Melone Private Wealth, LLC Purchases in Q2 2025

Melone Private Wealth, LLC

  • $196 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
3.73K
+ 3.1%
$71.83 - $95.32 $268K - $355K
124K $11.8M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
116K
+ 50.45%
$10.29 - $11.24 $1.19M - $1.3M
345K $3.77M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
697
+ 2.52%
$376.48 - $440.65 $262K - $307K
28.4K $12.5M
IHDG
Wisdomtree Tr

ETFs
9.78K
+ 3.32%
$38.54 - $46.0 $377K - $450K
305K $13.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.86K
+ 2.42%
$71.28 - $83.74 $204K - $240K
121K $10.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.74K
+ 2.37%
$43.28 - $50.37 $335K - $390K
335K $16.8M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.53K
+ 2.06%
$68.45 - $79.52 $173K - $201K
125K $9.94M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
52.9K
+ 42.73%
$10.78 - $11.57 $570K - $612K
177K $1.99M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.39K
+ 3.69%
$34.72 - $42.74 $152K - $188K
123K $5.27M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
45.7K
+ 8.31%
$9.74 - $10.75 $445K - $492K
596K $6.39M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.03K
+ 0.98%
$28.21 - $28.85 $142K - $145K
517K $14.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.93K
+ 3.51%
$67.03 - $80.35 $129K - $155K
56.8K $4.53M
NVDA
Nvidia Corp

Technology
1.54K
New
$94.31 - $157.99 $145K - $243K
1.54K $243K
AMZN
Amazon Com Inc

Consumer Cyclical
1K
New
$167.32 - $223.3 $167K - $223K
1K $219K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.77K
+ 1.34%
$27.29 - $29.28 $75.6K - $81.1K
209K $6.13M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.7K
+ 0.96%
$28.18 - $29.22 $47.8K - $49.6K
179K $5.24M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.04K
+ 6.5%
$24.14 - $25.43 $97.5K - $103K
66.1K $1.64M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.16K
+ 7.71%
N/A
16.2K $744K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1
+ 0.01%
$52.66 - $64.01 $52.7 - $64
9K $576K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
12K
+ 6.79%
$9.4 - $10.12 $112K - $121K
188K $1.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.1%
$51.16 - $62.02 $460 - $558
9.12K $565K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
12.1K
+ 1.58%
$11.34 - $12.35 $138K - $150K
779K $9.28M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
162
+ 1.57%
$21.04 - $22.42 $3.41K - $3.63K
10.5K $234K
SRLN
Ssga Active Trust

ETFs
100
+ 1.81%
$39.47 - $41.59 $3.95K - $4.16K
5.64K $234K
BND
Vanguard Bd Index Fd Inc Total

ETFs
24
+ 0.87%
$72.02 - $73.82 $1.73K - $1.77K
2.79K $205K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
8.36K
+ 2.27%
$10.95 - $11.69 $91.6K - $97.8K
378K $4.17M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.13K
+ 2.29%
$11.35 - $12.45 $24.2K - $26.5K
95K $1.13M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
22.4K
+ 4.11%
$9.75 - $10.96 $219K - $246K
568K $5.89M
DHS
Wisdomtree Tr U.S

ETFs
20
+ 0.19%
$87.71 - $98.37 $1.75K - $1.97K
10.6K $1.02M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
43
+ 0.03%
$28.02 - $32.37 $1.2K - $1.39K
142K $4.5M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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