0001905765-22-000004.txt : 20221014 0001905765-22-000004.hdr.sgml : 20221014 20221014165459 ACCESSION NUMBER: 0001905765-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221014 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Melone Private Wealth, LLC CENTRAL INDEX KEY: 0001905765 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: 221311846 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 13F-HR LIVE false false false 0001905765 XXXXXXXX 09-30-2022 09-30-2022 Melone Private Wealth, LLC

3121 UNIVERSITY DRIVE SUITE 180 AUBURN HILLS MI 48326

13F HOLDINGS REPORT 028-21469 N LOUIS J. MELONE JR 877-293-5830 LOUIS J. MELONE JR AUBURN HILLS MI 10-14-2022 0 55 114497 false INFORMATION TABLE 2 13F_Melone_Q32022.xml NUVEEN MUN VALUE FD INC COM CEF 670928100 194 22716 SH SOLE 0 0 22716 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 232 2250 SH SOLE 0 0 2250 NUVEEN INTER DURATION MUN TERM COM CEF 670671106 249 19580 SH SOLE 0 0 19579 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 294 1064 SH SOLE 0 0 1064 DAVIS SELECT U.S. EQUITY ETF ETF 23908L207 346 13135 SH SOLE 0 0 13135 ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 46435U853 367 10717 SH SOLE 0 0 10716 ISHARES CORE S&P US VALUE ETF ETF 464287663 392 6007 SH SOLE 0 0 6007 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 398 3851 SH SOLE 0 0 3851 WISDOMTREE INTERNATIONAL EQUITY FUND ETF 97717W703 408 9919 SH SOLE 0 0 9919 WISDOMTREE U.S. LARGECAP FUND ETF 97717W588 441 10993 SH SOLE 0 0 10993 BLUESTAR ISRAEL TECHNOLOGY ETF ETF 26924G870 444 9678 SH SOLE 0 0 9677 INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF ETF 46138E537 450 19997 SH SOLE 0 0 19996 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 478 4385 SH SOLE 0 0 4384 ISHARES RUSSELL 2000 ETF ETF 464287655 486 2798 SH SOLE 0 0 2797 NUVEEN AMT FREE MUN CR INC FD COM CEF 67071L106 491 41505 SH SOLE 0 0 41505 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 522 6295 SH SOLE 0 0 6295 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 542 17249 SH SOLE 0 0 17248 VANGUARD SMALL-CAP ETF ETF 922908751 590 3268 SH SOLE 0 0 3267 HUNTINGTON BANCSHARES INC COM Stock 446150104 676 49699 SH SOLE 0 0 49699 ISHARES CORE S&P MID-CAP ETF ETF 464287507 680 2937 SH SOLE 0 0 2937 WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND ETF 97717X172 739 16850 SH SOLE 0 0 16850 VANECK SHORT HIGH YIELD MUNI ETF ETF 92189F387 754 34285 SH SOLE 0 0 34284 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 793 4225 SH SOLE 0 0 4225 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 821 10781 SH SOLE 0 0 10781 VANGUARD S&P 500 ETF ETF 922908363 855 2494 SH SOLE 0 0 2494 WISDOMTREE U.S. HIGH DIVIDEND FUND ETF 97717W208 909 11488 SH SOLE 0 0 11488 NUVEEN QUALITY MUNCP INCOME FD COM CEF 67066V101 942 84089 SH SOLE 0 0 84089 VANGUARD MID-CAP ETF ETF 922908629 952 4820 SH SOLE 0 0 4820 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 1121 13329 SH SOLE 0 0 13329 FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 33734X846 1218 29907 SH SOLE 0 0 29907 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1249 3 SH SOLE 0 0 3 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1463 20514 SH SOLE 0 0 20514 BLACKROCK MUN INCOME QUALITY T COM CEF 092479104 1555 140472 SH SOLE 0 0 140472 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 1584 161767 SH SOLE 0 0 161767 INVESCO TR INVT GRADE MUNS COM CEF 46131M106 1665 174893 SH SOLE 0 0 174893 NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105 2059 189769 SH SOLE 0 0 189769 SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284 2124 43719 SH SOLE 0 0 43719 VANECK HIGH YIELD MUNI ETF ETF 92189H409 2409 47646 SH SOLE 0 0 47646 NUVEEN MUN HIGH INCOME OPPORTU COM CEF 670682103 2517 243694 SH SOLE 0 0 243693 ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 2633 32799 SH SOLE 0 0 32798 VANECK FALLEN ANGEL HIGH YIELD BOND ETF ETF 92189F437 2689 101012 SH SOLE 0 0 101012 NUVEEN MUN CR OPPORTUNITIES FD COM CEF 670663103 2919 268551 SH SOLE 0 0 268551 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 3275 121871 SH SOLE 0 0 121871 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 3435 11479 SH SOLE 0 0 11478 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 4015 56842 SH SOLE 0 0 56842 BLACKROCK MUNIYIELD MICH QU COM CEF 09254V105 4631 373450 SH SOLE 0 0 373450 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 4907 93541 SH SOLE 0 0 93540 SPDR PORTFOLIO CORPORATE BOND ETF ETF 78464A144 5190 185689 SH SOLE 0 0 185688 WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND ETF 97717X594 5318 142715 SH SOLE 0 0 142714 WISDOMTREE U.S. TOTAL DIVIDEND FUND ETF 97717W109 5781 102143 SH SOLE 0 0 102143 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 6018 235181 SH SOLE 0 0 235181 WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 97717X669 6130 109632 SH SOLE 0 0 109631 NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT CEF 67070X101 6588 569439 SH SOLE 0 0 569438 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 7699 308464 SH SOLE 0 0 308463 WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 97717W505 8860 224141 SH SOLE 0 0 224140