Melfa Wealth Management, LLC Incresed Positions in Q2 2025

Melfa Wealth Management, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
14.1K
+ 98.83%
$243.75 - $303.93 $3.44M - $4.3M
28.4K $8.64B
DFAI
Dimensional ETF Tr

ETFs
9.98K
+ 22.15%
$28.02 - $34.71 $280K - $346K
55.1K $1.9B
DFAU
Dimensional ETF Tr

ETFs
71
+ 0.1%
$34.04 - $42.36 $2.42K - $3.01K
71.8K $3.04B
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.74K
+ 4.66%
$24.21 - $29.47 $115K - $140K
106K $3.13B
PLTR
Palantir Technologies Inc.

Technology
850
+ 34.0%
$74.01 - $144.25 $62.9K - $123K
3.35K $457M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
18.2K
+ 39.07%
$9.81 - $10.68 $179K - $194K
64.8K $669M
VVR
Invesco Senior Income Trust

Financial Services
34.3K
+ 57.63%
$3.31 - $3.8 $113K - $130K
93.7K $356M
IEF
Ishares Barclays

ETFs
1K
+ 32.8%
$93.15 - $96.56 $93.3K - $96.8K
4.06K $389M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
9.86K
+ 22.6%
$10.68 - $11.35 $105K - $112K
53.5K $586M
BHK
Blackrock Core Bond Trust

Financial Services
19.5K
+ 22.37%
$9.5 - $11.0 $185K - $215K
107K $1.04B
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
11.9K
+ 34.35%
$7.4 - $7.87 $87.7K - $93.3K
46.3K $349M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 1.65%
$221.86 - $362.89 $4.44K - $7.26K
1.23K $391M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
9.75K
+ 10.21%
$10.09 - $10.88 $98.4K - $106K
105K $1.09B
FDVV
Fidelity High Dividend ETF

ETFs
356
+ 1.92%
$43.6 - $52.02 $15.5K - $18.5K
18.9K $985M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
4.03K
+ 24.18%
$12.19 - $13.37 $49.1K - $53.8K
20.7K $276M
VGSH
Vanguard

ETFs
852
+ 20.05%
$58.32 - $58.95 $49.7K - $50.2K
5.1K $300M
PMF
Pimco Municipal Income Fund

Financial Services
7.75K
+ 55.17%
$7.76 - $8.98 $60.1K - $69.6K
21.8K $174M
EVF
Eaton Vance Senior Income Trust

Financial Services
9K
+ 45.46%
$5.15 - $5.81 $46.4K - $52.3K
28.8K $164M
IEMG
Ishares Inc

ETFs
58
+ 0.8%
N/A
7.28K $437M
LQD
Ishares Iboxx $ Investment Gra

ETFs
309
+ 2.22%
$105.23 - $109.61 $32.5K - $33.9K
14.2K $1.56B
PML
Pimco Municipal Income Fund Ii

Financial Services
7.5K
+ 42.86%
$7.29 - $8.14 $54.7K - $61.1K
25K $186M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
4.5K
+ 44.87%
$9.43 - $10.29 $42.4K - $46.3K
14.5K $146M
RSP
Invesco S&P 500 Equal Weight E

ETFs
82
+ 2.46%
$152.93 - $181.74 $12.5K - $14.9K
3.42K $621M
VT
Vanguard Total World Stk Index

ETFs
28
+ 1.0%
$103.16 - $128.52 $2.89K - $3.6K
2.83K $364M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$45.65 - $57.01 $45.7 - $57
5.81K $331M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
9.75K
+ 12.88%
$5.62 - $6.14 $54.8K - $59.9K
85.4K $491M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
60
+ 0.77%
$39.89 - $49.46 $2.39K - $2.97K
7.83K $387M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.15%
$51.16 - $62.02 $614 - $744
8.24K $511M
IEFA
Ishares Tr

ETFs
6
+ 0.17%
$67.83 - $84.09 $407 - $505
3.52K $294M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
255
+ 4.17%
$96.84 - $99.46 $24.7K - $25.4K
6.37K $632M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 0.68%
$90.56 - $109.49 $2.63K - $3.18K
4.29K $469M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
3.36K
+ 6.8%
$10.95 - $11.69 $36.8K - $39.3K
52.8K $583M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
16
+ 1.05%
$118.46 - $143.72 $1.9K - $2.3K
1.54K $222M
VBR
Vanguard Small Cap Value ETF

ETFs
15
+ 0.89%
$162.76 - $195.77 $2.44K - $2.94K
1.69K $330M
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
1.66K
+ 6.76%
$10.22 - $10.93 $16.9K - $18.1K
26.1K $278M
VFVA
Vanguard Wellington Fd U S Val

ETFs
17
+ 0.82%
$97.51 - $118.42 $1.66K - $2.01K
2.08K $246M
BGT
Blackrock Floating Rate Income Trust

Financial Services
46
+ 0.06%
$10.95 - $12.62 $504 - $581
78.8K $986M
T
At&T Inc.

Communication Services
6
+ 0.07%
$26.33 - $28.94 $158 - $174
8.99K $260M
PNF
Pimco New York Municipal Income Fund

Financial Services
4.72K
+ 7.87%
$6.73 - $7.6 $31.8K - $35.9K
64.7K $452M
OCCI
Ofs Credit Company, Inc.

Financial Services
7
+ 0.07%
$5.64 - $6.8 $39.5 - $47.6
10.3K $64.1M
JLS
Nuveen Mortgage & Income Fund

Financial Services
65
+ 0.35%
$17.16 - $18.74 $1.12K - $1.22K
18.5K $346M
DVY
Ishares Tr

ETFs
25
+ 1.32%
$118.37 - $134.86 $2.96K - $3.37K
1.93K $256M
PFF
Ishares Trust Ishares Pfd And

ETFs
19
+ 0.09%
$29.0 - $30.68 $551 - $583
20K $615M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
10
+ 0.03%
$13.18 - $13.95 $132 - $140
32.9K $450M
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.46%
$79.79 - $91.42 $1.04K - $1.19K
2.84K $253M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
208
+ 0.55%
$10.78 - $11.57 $2.24K - $2.41K
38.4K $433M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
28
+ 0.26%
$13.05 - $14.45 $365 - $405
10.9K $146M
BFZ
Blackrock California Municipal Income Trust

Financial Services
9
+ 0.01%
$10.2 - $11.19 $91.8 - $101
75.9K $820M
VMO
Invesco Municipal Opportunity Trust

Financial Services
24
+ 0.06%
$9.0 - $9.58 $216 - $230
43.5K $399M
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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