Fund HoldingsMelia Wealth LLC

Total Portfolio Value
$178.07M
Total Bought
$66.27M
Total Sold
$78.54M
Net Transaction
-$12.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BLUE OWL CAPITAL CORPORATION(OBDC)0899,130+899,130013,8297.77%+13,829
GLADSTONE INVT CORP0945,539+945,539013,4557.56%+13,455
OAKTREE SPECIALTY LENDING CO(OCSL)0669,800+669,800013,1687.40%+13,168
SACHEM CAP CORP02,252,420+2,252,420010,0465.64%+10,046
OMEGA HEALTHCARE INVS INC(OHI)0221,015+221,01507,0003.93%+7,000
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
503,983525,330+21,34727,70930,39617.07%+2,687
RITHM CAPITAL CORP(RITM)0212,401+212,40102,3701.33%+2,370
HERCULES CAPITAL INC(HCXY)655,215691,540+36,32510,92212,7597.17%+1,836
ARES CAPITAL CORP(ARCC)698,529701,158+2,62913,99214,5988.20%+607
LUMENT FINANCE TRUST INC0196,573+196,57304890.27%+489
TRINITY CAP INC(TRIN)1,009,9671,027,121+17,15414,67515,0788.47%+403
MANHATTAN BRDG CAP INC062,161+62,16103150.18%+315
EXXON MOBIL CORP3,8523,861+93854490.25%+64
ONEOK INC NEW(OKE)3,8223,82202683060.17%+38
BAIN CAP SPECIALTY FIN INC(BCSF)950,687859,352-91,33514,32713,4757.57%-852
PORTMAN RIDGE FIN CORP56,6950-56,6951,0310-1,031
SIXTH STREET SPECIALTY LENDI(TSLX)701,107540,005-161,10215,14411,5726.50%-3,572
CAPITAL SOUTHWEST CORP(CSWC)682,337372,073-310,26416,1719,2875.22%-6,884
READY CAPITAL CORP763,4250-763,4257,8250-7,825
LADDER CAP CORP(LADR)809,7450-809,7459,3200-9,320
ARBOR REALTY TRUST INC1,245,451715,178-530,27318,9069,4765.32%-9,430
BLACKROCK TCP CAPITAL CORP1,089,8660-1,089,86612,5770-12,577
FS KKR CAP CORP(FSK)676,9980-676,99813,5200-13,520
FIDUS INVT CORP687,2480-687,24813,5320-13,532
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