Measured Wealth Private Client Group, LLC Portfolio Holdings
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 2024
Measured Wealth Private Client Group, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $30.6M, Spdr Portfolio S&P 500 Value E with a value of $27.7M, Vanguard Whitehall Fds (Vangua with a value of $21.3M, Spdr S&P 500 ETF Trust with a value of $16M, and Spdr Portfolio with a value of $15M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $283M to 296M.
Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 179
- Current Value $296 Million
- Prior Value $283 Million
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 43 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks