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 5 of 11
25434V823
Shares:17.7K
Value:$421.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
75.7K | All Managers (Combined) | $455.6K | |||
32.9K | All Managers (Combined) | $452.0K | |||
60.0K | QoQ 0.00% (+0)YoY -1.34% (-818) | All Managers (Combined) | $449.4K | ||
4.3K | QoQ -2.98% (-131)YoY +6.49% (+260) | All Managers (Combined) | $445.9K | ||
34.5K | All Managers (Combined) | $445.3K | |||
38.2K | All Managers (Combined) | $439.6K | |||
40.9K | QoQ 0.00% (+0)YoY +0.16% (+68) | All Managers (Combined) | $437.1K | ||
61.6K | QoQ 0.00% (-0)YoY +1.28% (-781) | All Managers (Combined) | $436.1K | ||
123.8K | QoQ +0.07% (-95)YoY -0.61% (-772) | All Managers (Combined) | $432.0K | ||
44.0K | All Managers (Combined) | $426.3K | |||
(cusip25434V823)✕ | 17.7K | QoQ 0.00% (+0) | All Managers (Combined) | $421.4K | |
27.0K | QoQ 0.00% (+0) | All Managers (Combined) | $416.9K | ||
Alphabet Inc.(GOOGLcusip02079K305) | 2.7K | QoQ +2.86% (-75)YoY +5.90% (+150) | All Managers (Combined) | $416.0K | |
43.4K | QoQ +0.05% (-22)YoY +0.18% (-80) | All Managers (Combined) | $412.1K | ||
42.4K | All Managers (Combined) | $393.5K | |||
7.2K | All Managers (Combined) | $389.9K | |||
AMAZON COM INC(AMZNcusip023135106) | 2.0K | All Managers (Combined) | $387.2K | ||
37.4K | All Managers (Combined) | $372.1K | |||
60.3K | QoQ 0.00% (+0) | All Managers (Combined) | $369.0K | ||
29.5K | All Managers (Combined) | $360.7K |