Stock Taper

MELFA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Community Bank System, Inc.CBU4.04K$271.16K
Moderna, Inc.MRNA4.2K$294.03K
Meta Platforms, Inc.META4.28K$2.41M
Chevron CorporationCVX4.83K$800.91K
Verizon Communications Inc.VZ5.01K$212.3K
Palantir Technologies Inc.PLTR5.64K$658.49K
GE AerospaceGE9.32K$3.48M
NVIDIA CorporationNVDA12.83K$2.57M
MidCap Financial Investment CorporationMFIC13.72K$138.28K
PGIM High Yield Bond Fund, Inc.ISD16.08K$210.05K
Citigroup Inc.C16.43K$2.3M
Exxon Mobil CorporationXOM16.74K$2.29M
Apple Inc.AAPL18.61K$5.39M
BlackRock Floating Rate Income Strategies Fund, Inc.FRA25.98K$285.5K
Fifth Third BancorpFITB31.2K$1.76M
PGIM Global High Yield Fund, Inc.GHY31.36K$379.5K
BNY Mellon Strategic Municipal Bond Fund, Inc.DSM37.73K$232.03K
BNY Mellon Strategic Municipals, Inc.LEO60.34K$389.76K
Nuveen Select Tax-Free Income PortfolioNXP97.6K$1.4M
BlackRock MuniAssets Fund, Inc.MUA115.3K$1.27M