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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.8B
$18.6 Million 6.02% of portfolio
169,081
Q1 2025 Added 51.57%
$3.45T
$4.29 Million 1.39% of portfolio
19,298
Q1 2025 Reduced 9.24%
$416B
$3.74 Million 1.21% of portfolio
34,539
Q1 2025 Reduced 4.69%
$3.77T
$2.41 Million 0.78% of portfolio
6,422
Q1 2025 Reduced 8.56%
$113B
$1.94 Million 0.63% of portfolio
11,592
Q1 2025 Reduced 11.61%
$855B
$1.69 Million 0.55% of portfolio
6,905
Q1 2025 Added 0.07%
$58.2B
$1.56 Million 0.5% of portfolio
50,038
Q1 2025 Added 4.37%
$7.8B
$1.49 Million 0.48% of portfolio
60,215
Q1 2025 Added 4.01%
$8.9B
$1.39 Million 0.45% of portfolio
25,277
Q1 2025 Added 12.89%
$8.63B
$1.28 Million 0.42% of portfolio
8,931
Q1 2025 Added 16.0%
$719M
$1.29 Million 0.42% of portfolio
14,104
Q2 2022 Added 0.01%
$102B
$1.24 Million 0.4% of portfolio
20,267
Q1 2025 Added 81.54%
$6.99B
$1.14 Million 0.37% of portfolio
31,505
Q1 2025 Added 19.08%
$182B
$1.05 Million 0.34% of portfolio
14,822
Q1 2025 New
$18.7B
$1.04 Million 0.34% of portfolio
19,411
Q1 2025 New
$10.2B
$992,000 0.32% of portfolio
4,403
Q1 2025 Added 2.54%
$11.4B
$917,000 0.3% of portfolio
23,388
Q1 2025 Added 22.56%
$8.78B
$855,000 0.28% of portfolio
6,330
Q1 2025 Added 24.73%
$7.33B
$823,000 0.27% of portfolio
40,845
Q1 2025 Added 22.17%
$429B
$798,000 0.26% of portfolio
1
Q1 2025 New
$36.2B
$813,000 0.26% of portfolio
8,521
Q1 2025 Added 10.35%
$0
$810,000 0.26% of portfolio
36,553
Q1 2025 Added 2.74%
$69.5B
$788,000 0.26% of portfolio
16,762
Q1 2025 Added 31.21%
$8.29B
$784,000 0.25% of portfolio
8,199
Q1 2025 Added 16.73%
$16.1B
$787,000 0.25% of portfolio
9,668
Q1 2025 Added 32.88%
$12.1B
$780,000 0.25% of portfolio
15,361
Q1 2025 Added 9.9%
$10.7B
$753,000 0.24% of portfolio
4,012
Q1 2025 Added 42.78%
$4.39B
$726,000 0.24% of portfolio
19,059
Q1 2025 Added 22.98%
$26.6B
$734,000 0.24% of portfolio
1,986
Q1 2025 Added 32.75%
$28.9B
$734,000 0.24% of portfolio
8,533
Q1 2025 Reduced 8.72%
$9.52B
$737,000 0.24% of portfolio
2,801
Q1 2025 Added 32.75%
$11.7B
$735,000 0.24% of portfolio
7,802
Q1 2025 Added 21.41%
$67.3B
$741,000 0.24% of portfolio
13,172
Q1 2025 Added 16.2%
$267B
$736,000 0.24% of portfolio
1,406
Q1 2025 Reduced 31.41%
$3.97B
$715,000 0.23% of portfolio
37,301
Q1 2025 Added 9.18%
$31.8B
$699,000 0.23% of portfolio
13,217
Q1 2025 Added 51.14%
$4.87B
$684,000 0.22% of portfolio
8,992
Q1 2025 Reduced 0.11%
$452B
$684,000 0.22% of portfolio
5,759
Q1 2025 Reduced 22.78%
$3.82B
$639,000 0.21% of portfolio
25,146
Q1 2025 New
$7.78B
$662,000 0.21% of portfolio
20,040
Q1 2025 New
$23.5B
$618,000 0.2% of portfolio
1,064
Q1 2025 New
$102B
$622,000 0.2% of portfolio
2,349
Q1 2025 Reduced 9.69%
$122B
$575,000 0.19% of portfolio
6,400
Q1 2025 Reduced 0.74%
$439B
$557,000 0.18% of portfolio
3,364
Q1 2025 Reduced 2.69%
$3.12B
$548,000 0.18% of portfolio
14,021
Q1 2025 Added 22.69%
$5.58B
$559,000 0.18% of portfolio
4,422
Q1 2025 Reduced 1.76%
$62.5B
$550,000 0.18% of portfolio
2,082
Q1 2025 Added 46.21%
$51.2B
$525,000 0.17% of portfolio
1,000
Q4 2023 New
$27.6B
$519,000 0.17% of portfolio
5,080
Q1 2025 Added 3.13%

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
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email