Melone Private Wealth, LLC Top Holdings and 13F Report (2025) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $195.43 million in total holdings as of June 30, 2025.Melone Private Wealth, LLC owns shares of 50 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.24% of the portfolio was purchased this quarter.About 3.01% 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 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree U.S. MidCap Dividend Fund $16,716,453WisdomTree Floating Rate Treasury Fund $14,988,686SPDR Portfolio Intermediate Term Treasury ETF $14,851,531WisdomTree International Hedged Quality Dividend Growth Fund $13,769,483SPDR Dow Jones Industrial Average ETF Trust $12,420,965 Largest New Holdings this Quarter 67066G104 - NVIDIA $243,141 Holding023135106 - Amazon.com $223,300 Holding Largest Purchases this Quarter Nuveen AMT-Free Quality Municipal Income Fund 115,720 shares (about $1.25M)Nuveen Quality Municipal Income Fund 52,898 shares (about $595.10K)Nuveen Municipal Credit Opportunities Fund 45,737 shares (about $486.64K)WisdomTree International Hedged Quality Dividend Growth Fund 9,779 shares (about $441.82K)WisdomTree U.S. MidCap Dividend Fund 7,741 shares (about $386.82K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 81,626 shares (about $4.11M)Western Asset Managed Municipals Fund 82,876 shares (about $819.64K)VanEck High Yield Muni ETF 12,094 shares (about $604.57K)BlackRock Municipal Income Quality Trust 10,881 shares (about $113.16K)First Trust Nasdaq Cybersecurity ETF 698 shares (about $52.06K) 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$16,716,453$386,818 ▲2.4%334,5308.6%FinanceUSFRWisdomTree Floating Rate Treasury Fund$14,988,686$4,105,785 ▼-21.5%297,9867.7%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$14,851,531$144,390 ▲1.0%517,4757.6%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$13,769,483$441,816 ▲3.3%304,7697.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$12,420,965$305,290 ▲2.5%28,3586.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$11,770,343$353,377 ▲3.1%124,1736.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$10,114,470$238,973 ▲2.4%121,2185.2%ManufacturingDTDWisdomTree U.S. Total Dividend Fund$9,873,965$199,500 ▲2.1%124,9715.1%FinanceNZFNuveen Municipal Credit Income Fund$9,241,730$144,149 ▲1.6%778,5794.7%Financial ServicesNMCONuveen Municipal Credit Opportunities Fund$6,341,254$486,641 ▲8.3%595,9833.2%Financial ServicesANGLVanEck Fallen Angel High Yield Bond ETF$6,098,508$80,716 ▲1.3%209,2113.1%ManufacturingNMZNuveen Municipal High Income Opportunity Fund$5,860,331$231,426 ▲4.1%567,8623.0%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$5,389,914$45,459 ▼-0.8%211,2862.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,252,691$187,104 ▲3.7%123,1872.7%ETFIJRiShares Core S&P Small-Cap ETF$5,234,592$216,352 ▲4.3%47,8092.7%ETFSPBOSPDR Portfolio Corporate Bond ETF$5,214,581$49,366 ▲1.0%179,2572.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$4,551,582$154,390 ▲3.5%56,8102.3%ETFDESWisdomTree U.S. SmallCap Dividend Fund$4,506,387$1,369 ▲0.0%141,5772.3%FinanceMIYBlackRock MuniYield Michigan Quality Fund$4,131,171$91,502 ▲2.3%377,6212.1%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$3,740,788$1,254,405 ▲50.5%345,0911.9%Financial ServicesNADNuveen Quality Municipal Income Fund$1,987,654$595,104 ▲42.7%176,6801.0%Financial ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$1,796,247$52,063 ▼-2.8%24,0820.9%ManufacturingVGMInv Vk Tr Inv$1,782,822$113,305 ▲6.8%188,0610.9%FinanceHYDVanEck High Yield Muni ETF$1,660,155$604,574 ▼-26.7%33,2100.8%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,633,588$99,714 ▲6.5%66,1370.8%ETFBRK.ABerkshire Hathaway$1,461,8800.0%20.7%FinanceBYMBlackRock Municipal Income Quality Trust$1,295,403$113,162 ▼-8.0%124,5580.7%Financial ServicesVOOVanguard S&P 500 ETF$1,232,558$31,182 ▼-2.5%2,1740.6%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$1,125,212$25,231 ▲2.3%95,0350.6%Financial ServicesDHSWisdomTree U.S. High Dividend Fund$1,012,537$1,914 ▲0.2%10,5810.5%FinanceVOVanguard Mid-Cap ETF$972,208$13,673 ▼-1.4%3,4840.5%ETFHBANHuntington Bancshares$825,0030.0%49,6990.4%FinanceMMUWestern Asset Managed Municipals Fund$767,242$819,639 ▼-51.7%77,5780.4%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$747,414$53,485 ▲7.7%16,2380.4%FinanceBRK.BBerkshire Hathaway$690,637$2,914 ▼-0.4%1,4220.4%FinanceIUSGiShares Core S&P U.S. Growth ETF$680,1420.0%4,5470.3%ManufacturingDUSADavis Select U.S. Equity ETF$670,3090.0%14,5120.3%ETFEPSWisdomTree U.S. LargeCap Fund$573,980$64 ▲0.0%9,0010.3%FinanceIJHiShares Core S&P Mid-Cap ETF$565,871$558 ▲0.1%9,1240.3%ETFVTIVanguard Total Stock Market ETF$545,653$41,553 ▼-7.1%1,7990.3%ETFNOBLProShares S&P 500 Aristocrats ETF$542,0440.0%5,4040.3%ETFVBVanguard Small-Cap ETF$463,9840.0%1,9550.2%ETFDFNLDavis Select Financial ETF$446,214$9,821 ▼-2.2%10,4500.2%ETFIUSViShares Core S&P U.S. Value ETF$411,376$21,855 ▼-5.0%4,3670.2%ManufacturingSPYSPDR S&P 500 ETF Trust$333,395$16,608 ▼-4.7%5420.2%FinanceNVDANVIDIA$243,141$243,141 ▲New Holding1,5410.1%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$234,360$4,156 ▲1.8%5,6390.1%ETFHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$234,172$3,619 ▲1.6%10,4820.1%FinanceAMZNAmazon.com$223,300$223,300 ▲New Holding1,0000.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$204,263$1,760 ▲0.9%2,7850.1%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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