Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $188 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DON DIA IHDG USFR SPAB SPYG DGRW DTD 34 stocks |
$148,120
78.67% of portfolio
|
  20  
|
  12  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
NZF NMZ MIY NEA BYM MMU VGM NAD 9 stocks |
$30,476
16.19% of portfolio
|
  8  
|
  1  
|
- | - |
0
Calls
0
Puts
|
N/A | N/A
NMCO 1 stocks |
$6,090
3.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,064
1.1% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$730
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$548
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC 1 stocks |
$241
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|