MELFA WEALTH MANAGEMENT, INC.
CIK
1962465
City
WESTBOROUGH
State / Country
MA
Top Portfolio Positions
139 positions ·
$107,419,948 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
19,436 | $4,932,662 | 4.59% |
| PMO |
Putnam Municipal Opportunities Trust
Financial Services
|
472,403 | $4,865,750 | 4.53% |
| MYI |
Blackrock Muniyield Quality Fund Iii, Inc.
Financial Services
|
419,230 | $4,406,107 | 4.10% |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
382,553 | $4,315,197 | 4.02% |
| EVN |
Eaton Vance Municipal Income Trust
Financial Services
|
398,047 | $4,143,669 | 3.86% |
| BKT |
Blackrock Income Trust, Inc.
Financial Services
|
370,302 | $3,914,092 | 3.64% |
| XOM |
Exxon Mobil Corp
Energy
|
16,744 | $2,840,787 | 2.64% |
| GE |
General Electric Co
Industrials
|
9,318 | $2,644,168 | 2.46% |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
235,758 | $2,588,622 | 2.41% |
| META |
Meta Platforms, Inc.
Communication Services
|
4,281 | $2,449,288 | 2.28% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,048 | 49,356 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $587,276 | 49,351 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $619,891 | 53,485 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $585,573 | 53,477 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $490,713 | 43,619 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $482,806 | 43,614 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $589,578 | 48,605 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $553,531 | 48,598 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $563,950 | 48,491 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $550,966 | 48,288 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $485,092 | 47,934 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $573,903 | 51,379 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $466,805 | 40,769 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $454,069 | 41,018 | Shares | Sole | 2023-01-31 | |
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