Measured Wealth Private Client Group, LLC Portfolio Holdings

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025

Measured Wealth Private Client Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Million distributed in 698 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 $29.3M, Invesco S&P 500 Equal Weight E with a value of $28.5M, Vanguard Whitehall Fds (Vangua with a value of $25.1M, Spdr Gold Trust with a value of $23.3M, and Spdr S&P 500 ETF Trust with a value of $17.3M.

Examining the 13F form we can see an increase of $34.3M in the current position value, from $330M to 364M.

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

Portfolio value $364 Million
ETFs: $247 Million
Technology: $28.1 Million
Industrials: $27.2 Million
Financial Services: $26.7 Million
Healthcare: $7.88 Million
Consumer Cyclical: $6.84 Million
Consumer Defensive: $6.43 Million
Utilities: $4.96 Million
Other: $8.56 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.3 Million 8.06% of portfolio
530,255
Q3 2025 Added 0.35%
$0
$28.5 Million 7.82% of portfolio
150,102
Q3 2025 Added 3.39%
$0
$25.1 Million 6.91% of portfolio
178,370
Q3 2025 Added 2.63%
$130B
$23.3 Million 6.41% of portfolio
65,590
Q3 2025 Added 1.97%
$0
$17.3 Million 4.76% of portfolio
26,009
Q3 2025 Reduced 1.04%
$0
$17 Million 4.67% of portfolio
122,098
Q3 2025 Added 4.06%
$0
$16.4 Million 4.52% of portfolio
58,338
Q3 2025 Reduced 0.49%
$0
$9.39 Million 2.58% of portfolio
123,471
Q3 2025 Added 2.63%
$0
$8.78 Million 2.41% of portfolio
74,161
Q3 2025 Added 3.66%
$0
$7.22 Million 1.98% of portfolio
69,058
Q3 2025 Reduced 1.77%
$0
$6.91 Million 1.9% of portfolio
77,309
Q3 2025 Added 11.57%
$0
$5.43 Million 1.49% of portfolio
8,107
Q3 2025 Added 2.4%
$0
$5.07 Million 1.39% of portfolio
52,256
Q3 2025 Added 5.18%
$0
$4.68 Million 1.29% of portfolio
81,902
Q3 2025 Reduced 8.92%
$0
$4.1 Million 1.13% of portfolio
45,737
Q3 2025 Added 3.69%
$0
$3.95 Million 1.08% of portfolio
57,981
Q2 2025 Added 13.53%
$0
$3.68 Million 1.01% of portfolio
42,179
Q3 2025 Reduced 19.26%
$0
$3.23 Million 0.89% of portfolio
12,153
Q3 2025 Reduced 1.25%
$0
$2.49 Million 0.68% of portfolio
24,849
Q3 2025 Reduced 1.09%
$0
$2.01 Million 0.55% of portfolio
6,533
Q2 2025 Reduced 2.83%
$0
$1.66 Million 0.46% of portfolio
5,064
Q3 2025 Reduced 1.99%
$0
$1.58 Million 0.43% of portfolio
42,462
Q3 2025 Reduced 6.19%
$0
$1.22 Million 0.34% of portfolio
21,011
Q3 2025 Reduced 3.82%
$0
$1.23 Million 0.34% of portfolio
4,184
Q3 2025 Reduced 1.53%
$0
$1.23 Million 0.34% of portfolio
18,641
Q3 2025 Added 55.23%
$0
$1.22 Million 0.33% of portfolio
27,189
Q3 2025 Reduced 1.32%
$0
$982,000 0.27% of portfolio
13,559
Q2 2025 Reduced 9.73%
$0
$727,000 0.2% of portfolio
1,808
Q2 2025 Reduced 1.58%
$0
$651,000 0.18% of portfolio
9,510
Q2 2025 Reduced 3.01%
$0
$603,000 0.17% of portfolio
3,915
Q3 2025 Reduced 15.59%
$0
$609,000 0.17% of portfolio
9,378
Q3 2025 Reduced 0.03%
$0
$596,000 0.16% of portfolio
5,402
Q3 2025 Reduced 17.92%
$0
$582,000 0.16% of portfolio
10,907
Q3 2025 New
$0
$417,000 0.11% of portfolio
13,212
Q3 2025 Added 11.35%
$0
$332,000 0.09% of portfolio
2,513
Q3 2025 Reduced 6.61%
$0
$332,000 0.09% of portfolio
3,986
Q3 2025 Added 0.05%
$24.1B
$275,000 0.08% of portfolio
6,492
Q3 2025 Reduced 44.9%
$0
$295,000 0.08% of portfolio
482
Q3 2025 Reduced 27.52%
$0
$270,000 0.07% of portfolio
8,381
Q3 2025 Added 0.2%
$0
$262,000 0.07% of portfolio
3,008
Q2 2025 Reduced 1.18%
$0
$237,000 0.07% of portfolio
2,598
Q2 2025 Added 0.08%
$0
$226,000 0.06% of portfolio
12,432
Q3 2025 Added 7.23%
$0
$205,000 0.06% of portfolio
1,129
Q1 2025 Reduced 38.1%
$0
$203,000 0.06% of portfolio
1,431
Q3 2025 New
$0
$222,000 0.06% of portfolio
1,529
Q2 2025 New
$0
$186,000 0.05% of portfolio
572
Q3 2025 New
$0
$172,000 0.05% of portfolio
923
Q3 2025 New
$0
$180,000 0.05% of portfolio
2,457
Q3 2025 New
$0
$179,000 0.05% of portfolio
383
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 698
  • Current Value $364 Million
  • Prior Value $330 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 520 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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