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Home > Institutional Investor > Melfa Wealth Management, Llc > Profile

Instuitional Investor - Melfa Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Melfa Wealth Management, Llc
Portfolio Value $106,193,538
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 313,126 $9,152,683 8.61%
2.
Putnam Municipal Opportunities Trust
 PMO 484,967 $4,961,208 4.67%
3.
Blackrock Income Trust Inc.
 BKT 353,093 $4,300,668 4.04%
4.
Eaton Vance Municipal Income Trust
 EVN 431,729 $4,191,479 3.94%
5.
Apple Inc.
 AAPL 21,545 $4,148,084 3.9%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)