Melfa Wealth Management, LLC Purchases in Q3 2025

Melfa Wealth Management, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.6K
+ 5.63%
$303.93 - $329.86 $487K - $528K
30K $9.86B
PML
Pimco Municipal Income Fund Ii

Financial Services
134K
+ 535.57%
$7.11 - $7.91 $952K - $1.06M
159K $1.26B
Avidia Bancorp Inc
45K
New
N/A
45K $672M
Vanguard Fixed Income Secs F
8.33K
New
N/A
8.33K $627M
PLTR
Palantir Technologies Inc.

Technology
2.13K
+ 63.43%
$130.68 - $186.97 $278K - $397K
5.48K $999M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.85K
+ 8.31%
$29.2 - $32.74 $258K - $290K
115K $3.67B
NMAI
Nuveen Multi Asset Income Fund

ETFs
27.3K
New
$12.35 - $13.01 $337K - $355K
27.3K $354M
EVN
Eaton Vance Municipal Income Trust

Financial Services
52
+ 0.01%
$10.23 - $11.23 $532 - $584
413K $4.57B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.89K
New
$48.5 - $50.19 $286K - $296K
5.89K $295M
PCQ
Pimco California Municipal Income Fund

Financial Services
29.2K
+ 19.68%
$8.19 - $8.8 $239K - $257K
178K $1.55B
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 53.07%
$211.65 - $238.24 $229K - $257K
3.12K $684M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.19K
New
$170.68 - $192.95 $202K - $229K
1.19K $227M
BIT
Black Rock Multi Sector Income Trust

Financial Services
16.9K
New
$13.31 - $14.89 $225K - $251K
16.9K $226M
BHK
Blackrock Core Bond Trust

Financial Services
16.1K
+ 15.07%
$9.42 - $9.94 $151K - $160K
123K $1.22B
GOOG
Alphabet Inc.

Communication Services
250
+ 15.02%
$175.16 - $255.24 $43.8K - $63.8K
1.91K $466M
IEF
Ishares Barclays

ETFs
1.67K
+ 41.11%
$93.91 - $97.26 $157K - $162K
5.73K $552M
DFAI
Dimensional ETF Tr

ETFs
1.62K
+ 2.95%
$34.05 - $36.55 $55.3K - $59.4K
56.7K $2.06B
VBF
Invesco Bond Fund

Financial Services
9K
+ 33.38%
$15.26 - $15.88 $137K - $143K
36K $568M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
14
+ 0.01%
$10.21 - $11.08 $143 - $155
241K $2.67B
DFAX
Dimensional ETF Tr
60
+ 0.09%
$29.25 - $31.56 $1.76K - $1.89K
65.9K $2.07B
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
1.11K
+ 0.5%
$9.69 - $10.49 $10.8K - $11.7K
225K $2.32B
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
84
+ 0.04%
$10.78 - $11.84 $906 - $995
194K $2.26B
VGSH
Vanguard

ETFs
1.75K
+ 34.38%
$58.43 - $58.88 $102K - $103K
6.86K $403M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
12
+ 0.01%
$10.94 - $11.76 $131 - $141
188K $2.21B
DFAT
Dimensional ETF Tr U S Target

ETFs
108
+ 0.48%
$53.36 - $59.69 $5.76K - $6.45K
22.5K $1.31B
MFM
Mfs Municipal Income Trust

Financial Services
14K
+ 12.36%
$5.04 - $5.38 $70.6K - $75.3K
127K $686M
EVF
Eaton Vance Senior Income Trust

Financial Services
17.8K
+ 61.64%
$5.5 - $5.72 $97.6K - $102K
46.5K $255M
LQD
Ishares Iboxx $ Investment Gra

ETFs
562
+ 3.95%
$107.66 - $112.36 $60.5K - $63.1K
14.8K $1.65B
FDVV
Fidelity High Dividend ETF

ETFs
212
+ 1.12%
$52.42 - $55.71 $11.1K - $11.8K
19.1K $1.07B
DFIV
Dimensional ETF Tr

ETFs
334
+ 2.02%
$42.66 - $46.53 $14.2K - $15.5K
16.9K $778M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
60
+ 0.03%
$11.51 - $12.4 $691 - $744
183K $2.25B
IEMG
Ishares Inc

ETFs
275
+ 3.78%
N/A
7.56K $498M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
515
+ 8.08%
$97.75 - $100.75 $50.3K - $51.9K
6.89K $691M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
60
+ 1.4%
$108.46 - $120.63 $6.51K - $7.24K
4.35K $517M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.02%
N/A
4.25K $917M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
2.5K
+ 9.07%
$9.4 - $10.36 $23.5K - $25.9K
30.1K $308M
RSP
Invesco S&P 500 Equal Weight E

ETFs
57
+ 1.67%
$181.56 - $190.33 $10.3K - $10.8K
3.47K $659M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.01%
$49.43 - $54.52 $49.4 - $54.5
7.83K $424M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
8
+ 0.01%
$10.68 - $11.59 $85.4 - $92.7
53.5K $620M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.07%
$62.09 - $66.51 $373 - $399
8.25K $538M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.18%
$128.41 - $138.03 $642 - $690
2.83K $390M
DVY
Ishares Tr

ETFs
50
+ 2.6%
$133.88 - $142.57 $6.69K - $7.13K
1.98K $281M
VFVA
Vanguard Wellington Fd U S Val

ETFs
35
+ 1.68%
$116.21 - $129.7 $4.07K - $4.54K
2.11K $270M
CXE
Mfs High Income Municipal Trust

Financial Services
161
+ 0.11%
$3.47 - $3.72 $559 - $599
151K $560M
Blackrock Income Tr Inc
366K
New
N/A
366K $21.6M
VMO
Invesco Municipal Opportunity Trust

Financial Services
24
+ 0.06%
$8.9 - $9.67 $214 - $232
43.5K $420M
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 0.01%
$30.67 - $32.13 $92 - $96.4
20K $634M
CMU
Mfs High Yield Municipal Trust

Financial Services
118
+ 0.1%
$3.22 - $3.47 $380 - $409
124K $430M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
9
+ 0.03%
$13.53 - $14.11 $122 - $127
32.9K $467M
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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