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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
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
NMCONuveen Mun Cr Opportunities
Recent Activity
Increased 1.87%
2.93%
$5.641M
531,644 shares@ $10.62 avg price
DESWisdomtree Tr
Recent Activity
Increased 2.12%
2.52%
$4.848M
141,144 shares@ $34.35 avg price
IJRIshares Tr
Recent Activity
Increased 36.01%
2.49%
$4.789M
41,561 shares@ $115.23 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 1.56%
2.28%
$4.383M
114,240 shares@ $38.37 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
Increased 1.67%
1.28%
$2.453M
217,498 shares@ $11.28 avg price
VGMInvesco Tr Invt Grade Muns
Recent Activity
Increased 1.57%
0.92%
$1.761M
174,333 shares@ $10.1 avg price
HYMBSpdr Ser Tr
Recent Activity
Increased 1.14%
0.75%
$1.446M
56,514 shares@ $25.58 avg price