Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $193 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR DON SPTI IHDG DIA SPYG DGRW DTD 35 stocks |
$155,414
80.54% of portfolio
|
  16  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
NZF NMZ MIY NEA VGM MMU BYM NAD 9 stocks |
$28,082
14.55% of portfolio
|
  5  
|
  4  
|
- | - |
0
Calls
0
Puts
|
N/A | N/A
NMCO 1 stocks |
$5,646
2.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,027
1.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$808
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$561
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$212
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$206
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|