Melone Private Wealth

Melone Private Wealth as of June 30, 2023

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 53 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Midcap Divid (DON) 8.8 $13M 298k 42.05
Wisdomtree Tr Us Qtly Div Grt (DGRW) 8.2 $12M 175k 66.66
Spdr Ser Tr Portfolio Agrgte (SPAB) 6.4 $9.1M 359k 25.37
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.3 $8.9M 221k 40.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.5 $7.8M 127k 61.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 5.3 $7.5M 22k 343.85
Nuveen Municipal Credit Com Sh Ben Int (NZF) 5.1 $7.3M 623k 11.66
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 4.8 $6.8M 88k 77.19
Wisdomtree Tr Us Total Dividnd (DTD) 4.8 $6.8M 109k 62.09
Spdr Ser Tr Portfolio Crport (SPBO) 3.5 $4.9M 171k 28.88
BlackRock MuniYield Michigan Insured Fnd (MIY) 3.4 $4.8M 431k 11.05
Wisdomtree Tr Em Ex St-owned (XSOE) 3.2 $4.6M 164k 27.95
Nuveen (NMCO) 3.2 $4.5M 417k 10.82
Wisdomtree Tr Us Smallcap Divd (DES) 2.8 $3.9M 136k 28.79
Nuveen Mun High Income Opp F (NMZ) 2.6 $3.6M 344k 10.57
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.3 $3.2M 113k 28.29
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.8 $2.5M 99k 25.01
Vaneck Etf Trust High Yld Munietf (HYD) 1.7 $2.5M 48k 51.34
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.7 $2.3M 85k 27.77
Nuveen Insured Tax-Free Adv Munici (NEA) 1.5 $2.2M 197k 10.93
BlackRock Insured Municipal Income Trust (BYM) 1.3 $1.8M 159k 11.25
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.2 $1.8M 181k 9.71
Western Asset Managed Municipals Fnd (MMU) 1.2 $1.7M 167k 9.93
Wisdomtree Tr Floatng Rat Trea (USFR) 1.1 $1.6M 32k 50.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $1.6M 3.00 517810.00
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.2M 26k 45.41
Nuveen Div. Advantage Muni. Fund (NAD) 0.7 $1.0M 90k 11.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $997k 2.4k 407.24
Nuveen Insd Dividend Advantage (NVG) 0.7 $936k 80k 11.70
Wisdomtree Tr Us High Dividend (DHS) 0.6 $897k 11k 79.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $870k 12k 72.69
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $786k 3.6k 220.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $712k 2.7k 261.47
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $685k 8.7k 79.03
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $594k 6.3k 94.28
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.4 $574k 13k 44.15
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $559k 24k 23.60
Huntington Bancshares Incorporated (HBAN) 0.4 $536k 50k 10.78
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $531k 5.4k 97.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $527k 2.4k 220.24
Wisdomtree Tr Us Largecap Fund (EPS) 0.4 $511k 11k 46.71
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $486k 15k 32.04
Vanguard Index Fds Small Cp Etf (VB) 0.3 $482k 2.4k 198.87
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $442k 5.1k 86.54
Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $407k 8.1k 50.03
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $406k 5.2k 78.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $391k 1.1k 341.00
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $370k 8.8k 41.87
Ishares Tr National Mun Etf (MUB) 0.2 $327k 3.1k 106.73
Ishares Tr Broad Usd High (USHY) 0.2 $291k 8.2k 35.30
Etf Managers Tr Bluestar Israel 0.1 $212k 4.6k 46.24
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $202k 4.4k 46.16
Nuveen Muni Value Fund (NUV) 0.1 $192k 22k 8.70