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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
NADNuveen Quality Muncp Income
Recent Activity
Increased 13.53%
0.68%
$1.297M
111,204 shares@ $11.66 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.46%
0.63%
$1.197M
2,222 shares@ $538.81 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.26%
0.49%
$937,037
3,548 shares@ $264.11 avg price
NVGNuveen Amt Free Mun Cr Inc F
Recent Activity
Increased 1.62%
0.48%
$909,544
74,188 shares@ $12.26 avg price
IJHIshares Tr
Recent Activity
Increased 0.13%
0.32%
$601,472
9,653 shares@ $62.31 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.42%
0.25%
$468,413
1,949 shares@ $240.34 avg price
IUSVIshares Tr
Recent Activity
Increased 0.18%
0.23%
$435,153
4,700 shares@ $92.59 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.26%
0.13%
$233,118
398 shares@ $585.73 avg price
HYZDWisdomtree Tr
Recent Activity
Increased 1.61%
0.12%
$226,064
10,165 shares@ $22.24 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.11%
0.12%
$224,966
968 shares@ $232.41 avg price