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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$730,000 0.2% of portfolio
35,784
Q3 2025 Reduced 2.21%
$0
$66,000 0.02% of portfolio
2,879
Q3 2025 New
$0
$16,000 0.0% of portfolio
1,334
Q3 2025 New
$0
$4,000 0.0% of portfolio
364
Q3 2025 New
$0
$8,000 0.0% of portfolio
2,500
Q3 2025 New
$0
$0 0.0% of portfolio
14
Q3 2025 New
$0
$4,000 0.0% of portfolio
750
Q3 2025 New
$0
$8,000 0.0% of portfolio
750
Q3 2025 New
$0
$3,000 0.0% of portfolio
218
Q3 2025 New

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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