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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
19,436 | $4,932,662 | 4.56% | |
| PMO |
Putnam Municipal Opportunities Trust
Financial Services
|
472,403 | $4,865,750 | 4.50% | |
| MYI |
Blackrock Muniyield Quality Fund III, Inc.
Financial Services
|
419,230 | $4,406,107 | 4.08% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
382,553 | $4,315,197 | 3.99% | |
| EVN |
Eaton Vance Municipal Income Trust
Financial Services
|
398,047 | $4,143,669 | 3.83% | |
| BKT |
Blackrock Income Trust, Inc.
Financial Services
|
370,302 | $3,914,092 | 3.62% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,744 | $2,840,787 | 2.63% | |
| GE |
General Electric Co
Industrials
|
9,318 | $2,644,168 | 2.45% | |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
235,758 | $2,588,622 | 2.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,281 | $2,449,288 | 2.27% |
Portfolio Trend
14 quarters · across all stocks
Holdings in FMN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $430,510 | 39,388 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $345,754 | 31,121 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $288,375 | 26,121 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $277,927 | 26,121 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $265,700 | 24,466 | Shares | Sole | 2025-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||