13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001720235
Total reported value
$413.7M
$413.7M
185 檔
28.7%
The Q1 2024 SEC filing reveals that Measured Wealth Private Client Group, LLC held a total portfolio value of $413.7M, covering 185 public equity positions.
During Q1 2024, Measured Wealth Private Client Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 12.02% | -3.84% | -4.98% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.24% | +3.67% | -3.07% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.36% | -0.11% | -26.05% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.30% | +0.05% | -2.58% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.51% | +0.30% | -2.84% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.04% | -2.30% | +2.80% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.25% | -2.72% | +6.18% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.02% | -0.04% | +15.51% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.84% | -0.13% | -3.88% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | -0.02% | -3.50% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.55% | -0.11% | -2.49% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.46% | -0.17% | -1.61% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.42% | +0.38% | +1340.74% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.02% | -15.58% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.07% | +0.55% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.13% | -0.05% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.04% | +0.28% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.03% | -0.69% | -43.93% | |
| 19 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.98% | — | -2.37% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.07% | +0.30% | |
| 21 | XLB | Ss Materials Select Sector | ETF-Other | 0.81% | -0.77% | — | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.61% | -0.01% | -2.27% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | +0.01% | -4.34% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.49% | — | -1.49% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.03% | -6.23% | |
| 26 | MTG | Mgic Investment CORP | Stock-Financials | 0.47% | -0.06% | +3.13% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | +0.39% | +47.42% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.03% | +1.18% | |
| 29 | JBL | Jabil Inc | Stock-Tech | 0.43% | +0.05% | +0.70% | |
| 30 | APAM | Artisan Partners Asset Ma -a | Stock-Financials | 0.39% | -0.01% | +6.47% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.06% | -5.08% | |
| 32 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.38% | -0.04% | +2.60% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.03% | +3.10% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.37% | -0.13% | — | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | +0.01% | -1.00% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.09% | — | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.37% | -0.01% | -18.59% | |
| 38 | MFC | Manulife Financial CORP | Stock-Financials | 0.36% | -0.02% | +11.41% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.36% | — | -1.15% | |
| 40 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.35% | -0.01% | -1.08% | |
| 41 | STLD | Steel Dynamics Inc | Stock-Materials | 0.35% | — | +0.55% | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.35% | — | -25.57% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.35% | -0.01% | -17.03% | |
| 44 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.34% | +0.03% | +1.22% | |
| 45 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.33% | -0.01% | +12.07% | |
| 46 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.33% | +0.01% | — | |
| 47 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.32% | — | +8.41% | |
| 48 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.31% | +0.03% | +3.76% | |
| 49 | RS | Reliance Inc | Stock-Materials | 0.30% | — | -0.35% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | -0.02% | +0.07% |
According to official SEC Form 13F filings, Measured Wealth Private Client Group, LLC reported a total U.S. public equity portfolio value of $413.7M across 185 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPYG, SPMD) accounted for 28.7% of total reported equity market value during Q1 2024.
During Q1 2024, Measured Wealth Private Client Group, LLC's top holdings by market value included SPYV (12.0%)、SPYG (11.2%)、SPMD (6.4%). The largest single position, SPYV, represented 12.0% of total portfolio value.
In Q1 2024, Measured Wealth Private Client Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.