Measured Wealth Private Client Group, LLC Portfolio Holdings

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 2025

Measured Wealth Private Client Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $330 Million distributed in 179 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 $27.7M, Invesco S&P 500 Equal Weight E with a value of $26.4M, Vanguard Whitehall Fds (Vangua with a value of $23.2M, Spdr Gold Trust with a value of $19.6M, and United Parcel Service Inc with a value of $17.1M.

Examining the 13F form we can see an increase of $21M in the current position value, from $309M to 330M.

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

Portfolio value $330 Million
ETFs: $226 Million
Industrials: $26.9 Million
Financial Services: $25 Million
Technology: $23.5 Million
Consumer Cyclical: $7.14 Million
Healthcare: $5.91 Million
Consumer Defensive: $5.1 Million
Utilities: $3.97 Million
Other: $6.01 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.7B
$221,000 0.07% of portfolio
2,000
Q2 2025 Reduced 55.38%
$64.4B
$243,000 0.07% of portfolio
953
Q2 2024 Reduced 17.56%
$51.7B
$240,000 0.07% of portfolio
959
Q2 2025 Reduced 0.21%
$150B
$229,000 0.07% of portfolio
2,072
Q2 2025 Reduced 0.53%
$64.2B
$207,000 0.06% of portfolio
737
Q1 2025 Reduced 3.41%
$38.3B
$210,000 0.06% of portfolio
1,254
Q2 2025 New
$77.3B
$203,000 0.06% of portfolio
1,094
Q2 2025 New
$12.3B
$95,000 0.03% of portfolio
10,723
Q2 2025 Reduced 70.44%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $330 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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