$140 Million is the total value of Melone Private Wealth, LLC's 50 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,594,431 | +2.6% | 3 | 0.0% | 1.14% | +4.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $679,209 | -4.6% | 2,724 | 0.0% | 0.49% | -3.4% | |
| HBAN | HUNTINGTON BANCSHARES INC | $516,870 | -3.5% | 49,699 | 0.0% | 0.37% | -2.1% | |
| IUSG | ISHARES TRcore s&p us gwt | $515,300 | -2.9% | 5,434 | 0.0% | 0.37% | -1.3% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $508,455 | -3.6% | 2,394 | 0.0% | 0.36% | -2.2% | |
| DUSA | DAVIS FUNDAMENTAL ETF TRselect us eqty | $479,240 | -1.4% | 15,175 | 0.0% | 0.34% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $401,794 | +2.7% | 1,147 | 0.0% | 0.29% | +4.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $387,011 | -4.7% | 5,186 | 0.0% | 0.28% | -3.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 8 | Q3 2023 | 9.2% |
| SPDR SER TR | 8 | Q3 2023 | 6.8% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 8 | Q3 2023 | 8.4% |
| WISDOMTREE TR | 8 | Q3 2023 | 6.5% |
| WISDOMTREE U.S. TOTAL DIVIDEND FUND | 8 | Q3 2023 | 5.1% |
| NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | 8 | Q3 2023 | 6.2% |
| SPDR SER TR | 8 | Q3 2023 | 5.8% |
| WISDOMTREE TR | 8 | Q3 2023 | 5.7% |
| SPDR SER TR | 8 | Q3 2023 | 4.6% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 8 | Q3 2023 | 4.9% |
View Melone Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-21 |
View Melone Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.