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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 USFR, DON, SPTI, IHDG, DIA, and represent 38.90% of Melone Private Wealth's stock portfolio.
Added to shares of these 10 stocks: NZF, IJR, DFNL, SPTI, NMZ, DON, NVG, SPYG, NMCO, SPEM.
Started 1 new stock position in DFNL.
Reduced shares in these 10 stocks: USFR, XSOE, , AMZN, NVDA, HYD, SRLN, IJH, BRK.B, IUSG.
Sold out of its positions in AMZN, NVDA, XLK, XSOE.
Melone Private Wealth was a net buyer of stock by $19k.
Melone Private Wealth has $191M in assets under management (AUM), dropping by -0.96%.
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 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	10.0	$19M	-13%	380k	50.33	View chart
Wisdomtree Tr Us Midcap Divid (DON)	8.5	$16M		327k	49.52	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	7.7	$15M	+2%	512k	28.58	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	6.7	$13M		295k	43.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	6.1	$12M		28k	419.88	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	5.1	$9.7M	+2%	120k	80.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	4.9	$9.5M		118k	79.86	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	4.9	$9.4M		122k	76.95	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	4.9	$9.4M	+5%	766k	12.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.1	$6.0M		206k	28.86	View chart
Nuveen Mun High Income Opp F (NMZ)	3.1	$6.0M	+5%	545k	10.91	View chart
Nuveen (NMCO)	3.1	$5.9M	+3%	550k	10.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.8	$5.4M		213k	25.54	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	2.7	$5.2M		178k	29.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.5	$4.8M	+10%	46k	104.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.4	$4.7M	+3%	119k	39.37	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.4	$4.5M		142k	31.96	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.3	$4.3M		55k	78.40	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	2.2	$4.2M		369k	11.38	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.3	$2.6M	+5%	229k	11.20	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.2	$2.3M	-3%	45k	51.18	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.9	$1.8M		176k	9.96	View chart
Western Asset Managed Municipals Fnd (MMU)	0.9	$1.7M		161k	10.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$1.6M		2.00	798441.50	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.8	$1.6M	+9%	62k	25.22	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.8	$1.6M		25k	63.00	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.8	$1.5M		135k	10.78	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.7	$1.4M	+11%	124k	11.52	View chart
Nuveen Insd Dividend Advantage (NVG)	0.6	$1.2M	+25%	93k	12.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.1M		2.2k	513.90	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$1.0M		11k	99.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$914k		3.5k	258.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$761k	-2%	1.4k	532.58	View chart
Huntington Bancshares Incorporated (HBAN)	0.4	$746k		50k	15.01	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.4	$680k		15k	45.10	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.3	$614k		15k	42.32	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$578k		4.5k	127.07	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$552k		5.4k	102.17	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$534k		9.0k	59.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$532k		1.9k	274.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$532k	-5%	9.1k	58.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$434k		2.0k	221.71	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$425k	-2%	4.6k	92.29	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.2	$420k	NEW	11k	39.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$318k	+42%	569.00	559.39	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$228k	-19%	5.5k	41.13	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$226k		10k	21.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$203k	-2%	2.8k	73.45	View chart

Past Filings by Melone Private Wealth

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

Melone Private Wealth 2025 Q1 filed April 11, 2025
Melone Private Wealth 2024 Q4 filed Jan. 14, 2025
Melone Private Wealth 2024 Q3 filed Oct. 7, 2024
Melone Private Wealth 2024 Q2 filed July 12, 2024
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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