Melfa Wealth Management, LLC Purchases in Q4 2024

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.02K
+ 128.42%
$280.04 - $302.45 $1.4M - $1.52M
8.92K $2.59B
AAPL
Apple Inc.

Technology
727
+ 3.07%
$221.69 - $259.02 $161K - $188K
24.4K $6.12B
DFSV
Dimensional ETF Tr Dimensional

ETFs
18.9K
+ 24.19%
$30.18 - $33.87 $570K - $639K
96.9K $2.98B
TSLA
Tesla, Inc.

Consumer Cyclical
1.34K
New
$213.65 - $479.86 $285K - $641K
1.34K $540M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.34K
+ 50.91%
$106.56 - $113.11 $356K - $378K
9.91K $1.06B
Ge Vernova Inc
17
+ 0.62%
N/A
2.78K $914M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.51K
New
$57.29 - $63.1 $201K - $221K
3.51K $201M
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
10.4K
New
$16.2 - $17.93 $169K - $187K
10.4K $170M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
15K
+ 79.06%
$10.27 - $11.25 $154K - $169K
34K $352M
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 10.39%
$205.18 - $250.29 $52.9K - $64.6K
2.74K $657M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
34.5K
+ 40.85%
$4.18 - $4.53 $144K - $156K
119K $501M
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 21.51%
$180.88 - $232.93 $54.3K - $69.9K
1.7K $372M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
399
+ 0.13%
$33.92 - $36.6 $13.5K - $14.6K
319K $11B
Dimensional ETF Trust
3.78K
+ 21.19%
N/A
21.6K $648M
MSFT
Microsoft Corp

Technology
228
+ 10.58%
$406.35 - $454.46 $92.6K - $104K
2.38K $1B
DFAU
Dimensional ETF Tr

ETFs
89
+ 0.12%
$39.27 - $42.38 $3.5K - $3.77K
73.2K $2.96B
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
12.5K
+ 39.54%
$5.74 - $6.31 $71.8K - $78.9K
44.1K $256M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
6.5K
+ 13.81%
$11.12 - $11.98 $72.3K - $77.9K
53.6K $605M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
5K
+ 44.91%
$11.09 - $12.69 $55.5K - $63.5K
16.1K $180M
V
Visa Inc.

Financial Services
5
+ 0.56%
$273.87 - $320.91 $1.37K - $1.6K
905 $286M
JLS
Nuveen Mortgage & Income Fund

Financial Services
2.5K
+ 15.76%
$17.91 - $18.99 $44.8K - $47.5K
18.4K $330M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
6.5K
+ 10.55%
$9.4 - $10.0 $61.1K - $65K
68.1K $649M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
19.5K
+ 16.01%
$2.54 - $2.66 $49.5K - $51.9K
141K $360M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
441
+ 9.05%
$96.64 - $101.23 $42.6K - $44.6K
5.32K $515M
CXE
Mfs High Income Municipal Trust

Financial Services
17.3K
+ 13.01%
$3.63 - $3.99 $62.8K - $69K
150K $553M
RSP
Invesco S&P 500 Equal Weight E

ETFs
173
+ 6.62%
$174.22 - $187.62 $30.1K - $32.5K
2.79K $488M
PIM
Putnam Master Intermediate Income Trust

Financial Services
7.5K
+ 10.12%
$3.21 - $3.42 $24.1K - $25.7K
81.6K $266M
T
At&T Inc.

Communication Services
173
+ 1.7%
$21.22 - $23.88 $3.67K - $4.13K
10.3K $235M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
126
+ 1.57%
$61.68 - $67.87 $7.77K - $8.55K
8.15K $508M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
10
+ 0.66%
$159.11 - $178.39 $1.59K - $1.78K
1.52K $250M
DFAT
Dimensional ETF Tr U S Target

ETFs
53
+ 0.24%
$54.54 - $61.04 $2.89K - $3.24K
22.5K $1.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
82
+ 1.9%
$113.92 - $127.38 $9.34K - $10.4K
4.4K $506M
FDVV
Fidelity High Dividend ETF

ETFs
258
+ 1.5%
$49.66 - $52.63 $12.8K - $13.6K
17.5K $872M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
15
+ 0.95%
$139.44 - $150.37 $2.09K - $2.26K
1.59K $224M
VT
Vanguard Total World Stk Index

ETFs
34
+ 1.23%
$117.09 - $123.07 $3.98K - $4.18K
2.79K $328M
VFVA
Vanguard Wellington Fd U S Val

ETFs
16
+ 0.76%
$117.34 - $130.02 $1.88K - $2.08K
2.13K $252M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
3K
+ 5.24%
$5.98 - $6.61 $17.9K - $19.8K
60.3K $364M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
10
+ 0.09%
$20.38 - $21.75 $204 - $218
11.6K $239M
VNQ
Vanguard Specialized Funds Van

ETFs
86
+ 3.24%
$87.85 - $98.6 $7.56K - $8.48K
2.74K $244M
CMU
Mfs High Yield Municipal Trust

Financial Services
93
+ 0.08%
$3.47 - $3.69 $323 - $343
124K $435M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
5.75K
+ 6.41%
$10.55 - $11.6 $60.7K - $66.7K
95.5K $1.01B
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
11
+ 0.03%
$13.32 - $14.34 $147 - $158
35K $475M
IEMG
Ishares Inc

ETFs
209
+ 3.26%
N/A
6.63K $346M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
4.85K
+ 5.08%
$9.77 - $10.51 $47.3K - $50.9K
100K $979M
VMO
Invesco Municipal Opportunity Trust

Financial Services
22
+ 0.05%
$9.47 - $10.33 $208 - $227
43.4K $422M
IEFA
Ishares Tr

ETFs
21
+ 0.61%
$70.06 - $77.43 $1.47K - $1.63K
3.44K $242M
DFIV
Dimensional ETF Tr

ETFs
424
+ 2.62%
$34.86 - $37.97 $14.8K - $16.1K
16.6K $589M
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.03%
$47.57 - $52.44 $95.1 - $105
5.91K $283M
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 0.03%
$31.23 - $33.51 $156 - $168
19.8K $623M
Activity Summary
Buys All Purchases 59 New Holdings 4 Increased Positions 55 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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