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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
MUIBlackrock Municipal Income
Recent Activity
Decreased -5.57%
0.86%
$1.276M
105,304 shares@ $12.12 avg price
BGTBlackrock Floating Rate Inc
Recent Activity
Decreased -9.84%
0.75%
$1.108M
86,197 shares@ $12.86 avg price
JFRNuveen Floating Rate Income
Recent Activity
Decreased -5.33%
0.67%
$993,024
111,326 shares@ $8.92 avg price
MUABlackrock Muniassets Fd Inc
Recent Activity
Decreased -0.48%
0.63%
$940,009
85,146 shares@ $11.04 avg price
VLTInvesco High Income Tr Ii
Recent Activity
Decreased -3.92%
0.55%
$822,004
75,000 shares@ $10.97 avg price
HYTBlackrock Corpor Hi Yld Fd I
Recent Activity
Decreased -4.35%
0.54%
$802,470
81,801 shares@ $9.82 avg price
JPCNuveen Pfd & Income Opportun
Recent Activity
Decreased -1.33%
0.53%
$784,172
99,767 shares@ $7.87 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -0.39%
0.49%
$731,043
12,405 shares@ $58.94 avg price
NCANuveen California Muni Vlu F
Recent Activity
Decreased -0.69%
0.46%
$685,304
81,101 shares@ $8.46 avg price
NHSNeuberger Berman High Yield
Recent Activity
Decreased -11.28%
0.41%
$612,587
81,787 shares@ $7.5 avg price