MP

Melone Private Wealth, LLC

13F
Melone Private Wealth, LLC
Last update 2025-07-09 50 Stocks (2 new)
Value $195.00 Mil Turnover 3 %
Countries:
Top Holdings: DON(8.55%)USFR(7.67%)SPTI(7.60%)IHDG(7.05%)DIA(6.36%)
Summary Stock Picks Current Portfolio
Melone Private Wealth, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DON
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
334,530
16,716.5
+2.37%
8.550
+0.20%
0.460
+10.59%
+0.59%
3,698.4
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
297,986
14,988.7
-21.50%
7.670
-2.15%
0.080
+1.14%
+2.31%
18,624.6
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
517,475
14,851.5
+0.98%
7.600
+0.07%
0.170
+0.69%
+3.74%
8,637.4
 
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
304,769
13,769.5
+3.32%
7.050
+0.23%
0.550
+11.54%
+5.82%
2,494.9
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
28,358
12,421.0
+2.52%
6.360
+0.16%
0.030
+9.83%
+4.60%
38,194.4
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
124,173
11,770.3
+3.10%
6.020
+0.18%
0.030
+22.90%
+10.33%
38,467.3
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
121,218
10,114.5
+2.42%
5.180
+0.12%
0.060
+11.51%
+5.56%
15,967.8
 
DTD
WisdomTree U.S. Total Dividend Fund
124,971
9,874.0
+2.06%
5.050
+0.10%
0.720
+10.41%
+6.62%
1,385.0
 
NZF
Nuveen Municipal Credit Income Fund
778,579
9,241.7
+1.58%
4.730
+0.07%
0.400
+4.18%
+1.93%
2,294.7
Asset Management
NMCO
Nuveen Municipal Credit Opps Fund
595,983
6,341.3
+8.31%
3.240
+0.25%
1.090
+6.65%
+2.83%
571.4
Asset Management

Melone Private Wealth, LLC's Historical Top Holdings Breakdowns

Melone Private Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Reduce
Reduce
-2.15%
●
50.29 ($50.37) 50.47
$50.41
0.07%
Reduce -21.5%
297,986
-81,626
NEA
Nuveen AMT-Free Municipal Income Fund
Nuveen AMT-Free Municipal Income Fund
2025-06-30
Add
Add
+0.64%
●
10.29 ($10.84) 11.24
$10.89
0.46%
Add 50.45%
345,091
115,720
MMU
Western Asset Managed Municipals Fd Inc
Western Asset Managed Municipals Fd Inc
2025-06-30
Reduce
Reduce
-0.44%
●
9.57 ($9.91) 10.35
$9.94
0.30%
Reduce -51.65%
77,578
-82,876
HYD
VanEck High Yield Muni ETF
2025-06-30
Reduce
Reduce
-0.32%
●
49.08 ($49.94) 51.35
$49.41
-1.05%
Reduce -26.7%
33,210
-12,094
NAD
Nuveen Quality Municipal Income Fund
Nuveen Quality Municipal Income Fund
2025-06-30
Add
Add
+0.31%
●
10.78 ($11.22) 11.57
$11.28
0.53%
Add 42.73%
176,680
52,898
NMCO
Nuveen Municipal Credit Opps Fund
2025-06-30
Add
Add
+0.25%
●
9.74 ($10.35) 10.75
$10.43
0.74%
Add 8.31%
595,983
45,737
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-06-30
Add
Add
+0.23%
●
38.54 ($43.78) 46
$45.32
3.52%
Add 3.32%
304,769
9,779
DON
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
2025-06-30
Add
Add
+0.20%
●
43.28 ($48.3) 50.37
$50.66
4.89%
Add 2.37%
334,530
7,741
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-06-30
Add
Add
+0.18%
●
71.83 ($85.64) 95.32
$96.70
12.91%
Add 3.1%
124,173
3,728
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-06-30
Add
Add
+0.16%
●
376.48 ($415.03) 440.65
$441.59
6.40%
Add 2.52%
28,358
697

Melone Private Wealth, LLC Total Holding History ($B)

To

Melone Private Wealth, LLC's Asset Allocation

To

Melone Private Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Melone Private Wealth, LLC's Hypothetical Growth since 2025-06-30

Melone Private Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Melone Private Wealth, LLC's Holdings Heat Map

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Melone Private Wealth, LLC's Holdings Bubble Chart

Melone Private Wealth, LLC News

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