Melfa Wealth Management, LLC Purchases and Sells in Q3 2025

Melfa Wealth Management, LLC

$171 Billion
Q3 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.6K + 5.63%	$303.93 - $329.86 $487K - $528K	30K $9.86B
PML	134K + 535.57%	$7.11 - $7.91 $952K - $1.06M	159K $1.26B
PLTR	2.13K + 63.43%	$130.68 - $186.97 $278K - $397K	5.48K $999M
DFSV	8.85K + 8.31%	$29.2 - $32.74 $258K - $290K	115K $3.67B
EVN	52 + 0.01%	$10.23 - $11.23 $532 - $584	413K $4.57B
PCQ	29.2K + 19.68%	$8.19 - $8.8 $239K - $257K	178K $1.55B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVIDIA BANCORP INC	45K New	N/A	45K $672M
VANGUARD FIXED INCOME SECS F	8.33K New	N/A	8.33K $627M
NMAI	27.3K New	$12.35 - $13.01 $337K - $355K	27.3K $354M
VTEB	5.89K New	$48.5 - $50.19 $286K - $296K	5.89K $295M
VFMO	1.19K New	$170.68 - $192.95 $202K - $229K	1.19K $227M
BIT	16.9K New	$13.31 - $14.89 $225K - $251K	16.9K $226M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INCOME TR INC	-1.59K - 0.43%	N/A	366K $4.12B
BGT	-33 - 0.04%	$12.07 - $12.75 $398 - $421	78.7K $957M
GHY	-81 - 0.24%	$12.8 - $13.71 $1.04K - $1.11K	34.1K $439M
V	-13 - 1.36%	$332.09 - $358.86 $4.32K - $4.67K	946 $323M
DHF	-5.17K - 3.66%	$2.55 - $2.63 $13.2K - $13.6K	136K $353M
EVV	-55 - 0.06%	$10.03 - $10.4 $552 - $572	96.9K $983M

Activity Summary All Purchases 60 New Holdings 7 Increased Positions 53 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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