Measured Wealth Private Client Group, LLC Top Holdings and 13F Report (2025)

About Measured Wealth Private Client Group, LLC

Investment Activity

Measured Wealth Private Client Group, LLC has $309.47 million in total holdings as of December 31, 2024.
Measured Wealth Private Client Group, LLC owns shares of 172 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 10.62% of the portfolio was purchased this quarter.
About 6.91% of the portfolio was sold this quarter.
This quarter, Measured Wealth Private Client Group, LLC has purchased 179 new stocks and bought additional shares in 69 stocks.
Measured Wealth Private Client Group, LLC sold shares of 65 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Invesco S&P 500 Equal Weight ETF: $31,528,608
SPDR Portfolio S&P 500 Value ETF: $26,624,028
Vanguard High Dividend Yield ETF: $21,382,326
SPDR Gold Shares: $15,659,436
SPDR S&P 500 ETF Trust: $15,625,195

Largest New Holdings this Quarter

United Parcel Service: $14,066,707 Holding
Synchrony Financial: $568,425 Holding
Virtu Financial: $552,969 Holding
Unum Group: $531,366 Holding
Universal Health Services: $504,170 Holding

Largest Purchases this Quarter

United Parcel Service: 111,552 shares (about $14.07M)
Invesco S&P 500 Equal Weight ETF: 9,137 shares (about $1.60M)
Health Care Select Sector SPDR Fund: 7,524 shares (about $1.04M)
SPDR Gold Shares: 3,356 shares (about $812.58K)
Technology Select Sector SPDR Fund: 3,478 shares (about $808.70K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 34,563 shares (about $3.04M)
SPDR Portfolio S&P 400 Mid Cap ETF: 28,080 shares (about $1.54M)
Broadcom: 4,946 shares (about $1.15M)
SPDR S&P 500 ETF Trust: 1,229 shares (about $720.28K)
Steel Dynamics: 4,743 shares (about $541.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RSP Invesco S&P 500 Equal Weight ETF	$31,528,608	$1,601,076 ▲	5.3%	179,927	10.2%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$26,624,028	$179,399 ▼	-0.7%	520,611	8.6%	ETF
VYM Vanguard High Dividend Yield ETF	$21,382,326	$198,403 ▲	0.9%	167,586	6.9%	ETF
GLD SPDR Gold Shares	$15,659,436	$812,584 ▲	5.5%	64,674	5.1%	Finance
SPY SPDR S&P 500 ETF Trust	$15,625,195	$720,279 ▼	-4.4%	26,661	5.0%	Finance
XLK Technology Select Sector SPDR Fund	$14,188,133	$808,704 ▲	6.0%	61,019	4.6%	ETF
UPS United Parcel Service	$14,066,707	$14,066,707 ▲	New Holding	111,552	4.5%	Transportation
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$13,438,134	$1,535,693 ▼	-10.3%	245,715	4.3%	ETF
XLV Health Care Select Sector SPDR Fund	$13,285,194	$1,035,081 ▲	8.4%	96,570	4.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$7,209,500	$3,038,100 ▼	-29.6%	82,019	2.3%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$7,041,039	$650,735 ▲	10.2%	89,569	2.3%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$5,521,270	$381,545 ▲	7.4%	63,223	1.8%	ETF
AAPL Apple	$5,324,790	$13,773 ▼	-0.3%	21,263	1.7%	Computer and Technology
NVDA NVIDIA	$4,866,565	$156,717 ▲	3.3%	36,239	1.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$4,674,640	$135,394 ▼	-2.8%	7,941	1.5%	ETF
AGZ iShares Agency Bond ETF	$4,466,192	$175,435 ▲	4.1%	41,369	1.4%	Finance
XLU Utilities Select Sector SPDR Fund	$4,123,061	$433,704 ▲	11.8%	54,473	1.3%	ETF
OEF iShares S&P 100 ETF	$3,595,516	$239,740 ▼	-6.3%	12,448	1.2%	ETF
DGRO iShares Core Dividend Growth ETF	$3,132,756	$227,633 ▼	-6.8%	51,072	1.0%	ETF
AVGO Broadcom	$3,040,350	$1,146,681 ▼	-27.4%	13,114	1.0%	Computer and Technology
MSFT Microsoft	$2,960,128	$5,058 ▲	0.2%	7,023	1.0%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$2,767,227	$40,055 ▲	1.5%	21,002	0.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,344,942	$67,635 ▲	3.0%	24,200	0.8%	Finance
XLB Materials Select Sector SPDR Fund	$1,931,013	$95,835 ▲	5.2%	22,950	0.6%	ETF
VV Vanguard Large-Cap ETF	$1,813,193	$101,137 ▼	-5.3%	6,723	0.6%	ETF
IYR iShares U.S. Real Estate ETF	$1,797,547	$464,462 ▲	34.8%	19,316	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$1,794,813	$384,292 ▲	27.2%	6,193	0.6%	ETF
JPM JPMorgan Chase & Co.	$1,653,999	$97,562 ▲	6.3%	6,900	0.5%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$1,486,846	$16,420 ▼	-1.1%	26,713	0.5%	ETF
MFC Manulife Financial	$1,472,330	$11,025 ▼	-0.7%	47,943	0.5%	Finance
MTG MGIC Investment	$1,372,619	$45,310 ▼	-3.2%	57,892	0.4%	Finance
NBN Northeast Bank	$1,293,794		0.0%	14,104	0.4%	Finance
R Ryder System	$1,207,665	$119,684 ▲	11.0%	7,699	0.4%	Transportation
DFUV Dimensional US Marketwide Value ETF	$1,206,403	$32,982 ▼	-2.7%	29,482	0.4%	ETF
HRB H&R Block	$1,183,140	$30,700 ▲	2.7%	22,391	0.4%	Consumer Discretionary
VO Vanguard Mid-Cap ETF	$1,162,301	$264 ▼	0.0%	4,400	0.4%	ETF
JHG Janus Henderson Group	$1,125,259	$7,528 ▼	-0.7%	26,458	0.4%	Finance
EYLD Cambria Emerging Shareholder Yield ETF	$1,039,054	$15,937 ▲	1.6%	33,186	0.3%	ETF
UNH UnitedHealth Group	$1,037,013	$72,844 ▼	-6.6%	2,050	0.3%	Medical
AIT Applied Industrial Technologies	$1,028,284	$133,145 ▼	-11.5%	4,294	0.3%	Industrial Products
FIW First Trust Water ETF	$1,000,498	$71,945 ▲	7.7%	9,804	0.3%	ETF
IRM Iron Mountain	$982,568	$32,479 ▼	-3.2%	9,348	0.3%	Business Services
DFUS Dimensional U.S. Equity ETF	$963,518	$6,248 ▼	-0.6%	15,114	0.3%	ETF
RGA Reinsurance Group of America	$948,944	$1,709 ▼	-0.2%	4,442	0.3%	Finance
VTRS Viatris	$913,394	$75 ▲	0.0%	73,365	0.3%	Medical
CAT Caterpillar	$903,998	$7,255 ▼	-0.8%	2,492	0.3%	Industrial Products
ACT Enact	$860,596	$194 ▼	0.0%	26,578	0.3%	Finance
APPLOVIN CORP	$842,282	$437,818 ▼	-34.2%	2,601	0.3%	COM CL A
XOM Exxon Mobil	$802,221	$2,259 ▲	0.3%	7,458	0.3%	Oils/Energy
GPS GAP	$790,045	$72,520 ▲	10.1%	33,434	0.3%	Consumer Cyclical
ARCC Ares Capital	$778,781	$919 ▼	-0.1%	35,577	0.3%	Finance
ALSN Allison Transmission	$759,013	$36,416 ▼	-4.6%	7,024	0.2%	Auto/Tires/Trucks
CM Canadian Imperial Bank of Commerce	$716,775	$64,178 ▲	9.8%	11,336	0.2%	Finance
MLI Mueller Industries	$714,399	$62,377 ▼	-8.0%	9,002	0.2%	Industrial Products
GGME Invesco Next Gen Media and Gaming ETF	$713,835	$116,340 ▲	19.5%	13,922	0.2%	ETF
INGR Ingredion	$698,117	$228,762 ▲	48.7%	5,075	0.2%	Consumer Staples
NRG NRG Energy	$696,679	$229,881 ▲	49.2%	7,722	0.2%	Utilities
ORI Old Republic International	$690,614	$313,731 ▲	83.2%	19,083	0.2%	Finance
SF Stifel Financial	$681,670	$87,834 ▲	14.8%	6,426	0.2%	Finance
GM General Motors	$680,524	$126,783 ▲	22.9%	12,775	0.2%	Auto/Tires/Trucks
