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Home > Institutional Investor > Melia Wealth Llc > Profile

Instuitional Investor - Melia Wealth Llc

Fund Profile
Filing Period:
Fund Name: Melia Wealth Llc
Portfolio Value $190,304,574
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 503,983 $27,708,985 14.56%
2.
Arbor Realty Trust Inc
 ABR 1,245,451 $18,905,948 9.93%
3.
Capital Southwest Corp
 CSWC 682,337 $16,171,396 8.49%
4.
Sixth Street Specialty Lendi
 701,107 $15,143,907 7.95%
5.
Trinity Capital Inc.
 TRIN 1,009,967 $14,674,824 7.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)