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 7 of 11
464287101
Shares:1.1K
Value:$284.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.8K | QoQ -1.67% (-99)YoY -5.44% (-335) | All Managers (Combined) | $295.4K | ||
3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $291.3K | QoQ NEW(+$291.3K) YoY NEW(+$291.3K) | |
26.0K | QoQ 0.00% (+0)YoY -2.92% (-781) | All Managers (Combined) | $285.0K | ||
(cusip464287101)✕ | 1.1K | QoQ 0.00% (-0)YoY NEW(+1.1K) | All Managers (Combined) | $284.4K | YoY NEW(+$284.4K) |
15.4K | QoQ 0.00% (+0) | All Managers (Combined) | $280.8K | ||
27.6K | All Managers (Combined) | $279.5K | |||
27.2K | QoQ 0.00% (+0) | All Managers (Combined) | $272.1K | ||
81.6K | QoQ 0.00% (+0) | All Managers (Combined) | $271.0K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 1.3K | QoQ 0.00% (+0)YoY +4.03% (+50) | All Managers (Combined) | $270.3K | |
34.5K | QoQ 0.00% (+0) | All Managers (Combined) | $269.1K | ||
3.5K | QoQ +2.03% (+70) | All Managers (Combined) | $265.8K | ||
24.5K | QoQ NEW(+24.5K) YoY NEW(+24.5K) | All Managers (Combined) | $265.7K | QoQ NEW(+$265.7K) YoY NEW(+$265.7K) | |
3.2K | All Managers (Combined) | $263.6K | |||
Alphabet Inc.(GOOGcusip02079K107) | 1.7K | QoQ 0.00% (-0)YoY +4.98% (+79) | All Managers (Combined) | $260.0K | |
2.8K | All Managers (Combined) | $257.6K | |||
NETFLIX INC(NFLXcusip64110L106) | 275 | QoQ -17.16% (-57)YoY -17.16% (-57) | All Managers (Combined) | $256.4K | |
2.8K | QoQ +3.13% (+86)YoY +2.76% (+76) | All Managers (Combined) | $255.7K | ||
1.9K | QoQ 0.00% (+0)YoY -9.52% (-200) | All Managers (Combined) | $255.2K | ||
44.1K | All Managers (Combined) | $254.5K | |||
9.0K | YoY NEW(+9.0K) | All Managers (Combined) | $253.9K | YoY NEW(+$253.9K) |