Melone Private Wealth, LLC Top Holdings and 13F Report (2025) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $191.11 million in total holdings as of March 31, 2025.Melone Private Wealth, LLC owns shares of 48 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.34% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 51 new stocks and bought additional shares in 32 stocks.Melone Private Wealth, LLC sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $19,105,877WisdomTree U.S. MidCap Dividend Fund $16,182,574SPDR Portfolio Intermediate Term Treasury ETF $14,645,655WisdomTree International Hedged Quality Dividend Growth Fund $12,802,580SPDR Dow Jones Industrial Average ETF Trust $11,614,223 Largest New Holdings this Quarter 23908L108 - Davis Select Financial ETF $419,510 Holding Largest Purchases this Quarter Nuveen Municipal Credit Income Fund 37,759 shares (about $461.79K)iShares Core S&P Small-Cap ETF 4,272 shares (about $446.72K)Davis Select Financial ETF 10,680 shares (about $419.51K)SPDR Portfolio Intermediate Term Treasury ETF 13,493 shares (about $385.63K)Nuveen Municipal High Income Opportunity Fund 27,440 shares (about $299.37K) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 58,773 shares (about $2.96M)VanEck High Yield Muni ETF 1,407 shares (about $72.01K)SPDR Blackstone Senior Loan ETF 1,325 shares (about $54.50K)iShares Core S&P Mid-Cap ETF 538 shares (about $31.39K)Berkshire Hathaway 43 shares (about $22.90K) 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$19,105,877$2,958,046 ▼-13.4%379,61210.0%FinanceDONWisdomTree U.S. MidCap Dividend Fund$16,182,574$288,701 ▲1.8%326,7898.5%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$14,645,655$385,630 ▲2.7%512,4447.7%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$12,802,580$157,455 ▲1.2%294,9906.7%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$11,614,223$154,935 ▲1.4%27,6616.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$9,680,142$229,938 ▲2.4%120,4455.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$9,451,763$75,867 ▲0.8%118,3544.9%ManufacturingDTDWisdomTree Total U.S. Dividend Fund$9,422,239$145,359 ▲1.6%122,4464.9%FinanceNZFNuveen Municipal Credit Income Fund$9,373,497$461,792 ▲5.2%766,4354.9%Financial ServicesANGLVanEck Fallen Angel High Yield Bond ETF$5,957,924$38,182 ▲0.6%206,4423.1%ManufacturingNMZNuveen Municipal High Income Opportunity Fund$5,950,713$299,370 ▲5.3%545,4373.1%Financial ServicesNMCONuveen Municipal Credit Opportunities Fund$5,887,631$199,041 ▲3.5%550,2463.1%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$5,441,758$51,821 ▲1.0%213,0682.8%ETFSPBOSPDR Portfolio Corporate Bond ETF$5,154,570$36,084 ▲0.7%177,5602.7%ETFIJRiShares Core S&P Small-Cap ETF$4,792,765$446,724 ▲10.3%45,8332.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,677,119$179,488 ▲4.0%118,7992.4%ETFDESWisdomTree U.S. SmallCap Dividend Fund$4,523,432$12,464 ▲0.3%141,5342.4%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$4,302,843$83,261 ▲2.0%54,8832.3%ETFMIYBlackRock MuniYield Michigan Quality Fund$4,202,139$21,520 ▲0.5%369,2572.2%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$2,568,959$132,978 ▲5.5%229,3711.3%Financial ServicesHYDVanEck High Yield Muni ETF$2,318,668$72,011 ▼-3.0%45,3041.2%ETFVGMInvesco Trust for Investment Grade Municipals$1,754,042$17,689 ▲1.0%176,1090.9%FinanceMMUWestern Asset Managed Municipals Fund$1,651,071$10,558 ▲0.6%160,4540.9%FinanceBRK.ABerkshire Hathaway$1,596,8830.0%20.8%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,566,166$140,879 ▲9.9%62,1000.8%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$1,561,115$63 ▲0.0%24,7800.8%ManufacturingBYMBlackRock Municipal Income Quality Trust$1,460,032$4,140 ▲0.3%135,4390.8%Financial ServicesNADNuveen Quality Municipal Income Fund$1,425,963$144,898 ▲11.3%123,7820.7%Financial ServicesNVGNuveen AMT-Free Municipal Credit Income Fund$1,150,148$231,703 ▲25.2%92,9040.6%Financial ServicesVOOVanguard S&P 500 ETF$1,145,487$3,597 ▲0.3%2,2290.6%ETFDHSWisdomTree U.S. High Dividend Fund$1,047,276$1,190 ▲0.1%10,5610.5%FinanceVOVanguard Mid-Cap ETF$913,800$3,880 ▼-0.4%3,5330.5%ETFBRK.BBerkshire Hathaway$760,524$22,901 ▼-2.9%1,4280.4%FinanceHBANHuntington Bancshares$745,9820.0%49,6990.4%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$679,861$5,682 ▲0.8%15,0760.4%FinanceDUSADavis Select U.S. Equity ETF$614,1480.0%14,5120.3%ETFIUSGiShares Core S&P U.S. Growth ETF$577,775$10,038 ▼-1.7%4,5470.3%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$552,149$8,276 ▼-1.5%5,4040.3%ETFEPSWisdomTree U.S. LargeCap Fund$533,519$10,018 ▼-1.8%9,0000.3%FinanceVTIVanguard Total Stock Market ETF$532,089$550 ▼-0.1%1,9360.3%ETFIJHiShares Core S&P Mid-Cap ETF$531,888$31,394 ▼-5.6%9,1150.3%ETFVBVanguard Small-Cap ETF$433,452$1,330 ▲0.3%1,9550.2%ETFIUSViShares Core S&P U.S. Value ETF$424,462$9,322 ▼-2.1%4,5990.2%ManufacturingDFNLDavis Select Financial ETF$419,510$419,510 ▲New Holding10,6800.2%ETFSPYSPDR S&P 500 ETF Trust$318,293$95,656 ▲43.0%5690.2%FinanceSRLNSPDR Blackstone Senior Loan ETF$227,839$54,502 ▼-19.3%5,5390.1%ETFHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$225,914$3,393 ▲1.5%10,3200.1%FinanceBNDVanguard Total Bond Market ETF$202,797$4,480 ▼-2.2%2,7610.1%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$0$631,857 ▼-100.0%00.0%FinanceXLKTechnology Select Sector SPDR Fund$0$224,966 ▼-100.0%00.0%ETFAMZNAmazon.com$0$212,808 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$206,963 ▼-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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