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Victor Melfa Jr.

@Melfa Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$149.542MTotal holdings202
Assets growth rate-1.29%Assets growth rate (2-Q avg)2.3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Melfa Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Melfa Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.542M in assets, with a quarterly growth rate of -1.29% and a 2-quarter average growth rate of 2.3%. The portfolio is managed by Victor Melfa Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BKTBlackrock Income Tr Inc
Recent Activity
Decreased -0.74%
2.87%
$4.281M
371,588 shares@ $11.52 avg price
IVVIshares Tr
Recent Activity
Decreased -1.28%
1.95%
$2.904M
4,933 shares@ $588.72 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.01%
1.75%
$2.616M
63,920 shares@ $40.93 avg price
MQYBlackrock Muniyild Qult Fd I
Recent Activity
Decreased -0.82%
1.5%
$2.236M
194,132 shares@ $11.53 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.46%
1.43%
$2.129M
3,633 shares@ $586.04 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.06%
1.21%
$1.803M
13,426 shares@ $134.3 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -0.18%
1.13%
$1.685M
67,793 shares@ $24.86 avg price
EOTEaton Vance Natl Mun Opport
Recent Activity
Decreased -4.96%
0.95%
$1.416M
86,051 shares@ $16.46 avg price
KTFDws Mun Income Tr New
Recent Activity
Decreased -8.07%
0.94%
$1.399M
148,069 shares@ $9.46 avg price
NXPNuveen Select Tax-free Incom
Recent Activity
Decreased -9.85%
0.92%
$1.364M
90,037 shares@ $15.15 avg price