Melia Wealth LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $183 Billion distributed in 18 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 $31.9B, Hercules Capital, Inc. with a value of $15B, Ares Capital Corp with a value of $14.8B, Trinity Capital Inc. with a value of $14.7B, and Bain Capital Specialty Finance, Inc. with a value of $14.3B.

Examining the 13F form we can see an increase of $5.27B in the current position value, from $178B to 183B.

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 $183 Billion
Financial Services: $108 Billion
ETFs: $31.9 Billion
Real Estate: $29.8 Billion
Energy: $788 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $183 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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