Melone Private Wealth, LLC Top Holdings and 13F Report (2025) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $192.97 million in total holdings as of December 31, 2024.Melone Private Wealth, LLC owns shares of 51 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 12.95% of the portfolio was purchased this quarter.About 8.28% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 49 new stocks and bought additional shares in 21 stocks.Melone Private Wealth, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $22,059,514WisdomTree U.S. MidCap Dividend Fund $16,359,304SPDR Portfolio Intermediate Term Treasury ETF $13,910,749WisdomTree International Hedged Quality Dividend Growth Fund $12,665,492SPDR Dow Jones Industrial Average ETF Trust $11,612,957 Largest New Holdings this Quarter SPDR Portfolio Intermediate Term Treasury ETF $13,910,749 HoldingAmazon.com $212,808 HoldingNVIDIA $206,963 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Treasury ETF 498,951 shares (about $13.91M)WisdomTree Bloomberg Floating Rate Treasury Fund 168,293 shares (about $8.47M)iShares Core S&P Small-Cap ETF 11,003 shares (about $1.27M)Amazon.com 970 shares (about $212.81K)NVIDIA 1,541 shares (about $206.96K) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 238,364 shares (about $5.96M)SPDR Dow Jones Industrial Average ETF Trust 6,514 shares (about $2.77M)VanEck Fallen Angel High Yield Bond ETF 43,815 shares (about $1.26M)WisdomTree U.S. MidCap Dividend Fund 20,521 shares (about $1.05M)SPDR S&P 600 Small CapValue ETF 11,715 shares (about $1.02M) 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 PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$22,059,514$8,468,496 ▲62.3%438,38511.4%FinanceDONWisdomTree U.S. MidCap Dividend Fund$16,359,304$1,045,957 ▼-6.0%320,9598.5%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$13,910,749$13,910,749 ▲New Holding498,9517.2%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$12,665,492$534,593 ▼-4.0%291,3626.6%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$11,612,957$2,771,757 ▼-19.3%27,2926.0%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$10,335,619$953,889 ▼-8.4%117,5845.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$9,501,486$541,259 ▼-5.4%117,4044.9%ManufacturingDTDWisdomTree Total U.S. Dividend Fund$9,145,733$199,670 ▲2.2%120,5574.7%FinanceNZFNuveen Municipal Credit Income Fund$8,867,983$184,607 ▲2.1%728,6764.6%Financial ServicesANGLVanEck Fallen Angel High Yield Bond ETF$5,880,751$1,256,174 ▼-17.6%205,1193.0%ManufacturingNMCONuveen Municipal Credit Opportunities Fund$5,640,747$103,310 ▲1.9%531,6442.9%Financial ServicesNMZNuveen Municipal High Income Opportunity Fund$5,599,544$115,407 ▼-2.0%517,9972.9%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$5,273,854$5,956,704 ▼-53.0%211,0392.7%ETFSPBOSPDR Portfolio Corporate Bond ETF$5,049,717$800,803 ▼-13.7%176,3172.6%ETFDESWisdomTree U.S. SmallCap Dividend Fund$4,848,290$100,439 ▲2.1%141,1442.5%FinanceIJRiShares Core S&P Small-Cap ETF$4,788,665$1,267,767 ▲36.0%41,5612.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$4,695,884$1,022,134 ▼-17.9%53,8212.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,383,381$67,071 ▲1.6%114,2402.3%ETFMIYBlackRock MuniYield Michigan Quality Fund$4,107,147$124,433 ▼-2.9%367,3662.1%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$2,453,375$40,213 ▲1.7%217,4981.3%Financial ServicesHYDVanEck High Yield Muni ETF$2,424,791$17,390 ▼-0.7%46,7111.3%ETFVGMInvesco Trust for Investment Grade Municipals$1,760,761$27,108 ▲1.6%174,3330.9%FinanceMMUWestern Asset Managed Municipals Fund$1,626,168$95,003 ▼-5.5%159,4280.8%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$1,572,213$31,407 ▼-2.0%24,7790.8%ManufacturingBYMBlackRock Municipal Income Quality Trust$1,465,347$367,034 ▼-20.0%135,0550.8%Financial ServicesHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,445,627$16,243 ▲1.1%56,5140.7%ETFBRK.ABerkshire Hathaway$1,361,8400.0%20.7%FinanceNADNuveen Quality Municipal Income Fund$1,296,635$154,483 ▲13.5%111,2040.7%Financial ServicesVOOVanguard S&P 500 ETF$1,197,225$5,388 ▲0.5%2,2220.6%ETFDHSWisdomTree U.S. High Dividend Fund$984,819$2,801 ▼-0.3%10,5490.5%FinanceVOVanguard Mid-Cap ETF$937,037$2,377 ▲0.3%3,5480.5%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$909,544$14,418 ▲1.6%74,1880.5%Financial ServicesHBANHuntington Bancshares$808,6030.0%49,6990.4%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$674,759$15,346 ▼-2.2%14,9500.3%FinanceBRK.BBerkshire Hathaway$666,775$7,252 ▼-1.1%1,4710.3%FinanceIUSGiShares Core S&P U.S. Growth ETF$644,6870.0%4,6260.3%ManufacturingXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$631,857$3,200 ▼-0.5%20,7300.3%FinanceDUSADavis Select U.S. Equity ETF$611,100$38,657 ▼-5.9%14,5120.3%ETFIJHiShares Core S&P Mid-Cap ETF$601,472$748 ▲0.1%9,6530.3%ETFVTIVanguard Total Stock Market ETF$561,6220.0%1,9380.3%ETFEPSWisdomTree U.S. LargeCap Fund$560,975$2,570 ▼-0.5%9,1690.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$546,063$3,883 ▼-0.7%5,4850.3%ETFVBVanguard Small-Cap ETF$468,413$1,923 ▲0.4%1,9490.2%ETFIUSViShares Core S&P U.S. Value ETF$435,153$741 ▲0.2%4,7000.2%ManufacturingSRLNSPDR Blackstone Senior Loan ETF$286,415$18,944 ▼-6.2%6,8640.1%ETFSPYSPDR S&P 500 ETF Trust$233,118$586 ▲0.3%3980.1%FinanceHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$226,064$3,581 ▲1.6%10,1650.1%FinanceXLKTechnology Select Sector SPDR Fund$224,966$232 ▲0.1%9680.1%ETFAMZNAmazon.com$212,808$212,808 ▲New Holding9700.1%Retail/WholesaleNVDANVIDIA$206,963$206,963 ▲New Holding1,5410.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$202,919$2,157 ▲1.1%2,8220.1%ETFINTCIntel$0$241,896 ▼-100.0%00.0%Computer and TechnologyShowing 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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