0001951757-23-000437.txt : 20230727 0001951757-23-000437.hdr.sgml : 20230727 20230727132848 ACCESSION NUMBER: 0001951757-23-000437 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230727 EFFECTIVENESS DATE: 20230727 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: 231117066 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 06-30-2023 06-30-2023 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 07-27-2023 0 53 141726472 false INFORMATION TABLE 2 F_13F_Melone_Q22023.xml ETF MANAGERS TR BLUESTAR ISRAEL 26924G870 211666 4578 SH SOLE 0 0 4578 SPDR SER TR PORTFOLIO AGRGTE 78464A649 9094386 358470 SH SOLE 0 0 358470 SPDR SER TR PORTFLI INTRMDIT 78464A672 3207474 113378 SH SOLE 0 0 113378 VANGUARD INDEX FDS TOTAL STK MKT 922908769 527252 2394 SH SOLE 0 0 2394 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1616885 32132 SH SOLE 0 0 32132 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 7524099 21882 SH SOLE 0 0 21882 DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 23908L207 486251 15175 SH SOLE 0 0 15175 ISHARES TR BROAD USD HIGH 46435U853 290663 8234 SH SOLE 0 0 8234 WISDOMTREE TR US HGH YLD CORP 97717X172 574387 13009 SH SOLE 0 0 13009 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 391127 1147 SH SOLE 0 0 1147 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 2460111 47918 SH SOLE 0 0 47918 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 685043 8668 SH SOLE 0 0 8668 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1553430 3 SH SOLE 0 0 3 VANGUARD INDEX FDS SMALL CP ETF 922908751 482050 2424 SH SOLE 0 0 2424 VANGUARD INDEX FDS MID CAP ETF 922908629 785461 3568 SH SOLE 0 0 3568 BLACKROCK MUN INCOME QUALITY COM 092479104 1792043 159293 SH SOLE 0 0 159293 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 996527 2447 SH SOLE 0 0 2447 HUNTINGTON BANCSHARES INC COM 446150104 535755 49699 SH SOLE 0 0 49699 SPDR SER TR S&P 600 SMCP VAL 78464A300 6783517 87881 SH SOLE 0 0 87881 NUVEEN MUN CR OPPORTUNITIES COM 670663103 4514907 417274 SH SOLE 0 0 417274 BLACKROCK MUNIYIELD MICH QU COM 09254V105 4758091 430596 SH SOLE 0 0 430596 SPDR SER TR PORTFOLIO CRPORT 78464A144 4939327 171059 SH SOLE 0 0 171059 SPDR SER TR NUVEEN BLOOMBERG 78464A284 2484277 99331 SH SOLE 0 0 99331 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 3634836 343882 SH SOLE 0 0 343882 NUVEEN MUN VALUE FD INC COM 670928100 191916 22059 SH SOLE 0 0 22059 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3900926 135496 SH SOLE 0 0 135496 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 2348446 84568 SH SOLE 0 0 84568 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 7263419 622935 SH SOLE 0 0 622935 INVESCO TR INVT GRADE MUNS COM 46131M106 1758558 181108 SH SOLE 0 0 181108 WISDOMTREE TR US TOTAL DIVIDND 97717W109 6778865 109178 SH SOLE 0 0 109178 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 870085 11970 SH SOLE 0 0 11970 NUVEEN QUALITY MUNCP INCOME COM 67066V101 1009524 89576 SH SOLE 0 0 89576 NUVEEN AMT FREE MUN CR INC F COM 67071L106 936084 80007 SH SOLE 0 0 80007 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 370307 8844 SH SOLE 0 0 8844 WISDOMTREE TR US QTLY DIV GRT 97717X669 11680807 175230 SH SOLE 0 0 175230 WISDOMTREE TR INTL EQUITY FD 97717W703 406619 8128 SH SOLE 0 0 8128 WISDOMTREE TR US HIGH DIVIDEND 97717W208 897194 11276 SH SOLE 0 0 11276 WISDOMTREE TR US MIDCAP DIVID 97717W505 12529037 297956 SH SOLE 0 0 297956 PROSHARES TR S&P 500 DV ARIST 74348A467 593493 6295 SH SOLE 0 0 6295 ISHARES TR NATIONAL MUN ETF 464288414 326911 3063 SH SOLE 0 0 3063 WISDOMTREE TR US LARGECAP FUND 97717W588 510494 10929 SH SOLE 0 0 10929 SPDR SER TR NUVEEN BLMBRG MU 78468R721 201795 4372 SH SOLE 0 0 4372 NUVEEN AMT FREE QLTY MUN INC COM 670657105 2152365 196923 SH SOLE 0 0 196923 ISHARES TR CORE S&P US GWT 464287671 530569 5434 SH SOLE 0 0 5434 ISHARES TR CORE S&P US VLU 464287663 405890 5186 SH SOLE 0 0 5186 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 558646 23671 SH SOLE 0 0 23671 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 8861782 220607 SH SOLE 0 0 220607 SPDR SER TR PRTFLO S&P500 GW 78464A409 7772688 127400 SH SOLE 0 0 127400 WISDOMTREE TR EM EX ST-OWNED 97717X578 4574964 163684 SH SOLE 0 0 163684 ISHARES TR JPMORGAN USD EMG 464288281 442205 5110 SH SOLE 0 0 5110 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1156725 25473 SH SOLE 0 0 25473 ISHARES TR CORE S&P MCP ETF 464287507 712250 2724 SH SOLE 0 0 2724 WESTERN ASSET MANAGED MUNS F COM 95766M105 1654343 166600 SH SOLE 0 0 166600