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Melone Private Wealth, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
WisdomTree Trust DONMIDCAP DIVI FD314,88816,93212,897,820,000368,783,0009.22  Hist 09/30/2023
SPDR SERIES TRUST SPYGCommon136,2898,8898,079,198,000306,510,0005.78  Hist 09/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 23,3771,4957,830,006,000305,907,0005.60  Hist 09/30/2023
WisdomTree Trust IHDGCommon235,46514,8589,121,927,000260,145,0006.52  Hist 09/30/2023
Wisdom Tree Trust DTDCommon114,7545,5766,904,734,000125,869,0004.94  Hist 09/30/2023
SPDR SERIES TRUST ITECommon120,2666,8883,310,913,000103,439,0002.37  Hist 09/30/2023
VanEck ETF Trust ANGLCommon89,2704,7022,415,634,00067,188,0001.73  Hist 09/30/2023
WisdomTree Trust DGRWCommon184,9949,76411,745,274,00064,467,0008.40  Hist 09/30/2023
SPDR SERIES TRUST BNDSCommon375,55517,0859,141,007,00046,621,0006.54  Hist 09/30/2023
WisdomTree Trust XSOECommon173,1179,4334,617,042,00042,078,0003.30  Hist 09/30/2023
SPDR SERIES TRUST DSVCommon94,2806,3996,823,034,00039,517,0004.88  Hist 09/30/2023
SPDR SERIES TRUST SPBOCommon180,2879,2284,972,318,00032,991,0003.56  Hist 09/30/2023
FIRST TRUST EXCHANGE TRADED FUND CIBRCommon25,47521,157,341,000616,0000.83  Hist 09/30/2023
iSHARES TRUST USHYCommon8,30167288,118,000-2,545,0000.21  Hist 09/30/2023
Nuveen AMT-Free Municipal Credit Income Fund NVGCommon90,11510,108929,081,000-7,003,0000.66  Hist 09/30/2023
WisdomTree Trust WFHYCommon13,123114566,791,000-7,596,0000.41  Hist 09/30/2023
NUVEEN MUNICIPAL VALUE FUND INC NUVCommon22,275216183,988,000-7,928,0000.13  Hist 09/30/2023
WisdomTree Trust EPSCommon10,95425501,159,000-9,335,0000.36  Hist 09/30/2023
WisdomTree Trust DWMCommon8,17345395,150,000-11,469,0000.28  Hist 09/30/2023
WisdomTree Trust DHSCommon11,33862885,059,000-12,135,0000.63  Hist 09/30/2023
iSHARES TRUST EMBCommon5,15949425,757,000-16,448,0000.30  Hist 09/30/2023
VANGUARD INDEX FUNDS VBETF2,4284459,153,000-22,897,0000.33  Hist 09/30/2023
VANGUARD SCOTTSDALE FUNDS VCITCommon8,69022660,296,000-24,747,0000.47  Hist 09/30/2023
PROVENA FOODS INC PZAETF23,849178528,500,000-30,146,0000.38  Hist 09/30/2023
VANGUARD BOND INDEX FUNDS BNDCommon11,99727837,174,000-32,911,0000.60  Hist 09/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK3,60941751,625,000-33,836,0000.54  Hist 09/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK2,4481961,452,000-35,075,0000.69  Hist 09/30/2023
WisdomTree Trust DESSMALLCAP DIVID136,0795833,837,441,000-63,485,0002.74  Hist 09/30/2023
VanEck ETF Trust HYDCommon48,3674492,373,347,000-86,764,0001.70  Hist 09/30/2023
Nuveen Quality Municipal Income Fund NADCommon90,466890917,327,000-92,197,0000.66  Hist 09/30/2023
SPDR SERIES TRUST HYMBCommon99,5031722,370,171,000-114,106,0001.70  Hist 09/30/2023
Invesco Trust for Investment Grade Municipals VGMCommon183,1132,0051,556,465,000-202,093,0001.11  Hist 09/30/2023
BLACKROCK MUNICIPAL INCOME QUALITY TRUST BYMCommon160,7241,4311,584,740,000-207,303,0001.13  Hist 09/30/2023
Nuveen AMT-Free Quality Municipal Income Fund NEAcommon198,8331,9101,924,705,000-227,660,0001.38  Hist 09/30/2023
NUVEEN MUN HIGH INCOME OPP F NMZCOM358,34514,4633,325,443,000-309,393,0002.38  Hist 09/30/2023
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