EME EMCOR Group	$679,034	$181,560 ▲	36.5%	1,496	0.2%	Construction
CNA CNA Financial	$676,067	$17,994 ▲	2.7%	13,977	0.2%	Finance
NTAP NetApp	$667,692	$250,152 ▲	59.9%	5,752	0.2%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$643,967	$24,730 ▼	-3.7%	9,895	0.2%	ETF
FBP First BanCorp.	$635,127	$5,019 ▲	0.8%	34,165	0.2%	Finance
BMY Bristol-Myers Squibb	$631,436	$319,564 ▲	102.5%	11,164	0.2%	Medical
MGK Vanguard Mega Cap Growth ETF	$630,927		0.0%	1,837	0.2%	ETF
AYI Acuity Brands	$616,394	$194,851 ▲	46.2%	2,110	0.2%	Construction
AXON Axon Enterprise	$594,320		0.0%	1,000	0.2%	Aerospace
MSI Motorola Solutions	$582,410	$10,631 ▼	-1.8%	1,260	0.2%	Computer and Technology
TMHC Taylor Morrison Home	$571,273	$3,061 ▲	0.5%	9,333	0.2%	Construction
SYF Synchrony Financial	$568,425	$568,425 ▲	New Holding	8,745	0.2%	Finance
VIRT Virtu Financial	$552,969	$552,969 ▲	New Holding	15,498	0.2%	Finance
ABBV AbbVie	$546,700	$30,560 ▼	-5.3%	3,077	0.2%	Medical
CELESTICA INC	$534,602	$141,588 ▼	-20.9%	5,792	0.2%	COM
UNM Unum Group	$531,366	$531,366 ▲	New Holding	7,276	0.2%	Finance
OGN Organon & Co.	$530,943	$215,579 ▲	68.4%	35,586	0.2%	Medical
MS Morgan Stanley	$526,214	$54,306 ▲	11.5%	4,186	0.2%	Finance
FLEX Flex	$520,300	$21,191 ▼	-3.9%	13,553	0.2%	Computer and Technology
LEN Lennar	$517,797	$29,865 ▲	6.1%	3,797	0.2%	Construction
MDT Medtronic	$515,066		0.0%	6,448	0.2%	Medical
IBKR Interactive Brokers Group	$509,693	$78,088 ▼	-13.3%	2,885	0.2%	Finance
UHS Universal Health Services	$504,170	$504,170 ▲	New Holding	2,810	0.2%	Medical
JNJ Johnson & Johnson	$499,951	$2,748 ▼	-0.5%	3,457	0.2%	Medical
XLF Financial Select Sector SPDR Fund	$498,669	$171,088 ▲	52.2%	10,318	0.2%	ETF
APAM Artisan Partners Asset Management	$491,975	$161,868 ▲	49.0%	11,428	0.2%	Finance
MUSA Murphy USA	$485,192	$13,045 ▲	2.8%	967	0.2%	Retail/Wholesale
JWN Nordstrom	$482,493	$482,493 ▲	New Holding	19,979	0.2%	Retail/Wholesale
JBL Jabil	$480,914	$95,118 ▼	-16.5%	3,342	0.2%	Computer and Technology
AER AerCap	$471,418	$478 ▼	-0.1%	4,926	0.2%	Finance
LOW Lowe's Companies	$469,167	$740 ▼	-0.2%	1,901	0.2%	Retail/Wholesale
LRN Stride	$467,789	$59,552 ▼	-11.3%	4,501	0.2%	Consumer Discretionary
ACN Accenture	$459,042	$38,693 ▼	-7.8%	1,305	0.1%	Computer and Technology
DOV Dover	$458,307		0.0%	2,443	0.1%	Industrial Products
PEP PepsiCo	$457,092	$6,234 ▲	1.4%	3,006	0.1%	Consumer Staples
RDN Radian Group	$433,327	$324,115 ▼	-42.8%	13,661	0.1%	Finance
KR Kroger	$427,377	$59,927 ▲	16.3%	6,989	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$419,189		0.0%	1,432	0.1%	Business Services
APH Amphenol	$416,561		0.0%	5,998	0.1%	Computer and Technology
ITRI Itron	$414,124	$36,700 ▲	9.7%	3,814	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Measured Wealth Private Client Group, LLC Top Holdings and 13F Report (2025)

About Measured Wealth Private Client Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Measured Wealth Private Client Group, LLC Top Holdings and 13F Report (2025)

About Measured Wealth Private Client Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeasured Wealth Private Client Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools