Melone Private Wealth, LLC
CIK
1905765
City
AUBURN HILLS
State / Country
MI
Top Portfolio Positions
20 positions ·
$52,791,488 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NZF |
Nuveen Municipal Credit Income Fund
Financial Services
|
855,182 | $10,416,116 | 19.73% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
711,737 | $7,992,806 | 15.14% | |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
672,622 | $6,981,816 | 13.23% | |
| NMCO |
Nuveen Municipal Credit Opportunities Fund
Financial Services
|
643,997 | $6,813,488 | 12.91% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
402,537 | $4,629,175 | 8.77% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
9,965 | $4,615,688 | 8.74% | |
| MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
Financial Services
|
280,894 | $3,337,020 | 6.32% | |
| VGM |
Invesco Trust for Investment Grade Municipals
Financial Services
|
172,859 | $1,706,118 | 3.23% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
117,683 | $1,327,464 | 2.51% | |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
100,164 | $1,235,022 | 2.34% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NMZ
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,981,816 | 672,622 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,685,659 | 656,100 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,288,966 | 593,859 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,888,728 | 567,862 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $5,950,717 | 545,437 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,599,547 | 517,997 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,164,327 | 528,673 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,615,018 | 520,391 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,374,522 | 508,951 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,583,509 | 463,918 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,325,441 | 358,345 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,634,832 | 343,882 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,619,566 | 335,145 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,183,458 | 307,878 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,505,174 | 243,694 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,686,823 | 229,643 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,494,381 | 191,728 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,739,934 | 115,075 | Shares | Sole | 2022-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||