Louis Melone Jr.

@Melone Private Wealth, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$192.967M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPTISpdr Ser Tr Recent Activity New Position	7.21%	$13.911M 498,951 shares@ $27.88 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.12%	$212,808 970 shares@ $219.39 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.11%	$206,963 1,541 shares@ $134.31 avg price	New Position