Melone Private Wealth

Melone Private Wealth as of March 31, 2025

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 10.0 $19M 380k 50.33
Wisdomtree Tr Us Midcap Divid (DON) 8.5 $16M 327k 49.52
Spdr Ser Tr Portfli Intrmdit (SPTI) 7.7 $15M 512k 28.58
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 6.7 $13M 295k 43.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 6.1 $12M 28k 419.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.1 $9.7M 120k 80.37
Wisdomtree Tr Us Qtly Div Grt (DGRW) 4.9 $9.5M 118k 79.86
Wisdomtree Tr Us Total Dividnd (DTD) 4.9 $9.4M 122k 76.95
Nuveen Municipal Credit Com Sh Ben Int (NZF) 4.9 $9.4M 766k 12.23
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.1 $6.0M 206k 28.86
Nuveen Mun High Income Opp F (NMZ) 3.1 $6.0M 545k 10.91
Nuveen (NMCO) 3.1 $5.9M 550k 10.70
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.8 $5.4M 213k 25.54
Spdr Ser Tr Portfolio Crport (SPBO) 2.7 $5.2M 178k 29.03
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.8M 46k 104.57
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.4 $4.7M 119k 39.37
Wisdomtree Tr Us Smallcap Divd (DES) 2.4 $4.5M 142k 31.96
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.3 $4.3M 55k 78.40
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.2 $4.2M 369k 11.38
Nuveen Insured Tax-Free Adv Munici (NEA) 1.3 $2.6M 229k 11.20
Vaneck Etf Trust High Yld Munietf (HYD) 1.2 $2.3M 45k 51.18
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.9 $1.8M 176k 9.96
Western Asset Managed Municipals Fnd (MMU) 0.9 $1.7M 161k 10.29
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $1.6M 2.00 798441.50
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $1.6M 62k 25.22
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.6M 25k 63.00
BlackRock Insured Municipal Income Trust (BYM) 0.8 $1.5M 135k 10.78
Nuveen Div. Advantage Muni. Fund (NAD) 0.7 $1.4M 124k 11.52
Nuveen Insd Dividend Advantage (NVG) 0.6 $1.2M 93k 12.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.1M 2.2k 513.90
Wisdomtree Tr Us High Dividend (DHS) 0.5 $1.0M 11k 99.16
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $914k 3.5k 258.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $761k 1.4k 532.58
Huntington Bancshares Incorporated (HBAN) 0.4 $746k 50k 15.01
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.4 $680k 15k 45.10
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $614k 15k 42.32
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $578k 4.5k 127.07
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $552k 5.4k 102.17
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $534k 9.0k 59.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $532k 1.9k 274.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $532k 9.1k 58.35
Vanguard Index Fds Small Cp Etf (VB) 0.2 $434k 2.0k 221.71
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $425k 4.6k 92.29
Davis Fundamental Etf Tr Select Finl (DFNL) 0.2 $420k 11k 39.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $318k 569.00 559.39
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $228k 5.5k 41.13
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $226k 10k 21.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $203k 2.8k 73.45