Melone Private Wealth

Melone Private Wealth as of Dec. 31, 2022

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 53 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 8.0 $9.4M 229k 41.14
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 6.7 $7.9M 315k 25.13
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 6.2 $7.3M 121k 60.36
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 5.9 $7.0M 580k 12.08
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 5.1 $6.1M 100k 60.65
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 4.7 $5.6M 209k 26.68
Spdr Portfolio Corporate Bond Etf Etf (SPBO) 4.6 $5.5M 193k 28.38
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG) 4.5 $5.3M 148k 35.63
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 4.1 $4.8M 96k 50.67
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 4.0 $4.7M 64k 74.22
Blackrock Muniyield Mich Qu Cef (MIY) 3.8 $4.5M 405k 11.09
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 3.7 $4.4M 13k 331.33
Nuveen Mun Cr Opportunities Cef (NMCO) 3.4 $4.0M 362k 10.99
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 3.2 $3.7M 131k 28.44
Nuveen Mun High Income Opportu Cef (NMZ) 2.7 $3.2M 308k 10.34
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 2.4 $2.8M 104k 27.02
Vaneck High Yield Muni Etf Etf (HYD) 1.9 $2.3M 45k 50.55
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 1.9 $2.2M 192k 11.37
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 1.8 $2.1M 24k 84.59
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 1.7 $2.0M 42k 48.97
Blackrock Mun Income Quality T Cef (BYM) 1.5 $1.8M 157k 11.35
Invesco Tr Invt Grade Muns Cef (VGM) 1.5 $1.8M 177k 10.05
Western Asset Managed Muns Cef (MMU) 1.4 $1.6M 164k 10.07
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 1.2 $1.4M 3.00 468711.00
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 1.1 $1.2M 32k 38.71
Vanguard Total Bond Market Etf Etf (BND) 1.0 $1.2M 17k 71.84
Nuveen Quality Muncp Income Cef (NAD) 0.9 $1.0M 85k 11.80
Vanguard Mid-cap Etf Etf (VO) 0.8 $974k 4.8k 203.83
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.8 $971k 11k 86.06
Vanguard S&p 500 Etf Etf (VOO) 0.7 $877k 2.5k 351.33
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY) 0.6 $716k 16k 43.93
Huntington Bancshares Stock (HBAN) 0.6 $701k 50k 14.10
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.6 $669k 8.6k 77.51
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $656k 2.7k 241.90
Nuveen Amt Free Mun Cr Cef (NVG) 0.5 $593k 49k 12.14
Vanguard Small-cap Etf Etf (VB) 0.5 $592k 3.2k 183.53
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $567k 6.3k 89.99
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $466k 2.4k 191.20
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.4 $462k 20k 22.94
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.4 $457k 11k 41.58
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.4 $457k 5.6k 81.52
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.4 $448k 14k 31.83
Bluestar Israel Technology Etf Bluestar Israel Technology Fund Etf 0.4 $426k 9.7k 44.02
Davis Select U.s. Equity Etf Etf (DUSA) 0.3 $397k 15k 27.17
Wisdomtree International Equity Fund Etf (DWM) 0.3 $384k 8.2k 47.04
Ishares Core S&p Us Value Etf Etf (IUSV) 0.3 $366k 5.2k 70.64
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $349k 1.1k 308.90
Ishares Russell 2000 Etf Etf (IWM) 0.3 $347k 2.0k 174.39
Ishares National Muni Bond Etf Etf (MUB) 0.3 $323k 3.1k 105.52
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.2 $281k 8.1k 34.53
Nuveen Inter Duration Mun Term Cef 0.2 $272k 21k 13.12
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.2 $239k 5.8k 40.90
Nuveen Mun Value Cef (NUV) 0.2 $187k 22k 8.60