K $1.92B
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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