Melone Private Wealth

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

Tip: Access up to 7 years of quarterly data

Positions held by Melone Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 +3% 327k 45.69
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.7 $12M +36% 32k 376.87
 View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.5 $12M +19% 283k 41.99
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 7.0 $11M +14% 431k 25.64
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.3 $8.4M -35% 119k 70.28
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.1 $8.0M -9% 123k 65.06
 View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF) 5.0 $7.9M +6% 669k 11.82
 View chart
Wisdomtree Tr Us Total Dividnd (DTD) 4.8 $7.6M 116k 65.38
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.2 $6.7M +159% 231k 28.78
 View chart
Spdr Ser Tr Portfolio Crport (SPBO) 3.6 $5.7M +6% 193k 29.41
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.3 $5.2M -33% 62k 83.31
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 3.3 $5.2M +135% 103k 50.24
 View chart
Nuveen (NMCO) 3.2 $5.0M +15% 501k 9.97
 View chart
Nuveen Mun High Income Opp F (NMZ) 2.9 $4.6M +29% 464k 9.88
 View chart
Wisdomtree Tr Us Smallcap Divd (DES) 2.9 $4.5M +2% 140k 32.17
 View chart
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.8 $4.3M -10% 382k 11.36
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.2 $3.5M NEW 100k 35.41
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.9M NEW 27k 108.25
 View chart
Vaneck Etf Trust High Yld Munietf (HYD) 1.6 $2.5M 49k 51.63
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 1.4 $2.2M 202k 11.00
 View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.4 $2.2M -13% 86k 25.30
 View chart
BlackRock Insured Municipal Income Trust (BYM) 1.2 $1.8M 164k 11.21
 View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.2 $1.8M 185k 9.89
 View chart
Western Asset Managed Municipals Fnd (MMU) 1.1 $1.7M 165k 10.17
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $1.6M 3.00 542625.00
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.4M 26k 53.84
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.1M 2.4k 436.84
 View chart
Nuveen Div. Advantage Muni. Fund (NAD) 0.7 $1.1M 92k 11.45
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.6 $916k 11k 82.18
 View chart
Nuveen Insd Dividend Advantage (NVG) 0.5 $835k -21% 71k 11.82
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $818k -2% 3.5k 232.62
 View chart
Wisdomtree Tr Em Ex St-owned (XSOE) 0.5 $714k -85% 25k 28.88
 View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.4 $674k +12% 15k 45.42
 View chart
Huntington Bancshares Incorporated (HBAN) 0.4 $632k 50k 12.72
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $572k -24% 2.1k 277.10
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $546k 5.7k 95.20
 View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $544k 15k 35.26
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $525k -7% 2.2k 237.22
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $516k -8% 5.0k 104.09
 View chart
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $505k -8% 10k 50.12
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $416k -4% 4.9k 84.32
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.3 $412k -20% 1.9k 213.28
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $411k 1.2k 356.66
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $366k -58% 5.0k 73.55
 View chart
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $313k 7.5k 41.93
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $277k -60% 3.4k 81.28
 View chart
Etf Managers Tr Bluestar Israel (ITEQ) 0.1 $211k NEW 4.6k 46.09
 View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $207k NEW 9.6k 21.62
 View chart

Past Filings by Melone Private Wealth

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