Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $167 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DON IHDG DIA SPAB DGRW SPYG DTD USFR 34 stocks |
$129,828
77.95% of portfolio
|
18
|
15
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NZF NMZ MIY NEA BYM VGM MMU NAD 9 stocks |
$27,755
16.66% of portfolio
|
8
|
1
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
NMCO 1 stocks |
$5,338
3.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,387
1.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$693
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$552
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|