Melone Private Wealth, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Melone Private Wealth, LLC

CIK Number: 0001905765

195.43M
Market Value
39
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DON WisdomTree U.S....
51.46
-0.12% 334.53K +2.37% 16.72M 43.88 8.55% Share
2 USFR WisdomTree Floa...
50.34
-0.01% 297.99K -21.5% 14.99M 50.28 7.67% Share
3 SPTI SPDR Portfolio ...
29.01
-0.1% 517.48K +0.98% 14.85M 27.91 7.60% Share
4 IHDG WisdomTree Inte...
46.55
+0.18% 304.77K +3.31% 13.77M 42.85 7.05% Share
5 DIA SPDR Dow Jones ...
462.73
0.00% 28.36K +2.52% 12.42M 358.69 6.36% Share
6 SPYG SPDR Portfolio ...
104.24
+0.49% 124.17K +3.10% 11.77M 68.13 6.02% Share
7 DGRW WisdomTree U.S....
88.61
+0.14% 121.22K +2.42% 10.11M 65.42 5.18% Share
8 DTD WisdomTree U.S....
83.79
+0.37% 124.97K +2.06% 9.87M 65.09 5.05% Share
9 ANGL VanEck Fallen A...
29.50
+0.31% 209.21K +1.34% 6.1M 29.72 3.12% Share
10 SPAB SPDR Portfolio ...
25.98
-0.02% 211.29K -0.84% 5.39M 28.02 2.76% Share
11 SPEM SPDR Portfolio ...
46.97
+1.43% 123.19K +3.69% 5.25M 36.32 2.69% Share
12 IJR iShares Core S&...
119.33
+0.83% 47.81K +4.31% 5.23M 109.74 2.68% Share
13 SPBO SPDR Portfolio ...
29.74
+0.07% 179.26K +0.96% 5.21M 32.93 2.67% Share
14 SLYV SPDR S&P 600 Sm...
88.97
+0.76% 56.81K +3.51% 4.55M 80.46 2.33% Share
15 DES WisdomTree U.S....
33.47
-0.25% 141.58K +0.03% 4.51M 32.29 2.31% Share
16 CIBR First Trust NAS...
75.71
-0.22% 24.08K -2.82% 1.8M 51.62 0.92% Share
17 HYD VanEck High Yie...
50.86
+0.06% 33.21K -26.7% 1.66M 60.86 0.85% Share
18 HYMB SPDR Nuveen Blo...
25.10
+0.26% 66.14K +6.50% 1.63M 28.51 0.84% Share
19 BRK-A Berkshire Hatha...
744151.00
+0.08% 2 0.00% 1.46M 450662 0.75% Share
20 VOO Vanguard S&P 50...
611.45
+0.44% 2.17K -2.47% 1.23M 437.22 0.63% Share
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