Titelia

Holdings of Melone Private Wealth, LLC

54 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60 % of the equity sleeve

Sector breakdown

  • Funds 8.0 %
  • Financials 1.5 %
  • Technology 0.4 %
  • Consumer discretionary 0.3 %
  • Communication 0.2 %
  • Unattributed 89.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US54202.7M $100.00 %

Positions

RankCompanySharesValueWeight
1WisdomTree Trust 425,76821.4M $
2Capital Group Dividend Value ETF 370,15615.7M $
3State Street SPDR Portfolio Intermediate Term Treasury ETF 510,14114.6M $
4iShares Core S&P Small-Cap ETF 115,14314.3M $
5Nuveen Municipal Credit Income 855,18210.4M $
6VanEck Fallen Angel High Yield 360,61010.4M $
7SPDR Series Trust 102,38210M $
8State Street SPDR Portfolio Emerging Markets ETF 188,9908.9M $
9NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 711,7378M $
10WisdomTree Trust 150,4387.9M $
11WisdomTree Trust 83,8607.2M $
12Nuveen Municipal High Income O 672,6227M $
13State Street SPDR Portfolio Ag 247,3306.3M $
14WisdomTree US SmallCap Dividen 172,1676.2M $
15WisdomTree Trust 64,1005.6M $
16State Street SPDR Portfolio Corporate Bond ETF 167,8064.9M $
17NUVEEN QUALITY MUN INCOME FD 402,5374.6M $
18State Street Spdr Dow Jones Industrial Average Etf Trust 9,9654.6M $
19BLACKROCK MUNIYIELD MICH QUALITY FD INC 280,8943.3M $
20State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 133,0723.3M $
21CAPITAL GROUP MUNICIPAL INCOME ETF 80,6132.2M $
22SPDR SERIES TRUST 18,5391.8M $
23INVESCO VAN KAMPEN TR INVT GRADE MUNS 172,8591.7M $
24VanEck High Yield Muni ETF 32,3301.6M $
25First Trust NASDAQ Cybersecuri 24,1531.5M $
26Berkshire Hathaway Inc 21.4M $
27BLACKROCK MUNIHOLDINGS FD INC 117,6831.3M $
28Vanguard S&P 500 ETF 2,1231.3M $
29NUVEEN AMT-FREE MUN CR INCOME FD 100,1641.2M $
30American Century Diversified Municipal Bond ETF 24,4941.2M $
31WisdomTree US High Dividend Fund 10,7651.2M $
32Vanguard Mid-Cap ETF 3,6211M $
33Capital Group Growth ETF 24,9001M $
34Huntington Bancshares Inc/OH 49,699777.8K $
35Berkshire Hathaway Inc 1,572753.3K $
36WisdomTree Trust 16,105733.4K $
37iShares Core S&P U.S. Growth ETF 3,930609.6K $
38State Street Utilities Select Sector SPDR ETF 13,182604.9K $
39Wisdomtree Trust 8,758596.5K $
40ProShares Trust 5,404572.8K $
41iShares Core S&P Mid-Cap ETF 8,443570.2K $
42Vanguard Total Stock Market ETF 1,625521.4K $
43Vanguard Small-Cap ETF 1,972516.5K $
44Alphabet Inc 1,380396.8K $
45iShares Trust 3,800388.5K $
46Invesco National AMT-Free Municipal Bond ETF 15,105347.1K $
47Intel Corp 7,500331K $
48Chipotle Mexican Grill Inc 9,500304.1K $
49Apple Inc 1,108281.3K $
50State Street SPDR S&P 500 ETF Trust 431280.4K $
51NVIDIA Corp 1,542268.8K $
52WisdomTree Trust 10,957241.2K $
53Amazon.com Inc 1,000208.3K $
54Alta Equipment Group Inc 25,157135.1K $