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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
DFACDimensional Etf Trust
Recent Activity
Increased 0.13%
7.38%
$11.032M
318,939 shares@ $34.6 avg price
AAPLApple Inc
Recent Activity
Increased 3.07%
4.1%
$6.122M
24,446 shares@ $250.43 avg price
PMOPutnam Mun Opportunities Tr
Recent Activity
3.26%
$4.871M
480,850 shares@ $10.13 avg price
BKTBlackrock Income Tr Inc
Recent Activity
Decreased -0.74%
2.87%
$4.281M
371,588 shares@ $11.52 avg price
EVNEaton Vance Muni Income Trus
Recent Activity
Increased 0.01%
2.8%
$4.184M
413,838 shares@ $10.11 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 24.2%
2%
$2.982M
96,887 shares@ $30.79 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 0.13%
1.99%
$2.962M
73,156 shares@ $40.5 avg price
IVVIshares Tr
Recent Activity
Decreased -1.28%
1.95%
$2.904M
4,933 shares@ $588.72 avg price
MYIBlackrock Muniyield Quality
Recent Activity
Increased 0.01%
1.78%
$2.658M
240,806 shares@ $11.04 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.01%
1.75%
$2.616M
63,920 shares@ $40.93 avg price