The Analysis of Melone Private Wealth, LLC's Holdings
Currently, Melone Private Wealth, LLC holds 58 types of securities in its portfolio with a total value $235.8M. In the most recent quarter, they have increased their positions in CGDV (+319.7K shares, valued at $14.0M), DUSA (+268.8K shares, valued at $13.7M), IJR (+49.8K shares, valued at $6.0M); decreased their positions in DON (-191.6K shares, valued at $9.9M), DIA (-20.0K shares, valued at $9.6M), IHDG (-138.1K shares, valued at $6.7M); initiated new positions in CGDV (+319.7K shares, valued at $14.0M), DWLD (+105.0K shares, valued at $4.9M), XMHQ (+24.0K shares, valued at $2.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE TR429.2K shares28.90%2025-12-312026-01-07
DUSA DAVIS FUNDAMENTAL ETF TR294.3K shares1050.90%2025-12-312026-01-07 SPTI SPDR SERIES TRUST501.4K shares-3.04%2025-12-312026-01-07 CGDV CAPITAL GROUP DIVIDEND VALUE319.7K sharesnew addition2025-12-312026-01-07 IJR ISHARES TR108.6K shares84.68%2025-12-312026-01-07 SPYG SPDR SERIES TRUST102.3K shares-19.37%2025-12-312026-01-07 NZF NUVEEN MUNICIPAL CREDIT INC865.5K shares6.90%2025-12-312026-01-07 ANGL VANECK ETF TRUST352.9K shares67.02%2025-12-312026-01-07 IHDG WISDOMTREE TR207.0K shares-40.01%2025-12-312026-01-07 SPEM SPDR INDEX SHS FDS173.9K shares18.40%2025-12-312026-01-07 DON WISDOMTREE TR156.4K shares-55.06%2025-12-312026-01-07 NEA NUVEEN AMT FREE QLTY MUN INC651.9K shares51.28%2025-12-312026-01-07 DTD WISDOMTREE TR80.2K shares-43.77%2025-12-312026-01-07 NMZ NUVEEN MUN HIGH INCOME OPPOR656.1K shares10.48%2025-12-312026-01-07 SPAB SPDR SERIES TRUST250.8K shares23.42%2025-12-312026-01-07 NMCO NUVEEN MUN CR OPPORTUNITIES618.5K shares-1.37%2025-12-312026-01-07 DGRW WISDOMTREE TR62.9K shares-53.41%2025-12-312026-01-07 DIA SPDR DOW JONES INDL AVERAGE11.2K shares-64.09%2025-12-312026-01-07 DES WISDOMTREE TR159.7K shares0.63%2025-12-312026-01-07 SPBO SPDR SERIES TRUST167.7K shares-5.68%2025-12-312026-01-07 DWLD DAVIS FUNDAMENTAL ETF TR105.0K sharesnew addition2025-12-312026-01-07 MIY BLACKROCK MUNIYIELD MICH QU297.2K shares-3.19%2025-12-312026-01-07 NAD NUVEEN QUALITY MUNCP INCOME289.6K shares22.74%2025-12-312026-01-07 XMHQ INVESCO EXCHANGE TRADED FD T24.0K sharesnew addition2025-12-312026-01-07 HYMB SPDR SERIES TRUST92.9K shares21.54%2025-12-312026-01-07 VGM INVESCO TR INVT GRADE MUNS195.4K shares1.59%2025-12-312026-01-07 SLYV SPDR SERIES TRUST20.3K shares-65.46%2025-12-312026-01-07 HYD VANECK ETF TRUST35.6K shares6.07%2025-12-312026-01-07 CIBR FIRST TR EXCHANGE TRADED FD24.1K shares0.15%2025-12-312026-01-07 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-07 BYM BLACKROCK MUN INCOME QUALITY125.6K shares0.49%2025-12-312026-01-07 NVG NUVEEN AMT FREE MUN CR INC F99.3K shares1.88%2025-12-312026-01-07 DHS WISDOMTREE TR10.8K shares-0.85%2025-12-312026-01-07 VO VANGUARD INDEX FDS3.6K shares3.84%2025-12-312026-01-07 CGMU CAPITAL GRP FIXED INCM ETF T32.6K shares101.54%2025-12-312026-01-07 HBAN HUNTINGTON BANCSHARES INC49.7K shares0.00%2025-12-312026-01-07 MMU WESTERN ASSET MANAGED MUNS F80.0K shares1.71%2025-12-312026-01-07 TAXF AMERICAN CENTY ETF TR16.3K shares83.64%2025-12-312026-01-07 QHY WISDOMTREE TR16.6K shares1.09%2025-12-312026-01-07 IUSG ISHARES TR3.9K shares2.48%2025-12-312026-01-07 CGGR CAPITAL GROUP GROWTH ETF14.5K shares0.00%2025-12-312026-01-07 EPS WISDOMTREE TR8.8K shares-1.63%2025-12-312026-01-07 VTI VANGUARD INDEX FDS1.7K shares14.55%2025-12-312026-01-07 XLU SELECT SECTOR SPDR TR13.2K shares187.41%2025-12-312026-01-07 NOBL PROSHARES TR5.4K shares0.00%2025-12-312026-01-07 IJH ISHARES TR8.5K shares-17.62%2025-12-312026-01-07 DFNL DAVIS FUNDAMENTAL ETF TR11.5K shares10.29%2025-12-312026-01-07 VB VANGUARD INDEX FDS2.0K shares0.66%2025-12-312026-01-07 IUSV ISHARES TR3.8K shares-0.34%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR430 shares-20.81%2025-12-312026-01-07 NVDA NVIDIA CORPORATION1.5K shares0.06%2025-12-312026-01-07 INTC INTEL CORP7.5K shares0.00%2025-12-312026-01-07 HYZD WISDOMTREE TR10.8K shares1.53%2025-12-312026-01-07 AMZN AMAZON COM INC1.0K shares0.00%2025-12-312026-01-07 PZA INVESCO EXCH TRADED FD TR II9.8K sharesnew addition2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR1.6K shares100.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available