• 13F History

MELFA WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$150M
Signature - Title
Victor Melfa Jr. - Chief Compliance Officer
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by MELFA WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MELFA WEALTH MANAGEMENT, INC. reported 202 stock holdings with total value $150M as of Q4 2024. Top holdings included DFAC, AAPL, PMO, BKT, and EVN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 202 $150M +$5.08M -$1.99M +$3.09M DFAC, AAPL, PMO, BKT, EVN 13F-HR 1/17/2025, 11:42 AM
Q3 2024 201 $152M +$2.9M -$2.73M +$169K DFAC, AAPL, PMO, BKT, EVN 13F-HR 10/16/2024, 04:58 PM
Q2 2024 199 $143M +$5.46M -$1.58M +$3.89M DFAC, AAPL, PMO, BKT, EVN 13F-HR 7/15/2024, 09:39 AM
Q1 2024 193 $137M +$30.1M -$962K +$29.1M DFAC, PMO, BKT, EVN, AAPL 13F-HR 4/23/2024, 09:58 AM
Q4 2023 141 $106M +$9.36M -$3.95M +$5.41M DFAC, PMO, BKT, EVN, AAPL 13F-HR 1/22/2024, 08:45 AM
Q3 2023 137 $91.6M +$3.12M -$1.28M +$1.85M DFAC, PMO, BKT, EVN, AAPL 13F-HR 10/30/2023, 09:56 AM
Q2 2023 141 $98.7M +$2.68M -$3.57M -$898K DFAC, PMO, AAPL, EVN, BKT 13F-HR 7/18/2023, 12:08 PM
Q1 2023 136 $99.6M +$4.4M -$1.67M +$2.73M DFAC, PMO, EVN, BKT, AAPL 13F-HR 4/20/2023, 01:49 PM
Q4 2022 137 $95.7M DFAC, PMO, EVN, AAPL, BKT 13F-HR 1/31/2023, 09:43 AM