Portfolio (Quarterly)
Guide ↗
MELFA WEALTH MANAGEMENT, INC.
· CIK 0001962465| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CXH | MFS INVT GRADE MUN TR | Financial Services | 78,360 | $626K | 0.36% | SOLD |
| 2 | CXE | MFS HIGH INCOME MUN TR | Financial Services | 165,470 | $614K | 0.35% | SOLD |
| 3 | CMU | MFS HIGH YIELD MUN TR | Financial Services | 124,236 | $445K | 0.26% | SOLD |
| 4 | T | AT&T INC | Communication Services | 9,063 | $263K | 0.15% | SOLD |
| 5 | — | NUVEEN PA INVT QUALITY MUN F | — | 16,134 | $192K | 0.11% | SOLD |
| 6 | — | NEUBERGER HIGH YIELD ST FD I | — | 96,284 | $770.0 | — | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.5%
Communication Services
4.3%
Industrials
3.5%
Utilities
3.0%
Energy
2.9%
Consumer Cyclical
1.1%
Healthcare
0.9%
Consumer Defensive
0.2%