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Melone Private Wealth

Latest statistics and disclosures from Melone Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DON, IHDG, DIA, SPAB, DGRW, and represent 37.09% of Melone Private Wealth's stock portfolio.
Added to shares of these 10 stocks: USFR, IJH, NMZ, NZF, SPY, IHDG, SPEM, SPYG, IJR, DON.
Started 1 new stock position in SPY.
Reduced shares in these 10 stocks: Etf Managers Tr bluestar ta big, HYMB, SPAB, MIY, BND, DTD, XSOE, DES, HYD, DHS.
Sold out of its position in Etf Managers Tr bluestar ta big.
Melone Private Wealth was a net buyer of stock by $2.5M.
Melone Private Wealth has $167M in assets under management (AUM), dropping by 6.02%.
Central Index Key (CIK): 0001905765

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Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Midcap Divid (DON)	9.6	$16M		329k	48.77	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	7.9	$13M		285k	45.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	7.7	$13M		32k	397.76	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	6.5	$11M		426k	25.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.5	$9.1M		120k	76.19	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	5.5	$9.1M		124k	73.15	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	5.1	$8.4M	+2%	688k	12.24	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	4.9	$8.1M		115k	70.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	4.1	$6.9M	+32%	137k	50.29	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	4.0	$6.7M		232k	29.02	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	3.4	$5.6M		192k	29.11	View chart
Nuveen Mun High Income Opp F (NMZ)	3.2	$5.4M	+9%	509k	10.56	View chart
Nuveen (NMCO)	3.2	$5.3M		505k	10.57	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.1	$5.2M		62k	82.97	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.7	$4.5M		137k	32.68	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	2.6	$4.3M	-2%	373k	11.51	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.2	$3.7M	+2%	102k	36.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$3.1M	+2%	28k	110.52	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.5	$2.5M	-3%	48k	52.26	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.4	$2.3M		204k	11.07	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.2	$2.0M	-7%	79k	25.69	View chart
BlackRock Insured Municipal Income Trust (BYM)	1.2	$1.9M		165k	11.60	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.1	$1.9M		3.00	634440.00	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	1.1	$1.8M		187k	9.86	View chart
Western Asset Managed Municipals Fnd (MMU)	1.0	$1.7M		166k	10.45	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$1.4M		26k	56.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M		2.4k	480.67	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.6	$1.1M		93k	11.46	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$913k	-5%	11k	86.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$881k		3.5k	249.84	View chart
Nuveen Insd Dividend Advantage (NVG)	0.5	$865k		71k	12.15	View chart
Huntington Bancshares Incorporated (HBAN)	0.4	$693k		50k	13.95	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.4	$684k		15k	45.31	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$646k	-11%	22k	29.46	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.4	$623k		15k	40.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$612k	+387%	10k	60.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$568k	-2%	4.8k	117.21	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$560k	-3%	5.5k	101.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$553k	-3%	2.1k	259.86	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$511k	-8%	9.2k	55.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$484k		1.2k	420.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$443k		1.9k	228.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$439k		4.8k	90.43	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$318k		7.5k	42.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$267k	-26%	3.7k	72.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$223k	-18%	2.8k	80.50	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$214k		9.7k	22.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$205k	NEW	392.00	523.32	View chart

Past Filings by Melone Private Wealth

SEC 13F filings are viewable for Melone Private Wealth going back to 2021

Melone Private Wealth 2024 Q1 filed May 3, 2024
Melone Private Wealth 2023 Q4 filed Jan. 12, 2024
Melone Private Wealth 2023 Q3 filed Oct. 10, 2023
Melone Private Wealth 2023 Q2 filed July 27, 2023
Melone Private Wealth 2023 Q1 filed April 20, 2023
Melone Private Wealth 2022 Q4 filed Jan. 19, 2023
Melone Private Wealth 2022 Q3 filed Oct. 14, 2022
Melone Private Wealth 2022 Q2 filed July 11, 2022
Melone Private Wealth 2022 Q1 filed April 29, 2022
Melone Private Wealth 2021 Q4 filed Jan. 21, 2022

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