Melfa Wealth Management, LLC Purchases and Sells in Q2 2025

Melfa Wealth Management, LLC

$158 Billion
Q2 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	14.1K + 98.83%	$243.75 - $303.93 $3.44M - $4.3M	28.4K $8.64B
DFAI	9.98K + 22.15%	$28.02 - $34.71 $280K - $346K	55.1K $1.9B
DFAU	71 + 0.1%	$34.04 - $42.36 $2.42K - $3.01K	71.8K $3.04B
DFSV	4.74K + 4.66%	$24.21 - $29.47 $115K - $140K	106K $3.13B
PLTR	850 + 34.0%	$74.01 - $144.25 $62.9K - $123K	3.35K $457M
MVT	18.2K + 39.07%	$9.81 - $10.68 $179K - $194K	64.8K $669M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COREWEAVE INC	3.05K New	N/A	3.05K $497M
ORCL	1.41K New	$122.82 - $218.63 $173K - $309K	1.41K $309M
PM	1.12K New	$149.23 - $184.95 $167K - $207K	1.12K $204M
DUHP	5.7K New	$29.36 - $35.56 $167K - $203K	5.7K $203M
VB	850 New	$193.73 - $237.37 $165K - $202K	850 $201M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.25K - 17.42%	$172.42 - $223.89 $733K - $952K	20.1K $4.13B
BLACKROCK INCOME TR INC	-17.8K - 4.63%	N/A	368K $4.32B
PMO	-350 - 0.07%	$9.46 - $10.23 $3.31K - $3.58K	480K $4.75B
KTF	-5.5K - 3.93%	$8.73 - $9.46 $48K - $52K	135K $1.19B
MHD	-428 - 0.23%	$10.83 - $11.78 $4.64K - $5.04K	188K $2.11B
BFK	-6.75K - 6.27%	$9.2 - $9.99 $62.1K - $67.4K	101K $968M

Activity Summary All Purchases 62 New Holdings 5 Increased Positions 57 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.