MELFA WEALTH MANAGEMENT, LLC
CIK
0001962465
City
WESTBOROUGH
State / Country
MA
Top Portfolio Positions
124 positions ·
$91,438,177 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
19,467 | $5,292,298 | 5.79% |
| EVN |
Eaton Vance Municipal Income Trust
Financial Services
|
398,934 | $4,292,529 | 4.69% |
| BKT |
Blackrock Income Trust, Inc.
Financial Services
|
363,933 | $4,017,820 | 4.39% |
| GE |
General Electric Co
Industrials
|
9,318 | $2,870,223 | 3.14% |
| META |
Meta Platforms, Inc.
Communication Services
|
4,276 | $2,822,544 | 3.09% |
| MYI |
Blackrock Muniyield Quality Fund Iii, Inc.
Financial Services
|
236,350 | $2,569,124 | 2.81% |
| NVDA |
Nvidia Corp
Technology
|
13,273 | $2,475,414 | 2.71% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,535 | $2,410,587 | 2.64% |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
182,277 | $2,307,626 | 2.52% |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
192,732 | $2,177,871 | 2.38% |
Portfolio Trend
Holdings in DSM
Export CSVShares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $272,164 | 44,111 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $261,137 | 44,111 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $247,021 | 44,111 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $254,520 | 44,111 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $256,284 | 44,111 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $196,936 | 31,611 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $129,854 | 21,861 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $128,105 | 21,861 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $182,029 | 31,879 | Shares | Sole | 2024-01-22 | |
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