Melone Private Wealth, LLC Incresed Positions in Q1 2025

Melone Private Wealth, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13.5K
+ 2.7%
$27.64 - $28.58 $373K - $386K
512K $14.6M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
37.8K
+ 5.18%
$12.03 - $12.69 $454K - $479K
766K $9.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.56K
+ 3.99%
$37.07 - $40.63 $169K - $185K
119K $4.69M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
27.4K
+ 5.3%
$10.81 - $11.29 $297K - $310K
545K $5.9M
IHDG
Wisdomtree Tr

ETFs
3.63K
+ 1.25%
$43.4 - $47.51 $157K - $172K
295K $12.9M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
18.7K
+ 25.23%
$12.18 - $12.91 $228K - $242K
92.9K $1.14M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
18.6K
+ 3.5%
$10.65 - $11.24 $198K - $209K
550K $5.87M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.89K
+ 1.57%
$74.87 - $79.99 $141K - $151K
122K $9.34M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.03K
+ 0.96%
$24.73 - $25.62 $50.2K - $52K
213K $5.43M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.59K
+ 9.88%
$25.12 - $26.05 $140K - $146K
62.1K $1.56M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11.9K
+ 5.46%
$11.13 - $11.61 $132K - $138K
229K $2.56M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.24K
+ 0.7%
$28.27 - $29.28 $35.1K - $36.4K
178K $5.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
171
+ 42.96%
$551.42 - $612.93 $94.3K - $105K
569 $318K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.32K
+ 0.64%
$28.55 - $29.09 $37.8K - $38.5K
206K $5.95M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
1.89K
+ 0.51%
$11.24 - $11.73 $21.3K - $22.2K
369K $4.17M
DHS
Wisdomtree Tr U.S

ETFs
12
+ 0.11%
$91.55 - $99.74 $1.1K - $1.2K
10.6K $1.03M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.03K
+ 0.64%
$10.13 - $10.52 $10.4K - $10.8K
160K $1.64M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
126
+ 0.84%
N/A
15.1K $691K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
369
+ 1.35%
$408.78 - $448.82 $151K - $166K
27.7K $11.6M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
155
+ 1.52%
$21.89 - $22.65 $3.39K - $3.51K
10.3K $226K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.0%
$62.72 - $71.92 $62.7 - $71.9
24.8K $1.57M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
384
+ 0.28%
$10.69 - $11.42 $4.1K - $4.39K
135K $1.45M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
1.78K
+ 1.02%
$9.88 - $10.25 $17.5K - $18.2K
176K $1.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.27K
+ 10.28%
$102.49 - $119.96 $438K - $512K
45.8K $4.77M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.31%
$217.89 - $252.64 $1.31K - $1.52K
1.96K $433K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.32%
$507.05 - $563.67 $3.55K - $3.95K
2.23K $1.14M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
950
+ 0.81%
$78.0 - $84.37 $74.1K - $80.2K
118K $9.36M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.83K
+ 1.82%
$48.02 - $53.02 $280K - $309K
327K $16.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
390
+ 0.28%
$31.63 - $35.22 $12.3K - $13.7K
142K $4.52M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.06K
+ 1.97%
$77.33 - $90.16 $82.1K - $95.7K
54.9K $4.29M
SPYG
Spdr Portfolio

ETFs
2.86K
+ 2.43%
$80.05 - $92.39 $229K - $264K
120K $9.65M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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