Melfa-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "HYT", "HIO", "MQT", "NVG", "ABBV", "GOOGL", "JFR", "NMZ", "T", "VFL", "AVGO", "MFIC", "BTZ", "VBF", null, null, "MIN", null, "NUV", "JRI", "EIM", "OCCI", "NAD", "EFT", "GHY", "PDI", "PHT", null, null, "MUJ", "MVT", "DSU", null, "FRA", "BKT", "BGT", "FITB", "HIX", "EVF", "PHD", "AVK", "MUC", "BGB", "BHK", null, "EVV", "HFRO", "PDT", "PCF", "META", "VKI", "VMO", "VVR", "OIA", "VKQ", "IQI", "IVW", "PZC", "IJH", "PMO", "RMM", null, null, "NAC", "ENX", "CXH", "CEV", "BBN", "DBL", "RA", "NBH", "BTA", "PCK", "PMF", "PMM", "BFZ", "MYI", "KTF", null, "CIK", "JLS", "CHI", "ETX", "PMX", "BTT", "NCA", "DSM", "MFM", null, "LEO", "NUW", "NNY", "BFK", "DMF", "NDMO", "CXE", "MGF", "NHS", "MIY", "PIM", "NQP", "EVG", "JHS", "MCR", "DHF", "MHN", "FMN", "EVM", "MAV", "PNF", "NXP", "PCQ", "CMU", "DTF", "MIO", "PYN", "MSFT", "GE", null, "MHF", "SBI", "IGI", "WIA", "IJR", "IWD", null, "MMU", null, "IWF", "VGSH", "IEMG", "IVV", "AAPL", "SPY", "NVDA", "GEHC", "PLTR", null, "JPC", "IEFA", "IBM", "VNQ", "VWO", null, "NMT", null, "VIG", "MUA", "AFB", "ACP", "EVN", "EOT", "PML", "EDF", "WEA", "BKN", "NMCO", "VLT", "PNI", "IEF", "DHY", "ES", "AMZN", "NEA", "CHY", "VGM", "VEU", "VUG", "VEA", "VXUS", "BND", "VBR", "VT", "V", "DVY", "NZF", "GEV", null, "BRK-B", "MUE", "BLE", "DMB", "MVF", "MHD", "MQY", "C", "CBU", null, null, "DFAX", "DFAC", "RSP", null, "EFA", "IWB", "GOOG", "XOM", "TSLA", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 201
- Total Value
- 148138608
- Accession Number
- 0001951757-25-000490
- Form Type
- 13F-HR
- Manager Name
- Melfa-Wealth-Management
Data Enrichment
90% identified180 identified21 unidentified
Holdings
201 positions
Manager:
Search and click to pin securities to the top
Page 1 of 11
25434V815
Shares:101.7K
Value:$2.9M
25434V104
Shares:71.7K
Value:$2.8M
25434V724
Shares:63.7K
Value:$2.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
324.1K | All Managers (Combined) | $10.7M | |||
Apple Inc.(AAPLcusip037833100) | 24.4K | QoQ -0.19% (-47)YoY -1.22% (-303) | All Managers (Combined) | $5.4M | |
480.8K | QoQ -0.01% (-56) | All Managers (Combined) | $4.9M | ||
385.9K | All Managers (Combined) | $4.6M | |||
413.9K | QoQ +0.01% (+50) | All Managers (Combined) | $4.2M | ||
14.3K | All Managers (Combined) | $3.9M | |||
(cusip25434V815)✕ | 101.7K | All Managers (Combined) | $2.9M | ||
(cusip25434V104)✕ | 71.7K | All Managers (Combined) | $2.8M | ||
4.9K | QoQ -1.09% (-54)YoY +1.68% (+81) | All Managers (Combined) | $2.7M | ||
240.8K | QoQ 0.00% (-8) | All Managers (Combined) | $2.6M | ||
(cusip25434V724)✕ | 63.7K | All Managers (Combined) | $2.6M | ||
4.3K | QoQ +2.19% (+92) | All Managers (Combined) | $2.5M | ||
11.8K | QoQ 0.00% (+0)YoY -6.18% (-779) | All Managers (Combined) | $2.4M | ||
223.2K | QoQ 0.00% (+0)YoY -0.36% (-807) | All Managers (Combined) | $2.3M | ||
194.2K | QoQ +0.02% (+50) | All Managers (Combined) | $2.3M | ||
182.9K | All Managers (Combined) | $2.3M | |||
188.4K | QoQ 0.00% (+8)YoY +0.05% (-106) | All Managers (Combined) | $2.2M | ||
3.6K | QoQ -0.68% (-25) | All Managers (Combined) | $2.0M | ||
66.9K | All Managers (Combined) | $1.8M | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 14.0K | QoQ -6.51% (-975)YoY -3.41% (-495) | All Managers (Combined) | $1.7M |