Melone Private Wealth, LLC Portfolio Holdings

Melone Private Wealth, LLC

$220 Million
Q3 2025

Melone Private Wealth, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S. Midcap Divi with a value of $18.2M, Wisdomtree Floating Rate Treas with a value of $16.7M, Wisdomtree Tr with a value of $15.9M, Spdr Ser Tr Spdr Portfolio Int with a value of $14.9M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $14.5M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $196M to 220M.

Below you can find more details about Melone Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $220 Million

ETFs: $177 Million

Financial Services: $36.1 Million

N/A: $6.81 Million

Technology: $538,000

Consumer Cyclical: $219,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HBAN Huntington Bancshares Inc Financial Services	$23B	$858,000 0.39% of portfolio	49,699	Q4 2021 New
INTC Intel Corp Technology	$157B	$251,000 0.11% of portfolio	7,500	Q3 2025 New

Summary

Portfolio
No. of Stocks 56
Current Value $220 Million
Prior Value $196 Million
Filing
Period Q3 2025
Filing Date October 17, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 6 stocks
Additional Purchases 34 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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Melone Private Wealth, LLC Portfolio Holdings