Melia Wealth LLC Portfolio Holdings

Melia Wealth LLC

  • $193 Billion
  • Q3 2024

Melia Wealth LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $34.9B, Ares Capital Corp with a value of $15.3B, Bain Capital Specialty Finance, Inc. with a value of $14.8B, Hercules Capital, Inc. with a value of $14.6B, and Gladstone Investment Corporation\De with a value of $14.6B.

Examining the 13F form we can see an increase of $9.91B in the current position value, from $183B to 193B.

Melia Wealth LLC is based out at Tulsa, OK

Below you can find more details about Melia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Billion
Financial Services: $109 Billion
Real Estate: $35.4 Billion
ETFs: $34.9 Billion
Energy: $895 Million
Technology: $223 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$14.6 Billion 7.56% of portfolio
743,573
Q3 2024 Added 1.57%
$5.27B
$13.8 Billion 7.13% of portfolio
945,979
Q3 2024 Added 3.42%
$2.48B
$11.5 Billion 5.94% of portfolio
738,301
Q3 2024 Added 1.89%
$9.39B
$9.32 Billion 4.82% of portfolio
228,988
Q3 2024 Added 1.39%
$5.08B
$2.49 Billion 1.29% of portfolio
219,174
Q3 2024 Added 2.05%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $193 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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