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 $2 Billions to $10 Billions
