Melone Private Wealth, LLC Top Holdings and 13F Report (2025) About Melone Private Wealth, LLCInvestment ActivityMelone Private Wealth, LLC has $220.74 million in total holdings as of September 30, 2025.Melone Private Wealth, LLC owns shares of 56 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Melone Private Wealth, LLC has purchased 50 new stocks and bought additional shares in 34 stocks.Melone Private Wealth, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree U.S. MidCap Dividend Fund $18,199,735WisdomTree Floating Rate Treasury Fund $16,738,515WisdomTree International Hedged Quality Dividend Growth Fund $15,900,106SPDR Portfolio Intermediate Term Treasury ETF $14,944,585SPDR Dow Jones Industrial Average ETF Trust $14,467,989 Largest New Holdings this Quarter 14020G101 - Capital Group Growth ETF $636,840 Holding025072505 - American Century Diversified Municipal Bond ETF $445,826 Holding14020Y201 - Capital Group Municipal Income ETF $442,068 Holding81369Y886 - Utilities Select Sector SPDR Fund $399,738 Holding458140100 - Intel $251,625 Holding Largest Purchases this Quarter WisdomTree International Hedged Quality Dividend Growth Fund 40,285 shares (about $1.86M)WisdomTree Floating Rate Treasury Fund 34,986 shares (about $1.76M)WisdomTree U.S. Total Dividend Fund 17,670 shares (about $1.48M)SPDR Dow Jones Industrial Average ETF Trust 2,840 shares (about $1.32M)iShares Core S&P Small-Cap ETF 10,992 shares (about $1.31M) Largest Sales this Quarter BlackRock MuniYield Michigan Quality Fund 70,620 shares (about $796.59K)SPDR Portfolio Aggregate Bond ETF 8,106 shares (about $209.54K)iShares Core S&P U.S. Growth ETF 714 shares (about $117.48K)Vanguard Total Stock Market ETF 328 shares (about $107.65K)iShares Core S&P U.S. Value ETF 562 shares (about $56.17K) 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$18,199,735$703,802 ▲4.0%347,9878.2%FinanceUSFRWisdomTree Floating Rate Treasury Fund$16,738,515$1,758,748 ▲11.7%332,9727.6%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$15,900,106$1,856,335 ▲13.2%345,0547.2%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$14,944,585$10,433 ▼-0.1%517,1146.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$14,467,989$1,317,042 ▲10.0%31,1986.6%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$13,265,840$288,551 ▲2.2%126,9346.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$12,012,797$1,229,249 ▲11.4%135,0365.4%ManufacturingDTDWisdomTree U.S. Total Dividend Fund$11,981,883$1,484,285 ▲14.1%142,6415.4%FinanceNZFNuveen Municipal Credit Income Fund$10,168,186$389,234 ▲4.0%809,5694.6%Financial ServicesIJRiShares Core S&P Small-Cap ETF$6,987,317$1,306,178 ▲23.0%58,8013.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,876,029$1,109,633 ▲19.2%146,8923.1%ETFNMCONuveen Municipal Credit Opportunities Fund$6,810,120$337,746 ▲5.2%627,0833.1%Financial ServicesNMZNuveen Municipal High Income Opportunity Fund$6,288,965$275,308 ▲4.6%593,8592.8%Financial ServicesANGLVanEck Fallen Angel High Yield Bond ETF$6,281,987$62,136 ▲1.0%211,3012.8%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$5,345,235$576,937 ▲12.1%158,7072.4%FinanceSPBOSPDR Portfolio Corporate Bond ETF$5,266,718$44,652 ▼-0.8%177,7502.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$5,252,206$209,540 ▼-3.8%203,1802.4%ETFSLYVSPDR S&P 600 Small Cap Value ETF$5,212,141$175,969 ▲3.5%58,7952.4%ETFNEANuveen AMT-Free Quality Municipal Income Fund$4,908,301$977,717 ▲24.9%430,9312.2%Financial ServicesMIYBlackRock MuniYield Michigan Quality Fund$3,462,974$796,594 ▼-18.7%307,0011.6%FinanceNADNuveen Quality Municipal Income Fund$2,758,035$692,645 ▲33.5%235,9311.2%Financial ServicesVGMInv Vk Tr Inv$1,946,175$43,000 ▲2.3%192,3100.9%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,905,148$256,355 ▲15.5%76,4200.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$1,831,558$1,064 ▲0.1%24,0960.8%ManufacturingHYDVanEck High Yield Muni ETF$1,707,601$17,204 ▲1.0%33,5480.8%ETFBRK.ABerkshire Hathaway$1,508,4000.0%20.7%FinanceBYMBlackRock Municipal Income Quality Trust$1,369,007$5,092 ▲0.4%125,0230.6%Financial ServicesVOOVanguard S&P 500 ETF$1,322,125$9,186 ▼-0.7%2,1590.6%ETFDUSADavis Select U.S. Equity ETF$1,225,053$529,922 ▲76.2%25,5750.6%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$1,197,519$29,545 ▲2.5%97,4390.5%Financial ServicesDHSWisdomTree U.S. High Dividend Fund$1,102,053$35,969 ▲3.4%10,9380.5%FinanceVOVanguard Mid-Cap ETF$1,024,182$881 ▲0.1%3,4870.5%ETFHBANHuntington Bancshares$858,3020.0%49,6990.4%FinanceMMUWestern Asset Managed Municipals Fund$812,830$10,671 ▲1.3%78,6100.4%FinanceBRK.BBerkshire Hathaway$790,307$75,411 ▲10.5%1,5720.4%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$763,780$7,913 ▲1.0%16,4080.3%FinanceIJHiShares Core S&P Mid-Cap ETF$674,297$78,838 ▲13.2%10,3320.3%ETFCGGRCapital Group Growth ETF$636,840$636,840 ▲New Holding14,5000.3%ETFIUSGiShares Core S&P U.S. Growth ETF$630,662$117,478 ▼-15.7%3,8330.3%ManufacturingEPSWisdomTree U.S. LargeCap Fund$613,670$6,825 ▼-1.1%8,9020.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$556,9580.0%5,4040.3%ETFVBVanguard Small-Cap ETF$498,086$1,017 ▲0.2%1,9590.2%ETFVTIVanguard Total Stock Market ETF$482,763$107,645 ▼-18.2%1,4710.2%ETFDFNLDavis Select Financial ETF$472,5490.0%10,4500.2%ETFTAXFAmerican Century Diversified Municipal Bond ETF$445,826$445,826 ▲New Holding8,8760.2%ETFCGMUCapital Group Municipal Income ETF$442,068$442,068 ▲New Holding16,1990.2%ETFXLUUtilities Select Sector SPDR Fund$399,738$399,738 ▲New Holding4,5840.2%ETFIUSViShares Core S&P U.S. Value ETF$380,319$56,173 ▼-12.9%3,8050.2%ManufacturingSPYSPDR S&P 500 ETF Trust$361,902$666 ▲0.2%5430.2%FinanceNVDANVIDIA$287,5950.0%1,5410.1%Computer and TechnologyINTCIntel$251,625$251,625 ▲New Holding7,5000.1%Computer and TechnologyHYZDWisdomTree Interest Rate Hedged High Yield Bond Fund$239,167$3,529 ▲1.5%10,6390.1%FinanceSRLNSPDR Blackstone Senior Loan ETF$228,184$6,278 ▼-2.7%5,4880.1%ETFAMZNAmazon.com$219,5700.0%1,0000.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$218,668$218,668 ▲New Holding7760.1%ETFBNDVanguard Total Bond Market ETF$208,940$1,785 ▲0.9%2,8090.1%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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