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.

Portfolio value $364 Million
ETFs: $247 Million
Technology: $28.1 Million
Industrials: $27.2 Million
Financial Services: $26.7 Million
Healthcare: $7.88 Million
Consumer Cyclical: $6.84 Million
Consumer Defensive: $6.43 Million
Utilities: $4.96 Million
Other: $8.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.3 Million 8.06% of portfolio
530,255
Q3 2025 Added 0.35%
$0
$28.5 Million 7.82% of portfolio
150,102
Q3 2025 Added 3.39%
$0
$25.1 Million 6.91% of portfolio
178,370
Q3 2025 Added 2.63%
$130B
$23.3 Million 6.41% of portfolio
65,590
Q3 2025 Added 1.97%
$0
$17.3 Million 4.76% of portfolio
26,009
Q3 2025 Reduced 1.04%
$0
$17 Million 4.67% of portfolio
122,098
Q3 2025 Added 4.06%
$0
$16.4 Million 4.52% of portfolio
58,338
Q3 2025 Reduced 0.49%
$68.7B
$14.1 Million 3.88% of portfolio
169,006
Q3 2025 Reduced 0.03%
$0
$9.39 Million 2.58% of portfolio
123,471
Q3 2025 Added 2.63%
$0
$8.78 Million 2.41% of portfolio
74,161
Q3 2025 Added 3.66%
$0
$7.22 Million 1.98% of portfolio
69,058
Q3 2025 Reduced 1.77%
$0
$6.91 Million 1.9% of portfolio
77,309
Q3 2025 Added 11.57%
$465B
$6.37 Million 1.75% of portfolio
34,133
Q3 2025 Added 0.3%
$0
$5.43 Million 1.49% of portfolio
8,107
Q3 2025 Added 2.4%
$0
$5.07 Million 1.39% of portfolio
52,256
Q3 2025 Added 5.18%
$0
$4.68 Million 1.29% of portfolio
81,902
Q3 2025 Reduced 8.92%
$0
$4.1 Million 1.13% of portfolio
45,737
Q3 2025 Added 3.69%
$0
$3.95 Million 1.08% of portfolio
57,981
Q2 2025 Added 13.53%
$0
$3.79 Million 1.04% of portfolio
70,275
Q3 2025 Reduced 3.66%
$139B
$3.77 Million 1.04% of portfolio
11,430
Q3 2025 Added 1.0%
$0
$3.68 Million 1.01% of portfolio
42,179
Q3 2025 Reduced 19.26%
$0
$3.23 Million 0.89% of portfolio
12,153
Q3 2025 Reduced 1.25%
$3.78T
$3.09 Million 0.85% of portfolio
5,975
Q3 2025 Reduced 9.5%
$0
$2.49 Million 0.68% of portfolio
24,849
Q3 2025 Reduced 1.09%
$881B
$2.15 Million 0.59% of portfolio
6,822
Q3 2025 Reduced 9.4%
$0
$2.01 Million 0.55% of portfolio
6,533
Q2 2025 Reduced 2.83%
$8.56B
$1.71 Million 0.47% of portfolio
60,141
Q3 2025 Reduced 2.82%
$0
$1.66 Million 0.46% of portfolio
5,064
Q3 2025 Reduced 1.99%
$190B
$1.63 Million 0.45% of portfolio
16,082
Q3 2025 Reduced 11.72%
$163B
$1.56 Million 0.43% of portfolio
2,176
Q3 2025 Reduced 13.17%
$0
$1.58 Million 0.43% of portfolio
42,462
Q3 2025 Reduced 6.19%
$8.26B
$1.36 Million 0.37% of portfolio
7,228
Q3 2025 Reduced 9.38%
$7.02B
$1.34 Million 0.37% of portfolio
26,535
Q3 2025 Added 2.63%
$0
$1.22 Million 0.34% of portfolio
21,011
Q3 2025 Reduced 3.82%
$0
$1.23 Million 0.34% of portfolio
4,184
Q3 2025 Reduced 1.53%
$0
$1.23 Million 0.34% of portfolio
18,641
Q3 2025 Added 55.23%
$0
$1.22 Million 0.33% of portfolio
27,189
Q3 2025 Reduced 1.32%
$38.8B
$1.16 Million 0.32% of portfolio
7,136
Q3 2025 Reduced 6.71%
$9.6B
$1.15 Million 0.32% of portfolio
4,414
Q3 2025 Reduced 5.16%
$29.5B
$1.12 Million 0.31% of portfolio
1,731
Q3 2025 Reduced 16.09%
$643M
$1.11 Million 0.31% of portfolio
11,104
Q3 2025 Reduced 21.27%
$6.14B
$1.09 Million 0.3% of portfolio
28,375
Q3 2025 Reduced 3.48%
$104B
$1.08 Million 0.3% of portfolio
16,424
Q3 2025 Added 13.32%
$45.6B
$1.08 Million 0.3% of portfolio
23,936
Q3 2025 Added 10.46%
$13.7B
$1.06 Million 0.29% of portfolio
25,020
Q3 2025 Reduced 3.39%
$32.9B
$1.01 Million 0.28% of portfolio
14,233
Q3 2025 Reduced 9.78%
$7.41B
$993,000 0.27% of portfolio
10,760
Q3 2025 Added 4.08%
$0
$982,000 0.27% of portfolio
13,559
Q2 2025 Reduced 9.73%
$6.58B
$981,000 0.27% of portfolio
75,887
Q3 2025 Reduced 15.01%

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
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