Measured Wealth Private Client Group, LLC Portfolio Holdings
Measured Wealth Private Client Group, LLC
- $364 Million
- Q3 2025
Measured Wealth Private Client Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Million distributed in 698 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 $29.3M, Invesco S&P 500 Equal Weight E with a value of $28.5M, Vanguard Whitehall Fds (Vangua with a value of $25.1M, Spdr Gold Trust with a value of $23.3M, and Spdr S&P 500 ETF Trust with a value of $17.3M.
Examining the 13F form we can see an increase of $34.3M in the current position value, from $330M to 364M.
Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 698
- Current Value $364 Million
- Prior Value $330 Million
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 520 stocks
- Additional Purchases 49 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks