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Home > Institutional Investor > Melia Wealth Llc > Profile

Instuitional Investor - Melia Wealth Llc

Fund Profile
Filing Period:
Fund Name: Melia Wealth Llc
Portfolio Value $206,613,732
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 403,016 $22,842,936 11.06%
2.
Trinity Capital Inc.
 TRIN 1,297,372 $19,084,346 9.24%
3.
Etfis Ser Tr I
 774,731 $15,773,515 7.63%
4.
Gladstone Investment Corporation
 GAIN 1,069,486 $15,186,704 7.35%
5.
Ares Capital Corp
 ARCC 815,892 $14,702,373 7.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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