MW

Measured Wealth Private Client Group, LLC

13F
Measured Wealth Private Client Group, LLC
Last update 2025-05-12 170 Stocks (24 new)
Value $312.00 Mil Turnover 14 %
Countries:
Measured Wealth Private Client... Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

To

Measured Wealth Private Client Group, LLC's Asset Allocation

To

Measured Wealth Private Client Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Measured Wealth Private Client Group, LLC's Holdings Bubble Chart

Measured Wealth Private Client Group, LLC News

  • 1

Discussions on Measured Wealth Private Client Group, LLC

No discussions yet.