Melone Private Wealth, LLC Incresed Positions in Q4 2025

Melone Private Wealth, LLC

  • $233 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DUSA
Davis Fundamental ETF Tr

ETFs
269K
+ 1050.9%
$46.5 - $49.0 $12.5M - $13.2M
294K $14.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
49.8K
+ 84.68%
$114.27 - $121.15 $5.69M - $6.03M
109K $12.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
96.2K
+ 28.9%
$50.24 - $50.4 $4.83M - $4.85M
429K $21.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
142K
+ 67.02%
$29.21 - $29.73 $4.14M - $4.21M
353K $10.3M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
221K
+ 51.28%
$11.22 - $11.68 $2.48M - $2.58M
652K $7.52M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27K
+ 18.4%
$45.45 - $48.31 $1.23M - $1.31M
174K $8.25M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
47.6K
+ 23.42%
$25.75 - $26.12 $1.23M - $1.24M
251K $6.47M
XLU
Utilities Sector Spdr

ETFs
8.59K
+ 187.41%
$87.89 - $92.9 $755K - $798K
13.2K $1.17M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
55.9K
+ 6.9%
$12.33 - $12.79 $689K - $715K
865K $10.9M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
53.7K
+ 22.74%
$11.57 - $12.09 $621K - $649K
290K $3.47M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
16.5K
+ 21.54%
$24.85 - $25.28 $409K - $416K
92.9K $2.33M
TAXF
American Centy ETF Tr Diversif

ETFs
7.42K
+ 83.64%
$50.05 - $50.74 $372K - $377K
16.3K $822K
XLK
Technology Sector Spdr

ETFs
776
+ 100.0%
$278.39 - $304.13 $216K - $236K
1.55K $447K
HYD
Vaneck High Yield Muni ETF

ETFs
2.04K
+ 6.07%
$50.62 - $51.21 $103K - $104K
35.6K $1.8M
VTI
Vanguard Total Stock Market Et

ETFs
214
+ 14.55%
$321.8 - $337.95 $68.9K - $72.3K
1.69K $555K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.83K
+ 1.88%
$12.23 - $12.72 $22.4K - $23.3K
99.3K $1.25M
DFNL
Davis Fundamental ETF Tr

ETFs
1.08K
+ 10.29%
$43.34 - $46.36 $46.6K - $49.8K
11.5K $522K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
3.07K
+ 1.59%
$10.02 - $10.27 $30.7K - $31.5K
195K $1.99M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.35K
+ 1.71%
$10.29 - $10.44 $13.8K - $14K
80K $833K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
95
+ 2.48%
$161.21 - $171.97 $15.3K - $16.3K
3.93K $648K
VO
Vanguard Mid Cap ETF

ETFs
134
+ 3.84%
$286.27 - $296.23 $38.4K - $39.7K
3.62K $1.04M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
609
+ 0.49%
$10.84 - $11.07 $6.6K - $6.74K
126K $1.38M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
179
+ 1.09%
N/A
16.6K $761K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
163
+ 1.53%
$22.31 - $22.64 $3.64K - $3.69K
10.8K $242K
CGMU
Capital Group Core Plus Income
16.4K
+ 101.54%
N/A
32.6K $0
NVDA
Nvidia Corp

Technology
1
+ 0.06%
$179.83 - $207.04 $180 - $207
1.54K $287K
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.66%
$248.1 - $260.08 $3.23K - $3.38K
1.97K $492K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
35
+ 0.15%
$74.62 - $78.21 $2.61K - $2.74K
24.1K $1.8M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1K
+ 0.63%
$32.32 - $33.89 $32.4K - $34K
160K $5.23M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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