Melone Private Wealth, LLC Portfolio Holdings

Melone Private Wealth, LLC

  • $196 Million
  • Q2 2025

Melone Private Wealth, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 50 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 $16.8M, Wisdomtree Floating Rate Treas with a value of $15M, Spdr Ser Tr Spdr Portfolio Int with a value of $14.9M, Wisdomtree Tr with a value of $13.7M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $12.5M.

Examining the 13F form we can see an increase of $5.55M in the current position value, from $190M to 196M.

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

Portfolio value $196 Million
ETFs: $156 Million
Financial Services: $33.1 Million
N/A: $6.39 Million
Technology: $243,000
Consumer Cyclical: $219,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$1.46 Million 0.74% of portfolio
2
Q3 2024 Reduced 33.33%
$631B
$690,000 0.35% of portfolio
1,422
Q2 2025 Reduced 0.42%
$409B
$243,000 0.12% of portfolio
1,541
Q2 2025 New
$2.3T
$219,000 0.11% of portfolio
1,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $196 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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