Melone Private Wealth, LLC

Portfolio Overview

Melone Private Wealth, LLC manages a portfolio totaling approximately $190.97 million across 39 holdings as of the report date. The portfolio experienced modest growth of +3.2% ($5.89M) compared to the previous quarter, driven by a mix of capital appreciation and active capital reallocation.

The investment strategy appears to be highly institutional and model-based, characterized by a heavy reliance on Exchange Traded Funds (ETFs). Approximately 77.5% ...