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 SBI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,944 | 46,347 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $355,944 | 46,347 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $366,604 | 46,347 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $348,529 | 46,347 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $269,076 | 34,497 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $267,006 | 34,497 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $282,875 | 34,497 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $178,791 | 22,747 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $180,156 | 22,747 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $175,151 | 22,747 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $162,868 | 22,747 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $173,332 | 22,747 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $197,022 | 24,908 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $188,953 | 24,895 | Shares | Sole | 2023-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||