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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
VTIVanguard Index Fds
Recent Activity
Increased 128.42%
1.73%
$2.586M
8,922 shares@ $289.81 avg price
METAMeta Platforms Inc
Recent Activity
1.64%
$2.449M
4,182 shares@ $585.52 avg price
NBHNeuberger Berman Mun Fd Inc
Recent Activity
1.55%
$2.31M
223,178 shares@ $10.35 avg price
NVGNuveen Amt Free Mun Cr Inc F
Recent Activity
1.5%
$2.238M
182,573 shares@ $12.26 avg price
MQYBlackrock Muniyild Qult Fd I
Recent Activity
Decreased -0.82%
1.5%
$2.236M
194,132 shares@ $11.53 avg price
MHDBlackrock Muniholdings Fd In
Recent Activity
Increased 0.01%
1.48%
$2.199M
188,432 shares@ $11.68 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.46%
1.43%
$2.129M
3,633 shares@ $586.04 avg price
GEGe Aerospace
Recent Activity
Increased 0.61%
1.32%
$1.971M
11,818 shares@ $166.8 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.06%
1.21%
$1.803M
13,426 shares@ $134.3 avg price
EIMEaton Vance Mun Bd Fd
Recent Activity
1.16%
$1.721M
166,073 shares@ $10.36 avg price