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MELFA WEALTH MANAGEMENT, INC.

CIK
1962465
City
WESTBOROUGH
State / Country
MA

Top Portfolio Positions

142 positions · $108,072,182 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in DSM

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $265,107 44,111
2025-12-31 $272,164 44,111
2025-09-30 $261,137 44,111
2025-06-30 $247,021 44,111
2025-03-31 $254,520 44,111
2024-12-31 $256,284 44,111
2024-09-30 $196,936 31,611
2024-06-30 $129,854 21,861
2024-03-31 $128,105 21,861
2023-12-31 $182,029 31,879