Melone Private Wealth, LLC Purchases in Q4 2024

Melone Private Wealth, LLC

  • $193 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
499K
New
$27.8 - $29.05 $13.9M - $14.5M
499K $13.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
168K
+ 62.31%
$50.23 - $50.46 $8.45M - $8.49M
438K $22.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11K
+ 36.01%
$113.92 - $127.38 $1.25M - $1.4M
41.6K $4.79M
AMZN
Amazon Com Inc

Consumer Cyclical
970
New
$180.88 - $232.93 $175K - $226K
970 $212K
NVDA
Nvidia Corp

Technology
1.54K
New
$117.0 - $148.88 $180K - $229K
1.54K $206K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.63K
+ 2.23%
$75.44 - $80.53 $199K - $212K
121K $9.15M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.2K
+ 13.53%
$11.39 - $12.41 $151K - $164K
111K $1.3M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.92K
+ 2.12%
$33.7 - $37.69 $98.5K - $110K
141K $4.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.45%
$521.84 - $558.82 $5.22K - $5.59K
2.22K $1.2M
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.41%
$233.76 - $261.58 $1.87K - $2.09K
1.95K $468K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.25%
$567.81 - $607.81 $568 - $608
398 $233K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
161
+ 1.61%
$22.04 - $22.59 $3.55K - $3.64K
10.2K $226K
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.25%
$261.5 - $284.63 $2.35K - $2.56K
3.55K $937K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.12%
$61.68 - $67.87 $740 - $814
9.65K $601K
BND
Vanguard Bd Index Fd Inc Total

ETFs
30
+ 1.07%
$71.75 - $75.11 $2.15K - $2.25K
2.82K $202K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.17%
$91.94 - $100.02 $736 - $800
4.7K $435K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
635
+ 1.14%
$25.3 - $26.31 $16.1K - $16.7K
56.5K $1.45M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.68K
+ 1.56%
$9.82 - $10.6 $26.4K - $28.5K
174K $1.76M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.18K
+ 1.61%
$12.1 - $13.52 $14.2K - $15.9K
74.2K $909K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.57K
+ 1.67%
$11.1 - $12.03 $39.6K - $42.9K
217K $2.45M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.75K
+ 1.55%
$38.37 - $42.82 $67.1K - $74.8K
114K $4.38M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
9.74K
+ 1.87%
$10.41 - $11.76 $101K - $115K
532K $5.65M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
15.2K
+ 2.13%
$12.12 - $13.1 $184K - $199K
729K $8.87M
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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