Melone Private Wealth, LLC Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$191.1B
Holdings
48
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 379,612 | $19.1B | 10.00% | |
| 2 | DONWISDOMTREE TR | 326,789 | $16.2B | 8.47% | |
| 3 | SPTISPDR SER TR | 512,444 | $14.6B | 7.66% | |
| 4 | IHDGWISDOMTREE TR | 294,990 | $12.8B | 6.70% | |
| 5 | DONSPDR DOW JONES INDL AVERAGE | 27,661 | $11.6B | 6.08% | |
| 6 | SPYGSPDR SER TR | 120,445 | $9.7B | 5.07% | |
| 7 | DGRWWISDOMTREE TR | 118,354 | $9.5B | 4.95% | |
| 8 | DTDWISDOMTREE TR | 122,446 | $9.4B | 4.93% | |
| 9 | NZFNUVEEN MUNICIPAL CREDIT INC | 766,435 | $9.4B | 4.90% | |
| 10 | ANGLVANECK ETF TRUST | 206,442 | $6.0B | 3.12% | |
| 11 | NMZNUVEEN MUN HIGH INCOME OPPOR | 545,437 | $6.0B | 3.11% | |
| 12 | NMCONUVEEN MUN CR OPPORTUNITIES | 550,246 | $5.9B | 3.08% | |
| 13 | SPABSPDR SER TR | 213,068 | $5.4B | 2.85% | |
| 14 | SPBOSPDR SER TR | 177,560 | $5.2B | 2.70% | |
| 15 | IJRISHARES TR | 45,833 | $4.8B | 2.51% | |
| 16 | SPEMSPDR INDEX SHS FDS | 118,799 | $4.7B | 2.45% | |
| 17 | DESWISDOMTREE TR | 141,534 | $4.5B | 2.37% | |
| 18 | SLYVSPDR SER TR | 54,883 | $4.3B | 2.25% | |
| 19 | MIYBLACKROCK MUNIYIELD MICH QU | 369,257 | $4.2B | 2.20% | |
| 20 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 229,371 | $2.6B | 1.34% | |
| 21 | HYDVANECK ETF TRUST | 45,304 | $2.3B | 1.21% | |
| 22 | VGMINVESCO TR INVT GRADE MUNS | 176,109 | $1.8B | 0.92% | |
| 23 | MMUWESTERN ASSET MANAGED MUNS F | 160,454 | $1.7B | 0.86% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.84% | |
| 25 | HYMBSPDR SER TR | 62,100 | $1.6B | 0.82% | |
| 26 | CIBRFIRST TR EXCHANGE TRADED FD | 24,780 | $1.6B | 0.82% | |
| 27 | BYMBLACKROCK MUN INCOME QUALITY | 135,439 | $1.5B | 0.76% | |
| 28 | NADNUVEEN QUALITY MUNCP INCOME | 123,782 | $1.4B | 0.75% | |
| 29 | NVGNUVEEN AMT FREE MUN CR INC F | 92,904 | $1.2B | 0.60% | |
| 30 | VOOVANGUARD INDEX FDS | 2,229 | $1.1B | 0.60% | |
| 31 | DHSWISDOMTREE TR | 10,561 | $1.0B | 0.55% | |
| 32 | VOVANGUARD INDEX FDS | 3,533 | $913.8M | 0.48% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,428 | $760.5M | 0.40% | |
| 34 | HBANHUNTINGTON BANCSHARES INC | 49,699 | $746.0M | 0.39% | |
| 35 | QHYWISDOMTREE TR | 15,076 | $679.9M | 0.36% | |
| 36 | DUSADAVIS FUNDAMENTAL ETF TR | 14,512 | $614.1M | 0.32% | |
| 37 | IUSGISHARES TR | 4,547 | $577.8M | 0.30% | |
| 38 | NOBLPROSHARES TR | 5,404 | $552.1M | 0.29% | |
| 39 | EPSWISDOMTREE TR | 9,000 | $533.5M | 0.28% | |
| 40 | VTIVANGUARD INDEX FDS | 1,936 | $532.1M | 0.28% | |
| 41 | IJHISHARES TR | 9,115 | $531.9M | 0.28% | |
| 42 | VBVANGUARD INDEX FDS | 1,955 | $433.5M | 0.23% | |
| 43 | IUSVISHARES TR | 4,599 | $424.5M | 0.22% | |
| 44 | DFNLDAVIS FUNDAMENTAL ETF TR | 10,680 | $419.5M | 0.22% | |
| 45 | SPYSPDR S&P 500 ETF TR | 569 | $318.3M | 0.17% | |
| 46 | SRLNSSGA ACTIVE ETF TR | 5,539 | $227.8M | 0.12% | |
| 47 | HYZDWISDOMTREE TR | 10,320 | $225.9M | 0.12% | |
| 48 | BNDVANGUARD BD INDEX FDS | 2,761 | $202.8M | 0.11% |