test

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
DFAIDimensional Etf Trust
Recent Activity
Increased 3.25%
0.89%
$1.32M
45,199 shares@ $29.21 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.24%
0.84%
$1.254M
22,533 shares@ $55.66 avg price
LQDIshares Tr
Recent Activity
Increased 50.91%
0.71%
$1.059M
9,913 shares@ $106.85 avg price
MUCBlackrock Munihldngs Cali Ql
Recent Activity
Increased 6.42%
0.68%
$1.015M
95,452 shares@ $10.63 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.59%
0.68%
$1.004M
2,382 shares@ $421.48 avg price
XEVVXEaton Vance Ltd Duration Inc
Recent Activity
Increased 5.09%
0.66%
$978,732
100,177 shares@ $9.78 avg price
GEVGe Vernova Inc
Recent Activity
Increased 0.62%
0.62%
$913,768
2,778 shares@ $328.94 avg price
FDVVFidelity Covington Trust
Recent Activity
Increased 1.5%
0.59%
$871,933
17,460 shares@ $49.94 avg price
BFZBlackrock Calif Mun Income T
Recent Activity
Increased 0.02%
0.57%
$849,810
75,876 shares@ $11.2 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 10.4%
0.44%
$657,093
2,741 shares@ $239.73 avg price