Melone Private Wealth, LLC Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $166.58 million in total holdings as of March 31, 2024.Melone Private Wealth, LLC owns shares of 48 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.30% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 48 new stocks and bought additional shares in 26 stocks.Melone Private Wealth, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings WisdomTree U.S. MidCap Dividend Fund $16,022,436WisdomTree International Hedged Quality Dividend Growth Fund $13,103,639SPDR Dow Jones Industrial Average ETF Trust $12,756,591SPDR Portfolio Aggregate Bond ETF $10,764,908WisdomTree U.S. Quality Dividend Growth Fund $9,140,619 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $205,140 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 33,712 shares (about $1.70M)iShares Core S&P Mid-Cap ETF 8,008 shares (about $486.42K)Nuveen Municipal High Income Opportunity Fund 45,033 shares (about $475.55K)Nuveen Municipal Credit Income Fund 18,635 shares (about $228.09K)SPDR S&P 500 ETF Trust 392 shares (about $205.14K) Largest Sales this Quarter SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 6,713 shares (about $172.46K)SPDR Portfolio Aggregate Bond ETF 5,301 shares (about $134.01K)BlackRock MuniYield Michigan Quality Fund 9,294 shares (about $106.97K)Vanguard Total Bond Market ETF 1,305 shares (about $94.78K)WisdomTree U.S. Total Dividend Fund 1,271 shares (about $89.89K) 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$16,022,436$72,765 ▲0.5%328,5319.6%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$13,103,639$126,519 ▲1.0%285,2347.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$12,756,591$65,233 ▲0.5%32,0717.7%FinanceSPABSPDR Portfolio Aggregate Bond ETF$10,764,908$134,009 ▼-1.2%425,8276.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$9,140,619$61,638 ▲0.7%119,9715.5%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$9,083,885$77,978 ▲0.9%124,1825.5%ETFNZFNuveen Municipal Credit Income Fund$8,418,159$228,092 ▲2.8%687,7585.1%Financial ServicesDTDWisdomTree U.S. Total Dividend Fund$8,134,427$89,885 ▼-1.1%115,0234.9%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$6,868,793$1,695,372 ▲32.8%136,5844.1%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$6,727,338$15,932 ▲0.2%231,8174.0%ManufacturingSPBOSPDR Portfolio Corporate Bond ETF$5,598,227$16,767 ▼-0.3%192,3133.4%ETFNMZNuveen Municipal High Income Opportunity Fund$5,374,522$475,548 ▲9.7%508,9513.2%Financial ServicesNMCONuveen Municipal Credit Opportunities Fund$5,338,536$43,369 ▲0.8%505,0653.2%Financial ServicesSLYVSPDR S&P 600 Small CapValue ETF$5,156,942$12,114 ▼-0.2%62,1543.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$4,485,349$78,072 ▼-1.7%137,2512.7%FinanceMIYBlackRock MuniYield Michigan Quality Fund$4,290,983$106,974 ▼-2.4%372,8052.6%FinanceSPEMSPDR Portfolio Emerging Markets ETF$3,699,321$96,917 ▲2.7%102,2192.2%ETFIJRiShares Core S&P Small-Cap ETF$3,063,276$73,606 ▲2.5%27,7171.8%ETFHYDVanEck High Yield Muni ETF$2,487,064$77,032 ▼-3.0%47,5901.5%ETFNEANuveen AMT-Free Quality Municipal Income Fund$2,256,687$17,114 ▲0.8%203,8561.4%Financial ServicesHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,030,148$172,457 ▼-7.8%79,0251.2%ETFBYMBlackRock Municipal Income Quality Trust$1,916,779$17,145 ▲0.9%165,2401.2%Financial ServicesBRK.ABerkshire Hathaway$1,903,3200.0%31.1%FinanceVGMInvesco Trust for Investment Grade Municipals$1,842,312$17,363 ▲1.0%186,8471.1%FinanceMMUWestern Asset Managed Municipals Fund$1,734,223$11,788 ▲0.7%165,9541.0%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$1,440,926$4,398 ▲0.3%25,5530.9%ManufacturingVOOVanguard S&P 500 ETF$1,175,235$2,884 ▲0.2%2,4450.7%ETFNADNuveen Quality Municipal Income Fund$1,060,268$7,919 ▲0.8%92,5190.6%Financial ServicesDHSWisdomTree U.S. High Dividend Fund$913,317$52,430 ▼-5.4%10,5390.5%FinanceVOVanguard Mid-Cap ETF$880,453$1,999 ▲0.2%3,5240.5%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$865,302$7,290 ▲0.8%71,2180.5%Financial ServicesHBANHuntington Bancshares$693,3010.0%49,6990.4%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$684,386$12,550 ▲1.9%15,1050.4%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$646,102$81,753 ▼-11.2%21,9310.4%FinanceDUSADavis Select U.S. Equity ETF$622,9210.0%15,4300.4%ETFIJHiShares Core S&P Mid-Cap ETF$611,848$486,417 ▲387.8%10,0730.4%ETFIUSGiShares Core S&P U.S. Growth ETF$568,333$12,189 ▼-2.1%4,8490.3%ManufacturingNOBLProShares S&P 500 Aristocrats ETF$560,144$21,092 ▼-3.6%5,5240.3%ETFVTIVanguard Total Stock Market ETF$552,712$22,867 ▼-4.0%2,1270.3%ETFEPSWisdomTree U.S. LargeCap Fund$511,352$46,592 ▼-8.4%9,2300.3%FinanceBRK.BBerkshire Hathaway$484,0190.0%1,1510.3%FinanceVBVanguard Small-Cap ETF$442,617$686 ▲0.2%1,9360.3%ETFIUSViShares Core S&P U.S. Value ETF$438,508$7,687 ▼-1.7%4,8490.3%ManufacturingSRLNSPDR Blackstone Senior Loan ETF$317,851$3,664 ▲1.2%7,5480.2%ETFBNDVanguard Total Bond Market ETF$266,472$94,779 ▼-26.2%3,6690.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$222,746$51,199 ▼-18.7%2,7670.1%ETFHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$213,693$3,040 ▲1.4%9,7000.1%FinanceSPYSPDR S&P 500 ETF Trust$205,140$205,140 ▲New Holding3920.1%FinanceITEQAmplify BlueStar Israel Technology ETF$0$210,987 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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