Melfa Wealth Management, LLC Portfolio Holdings

Melfa Wealth Management, LLC

  • $148 Billion
  • Q1 2025

Melfa Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $10.7B, Apple Inc. with a value of $5.42B, Putnam Municipal Opportunities Trust with a value of $4.9B, Blackrock Income Tr Inc with a value of $4.57B, and Eaton Vance Municipal Income Trust with a value of $4.25B.

Examining the 13F form we can see an decrease of $1.4B in the current position value, from $150B to 148B.

Melfa Wealth Management, LLC is based out at Westborough, MA

Below you can find more details about Melfa Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
Financial Services: $74.9 Billion
ETFs: $46.5 Billion
Technology: $8.98 Billion
Communication Services: $3.65 Billion
Industrials: $2.37 Billion
Energy: $1.66 Billion
Consumer Cyclical: $701 Million
N/A: $437 Million
Other: $515 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $148 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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