| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -22,275 | -100.0% | -0.13% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -8,301 | -100.0% | -0.21% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -7,567 | -100.0% | -0.23% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -5,186 | -100.0% | -0.28% | – |
| DWM | Exit | WISDOMTREE TRintl equity fd | $0 | – | -8,173 | -100.0% | -0.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,147 | -100.0% | -0.29% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -5,159 | -100.0% | -0.30% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -2,428 | -100.0% | -0.33% | – |
| DUSA | Exit | DAVIS FUNDAMENTAL ETF TRselect us eqty | $0 | – | -15,175 | -100.0% | -0.34% | – |
| EPS | Exit | WISDOMTREE TRus largecap fund | $0 | – | -10,954 | -100.0% | -0.36% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -5,693 | -100.0% | -0.36% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,394 | -100.0% | -0.36% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -5,434 | -100.0% | -0.37% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -49,699 | -100.0% | -0.37% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -23,849 | -100.0% | -0.38% | – |
| WFHY | Exit | WISDOMTREE TRus hgh yld corp | $0 | – | -13,123 | -100.0% | -0.40% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -8,690 | -100.0% | -0.47% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,724 | -100.0% | -0.49% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -3,609 | -100.0% | -0.54% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -11,997 | -100.0% | -0.60% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -11,338 | -100.0% | -0.63% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -90,466 | -100.0% | -0.66% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -90,115 | -100.0% | -0.66% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -2,448 | -100.0% | -0.69% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -25,475 | -100.0% | -0.83% | – |
| MMU | Exit | WESTERN ASSET MANAGED MUNS F | $0 | – | -161,769 | -100.0% | -1.03% | – |
| VGM | Exit | INVESCO TR INVT GRADE MUNS | $0 | – | -183,113 | -100.0% | -1.11% | – |
| BYM | Exit | BLACKROCK MUN INCOME QUALITY | $0 | – | -160,724 | -100.0% | -1.13% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -3 | -100.0% | -1.14% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -198,833 | -100.0% | -1.38% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -43,622 | -100.0% | -1.57% | – | |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -99,503 | -100.0% | -1.70% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -48,367 | -100.0% | -1.70% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -89,270 | -100.0% | -1.73% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -120,266 | -100.0% | -2.37% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | -358,345 | -100.0% | -2.38% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -136,079 | -100.0% | -2.74% | – |
| NMCO | Exit | NUVEEN MUN CR OPPORTUNITIES | $0 | – | -432,240 | -100.0% | -3.00% | – |
| MIY | Exit | BLACKROCK MUNIYIELD MICH QU | $0 | – | -427,132 | -100.0% | -3.03% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -173,117 | -100.0% | -3.30% | – |
| SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -180,287 | -100.0% | -3.56% | – |
| NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -629,364 | -100.0% | -4.70% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -94,280 | -100.0% | -4.88% | – |
| DTD | Exit | WISDOMTREE TRus total dividnd | $0 | – | -114,754 | -100.0% | -4.94% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -23,377 | -100.0% | -5.60% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -136,289 | -100.0% | -5.78% | – |
| IHDG | Exit | WISDOMTREE TRitl hdg qtly div | $0 | – | -235,465 | -100.0% | -6.52% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -375,555 | -100.0% | -6.54% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -184,994 | -100.0% | -8.40% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -314,888 | -100.0% | -9.22% | – |
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.