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CIK: 0001720235
Total reported value
$413.7M
$413.7M
172 檔
26.8%
According to the latest 13F quarterly dataset, Measured Wealth Private Client Group, LLC managed an equity portfolio of $413.7M at the end of Q4 2024, spanning 172 distinct U.S. exchange-listed positions.
During Q4 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 | 10.19% | -0.23% | +5.35% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.60% | -3.84% | -0.67% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.91% | +0.30% | +0.94% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.06% | -2.72% | +5.47% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.05% | +0.05% | -4.41% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.58% | -0.04% | +6.04% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.55% | -0.40% | — | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.34% | -0.11% | -10.26% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 4.29% | -2.30% | +8.45% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.33% | +3.67% | -29.65% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.28% | -0.17% | +10.18% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.78% | -0.69% | +7.42% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.02% | -0.26% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.04% | +3.33% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.02% | -2.81% | |
| 16 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.44% | — | +4.09% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.33% | -0.13% | +11.76% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.16% | -0.11% | -6.25% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.01% | -0.05% | -6.77% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | -0.07% | -27.39% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.07% | +0.17% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.89% | +0.38% | +1.47% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.13% | +2.97% | |
| 24 | XLB | Ss Materials Select Sector | ETF-Other | 0.62% | -0.77% | +5.22% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | +0.01% | -5.28% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.58% | -0.55% | +34.84% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.03% | +27.24% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | +6.27% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | -0.01% | -1.09% | |
| 30 | MFC | Manulife Financial CORP | Stock-Financials | 0.48% | -0.02% | -0.74% | |
| 31 | MTG | Mgic Investment CORP | Stock-Financials | 0.44% | -0.06% | -3.20% | |
| 32 | NBN | Northeast Bank | Stock-Other | 0.42% | -0.05% | — | |
| 33 | R | Ryder System Inc | Stock-Industrials | 0.39% | +0.02% | +11.00% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.39% | — | -2.66% | |
| 35 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.38% | -0.01% | +2.66% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.06% | -0.02% | |
| 37 | JHG | Janus Henderson Group plc | Stock-Financials | 0.36% | -0.02% | -0.66% | |
| 38 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.34% | -0.04% | +1.56% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.03% | -6.56% | |
| 40 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.33% | +0.03% | -11.46% | |
| 41 | FIW | First Trust Water ETF | ETF-Other | 0.32% | — | +7.75% | |
| 42 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.32% | +0.01% | -3.20% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.31% | +0.01% | -0.64% | |
| 44 | RGA | Reinsurance Group Of America | Stock-Financials | 0.31% | — | -0.18% | |
| 45 | VTRS | Viatris Inc | Stock-Healthcare | 0.30% | — | +0.01% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.01% | -0.80% | |
| 47 | ACT | Enact Holdings Inc | Stock-Other | 0.28% | +0.01% | -0.02% | |
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.27% | +0.01% | -34.20% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.09% | +0.28% | |
| 50 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.26% | -0.01% | +10.11% |
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 172 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, SPYV, VYM) accounted for 26.8% of total reported equity market value during Q4 2024.
During Q4 2024, Measured Wealth Private Client Group, LLC's top holdings by market value included RSP (10.2%)、SPYV (8.6%)、VYM (6.9%). The largest single position, RSP, represented 10.2% of total portfolio value.
In Q4 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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