test

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
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
HBANHuntington Bancshares Inc
Recent Activity
0.42%
$808,603
49,699 shares@ $16.28 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
IUSGIshares Tr
Recent Activity
0.34%
$644,687
4,626 shares@ $139.37 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
IJHIshares Tr
Recent Activity
Increased 0.13%
0.32%
$601,472
9,653 shares@ $62.31 avg price
VTIVanguard Index Fds
Recent Activity
0.3%
$561,622
1,938 shares@ $289.8 avg price