Melone Private Wealth, LLC Portfolio Holdings

Melone Private Wealth, LLC

  • $193 Million
  • Q4 2024

Melone Private Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $193 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $22.1M, Wisdomtree Tr U.S. Midcap Divi with a value of $16.4M, Spdr Ser Tr Spdr Portfolio Int with a value of $13.9M, Wisdomtree Tr with a value of $12.7M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $11.6M.

Examining the 13F form we can see an increase of $4.69M in the current position value, from $188M to 193M.

Below you can find more details about Melone Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Million
ETFs: $156 Million
Financial Services: $30.9 Million
N/A: $5.65 Million
Consumer Cyclical: $212,000
Technology: $206,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$417B
$1.36 Million 0.71% of portfolio
2
Q3 2024 Reduced 33.33%
$603B
$666,000 0.35% of portfolio
1,471
Q4 2024 Reduced 1.08%
$355B
$206,000 0.11% of portfolio
1,541
Q4 2024 New
$2.39T
$212,000 0.11% of portfolio
970
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $193 Million
  • Prior Value $188 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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