Melone Private Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$188M
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 49 stock holdings with total value $188M as of Q3 2024. Top holdings included DON, DIA, IHDG, USFR, and SPAB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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