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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
MIYBlackrock Muniyield Mich Qu
Recent Activity
Decreased -2.94%
2.13%
$4.107M
367,366 shares@ $11.18 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -0.71%
1.26%
$2.425M
46,711 shares@ $51.92 avg price
MMUWestern Asset Managed Muns F
Recent Activity
Decreased -5.51%
0.85%
$1.626M
159,428 shares@ $10.21 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.95%
0.82%
$1.572M
24,779 shares@ $63.45 avg price
BYMBlackrock Mun Income Quality
Recent Activity
Decreased -20.03%
0.76%
$1.465M
135,055 shares@ $10.86 avg price
DHSWisdomtree Tr
Recent Activity
Decreased -0.28%
0.52%
$984,819
10,549 shares@ $93.36 avg price
QHYWisdomtree Tr
Recent Activity
Decreased -2.22%
0.35%
$674,759
14,950 shares@ $45.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.07%
0.35%
$666,775
1,471 shares@ $453.29 avg price
XSOEWisdomtree Tr
Recent Activity
Decreased -0.5%
0.33%
$631,857
20,730 shares@ $30.49 avg price
DUSADavis Fundamental Etf Tr
Recent Activity
Decreased -5.94%
0.32%
$611,100
14,512 shares@ $42.11 avg price