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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 $174,846,979
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etfis Ser Tr I
 1,657,562 $32,736,859 18.72%
2.
J P Morgan Exchange Traded F
 402,825 $22,646,835 12.95%
3.
Trinity Capital Inc.
 TRIN 1,269,504 $22,279,800 12.74%
4.
Roundhill Etf Trust
 681,103 $12,975,021 7.42%
5.
Hercules Capital Inc.
 HTGC 566,013 $9,514,677 5.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.