Chief Compliance Officer

0001951757-24-000434.txt : 20240503 0001951757-24-000434.hdr.sgml : 20240503 20240503102032 ACCESSION NUMBER: 0001951757-24-000434 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 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: 24911265 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 03-31-2024 03-31-2024 Melone Private Wealth, LLC

3121 UNIVERSITY DRIVE SUITE 180 AUBURN HILLS MI 48326

13F HOLDINGS REPORT 028-21469 N Louis Melone Jr. Chief Compliance Officer 877.293.5830 Louis Melone Jr. Auburn Hills MI 05-03-2024 0 48 166576130 false INFORMATION TABLE 2 F_13F_MPW_Q12024.xml SPDR SER TR PORTFOLIO AGRGTE 78464A649 10764908 425827 SH SOLE 0 0 425827 VANGUARD INDEX FDS TOTAL STK MKT 922908769 552712 2127 SH SOLE 0 0 2127 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 6868793 136584 SH SOLE 0 0 136584 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 12756591 32071 SH SOLE 0 0 32071 SPDR S&P 500 ETF TR TR UNIT 78462F103 205140 392 SH SOLE 0 0 392 DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 23908L207 622921 15430 SH SOLE 0 0 15430 WISDOMTREE TR US HGH YLD CORP 97717X172 684386 15105 SH SOLE 0 0 15105 ISHARES TR CORE S&P SCP ETF 464287804 3063276 27717 SH SOLE 0 0 27717 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 484019 1151 SH SOLE 0 0 1151 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 2487064 47590 SH SOLE 0 0 47590 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 222746 2767 SH SOLE 0 0 2767 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1903320 3 SH SOLE 0 0 3 VANGUARD INDEX FDS SMALL CP ETF 922908751 442617 1936 SH SOLE 0 0 1936 VANGUARD INDEX FDS MID CAP ETF 922908629 880453 3524 SH SOLE 0 0 3524 BLACKROCK MUN INCOME QUALITY COM 092479104 1916779 165240 SH SOLE 0 0 165240 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1175235 2445 SH SOLE 0 0 2445 HUNTINGTON BANCSHARES INC COM 446150104 693301 49699 SH SOLE 0 0 49699 SPDR SER TR S&P 600 SMCP VAL 78464A300 5156942 62154 SH SOLE 0 0 62154 NUVEEN MUN CR OPPORTUNITIES COM 670663103 5338536 505065 SH SOLE 0 0 505065 BLACKROCK MUNIYIELD MICH QU COM 09254V105 4290983 372805 SH SOLE 0 0 372805 SPDR SER TR PORTFOLIO CRPORT 78464A144 5598227 192313 SH SOLE 0 0 192313 SPDR SER TR NUVEEN BLOOMBERG 78464A284 2030148 79025 SH SOLE 0 0 79025 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 5374522 508951 SH SOLE 0 0 508951 WISDOMTREE TR US SMALLCAP DIVD 97717W604 4485349 137251 SH SOLE 0 0 137251 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 6727338 231817 SH SOLE 0 0 231817 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 8418159 687758 SH SOLE 0 0 687758 INVESCO TR INVT GRADE MUNS COM 46131M106 1842312 186847 SH SOLE 0 0 186847 WISDOMTREE TR US TOTAL DIVIDND 97717W109 8134427 115023 SH SOLE 0 0 115023 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 266472 3669 SH SOLE 0 0 3669 NUVEEN QUALITY MUNCP INCOME COM 67066V101 1060268 92519 SH SOLE 0 0 92519 NUVEEN AMT FREE MUN CR INC F COM 67071L106 865302 71218 SH SOLE 0 0 71218 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 317851 7548 SH SOLE 0 0 7548 WISDOMTREE TR US QTLY DIV GRT 97717X669 9140619 119971 SH SOLE 0 0 119971 WISDOMTREE TR US HIGH DIVIDEND 97717W208 913317 10539 SH SOLE 0 0 10539 WISDOMTREE TR US MIDCAP DIVID 97717W505 16022436 328531 SH SOLE 0 0 328531 PROSHARES TR S&P 500 DV ARIST 74348A467 560144 5524 SH SOLE 0 0 5524 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3699321 102219 SH SOLE 0 0 102219 WISDOMTREE TR US LARGECAP FUND 97717W588 511352 9230 SH SOLE 0 0 9230 NUVEEN AMT FREE QLTY MUN INC COM 670657105 2256687 203856 SH SOLE 0 0 203856 ISHARES TR CORE S&P US GWT 464287671 568333 4849 SH SOLE 0 0 4849 ISHARES TR CORE S&P US VLU 464287663 438508 4849 SH SOLE 0 0 4849 WISDOMTREE TR HEDGED HI YLD BD 97717W430 213693 9700 SH SOLE 0 0 9700 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 13103639 285234 SH SOLE 0 0 285234 SPDR SER TR PRTFLO S&P500 GW 78464A409 9083885 124182 SH SOLE 0 0 124182 WISDOMTREE TR EM EX ST-OWNED 97717X578 646102 21931 SH SOLE 0 0 21931 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1440926 25553 SH SOLE 0 0 25553 ISHARES TR CORE S&P MCP ETF 464287507 611848 10073 SH SOLE 0 0 10073 WESTERN ASSET MANAGED MUNS F COM 95766M105 1734223 165954 SH SOLE 0 0 165954