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 6 of 11
464287846
Shares:2.3K
Value:$309.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
141.3K | QoQ 0.00% (+0) | All Managers (Combined) | $360.4K | ||
34.0K | QoQ 0.00% (+0) | All Managers (Combined) | $359.1K | ||
40.6K | QoQ 0.00% (+0) | All Managers (Combined) | $356.2K | ||
7.8K | QoQ +0.03% (+3)YoY -3.51% (-283) | All Managers (Combined) | $351.7K | ||
18.4K | All Managers (Combined) | $345.4K | |||
47.6K | All Managers (Combined) | $341.6K | |||
4.2K | QoQ -0.54% (-23)YoY -0.37% (-16) | All Managers (Combined) | $341.5K | ||
959 | QoQ +5.96% (+54)YoY +2.02% (+19) | All Managers (Combined) | $336.2K | ||
16.8K | QoQ 0.00% (+0)YoY -1.79% (-307) | All Managers (Combined) | $333.0K | ||
2.8K | QoQ +0.43% (-12)YoY +2.94% (+80) | All Managers (Combined) | $324.8K | ||
25.3K | QoQ 0.00% (-0) | All Managers (Combined) | $317.8K | ||
1.3K | QoQ 0.00% (+0)YoY -1.92% (-25) | All Managers (Combined) | $317.0K | ||
79.0K | All Managers (Combined) | $314.2K | |||
Tesla, Inc.(TSLAcusip88160R101) | 1.2K | QoQ -9.35% (-125)YoY NEW(+1.2K) | All Managers (Combined) | $313.8K | YoY NEW(+$313.8K) |
1.7K | QoQ +0.11% (-2)YoY -8.11% (-148) | All Managers (Combined) | $312.3K | ||
43.6K | QoQ 0.00% (-0)YoY +0.01% (-6) | All Managers (Combined) | $312.2K | ||
(cusip464287846)✕ | 2.3K | All Managers (Combined) | $309.1K | ||
825 | QoQ 0.00% (-0)YoY +7.14% (+55) | All Managers (Combined) | $305.8K | ||
4.2K | QoQ +1.21% (+50)YoY +4.76% (+189) | All Managers (Combined) | $305.2K | ||
31.5K | All Managers (Combined) | $304.1K |