Melone Private Wealth

Melone Private Wealth as of June 30, 2025

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 50 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Midcap Divid (DON) 8.6 $17M 335k 49.97
Wisdomtree Tr Floatng Rat Trea (USFR) 7.7 $15M 298k 50.30
Spdr Series Trust Portfli Intrmdit (SPTI) 7.6 $15M 518k 28.70
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.0 $14M 305k 45.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 6.4 $12M 28k 438.01
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 6.0 $12M 124k 94.79
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.2 $10M 121k 83.44
Wisdomtree Tr Us Total Dividnd (DTD) 5.1 $9.9M 125k 79.01
Nuveen Municipal Credit Com Sh Ben Int (NZF) 4.7 $9.2M 779k 11.87
Nuveen (NMCO) 3.2 $6.3M 596k 10.64
Vaneck Etf Trust Fallen Angel Hg (ANGL) 3.1 $6.1M 209k 29.15
Nuveen Mun High Income Opp F (NMZ) 3.0 $5.9M 568k 10.32
Spdr Series Trust Portfolio Agrgte (SPAB) 2.8 $5.4M 211k 25.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.7 $5.3M 123k 42.64
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $5.2M 48k 109.49
Spdr Series Trust Portfolio Crport (SPBO) 2.7 $5.2M 179k 29.09
Spdr Series Trust S&p 600 Smcp Val (SLYV) 2.3 $4.6M 57k 80.12
Wisdomtree Tr Us Smallcap Divd (DES) 2.3 $4.5M 142k 31.83
BlackRock MuniYield Michigan Insured Fnd (MIY) 2.1 $4.1M 378k 10.94
Nuveen Insured Tax-Free Adv Munici (NEA) 1.9 $3.7M 345k 10.84
Nuveen Div. Advantage Muni. Fund (NAD) 1.0 $2.0M 177k 11.25
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.8M 24k 74.59
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.9 $1.8M 188k 9.48
Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $1.7M 33k 49.99
Spdr Series Trust Nuveen Ice High (HYMB) 0.8 $1.6M 66k 24.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 730940.00
BlackRock Insured Municipal Income Trust (BYM) 0.7 $1.3M 125k 10.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.2M 2.2k 566.95
Nuveen Insd Dividend Advantage (NVG) 0.6 $1.1M 95k 11.84
Wisdomtree Tr Us High Dividend (DHS) 0.5 $1.0M 11k 95.69
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $972k 3.5k 279.05
Huntington Bancshares Incorporated (HBAN) 0.4 $825k 50k 16.60
Western Asset Managed Municipals Fnd (MMU) 0.4 $767k 78k 9.89
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.4 $747k 16k 46.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $691k 1.4k 485.68
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $680k 4.5k 149.58
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $670k 15k 46.19
Wisdomtree Tr Us Largecap Fund (EPS) 0.3 $574k 9.0k 63.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $566k 9.1k 62.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $546k 1.8k 303.31
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $542k 5.4k 100.30
Vanguard Index Fds Small Cp Etf (VB) 0.2 $464k 2.0k 237.33
Davis Fundamental Etf Tr Select Finl (DFNL) 0.2 $446k 11k 42.70
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $411k 4.4k 94.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $333k 542.00 615.12
NVIDIA Corporation (NVDA) 0.1 $243k 1.5k 157.78
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $234k 5.6k 41.56
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $234k 11k 22.34
Amazon (AMZN) 0.1 $223k 1.0k 223.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $204k 2.8k 73.34