0001951757-24-000054.txt : 20240112 0001951757-24-000054.hdr.sgml : 20240112 20240112172920 ACCESSION NUMBER: 0001951757-24-000054 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Melone Private Wealth, LLC CENTRAL INDEX KEY: 0001905765 ORGANIZATION NAME: IRS NUMBER: 842936920 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21469 FILM NUMBER: 24532990 BUSINESS ADDRESS: STREET 1: 3121 UNIVERSITY DRIVE STREET 2: SUITE 180 CITY: AUBURN HILLS STATE: MI ZIP: 48326 BUSINESS PHONE: 8772935830 MAIL ADDRESS: STREET 1: 3121 UNIVERSITY DRIVE STREET 2: SUITE 180 CITY: AUBURN HILLS STATE: MI ZIP: 48326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001905765 XXXXXXXX 12-31-2023 12-31-2023 Melone Private Wealth, LLC

3121 UNIVERSITY DRIVE SUITE 180 AUBURN HILLS MI 48326

13F HOLDINGS REPORT 028-21469 N Louis Melone Jr. 877.293.5830 Louis Melone Jr. Auburn Hills MI 01-12-2024 0 48 157124532 false INFORMATION TABLE 2 F_13F_Melone_Q42023.xml ETF MANAGERS TR BLUESTAR ISRAEL 26924G870 210987 4578 SH SOLE 0 0 4578 SPDR SER TR PORTFOLIO AGRGTE 78464A649 11054118 431128 SH SOLE 0 0 431128 VANGUARD INDEX FDS TOTAL STK MKT 922908769 525432 2215 SH SOLE 0 0 2215 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 5168280 102872 SH SOLE 0 0 102872 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 12024645 31907 SH SOLE 0 0 31907 DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 23908L207 544072 15430 SH SOLE 0 0 15430 WISDOMTREE TR US HGH YLD CORP 97717X172 673508 14828 SH SOLE 0 0 14828 ISHARES TR CORE S&P SCP ETF 464287804 2928238 27051 SH SOLE 0 0 27051 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 410516 1151 SH SOLE 0 0 1151 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 2533200 49064 SH SOLE 0 0 49064 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 276586 3403 SH SOLE 0 0 3403 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1627875 3 SH SOLE 0 0 3 VANGUARD INDEX FDS SMALL CP ETF 922908751 412280 1933 SH SOLE 0 0 1933 VANGUARD INDEX FDS MID CAP ETF 922908629 817885 3516 SH SOLE 0 0 3516 BLACKROCK MUN INCOME QUALITY COM 092479104 1835776 163762 SH SOLE 0 0 163762 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1065448 2439 SH SOLE 0 0 2439 HUNTINGTON BANCSHARES INC COM 446150104 632171 49699 SH SOLE 0 0 49699 SPDR SER TR S&P 600 SMCP VAL 78464A300 5190215 62300 SH SOLE 0 0 62300 NUVEEN MUN CR OPPORTUNITIES COM 670663103 4994595 500962 SH SOLE 0 0 500962 BLACKROCK MUNIYIELD MICH QU COM 09254V105 4340644 382099 SH SOLE 0 0 382099 SPDR SER TR PORTFOLIO CRPORT 78464A144 5672857 192889 SH SOLE 0 0 192889 SPDR SER TR NUVEEN BLOOMBERG 78464A284 2169181 85738 SH SOLE 0 0 85738 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 4583512 463918 SH SOLE 0 0 463918 WISDOMTREE TR US SMALLCAP DIVD 97717W604 4492204 139640 SH SOLE 0 0 139640 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 6655897 231268 SH SOLE 0 0 231268 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 7909034 669123 SH SOLE 0 0 669123 INVESCO TR INVT GRADE MUNS COM 46131M106 1830498 185086 SH SOLE 0 0 185086 WISDOMTREE TR US TOTAL DIVIDND 97717W109 7603324 116294 SH SOLE 0 0 116294 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 365849 4974 SH SOLE 0 0 4974 NUVEEN QUALITY MUNCP INCOME COM 67066V101 1051429 91828 SH SOLE 0 0 91828 NUVEEN AMT FREE MUN CR INC F COM 67071L106 834709 70618 SH SOLE 0 0 70618 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 312839 7461 SH SOLE 0 0 7461 WISDOMTREE TR US QTLY DIV GRT 97717X669 8374715 119162 SH SOLE 0 0 119162 WISDOMTREE TR US HIGH DIVIDEND 97717W208 915802 11144 SH SOLE 0 0 11144 WISDOMTREE TR US MIDCAP DIVID 97717W505 14942413 327039 SH SOLE 0 0 327039 PROSHARES TR S&P 500 DV ARIST 74348A467 545713 5732 SH SOLE 0 0 5732 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3524762 99541 SH SOLE 0 0 99541 WISDOMTREE TR US LARGECAP FUND 97717W588 504711 10071 SH SOLE 0 0 10071 NUVEEN AMT FREE QLTY MUN INC COM 670657105 2225411 202310 SH SOLE 0 0 202310 ISHARES TR CORE S&P US GWT 464287671 515575 4953 SH SOLE 0 0 4953 ISHARES TR CORE S&P US VLU 464287663 416056 4934 SH SOLE 0 0 4934 WISDOMTREE TR HEDGED HI YLD BD 97717W430 206688 9562 SH SOLE 0 0 9562 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 11861345 282480 SH SOLE 0 0 282480 SPDR SER TR PRTFLO S&P500 GW 78464A409 8009955 123116 SH SOLE 0 0 123116 WISDOMTREE TR EM EX ST-OWNED 97717X578 713495 24706 SH SOLE 0 0 24706 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1371588 25475 SH SOLE 0 0 25475 ISHARES TR CORE S&P MCP ETF 464287507 572214 2065 SH SOLE 0 0 2065 WESTERN ASSET MANAGED MUNS F COM 95766M105 1676285 164826 SH SOLE 0 0 164826