Melone Private Wealth, LLC Top Holdings and 13F Report (2024) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $188.30 million in total holdings as of September 30, 2024.Melone Private Wealth, LLC owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.93% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 48 new stocks and bought additional shares in 29 stocks.Melone Private Wealth, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings WisdomTree U.S. MidCap Dividend Fund $17,459,855SPDR Dow Jones Industrial Average ETF Trust $14,304,176WisdomTree International Hedged Quality Dividend Growth Fund $13,877,255WisdomTree Bloomberg Floating Rate Treasury Fund $13,564,023SPDR Portfolio Aggregate Bond ETF $11,747,386 Largest New Holdings this Quarter Intel $241,896 HoldingTechnology Select Sector SPDR Fund $218,319 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 109,369 shares (about $5.49M)WisdomTree International Hedged Quality Dividend Growth Fund 14,217 shares (about $649.72K)SPDR Dow Jones Industrial Average ETF Trust 1,453 shares (about $614.80K)SPDR Portfolio Aggregate Bond ETF 23,451 shares (about $613.01K)VanEck Fallen Angel High Yield Bond ETF 15,574 shares (about $458.03K) Largest Sales this Quarter Berkshire Hathaway 1 shares (about $691.18K)Invesco Trust for Investment Grade Municipals 17,422 shares (about $183.98K)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 4,809 shares (about $126.33K)Vanguard S&P 500 ETF 233 shares (about $122.92K)Vanguard Total Bond Market ETF 898 shares (about $67.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMelone Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDONWisdomTree U.S. MidCap Dividend Fund$17,459,855$448,870 ▲2.6%341,4809.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$14,304,176$614,801 ▲4.5%33,8067.6%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$13,877,255$649,717 ▲4.9%303,6607.4%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$13,564,023$5,492,512 ▲68.0%270,0927.2%FinanceSPABSPDR Portfolio Aggregate Bond ETF$11,747,386$613,009 ▲5.5%449,4036.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,652,460$272,126 ▲2.6%128,4365.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$10,325,735$253,459 ▲2.5%124,0925.5%ManufacturingNZFNuveen Municipal Credit Income Fund$9,346,945$166,174 ▲1.8%713,5075.0%Financial ServicesDTDWisdomTree Total U.S. Dividend Fund$9,042,322$164,552 ▲1.9%117,9254.8%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$7,321,157$458,032 ▲6.7%248,9343.9%ManufacturingNMZNuveen Municipal High Income Opportunity Fund$6,164,333$96,568 ▲1.6%528,6733.3%Financial ServicesSPBOSPDR Portfolio Corporate Bond ETF$6,134,464$332,072 ▲5.7%204,2783.3%ETFNMCONuveen Municipal Credit Opportunities Fund$6,090,655$89,871 ▲1.5%521,9073.2%Financial ServicesSLYVSPDR S&P 600 Small CapValue ETF$5,689,814$234,066 ▲4.3%65,5363.0%ETFDESWisdomTree U.S. SmallCap Dividend Fund$4,767,213$24,557 ▼-0.5%138,2202.5%FinanceSPEMSPDR Portfolio Emerging Markets ETF$4,643,669$352,655 ▲8.2%112,4922.5%ETFMIYBlackRock MuniYield Michigan Quality Fund$4,545,735$21,726 ▲0.5%378,4962.4%FinanceIJRiShares Core S&P Small-Cap ETF$3,574,019$149,707 ▲4.4%30,5581.9%ETFNEANuveen AMT-Free Quality Municipal Income Fund$2,560,782$66,829 ▲2.7%213,9331.4%Financial ServicesHYDVanEck High Yield Muni ETF$2,496,745$2,441 ▼-0.1%47,0461.3%ETFBYMBlackRock Municipal Income Quality Trust$2,033,355$17,916 ▲0.9%168,8831.1%Financial ServicesMMUWestern Asset Managed Municipals Fund$1,829,163$11,100 ▲0.6%168,7421.0%FinanceVGMInvesco Trust for Investment Grade Municipals$1,812,610$183,976 ▼-9.2%171,6491.0%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$1,497,004$118 ▲0.0%25,2740.8%ManufacturingHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,467,943$126,333 ▼-7.9%55,8790.8%ETFBRK.ABerkshire Hathaway$1,382,360$691,180 ▼-33.3%20.7%FinanceNADNuveen Quality Municipal Income Fund$1,212,678$17,146 ▲1.4%97,9550.6%Financial ServicesVOOVanguard S&P 500 ETF$1,166,987$122,924 ▼-9.5%2,2120.6%ETFDHSWisdomTree U.S. High Dividend Fund$992,336$3,189 ▼-0.3%10,5790.5%FinanceNVGNuveen AMT-Free Municipal Credit Income Fund$977,632$11,716 ▲1.2%73,0120.5%Financial ServicesVOVanguard Mid-Cap ETF$933,736$3,958 ▲0.4%3,5390.5%ETFHBANHuntington Bancshares$730,5750.0%49,6990.4%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$706,248$1,755 ▲0.2%15,2900.4%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$688,181$25,433 ▼-3.6%20,8350.4%FinanceBRK.BBerkshire Hathaway$684,407$154,647 ▲29.2%1,4870.4%FinanceDUSADavis Select U.S. Equity ETF$643,1340.0%15,4300.3%ETFIUSGiShares Core S&P U.S. Growth ETF$610,240$29,417 ▼-4.6%4,6260.3%ManufacturingIJHiShares Core S&P Mid-Cap ETF$600,838$9,348 ▼-1.5%9,6410.3%ETFNOBLProShares S&P 500 Aristocrats ETF$589,7690.0%5,5240.3%ETFEPSWisdomTree U.S. LargeCap Fund$553,050$2,522 ▼-0.5%9,2110.3%FinanceVTIVanguard Total Stock Market ETF$548,687$53,510 ▼-8.9%1,9380.3%ETFVBVanguard Small-Cap ETF$460,454$1,186 ▲0.3%1,9410.2%ETFIUSViShares Core S&P U.S. Value ETF$448,029$8,116 ▼-1.8%4,6920.2%ManufacturingSRLNSPDR Blackstone Senior Loan ETF$305,604$15,159 ▼-4.7%7,3180.2%ETFINTCIntel$241,896$241,896 ▲New Holding10,3110.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$227,552$1,146 ▲0.5%3970.1%FinanceHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$221,484$3,476 ▲1.6%10,0040.1%FinanceXLKTechnology Select Sector SPDR Fund$218,319$218,319 ▲New Holding9670.1%ETFBNDVanguard Total Bond Market ETF$209,706$67,448 ▼-24.3%2,7920.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$222,600 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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