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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 | +13.88% | +5.21% | 27,232.8 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 142,341 | 24,657.8 | -20.89% | 7.920 | -2.13% | 0.030 | +17.21% | +7.27% | 73,754.7 | ||
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 | +14.78% | +7.91% | 58,938.2 | ||
GLD | SPDR Gold Shares ETF | 66,240 | 19,086.3 | +2.42% | 6.130 | +0.14% | 0.020 | +4.50% | +26.18% | 101,766.8 | ||
UPS | United Parcel Service Inc | 169,081 | 18,597.2 | +51.57% | 5.970 | +2.03% | 0.020 | +9.32% | -15.09% | 87,944.2 | Transportation | |
XLV | Health Care Select Sector SPDR | 114,032 | 16,649.8 | +18.08% | 5.340 | +0.82% | 0.040 | +1.88% | +0.28% | 34,804.2 | ||
SPY | SPDR S&P 500 ETF Trust | 26,522 | 14,835.9 | -0.52% | 4.760 | -0.03% | 0.000 | +19.70% | +7.46% | 643,914.1 | ||
XLK | Technology Select Sector SPDR ETF | 60,099 | 12,409.2 | -1.51% | 3.980 | -0.07% | 0.020 | +32.71% | +11.13% | 80,968.2 | ||
XLP | Consumer Staples Select Sector SPDR | 118,125 | 9,647.3 | +31.88% | 3.100 | +0.75% | 0.060 | +3.22% | +4.74% | 16,072.1 | ||
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 | +18.30% | +10.91% | 23,800.7 |
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 | $56.33 | 3.33% | 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 | $106.80 | 6.94% | 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 | $186.31 | 4.78% | 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 | $103.86 | -13.14% | 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 | $109.12 | 0.51% | 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 | $52.72 | 5.09% | 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 | $95.88 | 0.80% | 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 | $136.77 | -5.85% | 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 | $81.34 | 1.92% | 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 | $150.99 | 11.74% | Reduce -68.61% | 6,592 | -14,410 |
Measured Wealth Private Client Group, LLC Total Holding History ($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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