Measured Wealth Private Client Group, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $285 Million distributed in 185 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 $34.4M, Spdr Portfolio with a value of $32.2M, Spdr Portfolio with a value of $18.2M, Spdr S&P 500 ETF Trust with a value of $18M, and Vanguard Whitehall Fds (Vangua with a value of $15.8M.
Examining the 13F form we can see an increase of $14.2M in the current position value, from $271M to 285M.
Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$285 Million
ETFs: $207 Million
Technology: $18.7 Million
Financial Services: $14.9 Million
Industrials: $12.5 Million
Healthcare: $10.2 Million
Consumer Cyclical: $6.88 Million
Energy: $4.85 Million
Basic Materials: $3.88 Million
Other: $5.83 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions