Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $190 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR DON SPTI IHDG DIA SPYG DGRW DTD 34 stocks |
$151,694
79.64% of portfolio
|
23
|
10
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NZF NMZ MIY NEA VGM MMU BYM NAD 9 stocks |
$29,281
15.37% of portfolio
|
9
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
NMCO 1 stocks |
$5,871
3.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,345
1.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$745
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$529
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|