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 Market Cap. of $10 Billions to $200 Billions
