MELFA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXP | 90K | $1.30M |
 | LEO | 60K | $376.86K |
 | AVBC | 45K | $672.30K |
 | FITB | 31K | $1.39M |
 | AAPL | 19K | $4.90M |
 | C | 16K | $1.67M |
 | XOM | 14K | $1.56M |
 | MFIC | 14K | $164.48K |
 | NVDA | 14K | $2.52M |
 | GE | 12K | $3.56M |
 | T | 9K | $253.94K |
 | PLTR | 5K | $998.75K |
 | META | 4K | $3.14M |
 | CBU | 4K | $236.90K |
 | ES | 4K | $280.35K |
 | AMZN | 3K | $684.01K |
 | AVGO | 3K | $1.03M |
 | GOOGL | 3K | $732.98K |
 | GEV | 3K | $1.69M |
 | JPM | 3K | $833.20K |
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
90K
Value
$1.30M
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
60K
Value
$376.86K
Avidia Bancorp, Inc.
AVBC
Shares Held
45K
Value
$672.30K
Fifth Third Bancorp
FITB
Shares Held
31K
Value
$1.39M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.90M
Citigroup Inc.
C
Shares Held
16K
Value
$1.67M
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$1.56M
MidCap Financial Investment Corporation
MFIC
Shares Held
14K
Value
$164.48K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.52M
GE Aerospace
GE
Shares Held
12K
Value
$3.56M
AT&T Inc.
T
Shares Held
9K
Value
$253.94K
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$998.75K
Meta Platforms, Inc.
META
Shares Held
4K
Value
$3.14M
Community Bank System, Inc.
CBU
Shares Held
4K
Value
$236.90K
Eversource Energy
ES
Shares Held
4K
Value
$280.35K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$684.01K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$1.03M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$732.98K
GE Vernova Inc.
GEV
Shares Held
3K
Value
$1.69M
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$833.20K