Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $196 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DON USFR SPTI IHDG DIA SPYG DGRW DTD 34 stocks |
$155,538
79.35% of portfolio
|
  21  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NZF NMZ MIY NEA NAD VGM BYM NVG 9 stocks |
$30,098
15.35% of portfolio
|
  7  
|
  2  
|
- | - |
0
Calls
0
Puts
|
N/A | N/A
NMCO 1 stocks |
$6,394
3.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,147
1.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$832
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$546
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$243
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$219
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|