Melone Private Wealth, LLC Portfolio Holdings by Sector
Melone Private Wealth, LLC
- $233 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR SPTI DUSA CGDV IJR SPYG ANGL IHDG 40 stocks |
$184,511
79.06% of portfolio
|
  23  
|
  15  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NZF NEA NMZ NAD MIY VGM BYM NVG 9 stocks |
$37,737
16.17% of portfolio
|
  8  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
NMCO 1 stocks |
$6,717
2.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,310
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$781
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$555
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$547
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$234
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|