Measured Wealth Private Client Group, LLC Portfolio Holdings

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025

Measured Wealth Private Client Group, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $309 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $27M, Invesco S&P 500 Equal Weight E with a value of $24.7M, Vanguard Whitehall Fds (Vangua with a value of $22.4M, Spdr Gold Trust with a value of $19.1M, and United Parcel Service Inc with a value of $18.6M.

Examining the 13F form we can see an increase of $1.95M in the current position value, from $307M to 309M.

Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $309 Million
ETFs: $215 Million
Industrials: $27.8 Million
Financial Services: $23.8 Million
Technology: $17.9 Million
Consumer Cyclical: $8.26 Million
Healthcare: $7.84 Million
Consumer Defensive: $3.21 Million
Utilities: $1.78 Million
Other: $3.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Million 8.75% of portfolio
528,939
Q1 2025 Added 1.6%
$0
$24.7 Million 7.99% of portfolio
142,341
Q1 2025 Reduced 20.89%
$0
$22.4 Million 7.24% of portfolio
173,313
Q1 2025 Added 3.42%
$106B
$19.1 Million 6.18% of portfolio
66,240
Q1 2025 Added 2.42%
$74.7B
$18.6 Million 6.02% of portfolio
169,081
Q1 2025 Added 51.57%
$0
$16.6 Million 5.39% of portfolio
114,032
Q1 2025 Added 18.08%
$0
$14.8 Million 4.81% of portfolio
26,522
Q1 2025 Reduced 0.52%
$0
$12.4 Million 4.02% of portfolio
60,099
Q1 2025 Reduced 1.51%
$0
$8.98 Million 2.91% of portfolio
118,125
Q1 2025 Added 31.88%
$0
$6.7 Million 2.17% of portfolio
69,480
Q1 2025 New
$0
$6.2 Million 2.01% of portfolio
68,060
Q1 2025 Added 7.65%
$0
$6.09 Million 1.97% of portfolio
75,747
Q1 2025 Reduced 7.65%
$0
$5.34 Million 1.73% of portfolio
104,321
Q1 2025 Reduced 57.54%
$0
$4.53 Million 1.47% of portfolio
47,332
Q1 2025 Added 145.04%
$0
$4.45 Million 1.44% of portfolio
7,917
Q1 2025 Reduced 0.3%
$3.26T
$4.29 Million 1.39% of portfolio
19,298
Q1 2025 Reduced 9.24%
$0
$3.68 Million 1.19% of portfolio
42,856
Q1 2025 Added 86.74%
$0
$3.62 Million 1.17% of portfolio
45,894
Q1 2025 Reduced 15.75%
$0
$3.29 Million 1.07% of portfolio
12,384
Q1 2025 Reduced 0.51%
$0
$3.27 Million 1.06% of portfolio
65,575
Q1 2025 Added 535.54%
$0
$3.16 Million 1.02% of portfolio
51,072
Q4 2024 Reduced 6.77%
$0
$2.47 Million 0.8% of portfolio
24,994
Q1 2025 Added 3.28%
$3.51T
$2.41 Million 0.78% of portfolio
6,422
Q1 2025 Reduced 8.56%
$99.1B
$1.94 Million 0.63% of portfolio
11,592
Q1 2025 Reduced 11.61%
$0
$1.73 Million 0.56% of portfolio
6,723
Q4 2024 Reduced 5.28%
$788B
$1.69 Million 0.55% of portfolio
6,905
Q1 2025 Added 0.07%
$60.5B
$1.56 Million 0.5% of portfolio
50,038
Q1 2025 Added 4.37%
$7.9B
$1.49 Million 0.48% of portfolio
60,215
Q1 2025 Added 4.01%
$0
$1.42 Million 0.46% of portfolio
5,182
Q1 2025 Reduced 16.32%
$8.72B
$1.39 Million 0.45% of portfolio
25,277
Q1 2025 Added 12.89%
$7.74B
$1.28 Million 0.42% of portfolio
8,931
Q1 2025 Added 16.0%
$632M
$1.29 Million 0.42% of portfolio
14,104
Q2 2022 Added 0.01%
$0
$1.27 Million 0.41% of portfolio
24,693
Q1 2025 Reduced 7.56%
$106B
$1.24 Million 0.4% of portfolio
20,267
Q1 2025 Added 81.54%
$0
$1.2 Million 0.39% of portfolio
29,077
Q1 2025 Reduced 1.37%
$6.09B
$1.14 Million 0.37% of portfolio
31,505
Q1 2025 Added 19.08%
$0
$1.14 Million 0.37% of portfolio
4,400
Q4 2024 Reduced 0.02%
$0
$1.11 Million 0.36% of portfolio
34,848
Q1 2025 Added 5.01%
$0
$1.1 Million 0.36% of portfolio
10,019
Q1 2025 Reduced 75.78%
$151B
$1.05 Million 0.34% of portfolio
14,822
Q1 2025 New
$16.9B
$1.04 Million 0.34% of portfolio
19,411
Q1 2025 New
$8.99B
$992,000 0.32% of portfolio
4,403
Q1 2025 Added 2.54%
$5.58B
$987,000 0.32% of portfolio
28,417
Q1 2025 Added 6.92%
$11.3B
$917,000 0.3% of portfolio
23,388
Q1 2025 Added 22.56%
$0
$908,000 0.29% of portfolio
15,020
Q1 2025 Reduced 0.62%
$9.06B
$855,000 0.28% of portfolio
6,330
Q1 2025 Added 24.73%
$0
$864,000 0.28% of portfolio
6,592
Q1 2025 Reduced 68.61%
$7.33B
$823,000 0.27% of portfolio
40,845
Q1 2025 Added 22.17%
$442B
$798,000 0.26% of portfolio
1
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $309 Million
  • Prior Value $307 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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