Melone Private Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MP Melone Private Wealth, LLC | Institutional Filer | ▲ 3.84% | $244.8M | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 426K | $21.4M | 8.75% |
| 2 | DUSA | DAVIS FUNDAMENTAL ETF TR | — | 318K | $16.1M | 6.58% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 370K | $15.7M | 6.43% |
| 4 | SPTI | SPDR SERIES TRUST | — | 510K | $14.6M | 5.97% |
| 5 | IJR | ISHARES TR | — | 115K | $14.3M | 5.85% |
| 6 | NZF | NUVEEN MUN CR INCOME FD | — | 855K | $10.4M | 4.25% |
| 7 | ANGL | VANECK ETF TRUST | — | 361K | $10.4M | 4.23% |
| 8 | SPYG | SPDR SERIES TRUST | — | 102K | $10.0M | 4.09% |
| 9 | IHDG | WISDOMTREE TR | — | 205K | $9.9M | 4.03% |
| 10 | SPEM | SPDR INDEX SHS FDS | — | 189K | $8.9M | 3.62% |
| 11 | NEA | NUVEEN AMT FREE QLTY MUN INC | — | 712K | $8.0M | 3.26% |
| 12 | DON | WISDOMTREE TR | — | 150K | $7.9M | 3.23% |
| 13 | DTD | WISDOMTREE TR | — | 84K | $7.2M | 2.96% |
| 14 | NMZ | NUVEEN MUN HIGH INCOME OPPOR | — | 673K | $7.0M | 2.85% |
| 15 | NMCO | NUVEEN MUN CR OPPORTUNITIES | — | 644K | $6.8M | 2.78% |
Showing 1 to 15 of 60 holdings