0001951757-23-000016.txt : 20230119 0001951757-23-000016.hdr.sgml : 20230119 20230119132033 ACCESSION NUMBER: 0001951757-23-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230119 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: 23536844 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 12-31-2022 12-31-2022 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 01-19-2023 0 53 118023537 false INFORMATION TABLE 2 13F_Melone_Q42022.xml NUVEEN MUN VALUE FD INC COM CEF 670928100 186758 21716 SH SOLE 0 0 21716 SPDR BLACKSTONE SENIOR LOAN ETF ETF 78467V608 239139 5847 SH SOLE 0 0 5847 NUVEEN INTER DURATION MUN TERM COM CEF 670671106 271851 20720 SH SOLE 0 0 20720 ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 46435U853 280475 8123 SH SOLE 0 0 8123 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 323205 3063 SH SOLE 0 0 3063 ISHARES RUSSELL 2000 ETF ETF 464287655 346858 1989 SH SOLE 0 0 1989 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 349366 1131 SH SOLE 0 0 1131 ISHARES CORE S&P US VALUE ETF ETF 464287663 365536 5175 SH SOLE 0 0 5175 WISDOMTREE INTERNATIONAL EQUITY FUND ETF 97717W703 383781 8159 SH SOLE 0 0 8159 DAVIS SELECT U.S. EQUITY ETF ETF 23908L207 397373 14625 SH SOLE 0 0 14625 BLUESTAR ISRAEL TECHNOLOGY ETF BLUESTAR ISRAEL TECHNOLOGY FUND ETF 26924G870 426017 9678 SH SOLE 0 0 9678 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 447766 14067 SH SOLE 0 0 14067 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 456780 5603 SH SOLE 0 0 5603 WISDOMTREE U.S. LARGECAP FUND ETF 97717W588 457089 10993 SH SOLE 0 0 10993 INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF ETF 46138E537 462007 20140 SH SOLE 0 0 20140 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 466343 2439 SH SOLE 0 0 2439 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 566487 6295 SH SOLE 0 0 6295 VANGUARD SMALL-CAP ETF ETF 922908751 591526 3223 SH SOLE 0 0 3223 NUVEEN AMT FREE MUN CR INC FD COM CEF 67071L106 592497 48805 SH SOLE 0 0 48805 ISHARES CORE S&P MID-CAP ETF ETF 464287507 656033 2712 SH SOLE 0 0 2712 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 669399 8636 SH SOLE 0 0 8636 HUNTINGTON BANCSHARES INC COM Stock 446150104 700756 49699 SH SOLE 0 0 49699 WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND ETF 97717X172 715992 16298 SH SOLE 0 0 16298 VANGUARD S&P 500 ETF ETF 922908363 876932 2496 SH SOLE 0 0 2496 WISDOMTREE U.S. HIGH DIVIDEND FUND ETF 97717W208 971206 11285 SH SOLE 0 0 11285 VANGUARD MID-CAP ETF ETF 922908629 973487 4776 SH SOLE 0 0 4776 NUVEEN QUALITY MUNCP INCOME FD COM CEF 67066V101 1004474 85125 SH SOLE 0 0 85125 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1198847 16688 SH SOLE 0 0 16688 FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 33734X846 1243917 32134 SH SOLE 0 0 32134 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1406133 3 SH SOLE 0 0 3 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 1646493 163505 SH SOLE 0 0 163505 INVESCO TR INVT GRADE MUNS COM CEF 46131M106 1780441 177158 SH SOLE 0 0 177158 BLACKROCK MUN INCOME QUALITY T COM CEF 092479104 1783726 157156 SH SOLE 0 0 157156 SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284 2041876 41696 SH SOLE 0 0 41696 ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 2067431 24441 SH SOLE 0 0 24441 NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105 2183856 192072 SH SOLE 0 0 192072 VANECK HIGH YIELD MUNI ETF ETF 92189H409 2269740 44901 SH SOLE 0 0 44901 VANECK FALLEN ANGEL HIGH YIELD BOND ETF ETF 92189F437 2805505 103831 SH SOLE 0 0 103831 NUVEEN MUN HIGH INCOME OPPORTU COM CEF 670682103 3183456 307878 SH SOLE 0 0 307878 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 3733418 131273 SH SOLE 0 0 131273 NUVEEN MUN CR OPPORTUNITIES FD COM CEF 670663103 3981813 362312 SH SOLE 0 0 362312 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 4396468 13269 SH SOLE 0 0 13269 BLACKROCK MUNIYIELD MICH QU COM CEF 09254V105 4493390 405175 SH SOLE 0 0 405175 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 4724375 63654 SH SOLE 0 0 63654 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 4847073 95660 SH SOLE 0 0 95660 WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND ETF 97717X594 5256491 147530 SH SOLE 0 0 147530 SPDR PORTFOLIO CORPORATE BOND ETF ETF 78464A144 5474112 192886 SH SOLE 0 0 192886 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 5573140 208888 SH SOLE 0 0 208888 WISDOMTREE U.S. TOTAL DIVIDEND FUND ETF 97717W109 6062420 99957 SH SOLE 0 0 99957 NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT CEF 67070X101 7002136 579647 SH SOLE 0 0 579647 WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 97717X669 7329203 121425 SH SOLE 0 0 121425 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 7921651 315227 SH SOLE 0 0 315227 WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 97717W505 9437293 229395 SH SOLE 0 0 229395