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Measured Wealth Private Client Group, LLC13F | |
| Measured Wealth Private Client Group, LLC | |
| Last update 2025-05-12 | 170 Stocks (24 new) |
| Value $312.00 Mil | Turnover 14 % |
Measured Wealth Private Client... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV | SPDR Portfolio S&P 500 Value ETF | 528,939 | 27,012.9 | +1.60% | 8.670 | +0.14% | 0.110 | +9.36% | +3.68% | 27,064.4 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 142,341 | 24,657.8 | -20.89% | 7.920 | -2.13% | 0.030 | +11.84% | +5.41% | 73,119.3 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 173,313 | 22,350.4 | +3.42% | 7.170 | +0.24% | 0.040 | +10.00% | +5.77% | 58,534.8 | ||
GLD | SPDR Gold Shares ETF | 66,240 | 19,086.3 | +2.42% | 6.130 | +0.14% | 0.020 | +7.06% | +26.18% | 101,770.1 | ||
UPS | United Parcel Service Inc | 169,081 | 18,597.2 | +51.57% | 5.970 | +2.03% | 0.020 | +4.18% | -16.48% | 86,500.4 | Transportation | |
XLV | Health Care Select Sector SPDR | 114,032 | 16,649.8 | +18.08% | 5.340 | +0.82% | 0.040 | -2.36% | -1.51% | 34,478.5 | ||
SPY | SPDR S&P 500 ETF Trust | 26,522 | 14,835.9 | -0.52% | 4.760 | -0.03% | 0.000 | +13.75% | +6.48% | 641,836.6 | ||
XLK | Technology Select Sector SPDR ETF | 60,099 | 12,409.2 | -1.51% | 3.980 | -0.07% | 0.020 | +26.47% | +10.89% | 81,062.5 | ||
XLP | Consumer Staples Select Sector SPDR | 118,125 | 9,647.3 | +31.88% | 3.100 | +0.75% | 0.060 | +1.90% | +2.81% | 15,968.4 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 69,480 | 6,701.4 | New Holding | 2.150 | +2.15% | 0.030 | +14.21% | +10.59% | 23,858.6 |
Measured Wealth Private Client Group, LLC's Historical Top Holdings Breakdowns
Measured Wealth Private Client Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Reduce Reduce | -2.50% | 50.21 ($54.51) 57.73 | $55.82 | 2.40% | Reduce -57.54% | 104,321 | -141,394 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | New Buy New Buy | +2.15% | 94.84 ($99.87) 105.31 | $107.06 | 7.20% | New holding | 69,480 | 69,480 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -2.13% | 169.43 ($177.82) 182.84 | $184.71 | 3.87% | Reduce -20.89% | 142,341 | -37,586 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +2.03% | 109.66 ($119.57) 136.26 | $102.15 | -14.57% | Add 51.57% | 169,081 | 57,529 | |
AGZ | iShares Agency Bond ETF | 2025-03-31 | Reduce Reduce | -1.09% | 107.46 ($108.57) 109.48 | $108.99 | 0.39% | Reduce -75.78% | 10,019 | -31,350 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Add Add | +0.88% | 47.32 ($50.16) 52.19 | $52.40 | 4.47% | Add 535.54% | 65,575 | 55,257 | |
IYR | iShares U.S. Real Estate ETF | 2025-03-31 | Add Add | +0.86% | 89.49 ($95.12) 98.98 | $95.02 | -0.11% | Add 145.04% | 47,332 | 28,016 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Add Add | +0.82% | 137.61 ($145.27) 149.68 | $135.49 | -6.73% | Add 18.08% | 114,032 | 17,462 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Add Add | +0.75% | 76.23 ($79.81) 83.6 | $80.82 | 1.27% | Add 31.88% | 118,125 | 28,556 | |
XLI | Industrial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.61% | 128.78 ($135.13) 141.67 | $149.90 | 10.93% | Reduce -68.61% | 6,592 | -14,410 |
Measured Wealth Private Client Group, LLC Total Holding History ($B)
Measured Wealth Private Client Group, LLC's Asset Allocation
Measured Wealth Private Client Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Measured Wealth Private Client Group, LLC's Hypothetical Growth since 2025-03-31
Measured Wealth Private Client Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Measured Wealth Private Client Group, LLC's Holdings Heat Map
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Measured Wealth Private Client Group, LLC's Holdings Bubble Chart
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