Melone Private Wealth, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 14, 2025
Value $: $193M
Signature - Title: Louis Melone Jr. - Chief Compliance Officer
Location: Auburn Hills, MI
Summary: This page shows a list of all the recent 13F filings made by Melone Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Melone Private Wealth, LLC reported 51 stock holdings with total value $193M as of Q4 2024. Top holdings included USFR, DON, SPTI, IHDG, and DIA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	51	$193M	+$25M	-$16M	+$9.02M	USFR, DON, SPTI, IHDG, DIA	13F-HR	1/14/2025, 06:10 AM
Q3 2024	49	$188M	+$11.2M	-$1.59M	+$9.57M	DON, DIA, IHDG, USFR, SPAB	13F-HR	10/7/2024, 10:01 AM
Q2 2024	48	$169M	+$2.97M	-$541K	+$2.43M	DON, IHDG, DIA, SPAB, SPYG	13F-HR	7/12/2024, 02:16 PM
Q1 2024	48	$167M	+$3.83M	-$1.29M	+$2.54M	DON, IHDG, DIA, SPAB, DGRW	13F-HR	5/3/2024, 10:20 AM
Q4 2023	48	$157M	+$24.2M	-$20.1M	+$4.06M	DON, DIA, IHDG, SPAB, DGRW	13F-HR	1/12/2024, 05:29 PM
Q3 2023	50	$140M	+$6.12M	-$925K	+$5.2M	DON, DGRW, SPAB, IHDG, SPYG	13F-HR	10/10/2023, 11:52 AM
Q2 2023	53	$142M	+$8.47M	-$2.07K	+$8.47M	DON, DGRW, SPAB, IHDG, SPYG	13F-HR	7/27/2023, 01:28 PM
Q1 2023	52	$131M	+$19.2M	-$7.53M	+$11.7M	DON, DGRW, SPAB, IHDG, NZF	13F-HR	4/20/2023, 01:56 PM
Q4 2022	53	$118M	+$5.95M	-$5.33M	+$621K	DON, SPAB, DGRW, NZF, DTD	13F-HR	1/19/2023, 01:20 PM
Q3 2022	55	$114M	+$4.07M	-$757K	+$3.31M	DON, SPAB, NZF, DGRW, XSOE	13F-HR	10/14/2022, 04:54 PM
Q2 2022	57	$118M	+$7.76M	-$5.88M	+$1.88M	DON, SPAB, NZF, XSOE, DGRW	13F-HR	7/11/2022, 05:17 PM
Q1 2022	61	$123M	+$10.7M	-$6.43M	+$4.24M	DON, SPAB, XSOE, DGRW, DTD	13F-HR	4/29/2022, 03:08 PM
Q4 2021	59	$133M	$0	$0		DON, SPAB, XSOE, DGRW, DTD	13F-HR	1/20/2022, 06:37 PM

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