Melone Private Wealth

Melone Private Wealth as of March 31, 2024

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 48 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Midcap Divid (DON) 9.6 $16M 329k 48.77
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.9 $13M 285k 45.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.7 $13M 32k 397.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 6.5 $11M 426k 25.28
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.5 $9.1M 120k 76.19
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.5 $9.1M 124k 73.15
Nuveen Municipal Credit Com Sh Ben Int (NZF) 5.1 $8.4M 688k 12.24
Wisdomtree Tr Us Total Dividnd (DTD) 4.9 $8.1M 115k 70.72
Wisdomtree Tr Floatng Rat Trea (USFR) 4.1 $6.9M 137k 50.29
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.0 $6.7M 232k 29.02
Spdr Ser Tr Portfolio Crport (SPBO) 3.4 $5.6M 192k 29.11
Nuveen Mun High Income Opp F (NMZ) 3.2 $5.4M 509k 10.56
Nuveen (NMCO) 3.2 $5.3M 505k 10.57
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.1 $5.2M 62k 82.97
Wisdomtree Tr Us Smallcap Divd (DES) 2.7 $4.5M 137k 32.68
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.6 $4.3M 373k 11.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.2 $3.7M 102k 36.19
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $3.1M 28k 110.52
Vaneck Etf Trust High Yld Munietf (HYD) 1.5 $2.5M 48k 52.26
Nuveen Insured Tax-Free Adv Munici (NEA) 1.4 $2.3M 204k 11.07
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $2.0M 79k 25.69
BlackRock Insured Municipal Income Trust (BYM) 1.2 $1.9M 165k 11.60
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $1.9M 3.00 634440.00
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.1 $1.8M 187k 9.86
Western Asset Managed Municipals Fnd (MMU) 1.0 $1.7M 166k 10.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.4M 26k 56.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.2M 2.4k 480.67
Nuveen Div. Advantage Muni. Fund (NAD) 0.6 $1.1M 93k 11.46
Wisdomtree Tr Us High Dividend (DHS) 0.5 $913k 11k 86.66
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $881k 3.5k 249.84
Nuveen Insd Dividend Advantage (NVG) 0.5 $865k 71k 12.15
Huntington Bancshares Incorporated (HBAN) 0.4 $693k 50k 13.95
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.4 $684k 15k 45.31
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $646k 22k 29.46
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.4 $623k 15k 40.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $612k 10k 60.74
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $568k 4.8k 117.21
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $560k 5.5k 101.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $553k 2.1k 259.86
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $511k 9.2k 55.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $484k 1.2k 420.52
Vanguard Index Fds Small Cp Etf (VB) 0.3 $443k 1.9k 228.62
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $439k 4.8k 90.43
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $318k 7.5k 42.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $267k 3.7k 72.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $223k 2.8k 80.50
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $214k 9.7k 22.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $205k 392.00 523.32