Melfa Wealth Management, LLC Purchases in Q4 2025

Melfa Wealth Management, LLC

  • $174 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.73K
+ 9.09%
$321.8 - $337.95 $878K - $922K
32.8K $11B
CVX
Chevron Corp

Energy
4.87K
New
$148.9 - $157.72 $724K - $767K
4.87K $741M
XOM
Exxon Mobil Corp

Energy
4.06K
+ 29.31%
$110.64 - $119.78 $449K - $486K
17.9K $2.15B
AAPL
Apple Inc.

Technology
218
+ 1.13%
$245.27 - $275.25 $53.5K - $60K
19.5K $5.29B
SLV
I Shares Silver Trust

ETFs
3.93K
New
$42.4 - $49.17 $167K - $193K
3.93K $253M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.72K
+ 3.22%
$30.55 - $32.35 $114K - $120K
119K $3.92B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
18K
New
$12.83 - $15.07 $230K - $271K
18K $231M
MU
Micron Technology Inc

Technology
802
New
$181.6 - $253.3 $146K - $203K
802 $229M
JNJ
Johnson & Johnson

Healthcare
1.06K
New
$185.98 - $199.58 $197K - $211K
1.06K $219M
VZ
Verizon Communications Inc

Communication Services
5.22K
New
$38.4 - $43.83 $200K - $229K
5.22K $212M
PCQ
Pimco California Municipal Income Fund

Financial Services
22.5K
+ 12.66%
$8.74 - $8.96 $197K - $202K
200K $1.75B
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
18.6K
New
$10.05 - $10.38 $187K - $193K
18.6K $188M
DFAI
Dimensional ETF Tr

ETFs
1.95K
+ 3.44%
$35.82 - $37.52 $69.8K - $73.2K
58.6K $2.23B
GOOG
Alphabet Inc.

Communication Services
27
+ 1.41%
$237.49 - $291.74 $6.41K - $7.88K
1.94K $609M
VGSH
Vanguard

ETFs
2.37K
+ 34.57%
$58.64 - $58.96 $139K - $140K
9.23K $542M
MFM
Mfs Municipal Income Trust

Financial Services
24.5K
+ 19.22%
$5.33 - $5.48 $130K - $134K
152K $824M
EAD
Allspring Income Opportunities Fund

Financial Services
17.9K
New
$6.8 - $7.03 $122K - $126K
17.9K $122M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
32
+ 0.05%
$43.57 - $45.71 $1.39K - $1.46K
62.9K $2.93B
ONDS
Ondas Holdings Inc.

Technology
12.2K
New
$5.25 - $11.29 $64.1K - $138K
12.2K $119M
VCIF
Vertical Capital Income Fund

Financial Services
30.3K
+ 133.12%
N/A
53K $248M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
21.8K
New
$4.97 - $5.35 $108K - $117K
21.8K $109M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
14.5K
+ 17.73%
$7.18 - $7.61 $104K - $110K
96.3K $716M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
9.75K
+ 10.61%
$10.31 - $10.6 $101K - $103K
102K $1.06B
DFIV
Dimensional ETF Tr

ETFs
629
+ 3.73%
$45.13 - $48.25 $28.4K - $30.3K
17.5K $873M
DFAU
Dimensional ETF Tr

ETFs
6
+ 0.01%
$44.77 - $47.01 $269 - $282
71.1K $3.33B
MMT
Mfs Multimarket Income Trust

Financial Services
15.5K
New
$4.66 - $4.85 $72.2K - $75.2K
15.5K $72.1M
VVR
Invesco Senior Income Trust

Financial Services
25K
+ 26.69%
$3.25 - $3.41 $81.3K - $85.3K
119K $388M
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
5K
+ 19.14%
$10.93 - $11.26 $54.7K - $56.3K
31.1K $346M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$653.02 - $687.39 $653 - $687
3.54K $2.41B
AVGO
Broadcom Inc.

Technology
15
+ 0.48%
$324.63 - $385.98 $4.87K - $5.79K
3.12K $1.08B
FDVV
Fidelity High Dividend ETF

ETFs
595
+ 3.11%
$54.66 - $56.68 $32.5K - $33.7K
19.7K $1.12B
IEF
Ishares Barclays

ETFs
558
+ 9.75%
$96.12 - $97.72 $53.6K - $54.5K
6.28K $604M
DFAT
Dimensional ETF Tr U S Target

ETFs
369
+ 1.64%
$55.75 - $58.83 $20.6K - $21.7K
22.8K $1.36B
CXE
Mfs High Income Municipal Trust

Financial Services
14.7K
+ 9.73%
$3.68 - $3.77 $53.9K - $55.3K
165K $612M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
3.75K
+ 11.04%
$10.58 - $10.98 $39.7K - $41.2K
37.7K $415M
AMZN
Amazon Com Inc

Consumer Cyclical
46
+ 1.48%
$213.04 - $254.0 $9.8K - $11.7K
3.16K $730M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
42
+ 0.34%
$72.17 - $75.74 $3.03K - $3.18K
12.5K $940M
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 1.14%
$294.11 - $320.41 $8.82K - $9.61K
2.67K $861M
RSP
Invesco S&P 500 Equal Weight E

ETFs
104
+ 2.99%
$185.12 - $192.11 $19.3K - $20K
3.58K $685M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
6K
+ 3.62%
$9.85 - $10.02 $59.1K - $60.1K
172K $1.67B
VKQ
Invesco Municipal Trust

Financial Services
2.03K
+ 6.43%
$9.57 - $9.78 $19.4K - $19.8K
33.5K $324M
LQD
Ishares Iboxx $ Investment Gra

ETFs
337
+ 2.28%
$110.25 - $112.92 $37.2K - $38.1K
15.1K $1.67B
VFVA
Vanguard Wellington Fd U S Val

ETFs
41
+ 1.94%
$122.89 - $129.42 $5.04K - $5.31K
2.16K $286M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
187
+ 2.71%
$99.87 - $101.27 $18.7K - $18.9K
7.08K $707M
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.05%
$59.18 - $62.09 $178 - $186
5.82K $363M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
3.23K
+ 7.91%
$10.15 - $10.65 $32.8K - $34.4K
44.1K $449M
V
Visa Inc.

Financial Services
17
+ 1.8%
$325.75 - $352.42 $5.54K - $5.99K
963 $338M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
9
+ 0.02%
$11.57 - $12.09 $104 - $109
38.4K $461M
IEFA
Ishares Tr

ETFs
34
+ 0.96%
$86.09 - $89.88 $2.93K - $3.06K
3.58K $320M
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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