Measured Wealth Private Client Group, LLC Portfolio Holdings
Measured Wealth Private Client Group, LLC
- $285 Million
- Q1 2024
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.