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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.7B
$14.1 Million 3.88% of portfolio
169,006
Q3 2025 Reduced 0.03%
$465B
$6.37 Million 1.75% of portfolio
34,133
Q3 2025 Added 0.3%
$4.3T
$4.52 Million 1.24% of portfolio
17,745
Q3 2025 Reduced 9.89%
$139B
$3.77 Million 1.04% of portfolio
11,430
Q3 2025 Added 1.0%
$3.78T
$3.09 Million 0.85% of portfolio
5,975
Q3 2025 Reduced 9.5%
$881B
$2.15 Million 0.59% of portfolio
6,822
Q3 2025 Reduced 9.4%
$8.56B
$1.71 Million 0.47% of portfolio
60,141
Q3 2025 Reduced 2.82%
$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%
$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%
$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%
$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%
$6.58B
$981,000 0.27% of portfolio
75,887
Q3 2025 Reduced 15.01%
$78.9B
$943,000 0.26% of portfolio
11,804
Q3 2025 Reduced 5.9%
$6.08B
$890,000 0.24% of portfolio
8,811
Q3 2025 Reduced 12.55%
$7.05B
$857,000 0.24% of portfolio
7,019
Q3 2025 Reduced 0.54%
$47.8B
$865,000 0.24% of portfolio
12,834
Q3 2025 Added 94.75%
$172B
$821,000 0.23% of portfolio
18,685
Q3 2025 Added 4.81%
$5.03B
$837,000 0.23% of portfolio
13,380
Q3 2025 Added 0.86%
$27.2B
$822,000 0.23% of portfolio
14,185
Q3 2025 Reduced 9.41%
$26.6B
$798,000 0.22% of portfolio
7,832
Q3 2025 Reduced 4.99%
$6B
$786,000 0.22% of portfolio
11,424
Q3 2025 Reduced 11.28%
$7.29B
$796,000 0.22% of portfolio
23,944
Q3 2025 Reduced 4.76%
$453B
$754,000 0.21% of portfolio
1
Q1 2025 New
$3.62B
$779,000 0.21% of portfolio
35,352
Q3 2025 Reduced 3.64%
$103B
$717,000 0.2% of portfolio
9,523
Q3 2025 New
$3.63B
$730,000 0.2% of portfolio
20,586
Q3 2025 Added 0.58%
$8.39B
$714,000 0.2% of portfolio
5,625
Q3 2025 Added 22.68%
$39.4B
$717,000 0.2% of portfolio
1,000
Q4 2023 New
$0
$730,000 0.2% of portfolio
35,784
Q3 2025 Reduced 2.21%
$3.99B
$727,000 0.2% of portfolio
7,728
Q3 2025 Added 33.26%
$79.6B
$742,000 0.2% of portfolio
5,998
Q2 2025 Reduced 0.02%
$4.14B
$692,000 0.19% of portfolio
4,442
Q3 2025 Reduced 6.52%
$64.9B
$707,000 0.19% of portfolio
22,712
Q3 2025 Reduced 57.0%
$2.76B
$687,000 0.19% of portfolio
4,619
Q3 2025 Added 3.8%
$67.3B
$649,000 0.18% of portfolio
2,326
Q3 2025 Reduced 12.72%
$490B
$647,000 0.18% of portfolio
5,743
Q3 2025 Reduced 7.85%
$33.6B
$665,000 0.18% of portfolio
5,500
Q3 2025 Reduced 3.78%
$522B
$625,000 0.17% of portfolio
3,371
Q3 2025 Reduced 4.26%
$8.84B
$612,000 0.17% of portfolio
4,648
Q3 2025 Reduced 4.26%
$4.38B
$621,000 0.17% of portfolio
4,026
Q3 2025 Added 13.09%

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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