Measured Wealth Private Client Group, LLC Portfolio Holdings

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025

Measured Wealth Private Client Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $330 Million distributed in 179 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 $27.7M, Invesco S&P 500 Equal Weight E with a value of $26.4M, Vanguard Whitehall Fds (Vangua with a value of $23.2M, Spdr Gold Trust with a value of $19.6M, and United Parcel Service Inc with a value of $17.1M.

Examining the 13F form we can see an increase of $21M in the current position value, from $309M to 330M.

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

Portfolio value $330 Million
ETFs: $226 Million
Industrials: $26.9 Million
Financial Services: $25 Million
Technology: $23.5 Million
Consumer Cyclical: $7.14 Million
Healthcare: $5.91 Million
Consumer Defensive: $5.1 Million
Utilities: $3.97 Million
Other: $6.01 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.7 Million 8.39% of portfolio
528,420
Q2 2025 Reduced 0.1%
$0
$26.4 Million 8.0% of portfolio
145,179
Q2 2025 Added 1.99%
$0
$23.2 Million 7.03% of portfolio
173,799
Q2 2025 Added 0.28%
$127B
$19.6 Million 5.95% of portfolio
64,324
Q2 2025 Reduced 2.89%
$68.6B
$17.1 Million 5.18% of portfolio
169,059
Q2 2025 Reduced 0.01%
$0
$16.2 Million 4.93% of portfolio
26,283
Q2 2025 Reduced 0.9%
$0
$15.8 Million 4.8% of portfolio
117,333
Q2 2025 Added 2.89%
$0
$14.8 Million 4.5% of portfolio
58,628
Q2 2025 Reduced 2.45%
$0
$9.15 Million 2.77% of portfolio
120,309
Q2 2025 Added 1.85%
$0
$7.76 Million 2.35% of portfolio
71,542
Q2 2025 Added 2.97%
$0
$6.7 Million 2.03% of portfolio
70,304
Q2 2025 Reduced 7.19%
$0
$6.11 Million 1.85% of portfolio
69,290
Q2 2025 Added 1.81%
$516B
$5.38 Million 1.63% of portfolio
34,032
Q2 2025 Reduced 1.47%
$0
$4.92 Million 1.49% of portfolio
7,917
Q1 2025 Reduced 0.3%
$0
$4.89 Million 1.48% of portfolio
89,928
Q2 2025 Reduced 13.8%
$0
$4.71 Million 1.43% of portfolio
49,682
Q2 2025 Added 4.96%
$4.32T
$4.04 Million 1.23% of portfolio
19,692
Q2 2025 Added 2.04%
$0
$3.87 Million 1.17% of portfolio
44,109
Q2 2025 Added 2.92%
$0
$3.82 Million 1.16% of portfolio
72,943
Q2 2025 Added 11.24%
$0
$3.71 Million 1.12% of portfolio
57,981
Q2 2025 Added 13.53%
$3.85T
$3.28 Million 1.0% of portfolio
6,602
Q2 2025 Added 2.8%
$0
$3.27 Million 0.99% of portfolio
12,307
Q2 2025 Reduced 0.62%
$147B
$3.12 Million 0.95% of portfolio
11,317
Q2 2025 Reduced 2.37%
$0
$2.49 Million 0.76% of portfolio
25,124
Q2 2025 Added 0.52%
$907B
$2.18 Million 0.66% of portfolio
7,530
Q2 2025 Added 9.05%
$0
$1.86 Million 0.57% of portfolio
6,533
Q2 2025 Reduced 2.83%
$8.4B
$1.72 Million 0.52% of portfolio
61,889
Q2 2025 Added 2.78%
$62.3B
$1.69 Million 0.51% of portfolio
52,822
Q2 2025 Added 5.56%
$0
$1.63 Million 0.5% of portfolio
45,264
Q2 2025 Added 29.89%
$0
$1.57 Million 0.48% of portfolio
5,167
Q2 2025 Reduced 0.29%
$197B
$1.55 Million 0.47% of portfolio
18,218
Q2 2025 Added 22.91%
$7.84B
$1.42 Million 0.43% of portfolio
25,856
Q2 2025 Added 2.29%
$677M
$1.26 Million 0.38% of portfolio
14,104
Q2 2022 Added 0.01%
$8.46B
$1.27 Million 0.38% of portfolio
7,976
Q2 2025 Reduced 10.69%
$41B
$1.23 Million 0.37% of portfolio
7,649
Q2 2025 Reduced 10.23%
$0
$1.18 Million 0.36% of portfolio
21,846
Q2 2025 Reduced 11.53%
$0
$1.19 Million 0.36% of portfolio
4,249
Q2 2025 Reduced 3.43%
$0
$1.16 Million 0.35% of portfolio
27,552
Q2 2025 Reduced 5.24%
$5.85B
$1.09 Million 0.33% of portfolio
29,397
Q2 2025 Added 3.45%
$9.77B
$1.08 Million 0.33% of portfolio
4,654
Q2 2025 Added 5.7%
$32.1B
$1.1 Million 0.33% of portfolio
2,063
Q2 2025 Added 3.88%
$33.3B
$1.05 Million 0.32% of portfolio
15,776
Q2 2025 Added 19.36%
$12.2B
$995,000 0.3% of portfolio
25,898
Q2 2025 Added 10.73%
$45.9B
$940,000 0.29% of portfolio
21,669
Q2 2025 New
$14.6B
$971,000 0.29% of portfolio
12,033
Q2 2025 Added 24.46%
$7.48B
$957,000 0.29% of portfolio
7,057
Q2 2025 Added 11.48%
$7.01B
$915,000 0.28% of portfolio
25,141
Q2 2025 Added 25.45%
$3.6B
$916,000 0.28% of portfolio
20,467
Q2 2025 Added 7.39%
$0
$908,000 0.28% of portfolio
13,559
Q2 2025 Reduced 9.73%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $330 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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