Melone Private Wealth

Melone Private Wealth as of Sept. 30, 2024

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 49 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Midcap Divid (DON) 9.3 $18M 342k 51.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.6 $14M 34k 423.13
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.4 $14M 304k 45.70
Wisdomtree Tr Floatng Rat Trea (USFR) 7.2 $14M 270k 50.22
Spdr Ser Tr Portfolio Agrgte (SPAB) 6.2 $12M 449k 26.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.7 $11M 128k 82.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.5 $10M 124k 83.21
Nuveen Municipal Credit Com Sh Ben Int (NZF) 5.0 $9.3M 714k 13.10
Wisdomtree Tr Us Total Dividnd (DTD) 4.8 $9.0M 118k 76.68
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.9 $7.3M 249k 29.41
Nuveen Mun High Income Opp F (NMZ) 3.3 $6.2M 529k 11.66
Spdr Ser Tr Portfolio Crport (SPBO) 3.3 $6.1M 204k 30.03
Nuveen (NMCO) 3.2 $6.1M 522k 11.67
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.0 $5.7M 66k 86.82
Wisdomtree Tr Us Smallcap Divd (DES) 2.5 $4.8M 138k 34.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $4.6M 113k 41.28
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.4 $4.5M 379k 12.01
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $3.6M 31k 116.96
Nuveen Insured Tax-Free Adv Munici (NEA) 1.4 $2.6M 214k 11.97
Vaneck Etf Trust High Yld Munietf (HYD) 1.3 $2.5M 47k 53.07
BlackRock Insured Municipal Income Trust (BYM) 1.1 $2.0M 169k 12.04
Western Asset Managed Municipals Fnd (MMU) 1.0 $1.8M 169k 10.84
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 1.0 $1.8M 172k 10.56
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.5M 25k 59.23
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $1.5M 56k 26.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 2.00 691180.00
Nuveen Div. Advantage Muni. Fund (NAD) 0.6 $1.2M 98k 12.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.2M 2.2k 527.57
Wisdomtree Tr Us High Dividend (DHS) 0.5 $992k 11k 93.80
Nuveen Insd Dividend Advantage (NVG) 0.5 $978k 73k 13.39
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $934k 3.5k 263.84
Huntington Bancshares Incorporated (HBAN) 0.4 $731k 50k 14.70
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.4 $706k 15k 46.19
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $688k 21k 33.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $684k 1.5k 460.26
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $643k 15k 41.68
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $610k 4.6k 131.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $601k 9.6k 62.32
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $590k 5.5k 106.76
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $553k 9.2k 60.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $549k 1.9k 283.12
Vanguard Index Fds Small Cp Etf (VB) 0.2 $461k 1.9k 237.23
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $448k 4.7k 95.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $306k 7.3k 41.76
Intel Corporation (INTC) 0.1 $242k 10k 23.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $228k 397.00 573.18
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $222k 10k 22.14
Select Sector Spdr Tr Technology (XLK) 0.1 $218k 967.00 225.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $210k 2.8k 75.11