Measured Wealth Private Client Group, LLC Portfolio Holdings

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025

Measured Wealth Private Client Group, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $309 Million distributed in 170 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 $27M, Invesco S&P 500 Equal Weight E with a value of $24.7M, Vanguard Whitehall Fds (Vangua with a value of $22.4M, Spdr Gold Trust with a value of $19.1M, and United Parcel Service Inc with a value of $18.6M.

Examining the 13F form we can see an increase of $1.95M in the current position value, from $307M to 309M.

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

Portfolio value $309 Million
ETFs: $215 Million
Industrials: $27.8 Million
Financial Services: $23.8 Million
Technology: $17.9 Million
Consumer Cyclical: $8.26 Million
Healthcare: $7.84 Million
Consumer Defensive: $3.21 Million
Utilities: $1.78 Million
Other: $3.46 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$632M
$1.29 Million 0.42% of portfolio
14,104
Q2 2022 Added 0.01%
$922M
$407,000 0.13% of portfolio
302
Q1 2025 Reduced 4.13%
$562M
$214,000 0.07% of portfolio
5,294
Q1 2025 New
$787M
$121,000 0.04% of portfolio
11,162
Q3 2024 Reduced 4.86%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $309 Million
  • Prior Value $307 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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