Measured Wealth Private Client Group, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $30.6M, Spdr Portfolio S&P 500 Value E with a value of $27.7M, Vanguard Whitehall Fds (Vangua with a value of $21.3M, Spdr S&P 500 ETF Trust with a value of $16M, and Spdr Portfolio with a value of $15M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $283M to 296M.
Below you can find more details about Measured Wealth Private Client Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $219 Million
Technology: $21.6 Million
Financial Services: $17.5 Million
Industrials: $10.3 Million
Healthcare: $7.66 Million
Consumer Cyclical: $7.5 Million
Energy: $4.03 Million
Consumer Defensive: $2.52 Million
Other: $6.53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
