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CIK: 0001720235
Total reported value
$413.7M
$413.7M
179 檔
26.7%
During the Q3 2024 filing period, Measured Wealth Private Client Group, LLC (CIK: 0001720235) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $413.7M across 179 reported positions.
During Q3 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 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 10.23% | -0.23% | — | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.27% | -3.84% | -21.37% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.12% | +0.30% | +27.03% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.35% | +0.05% | -6.62% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.01% | -0.11% | -22.20% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.98% | -2.72% | +25.92% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.59% | -2.30% | +8.47% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.34% | -0.04% | +21.72% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.23% | +3.67% | -72.15% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.26% | -0.17% | +53.82% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.93% | -0.69% | +98.06% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.02% | -8.62% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.02% | -1.94% | |
| 14 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.47% | — | +40.44% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.04% | -4.27% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.32% | -0.13% | +93.20% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.23% | -0.11% | -9.56% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.15% | -0.05% | -1.76% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | -0.07% | +898.89% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.07% | -12.04% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 0.94% | +0.38% | -44.09% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.13% | +0.16% | |
| 23 | XLB | Ss Materials Select Sector | ETF-Other | 0.70% | -0.77% | -25.75% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.63% | +0.01% | — | |
| 25 | MTG | Mgic Investment CORP | Stock-Financials | 0.51% | -0.06% | -4.14% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.50% | -0.01% | -1.40% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.49% | -0.55% | — | |
| 28 | MFC | Manulife Financial CORP | Stock-Financials | 0.48% | -0.02% | +6.01% | |
| 29 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.46% | -0.01% | -8.61% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.03% | +1.40% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.03% | +5.78% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.03% | -12.48% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.42% | — | -0.11% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.06% | +0.02% | |
| 35 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.38% | +0.01% | -8.21% | |
| 36 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.38% | -0.04% | +0.50% | |
| 37 | NBN | Northeast Bank | Stock-Other | 0.36% | -0.05% | — | |
| 38 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.36% | +0.03% | +0.66% | |
| 39 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 0.34% | — | +0.47% | |
| 40 | JHG | Janus Henderson Group plc | Stock-Financials | 0.34% | -0.02% | +12.20% | |
| 41 | R | Ryder System Inc | Stock-Industrials | 0.34% | +0.02% | -1.64% | |
| 42 | FIW | First Trust Water ETF | ETF-Other | 0.33% | — | +0.47% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.01% | -6.09% | |
| 44 | RGA | Reinsurance Group Of America | Stock-Financials | 0.32% | — | -2.35% | |
| 45 | ACT | Enact Holdings Inc | Stock-Other | 0.32% | +0.01% | -2.89% | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.32% | +0.01% | -9.33% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.31% | — | +8.99% | |
| 48 | ESNT | Essent Group Ltd. | Stock-Financials | 0.30% | — | -1.25% | |
| 49 | STNG | Scorpio Tankers Inc. | Stock-Other | 0.30% | — | +4.01% | |
| 50 | STLD | Steel Dynamics Inc | Stock-Materials | 0.30% | — | +5.67% |
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 179 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including RSP, SPYV, VYM) accounted for 26.7% of total reported equity market value during Q3 2024.
During Q3 2024, Measured Wealth Private Client Group, LLC's top holdings by market value included RSP (10.2%)、SPYV (9.3%)、VYM (7.1%). The largest single position, RSP, represented 10.2% of total portfolio value.
In Q3 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.
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