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 9 of 11
880198205
Shares:24.1K
Value:$209.9K
921935706
Shares:1.5K
Value:$204.3K
92535C104
Shares:22.7K
Value:$153.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $211.0K | QoQ NEW(+$211.0K) YoY NEW(+$211.0K) | |
31.6K | All Managers (Combined) | $210.4K | |||
(cusip880198205)✕ | 24.1K | QoQ 0.00% (-0)YoY NEW(+24.1K) | All Managers (Combined) | $209.9K | YoY NEW(+$209.9K) |
20.7K | All Managers (Combined) | $207.2K | |||
(cusip921935706)✕ | 1.5K | QoQ -3.77% (-60) | All Managers (Combined) | $204.3K | |
16.9K | All Managers (Combined) | $198.7K | |||
34.7K | QoQ 0.00% (-0)YoY +0.32% (-112) | All Managers (Combined) | $196.0K | ||
17.3K | QoQ 0.00% (+0) | All Managers (Combined) | $193.7K | ||
19.5K | All Managers (Combined) | $184.6K | |||
16.1K | QoQ 0.00% (+0) | All Managers (Combined) | $181.0K | ||
15.8K | All Managers (Combined) | $178.7K | |||
13.7K | QoQ 0.00% (-0)YoY NEW(+13.7K) | All Managers (Combined) | $176.4K | YoY NEW(+$176.4K) | |
10.4K | QoQ 0.00% (+0)YoY NEW(+10.4K) | All Managers (Combined) | $172.8K | YoY NEW(+$172.8K) | |
17.1K | QoQ 0.00% (-0)YoY -4.09% (-730) | All Managers (Combined) | $172.7K | ||
16.4K | QoQ 0.00% (+0)YoY -0.06% (-10) | All Managers (Combined) | $163.9K | ||
14.3K | All Managers (Combined) | $160.7K | |||
13.8K | QoQ 0.00% (-0) | All Managers (Combined) | $159.1K | ||
12.1K | All Managers (Combined) | $156.5K | |||
10.9K | QoQ +0.22% (-24)YoY +0.22% (-24) | All Managers (Combined) | $155.7K | ||
(cusip92535C104)✕ | 22.7K | All Managers (Combined) | $153.6K |