Fund HoldingsMelia Wealth LLC

Total Portfolio Value
$193.25M
Total Bought
$13.03M
Total Sold
$0
Net Transaction
+$13.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
562,535587,059+24,52431,88434,93618.08%+3,051
SACHEM CAP CORP2,580,9503,330,298+749,3486,6858,3924.34%+1,708
OMEGA HEALTHCARE INVS INC(OHI)225,844228,988+3,1447,7359,3204.82%+1,585
ARBOR REALTY TRUST INC724,572738,301+13,72910,39811,4885.94%+1,090
GLADSTONE INVT CORP969,1861,008,123+38,93713,54914,5677.54%+1,018
BAIN CAP SPECIALTY FIN INC(BCSF)874,545894,194+19,64914,26414,8447.68%+580
MANHATTAN BRDG CAP INC267,647340,839+73,1921,3761,8980.98%+523
LUMENT FINANCE TRUST INC532,159702,950+170,7911,2771,7780.92%+501
ARES CAPITAL CORP(ARCC)709,944729,273+19,32914,79515,2717.90%+476
BITWISE BITCOIN ETF TR(BITB)013,437+13,43704650.24%+465
APPLE INC(AAPL)0956+95602230.12%+223
RITHM CAPITAL CORP(RITM)214,772219,174+4,4022,3432,4881.29%+144
ONEOK INC NEW(OKE)4,2224,563+3413444160.22%+72
EXXON MOBIL CORP3,8564,084+2284444790.25%+35
CAPITAL SOUTHWEST CORP(CSWC)379,365388,750+9,3859,8989,8315.09%-66
SIXTH STREET SPECIALTY LENDI(TSLX)550,192564,443+14,25111,74711,5886.00%-159
TRINITY CAP INC(TRIN)1,037,0071,064,862+27,85514,66314,4507.48%-213
BLUE OWL CAPITAL CORPORATION(OBDC)914,664945,979+31,31514,04913,7837.13%-266
HERCULES CAPITAL INC(HCXY)732,058743,573+11,51514,97114,6047.56%-367
OAKTREE SPECIALTY LENDING CO(OCSL)686,444761,802+75,35812,91212,4256.43%-487
Page 1 of 1