Measured Wealth Private Client Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $283 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $33.5M, Spdr Portfolio S&P 500 Value E with a value of $32.5M, Spdr Portfolio with a value of $18.1M, Spdr S&P 500 ETF Trust with a value of $16.3M, and Vanguard Whitehall Fds (Vangua with a value of $15.5M.
Examining the 13F form we can see an decrease of $2.14M in the current position value, from $285M to 283M.
Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$283 Million
ETFs: $203 Million
Technology: $22.9 Million
Financial Services: $16.7 Million
Industrials: $10.6 Million
Healthcare: $8.85 Million
Consumer Cyclical: $6.83 Million
Energy: $5.06 Million
Consumer Defensive: $2.62 Million
Other: $6.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions