Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 17.4% |
TRINITY CAP INC | 3 | Q2 2024 | 8.5% |
ARES CAPITAL CORP | 3 | Q2 2024 | 8.2% |
BAIN CAP SPECIALTY FIN INC | 3 | Q2 2024 | 7.8% |
HERCULES CAPITAL INC | 3 | Q2 2024 | 8.2% |
ARBOR REALTY TRUST INC | 3 | Q2 2024 | 9.9% |
SIXTH STREET SPECIALTY LENDI | 3 | Q2 2024 | 8.0% |
CAPITAL SOUTHWEST CORP | 3 | Q2 2024 | 8.5% |
EXXON MOBIL CORP | 3 | Q2 2024 | 0.3% |
ONEOK INC NEW | 3 | Q2 2024 | 0.2% |
View Melia Wealth LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-15 |
13F-HR | 2024-08-12 |
13F-HR | 2024-04-10 |
13F-HR | 2024-01-11 |
View Melia Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.