Melone Private Wealth, LLC
- SEC CIK
- 0001905765
- Latest filing
- Jul 9, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 21, 2022. Long positions only.
- Positions
- 59
- No filing for Q3 2021
- Portfolio value
- $132.9M
- No filing for Q3 2021
Melone Private Wealth, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 208,922 | $9.27M | 7.0% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 287,151 | $8.51M | 6.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 205,294 | $7.57M | 5.7% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 105,783 | $6.97M | 5.2% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 98,876 | $6.40M | 4.8% | – | – | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 173,119 | $6.03M | 4.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 82,997 | $6.01M | 4.5% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 118,229 | $5.41M | 4.1% | – | – | – |
| Nuveen Enhanced Mun Value FD67074M101 | COM | 316,522 | $4.96M | 3.7% | – | – | – |
| MIYBlackRock Muniyield Michigan Quality Fund, Inc. | COM | 279,194 | $4.28M | 3.2% | – | – | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 121,216 | $3.98M | 3.0% | – | – | – |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 226,884 | $3.88M | 2.9% | – | – | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 44,893 | $3.80M | 2.9% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 30,765 | $3.35M | 2.5% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 92,307 | $3.04M | 2.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 35,407 | $3.00M | 2.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,511 | $2.73M | 2.1% | – | – | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 43,649 | $2.62M | 2.0% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 41,832 | $2.61M | 2.0% | – | – | – |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 173,742 | $2.27M | 1.7% | – | – | History |
| VGMInvesco Trust for Investment Grade Municipals | COM | 161,446 | $2.25M | 1.7% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,583 | $1.91M | 1.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 15,279 | $1.77M | 1.3% | – | – | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 115,075 | $1.74M | 1.3% | – | – | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 98,889 | $1.54M | 1.2% | – | – | History |
| BYMBlackRock Municipal Income Quality Trust | COM | 96,366 | $1.50M | 1.1% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 27,363 | $1.44M | 1.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 12,367 | $1.44M | 1.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $1.35M | 1.0% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,207 | $1.33M | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,352 | $1.29M | 1.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,227 | $1.20M | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,532 | $1.10M | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,814 | $1.07M | 0.8% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 12,458 | $1.03M | 0.8% | – | – | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 18,592 | $976.0K | 0.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,614 | $912.0K | 0.7% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,155 | $893.0K | 0.7% | – | – | – |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 33,716 | $848.0K | 0.6% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 19,086 | $786.0K | 0.6% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 49,699 | $766.0K | 0.6% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,384 | $765.0K | 0.6% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,386 | $737.0K | 0.6% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 16,160 | $737.0K | 0.6% | – | – | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 12,490 | $675.0K | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 24,206 | $656.0K | 0.5% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,295 | $618.0K | 0.5% | – | – | – |
| ETF Managers Tr26924G870 | BLUESTAR ISRAEL | 9,678 | $612.0K | 0.5% | – | – | – |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 38,202 | $598.0K | 0.4% | – | – | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 11,090 | $558.0K | 0.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 6,548 | $500.0K | 0.4% | – | – | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 26,804 | $481.0K | 0.4% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,749 | $404.0K | 0.3% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 2,950 | $344.0K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $318.0K | 0.2% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,795 | $300.0K | 0.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,646 | $272.0K | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,770 | $244.0K | 0.2% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 4,361 | $226.0K | 0.2% | – | – | – |