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	+$5.48M	-$1.58M	+$3.9M	DFAC, AAPL, PMO, BKT, EVN	13F-HR	7/15/2024, 09:39 AM
Q1 2024	195	$139M	+$30.1M	-$968K	+$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	138	$92M	+$3.12M	-$1.97M	+$1.15M	DFAC, PMO, BKT, EVN, AAPL	13F-HR	10/30/2023, 09:56 AM
Q2 2023	141	$98.7M	+$2.68M	-$4.19M	-$1.51M	DFAC, PMO, AAPL, EVN, BKT	13F-HR	7/18/2023, 12:08 PM
Q1 2023	138	$100M	+$4.4M	-$2.57M	+$1.82M	DFAC, PMO, EVN, BKT, AAPL	13F-HR	4/20/2023, 01:49 PM
Q4 2022	137	$95.7M	$0	$0		DFAC, PMO, EVN, AAPL, BKT	13F-HR	1/31/2023, 10:43 AM

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