• 13F History

Melone Private Wealth, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$191M
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 48 stock holdings with total value $191M as of Q1 2025. Top holdings included USFR, DON, SPTI, IHDG, and DIA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 48 $191M +$4.48M -$4.46M +$18.9K USFR, DON, SPTI, IHDG, DIA 13F-HR 4/11/2025, 10:25 AM
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 -$184K +$5.94M 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 -$6.46M +$12.7M DON, DGRW, SPAB, IHDG, NZF 13F-HR 4/20/2023, 01:56 PM
Q4 2022 53 $118M +$5.95M -$3.87M +$2.08M DON, SPAB, DGRW, NZF, DTD 13F-HR 1/19/2023, 12:20 PM
Q3 2022 55 $114M +$4.07M -$300K +$3.76M DON, SPAB, NZF, DGRW, XSOE 13F-HR 10/14/2022, 04:54 PM
Q2 2022 57 $117M +$7.56M -$274K +$7.28M DON, SPAB, NZF, XSOE, DGRW 13F-HR 7/11/2022, 05:17 PM
Q1 2022 61 $122M +$10.3M -$5.56M +$4.75M DON, SPAB, XSOE, DGRW, DTD 13F-HR 4/29/2022, 03:08 PM
Q4 2021 59 $132M DON, SPAB, XSOE, DGRW, DTD 13F-HR 1/20/2022, 05:37 PM