StockDriftsStockDriftsTop 50 Melone Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 8.75% | 425.8K | $21.4M | -0.80%(-3.43K) | $50.28(+0.20%) | 2026-03-31 | |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 6.58% | 317.6K | $16.1M | +7.90%(+23.24K) | $48.75(+13.85%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.43% | 370.2K | $15.7M | +15.77%(+50.44K) | $42.87(+8.84%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 5.97% | 510.1K | $14.6M | +1.74%(+8.75K) | $28.49(-0.24%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.85% | 115.1K | $14.3M | +6.03%(+6.55K) | $113.67(+21.50%) | 2026-03-31 | |
| NZF | NUVEEN MUN CR INCOME FD | 4.25% | 855.2K | $10.4M | -1.19%(-10.27K) | $13.95(-9.99%) | 2026-03-31 | |
| ANGL | VANECK ETF TRUST | 4.23% | 360.6K | $10.4M | +2.18%(+7.68K) | $29.40(-1.00%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.09% | 102.4K | $10.0M | +0.03%(+32) | $66.03(+72.28%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 4.03% | 205.0K | $9.9M | -0.99%(-2.04K) | $42.30(+17.40%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.62% | 189.0K | $8.9M | +8.66%(+15.07K) | $39.10(+32.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.19% | +19.75% |
| Top 20 Holdings Unweighted | +4.95% | +15.61% |
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