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 Market Cap. of $10 Billions to $200 Billions
