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:
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Page 2 of 11
464287242
Shares:13.9K
Value:$1.5M
25434V203
Shares:45.1K
Value:$1.4M
25434V609
Shares:22.5K
Value:$1.2M
46137V282
Shares:31.3K
Value:$1.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
166.1K | QoQ 0.00% (-0) | All Managers (Combined) | $1.7M | ||
(cusip464287242)✕ | 13.9K | All Managers (Combined) | $1.5M | ||
NVIDIA CORP(NVDAcusip67066G104) | 13.7K | All Managers (Combined) | $1.5M | ||
86.1K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | ||
(cusip25434V203)✕ | 45.1K | QoQ -0.27% (-125)YoY +1.77% (+786) | All Managers (Combined) | $1.4M | |
188.7K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | ||
148.5K | QoQ -0.05% (-78) | All Managers (Combined) | $1.3M | ||
140.1K | All Managers (Combined) | $1.3M | |||
90.0K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | ||
31.2K | All Managers (Combined) | $1.2M | |||
CITIGROUP INC(Ccusip172967424) | 16.5K | QoQ -0.17% (-29)YoY -1.07% (-179) | All Managers (Combined) | $1.2M | |
(cusip25434V609)✕ | 22.5K | QoQ +0.03% (-7) | All Managers (Combined) | $1.2M | |
109.1K | QoQ 0.00% (+0)YoY +0.08% (-91) | All Managers (Combined) | $1.1M | ||
(cusip46137V282)✕ | 31.3K | All Managers (Combined) | $1.1M | ||
107.7K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | ||
95.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.0M | ||
MICROSOFT CORP(MSFTcusip594918104) | 2.7K | All Managers (Combined) | $1.0M | ||
100.1K | QoQ -0.04% (-49) | All Managers (Combined) | $999.3K | ||
78.7K | All Managers (Combined) | $977.7K | |||
91.9K | QoQ 0.00% (-0) | All Managers (Combined) | $954.5K |