Melone Private Wealth

Melone Private Wealth as of Dec. 31, 2023

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 48 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Midcap Divid (DON) 9.5 $15M 327k 45.69
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.7 $12M 32k 376.87
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.5 $12M 283k 41.99
Spdr Ser Tr Portfolio Agrgte (SPAB) 7.0 $11M 431k 25.64
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.3 $8.4M 119k 70.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.1 $8.0M 123k 65.06
Nuveen Municipal Credit Com Sh Ben Int (NZF) 5.0 $7.9M 669k 11.82
Wisdomtree Tr Us Total Dividnd (DTD) 4.8 $7.6M 116k 65.38
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.2 $6.7M 231k 28.78
Spdr Ser Tr Portfolio Crport (SPBO) 3.6 $5.7M 193k 29.41
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.3 $5.2M 62k 83.31
Wisdomtree Tr Floatng Rat Trea (USFR) 3.3 $5.2M 103k 50.24
Nuveen (NMCO) 3.2 $5.0M 501k 9.97
Nuveen Mun High Income Opp F (NMZ) 2.9 $4.6M 464k 9.88
Wisdomtree Tr Us Smallcap Divd (DES) 2.9 $4.5M 140k 32.17
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.8 $4.3M 382k 11.36
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.2 $3.5M 100k 35.41
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.9M 27k 108.25
Vaneck Etf Trust High Yld Munietf (HYD) 1.6 $2.5M 49k 51.63
Nuveen Insured Tax-Free Adv Munici (NEA) 1.4 $2.2M 202k 11.00
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.4 $2.2M 86k 25.30
BlackRock Insured Municipal Income Trust (BYM) 1.2 $1.8M 164k 11.21
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.2 $1.8M 185k 9.89
Western Asset Managed Municipals Fnd (MMU) 1.1 $1.7M 165k 10.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $1.6M 3.00 542625.00
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.4M 26k 53.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.1M 2.4k 436.84
Nuveen Div. Advantage Muni. Fund (NAD) 0.7 $1.1M 92k 11.45
Wisdomtree Tr Us High Dividend (DHS) 0.6 $916k 11k 82.18
Nuveen Insd Dividend Advantage (NVG) 0.5 $835k 71k 11.82
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $818k 3.5k 232.62
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $714k 25k 28.88
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.4 $674k 15k 45.42
Huntington Bancshares Incorporated (HBAN) 0.4 $632k 50k 12.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $572k 2.1k 277.10
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $546k 5.7k 95.20
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $544k 15k 35.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $525k 2.2k 237.22
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $516k 5.0k 104.09
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $505k 10k 50.12
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $416k 4.9k 84.32
Vanguard Index Fds Small Cp Etf (VB) 0.3 $412k 1.9k 213.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $411k 1.2k 356.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $366k 5.0k 73.55
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $313k 7.5k 41.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $277k 3.4k 81.28
Etf Managers Tr Bluestar Israel 0.1 $211k 4.6k 46.09
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $207k 9.6k 21.62