StockDriftsStockDriftsTop 22 Melia Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 11.06% | 403.0K | $22.8M | +3.08%(+12.05K) | $55.03(+3.06%) | 2026-03-31 | |
| TRIN | TRINITY CAP INC | 9.24% | 1.30M | $19.1M | +8.70%(+103.85K) | $14.31(+24.36%) | 2026-03-31 | |
| PFFA | ETFIS SER TR I | 7.63% | 774.7K | $15.8M | +3.85%(+28.72K) | $21.17(-1.78%) | 2026-03-31 | |
| GAIN | GLADSTONE INVT CORP | 7.35% | 1.07M | $15.2M | -5.13%(-57.81K) | $14.13(+10.13%) | 2026-03-31 | |
| ARCC | ARES CAPITAL CORP | 7.12% | 815.9K | $14.7M | +0.70%(+5.66K) | $19.96(-6.16%) | 2026-03-31 | |
| BCSF | BAIN CAP SPECIALTY FIN INC | 6.98% | 1.16M | $14.4M | +2.55%(+28.88K) | $15.19(-16.81%) | 2026-03-31 | |
| OCSL | OAKTREE SPECIALTY LENDING | 6.79% | 1.24M | $14.0M | +1.83%(+22.30K) | $17.58(-30.61%) | 2026-03-31 | |
| OBDC | BLUE OWL CAPITAL CORPORATION | 6.5% | 1.21M | $13.4M | +2.17%(+25.78K) | $14.80(-26.90%) | 2026-03-31 | |
| YBTC | ROUNDHILL ETF TRUST | 6.13% | 601.1K | $12.7M | +44.78%(+185.94K) | $38.95(-55.84%) | 2026-03-31 | |
| HTGC | HERCULES CAPITAL INC | 5.72% | 799.7K | $11.8M | -0.31%(-2.48K) | $17.00(-6.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.94% | -26.95% |
| Top 20 Holdings Unweighted | -6.80% | -19.03% |
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