Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $220 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DON USFR IHDG SPTI DIA SPYG DGRW DTD 38 stocks |
$176,141
79.97% of portfolio
|
  28  
|
  8  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NZF NMZ NEA MIY NAD VGM BYM NVG 9 stocks |
$32,908
14.94% of portfolio
|
  8  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
NMCO 1 stocks |
$6,810
3.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,298
1.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$858
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$538
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$482
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$219
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|