Melone Private Wealth

Melone Private Wealth as of March 31, 2023

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 52 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Midcap Divid (DON) 8.6 $11M 279k 40.24
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.8 $10M 166k 62.13
Spdr Ser Tr Portfolio Agrgte (SPAB) 6.8 $8.9M 341k 26.01
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.1 $8.0M 205k 39.29
Nuveen Municipal Credit Com Sh Ben Int (NZF) 5.5 $7.2M 605k 11.90
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 5.2 $6.8M 20k 334.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.0 $6.5M 118k 55.28
Wisdomtree Tr Us Total Dividnd (DTD) 4.8 $6.3M 103k 60.64
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 4.6 $6.0M 81k 74.14
Spdr Ser Tr Portfolio Crport (SPBO) 3.7 $4.8M 163k 29.45
BlackRock MuniYield Michigan Insured Fnd (MIY) 3.6 $4.8M 428k 11.18
Nuveen (NMCO) 3.5 $4.6M 405k 11.40
Wisdomtree Tr Em Ex St-owned (XSOE) 3.2 $4.2M 153k 27.55
Wisdomtree Tr Us Smallcap Divd (DES) 2.8 $3.7M 133k 27.86
Nuveen Mun High Income Opp F (NMZ) 2.8 $3.7M 335k 10.92
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.4 $3.1M 107k 29.21
Vaneck Etf Trust High Yld Munietf (HYD) 1.9 $2.5M 48k 51.91
Nuveen Insured Tax-Free Adv Munici (NEA) 1.7 $2.2M 196k 11.13
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.6 $2.1M 84k 25.19
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $2.0M 72k 27.71
BlackRock Insured Municipal Income Trust (BYM) 1.4 $1.8M 158k 11.67
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.4 $1.8M 179k 10.03
Western Asset Managed Municipals Fnd (MMU) 1.3 $1.7M 166k 10.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $1.4M 3.00 471500.00
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.1M 26k 41.84
Nuveen Div. Advantage Muni. Fund (NAD) 0.8 $1.0M 89k 11.51
Wisdomtree Tr Us High Dividend (DHS) 0.7 $936k 11k 82.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $916k 2.4k 374.49
Nuveen Insd Dividend Advantage (NVG) 0.7 $903k 76k 11.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $889k 12k 74.46
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $738k 3.6k 206.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $699k 8.6k 80.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $663k 2.7k 244.05
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.4 $571k 13k 44.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $570k 6.3k 90.50
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $563k 24k 23.96
Huntington Bancshares Incorporated (HBAN) 0.4 $549k 50k 11.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $485k 2.4k 202.56
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $482k 5.4k 88.61
Wisdomtree Tr Us Largecap Fund (EPS) 0.4 $478k 11k 43.74
Vanguard Index Fds Small Cp Etf (VB) 0.3 $448k 2.4k 184.76
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $436k 5.1k 86.19
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $431k 15k 28.43
Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $399k 8.0k 49.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $379k 5.2k 73.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $351k 1.1k 310.39
Ishares Tr National Mun Etf (MUB) 0.3 $332k 3.1k 108.24
Ishares Tr Broad Usd High (USHY) 0.2 $286k 8.2k 35.03
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $279k 6.8k 41.22
Etf Managers Tr Bluestar Israel 0.2 $206k 4.6k 45.05
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $206k 4.4k 47.09
Nuveen Muni Value Fund (NUV) 0.2 $197k 22k 8.99