Melone Private Wealth, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$195.4B
Holdings
50
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DONWISDOMTREE TR | 334,530 | $16.7B | 8.55% | |
| 2 | USFRWISDOMTREE TR | 297,986 | $15.0B | 7.67% | |
| 3 | SPTISPDR SERIES TRUST | 517,475 | $14.9B | 7.60% | |
| 4 | IHDGWISDOMTREE TR | 304,769 | $13.8B | 7.05% | |
| 5 | DONSPDR DOW JONES INDL AVERAGE | 28,358 | $12.4B | 6.36% | |
| 6 | SPYGSPDR SERIES TRUST | 124,173 | $11.8B | 6.02% | |
| 7 | DGRWWISDOMTREE TR | 121,218 | $10.1B | 5.18% | |
| 8 | DTDWISDOMTREE TR | 124,971 | $9.9B | 5.05% | |
| 9 | NZFNUVEEN MUNICIPAL CREDIT INC | 778,579 | $9.2B | 4.73% | |
| 10 | NMCONUVEEN MUN CR OPPORTUNITIES | 595,983 | $6.3B | 3.24% | |
| 11 | ANGLVANECK ETF TRUST | 209,211 | $6.1B | 3.12% | |
| 12 | NMZNUVEEN MUN HIGH INCOME OPPOR | 567,862 | $5.9B | 3.00% | |
| 13 | SPABSPDR SERIES TRUST | 211,286 | $5.4B | 2.76% | |
| 14 | SPEMSPDR INDEX SHS FDS | 123,187 | $5.3B | 2.69% | |
| 15 | IJRISHARES TR | 47,809 | $5.2B | 2.68% | |
| 16 | SPBOSPDR SERIES TRUST | 179,257 | $5.2B | 2.67% | |
| 17 | SLYVSPDR SERIES TRUST | 56,810 | $4.6B | 2.33% | |
| 18 | DESWISDOMTREE TR | 141,577 | $4.5B | 2.31% | |
| 19 | MIYBLACKROCK MUNIYIELD MICH QU | 377,621 | $4.1B | 2.11% | |
| 20 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 345,091 | $3.7B | 1.91% | |
| 21 | NADNUVEEN QUALITY MUNCP INCOME | 176,680 | $2.0B | 1.02% | |
| 22 | CIBRFIRST TR EXCHANGE TRADED FD | 24,082 | $1.8B | 0.92% | |
| 23 | VGMINVESCO TR INVT GRADE MUNS | 188,061 | $1.8B | 0.91% | |
| 24 | HYDVANECK ETF TRUST | 33,210 | $1.7B | 0.85% | |
| 25 | HYMBSPDR SERIES TRUST | 66,137 | $1.6B | 0.84% | |
| 26 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.75% | |
| 27 | BYMBLACKROCK MUN INCOME QUALITY | 124,558 | $1.3B | 0.66% | |
| 28 | VOOVANGUARD INDEX FDS | 2,174 | $1.2B | 0.63% | |
| 29 | NVGNUVEEN AMT FREE MUN CR INC F | 95,035 | $1.1B | 0.58% | |
| 30 | DHSWISDOMTREE TR | 10,581 | $1.0B | 0.52% | |
| 31 | VOVANGUARD INDEX FDS | 3,484 | $972.2M | 0.50% | |
| 32 | HBANHUNTINGTON BANCSHARES INC | 49,699 | $825.0M | 0.42% | |
| 33 | MMUWESTERN ASSET MANAGED MUNS F | 77,578 | $767.2M | 0.39% | |
| 34 | QHYWISDOMTREE TR | 16,238 | $747.4M | 0.38% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,422 | $690.6M | 0.35% | |
| 36 | IUSGISHARES TR | 4,547 | $680.1M | 0.35% | |
| 37 | DUSADAVIS FUNDAMENTAL ETF TR | 14,512 | $670.3M | 0.34% | |
| 38 | EPSWISDOMTREE TR | 9,001 | $574.0M | 0.29% | |
| 39 | IJHISHARES TR | 9,124 | $565.9M | 0.29% | |
| 40 | VTIVANGUARD INDEX FDS | 1,799 | $545.7M | 0.28% | |
| 41 | NOBLPROSHARES TR | 5,404 | $542.0M | 0.28% | |
| 42 | VBVANGUARD INDEX FDS | 1,955 | $464.0M | 0.24% | |
| 43 | DFNLDAVIS FUNDAMENTAL ETF TR | 10,450 | $446.2M | 0.23% | |
| 44 | IUSVISHARES TR | 4,367 | $411.4M | 0.21% | |
| 45 | SPYSPDR S&P 500 ETF TR | 542 | $333.4M | 0.17% | |
| 46 | NVDANVIDIA CORPORATION | 1,541 | $243.1M | 0.12% | |
| 47 | SRLNSSGA ACTIVE ETF TR | 5,639 | $234.4M | 0.12% | |
| 48 | HYZDWISDOMTREE TR | 10,482 | $234.2M | 0.12% | |
| 49 | AMZNAMAZON COM INC | 1,000 | $223.3M | 0.11% | |
| 50 | BNDVANGUARD BD INDEX FDS | 2,785 | $204.3M | 0.10% |