Melone Private Wealth

Melone Private Wealth as of Dec. 31, 2024

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 11.4 $22M 438k 50.32
Wisdomtree Tr Us Midcap Divid (DON) 8.5 $16M 321k 50.97
Spdr Ser Tr Portfli Intrmdit (SPTI) 7.2 $14M 499k 27.88
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.6 $13M 291k 43.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 6.0 $12M 27k 425.51
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.4 $10M 118k 87.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.9 $9.5M 117k 80.93
Wisdomtree Tr Us Total Dividnd (DTD) 4.7 $9.1M 121k 75.86
Nuveen Municipal Credit Com Sh Ben Int (NZF) 4.6 $8.9M 729k 12.17
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.0 $5.9M 205k 28.67
Nuveen (NMCO) 2.9 $5.6M 532k 10.61
Nuveen Mun High Income Opp F (NMZ) 2.9 $5.6M 518k 10.81
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.7 $5.3M 211k 24.99
Spdr Ser Tr Portfolio Crport (SPBO) 2.6 $5.0M 176k 28.64
Wisdomtree Tr Us Smallcap Divd (DES) 2.5 $4.8M 141k 34.35
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.8M 42k 115.22
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.4 $4.7M 54k 87.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $4.4M 114k 38.37
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.1 $4.1M 367k 11.18
Nuveen Insured Tax-Free Adv Munici (NEA) 1.3 $2.5M 218k 11.28
Vaneck Etf Trust High Yld Munietf (HYD) 1.3 $2.4M 47k 51.91
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.9 $1.8M 174k 10.10
Western Asset Managed Municipals Fnd (MMU) 0.8 $1.6M 159k 10.20
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.6M 25k 63.45
BlackRock Insured Municipal Income Trust (BYM) 0.8 $1.5M 135k 10.85
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $1.4M 57k 25.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 2.00 680920.00
Nuveen Div. Advantage Muni. Fund (NAD) 0.7 $1.3M 111k 11.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.2M 2.2k 538.81
Wisdomtree Tr Us High Dividend (DHS) 0.5 $985k 11k 93.36
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $937k 3.5k 264.10
Nuveen Insd Dividend Advantage (NVG) 0.5 $910k 74k 12.26
Huntington Bancshares Incorporated (HBAN) 0.4 $809k 50k 16.27
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.3 $675k 15k 45.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $667k 1.5k 453.28
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $645k 4.6k 139.36
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $632k 21k 30.48
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $611k 15k 42.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $602k 9.7k 62.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $562k 1.9k 289.79
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $561k 9.2k 61.18
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $546k 5.5k 99.56
Vanguard Index Fds Small Cp Etf (VB) 0.2 $468k 1.9k 240.34
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $435k 4.7k 92.59
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $286k 6.9k 41.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $233k 398.00 585.72
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $226k 10k 22.24
Select Sector Spdr Tr Technology (XLK) 0.1 $225k 968.00 232.40
Amazon (AMZN) 0.1 $213k 970.00 219.39
NVIDIA Corporation (NVDA) 0.1 $207k 1.5k 134.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $203k 2.8k 71.91