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
$785B
$274,000 0.09% of portfolio
355
Q4 2024 Added 0.57%
$59.5B
$267,000 0.09% of portfolio
2,351
Q3 2024 Reduced 3.13%
$237B
$274,000 0.09% of portfolio
1,247
Q4 2024 New
$4.24B
$281,000 0.09% of portfolio
3,948
Q4 2024 Added 24.35%
$421B
$285,000 0.09% of portfolio
735
Q4 2024 Reduced 9.71%
$4.15B
$287,000 0.09% of portfolio
2,217
Q4 2024 New
$226B
$262,000 0.09% of portfolio
2,322
Q3 2024 Reduced 28.55%
$53.9B
$234,000 0.08% of portfolio
1,674
Q3 2024 New
$155B
$236,000 0.08% of portfolio
909
Q4 2024 Added 0.89%
$16.9B
$232,000 0.08% of portfolio
1,367
Q4 2024 Reduced 49.05%
$78.2B
$251,000 0.08% of portfolio
991
Q3 2024 Reduced 10.72%
$1.24T
$226,000 0.07% of portfolio
560
Q4 2024 New
$40.3B
$200,000 0.07% of portfolio
953
Q4 2024 Added 5.54%
$74.5B
$221,000 0.07% of portfolio
763
Q4 2024 Reduced 0.65%
$58.6B
$223,000 0.07% of portfolio
953
Q2 2024 Reduced 17.56%
$4.97B
$205,000 0.07% of portfolio
2,250
Q4 2024 New
$1.94B
$226,000 0.07% of portfolio
8,517
Q4 2024 New
$80.4B
$210,000 0.07% of portfolio
1,093
Q4 2024 New
$213B
$222,000 0.07% of portfolio
768
Q4 2024 Added 0.66%
$17.2B
$225,000 0.07% of portfolio
2,297
Q4 2024 Reduced 67.37%
$962M
$131,000 0.04% of portfolio
11,162
Q3 2024 Reduced 4.86%

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
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