Melone Private Wealth, LLC
Top Portfolio Positions
19 positions ·
$52,038,186 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NZF |
Nuveen Municipal Credit Income Fund
Financial Services
|
855,182 | $10,416,116 | 20.02% |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
711,737 | $7,992,806 | 15.36% |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
672,622 | $6,981,816 | 13.42% |
| NMCO |
Nuveen Municipal Credit Opportunities Fund
Financial Services
|
643,997 | $6,813,488 | 13.09% |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
402,537 | $4,629,175 | 8.90% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
9,965 | $4,615,688 | 8.87% |
| MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
Financial Services
|
280,894 | $3,337,020 | 6.41% |
| VGM |
Invesco Trust for Investment Grade Municipals
Financial Services
|
172,859 | $1,706,118 | 3.28% |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
117,683 | $1,327,464 | 2.55% |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
100,164 | $1,235,022 | 2.37% |
Holdings in NAD
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,629,175 | 402,537 | Shares | Sole | 2026-04-08 | |
| No quarters match your search. | ||||||