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Louis Melone Jr.

@Melone Private Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$192.967MTotal holdings51
Assets growth rate2.48%Assets growth rate (2-Q avg)7.03%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Melone Private Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Melone Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.967M in assets, with a quarterly growth rate of 2.48% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by Louis Melone Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Tr
Recent Activity
Increased 62.31%
11.44%
$22.06M
438,385 shares@ $50.32 avg price
DONWisdomtree Tr
Recent Activity
Decreased -6%
8.48%
$16.359M
320,959 shares@ $50.98 avg price
SPTISpdr Ser Tr
Recent Activity
New Position
7.21%
$13.911M
498,951 shares@ $27.88 avg price
IHDGWisdomtree Tr
Recent Activity
Decreased -4.04%
6.57%
$12.665M
291,362 shares@ $43.47 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -19.26%
6.02%
$11.613M
27,292 shares@ $425.51 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -8.44%
5.36%
$10.336M
117,584 shares@ $87.9 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -5.38%
4.93%
$9.501M
117,404 shares@ $80.93 avg price
DTDWisdomtree Tr
Recent Activity
Increased 2.24%
4.74%
$9.146M
120,557 shares@ $75.87 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
Increased 2.13%
4.6%
$8.868M
728,676 shares@ $12.17 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -17.6%
3.05%
$5.881M
205,119 shares@ $28.67 avg price