Measured Wealth Private Client Group, LLC Portfolio Holdings

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024

Measured Wealth Private Client Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $307 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $31.5M, Spdr Portfolio S&P 500 Value E with a value of $26.6M, Vanguard Whitehall Fds (Vangua with a value of $21.4M, Spdr Gold Trust with a value of $15.7M, and Spdr S&P 500 ETF Trust with a value of $15.6M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $296M to 307M.

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

Portfolio value $307 Million
ETFs: $217 Million
Industrials: $23.6 Million
Technology: $22.3 Million
Financial Services: $19.6 Million
Consumer Cyclical: $8.74 Million
Healthcare: $7.27 Million
Consumer Defensive: $2.76 Million
Energy: $1.73 Million
Other: $4.15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.5B
$14.1 Million 4.59% of portfolio
111,552
Q4 2024 New
$3.74T
$5.32 Million 1.74% of portfolio
21,263
Q4 2024 Reduced 0.26%
$296B
$4.87 Million 1.59% of portfolio
36,239
Q4 2024 Added 3.33%
$90.1B
$3.04 Million 0.99% of portfolio
13,114
Q4 2024 Reduced 27.39%
$3.07T
$2.96 Million 0.97% of portfolio
7,023
Q4 2024 Added 0.17%
$786B
$1.65 Million 0.54% of portfolio
6,900
Q4 2024 Added 6.27%
$56.1B
$1.47 Million 0.48% of portfolio
47,943
Q4 2024 Reduced 0.74%
$7.77B
$1.37 Million 0.45% of portfolio
57,892
Q4 2024 Reduced 3.2%
$768M
$1.29 Million 0.42% of portfolio
14,104
Q2 2022 Added 0.01%
$8.64B
$1.18 Million 0.39% of portfolio
22,391
Q4 2024 Added 2.66%
$7.97B
$1.21 Million 0.39% of portfolio
7,699
Q4 2024 Added 11.0%
$7.29B
$1.13 Million 0.37% of portfolio
26,458
Q4 2024 Reduced 0.66%
$510B
$1.04 Million 0.34% of portfolio
2,050
Q4 2024 Reduced 6.56%
$10B
$1.03 Million 0.34% of portfolio
4,294
Q4 2024 Reduced 11.46%
$29.4B
$982,000 0.32% of portfolio
9,348
Q4 2024 Reduced 3.2%
$15.2B
$948,000 0.31% of portfolio
4,442
Q4 2024 Reduced 0.18%
$191B
$903,000 0.29% of portfolio
2,492
Q4 2024 Reduced 0.8%
$5.47B
$860,000 0.28% of portfolio
26,578
Q4 2024 Reduced 0.02%
$111B
$842,000 0.27% of portfolio
2,601
Q4 2024 Reduced 34.2%
$458B
$802,000 0.26% of portfolio
7,458
Q4 2024 Added 0.28%
$11B
$759,000 0.25% of portfolio
7,024
Q4 2024 Reduced 4.58%
$0
$778,000 0.25% of portfolio
35,577
Q4 2024 Reduced 0.12%
$23.9B
$696,000 0.23% of portfolio
7,722
Q4 2024 Added 49.25%
$55.8B
$716,000 0.23% of portfolio
11,336
Q4 2024 Added 9.83%
$8.33B
$698,000 0.23% of portfolio
5,075
Q4 2024 Added 48.74%
$4.34B
$714,000 0.23% of portfolio
9,002
Q4 2024 Reduced 8.03%
$11.2B
$690,000 0.22% of portfolio
19,083
Q4 2024 Added 83.24%
$7.33B
$674,000 0.22% of portfolio
33,434
Q4 2024 Added 10.11%
$21.2B
$679,000 0.22% of portfolio
1,496
Q4 2024 Added 36.5%
$11.9B
$681,000 0.22% of portfolio
6,426
Q4 2024 Added 14.79%
$69B
$680,000 0.22% of portfolio
12,775
Q4 2024 Added 22.9%
$13.2B
$676,000 0.22% of portfolio
13,977
Q4 2024 Added 2.73%
$26.4B
$667,000 0.22% of portfolio
5,752
Q4 2024 Added 59.91%
$3.86B
$635,000 0.21% of portfolio
34,165
Q4 2024 Added 0.8%
$126B
$631,000 0.21% of portfolio
11,164
Q4 2024 Added 102.47%
$10.2B
$616,000 0.2% of portfolio
2,110
Q4 2024 Added 46.22%
$29.7B
$568,000 0.19% of portfolio
8,745
Q4 2024 New
$47.1B
$594,000 0.19% of portfolio
1,000
Q4 2023 New
$78.7B
$582,000 0.19% of portfolio
1,260
Q4 2024 Reduced 1.79%
$6.96B
$571,000 0.19% of portfolio
9,333
Q4 2024 Added 0.54%
$4.13B
$552,000 0.18% of portfolio
15,498
Q4 2024 New
$336B
$546,000 0.18% of portfolio
3,077
Q4 2024 Reduced 5.29%
$121B
$515,000 0.17% of portfolio
6,448
Q3 2024 Reduced 2.27%
$32.7B
$517,000 0.17% of portfolio
3,797
Q4 2024 Added 6.12%
$19B
$520,000 0.17% of portfolio
13,553
Q4 2024 Reduced 3.91%
$15.2B
$531,000 0.17% of portfolio
7,276
Q4 2024 New
$232B
$526,000 0.17% of portfolio
4,186
Q4 2024 Added 11.51%
$20.1B
$509,000 0.17% of portfolio
2,885
Q4 2024 Reduced 13.29%
$3.8B
$530,000 0.17% of portfolio
35,586
Q4 2024 Added 68.36%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $307 Million
  • Prior Value $296 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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