Melfa-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
180 identified21 unidentified

Holdings

201 positions
Manager:
Search and click to pin securities to the top
Page 8 of 11
BlackRock Taxable Municipal Bond Trust
Shares:15.0K
Value:$250.9K
92206C102
Shares:4.3K
Value:$249.4K
NUVEEN NEW YORK MUNICIPAL VALUE FUND
Shares:29.9K
Value:$247.0K
BlackRock Municipal 2030 Target Term Trust
Shares:11.6K
Value:$246.0K
464287622
Shares:800
Value:$245.4K
EVERSOURCE ENERGY
Shares:3.9K
Value:$244.8K
DoubleLine Opportunistic Credit Fund
Shares:15.6K
Value:$244.0K
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Shares:22.3K
Value:$243.5K
COMMUNITY FINANCIAL SYSTEM, INC.
Shares:4.2K
Value:$239.9K
921935805
Shares:2.1K
Value:$235.1K
921935508
Shares:1.5K
Value:$230.6K
BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST, INC.
Shares:19.8K
Value:$227.1K
abrdn Income Credit Strategies Fund
Shares:38.4K
Value:$226.4K
BERKSHIRE HATHAWAY INC
Shares:422
Value:$224.7K
464287614
Shares:620
Value:$223.9K
Invesco Senior Income Trust
Shares:59.4K
Value:$222.9K
Brookfield Real Assets Income Fund Inc.
Shares:16.6K
Value:$219.1K
JOHN HANCOCK PREMIUM DIVIDEND FUND
Shares:16.6K
Value:$217.6K
922042775
Shares:3.5K
Value:$212.7K
Nuveen AMT-Free Quality Municipal Income Fund
Shares:19.0K
Value:$212.6K