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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
IWDIshares Tr
Recent Activity
Decreased -1.65%
0.41%
$606,301
3,275 shares@ $185.14 avg price
MFMMfs Mun Income Tr
Recent Activity
Decreased -0.3%
0.41%
$605,749
113,224 shares@ $5.36 avg price
XFRAXBlackrock Floating Rate Inco
Recent Activity
Decreased -20.6%
0.39%
$572,373
41,627 shares@ $13.76 avg price
AFBAlliancebernstein Natl Mun I
Recent Activity
Decreased -0.13%
0.35%
$510,836
46,995 shares@ $10.88 avg price
MVTBlackrock Munivest Fd Ii Inc
Recent Activity
Decreased -0.37%
0.33%
$491,470
46,585 shares@ $10.55 avg price
MUJBlackrock Munihldgs Nj Qlty
Recent Activity
Decreased -10.26%
0.33%
$482,811
43,614 shares@ $11.08 avg price
GHYPgim Global High Yield Fd Fo
Recent Activity
Decreased -14.16%
0.29%
$421,301
34,197 shares@ $12.32 avg price
DMFBny Mellon Mun Income Inc
Recent Activity
Decreased -0.97%
0.25%
$359,044
50,570 shares@ $7.1 avg price
IVWIshares Tr
Recent Activity
Decreased -12.42%
0.24%
$357,893
3,525 shares@ $101.53 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.09%
0.23%
$342,071
7,767 shares@ $44.05 avg price