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CIK: 0001720235
Total reported value
$413.7M
$413.7M
179 檔
27.5%
In Q2 2025, Measured Wealth Private Client Group, LLC's U.S. equity holdings reached a combined market value of $413.7M, distributed across 179 disclosed stock positions.
During Q2 2025, 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 | 8.28% | -3.84% | -0.10% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.90% | -0.23% | +1.99% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.93% | +0.30% | +0.28% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.87% | -2.72% | -2.89% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.11% | -0.40% | -0.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.86% | +0.05% | -0.90% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.73% | -2.30% | +2.89% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.44% | -0.04% | -2.45% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.91% | -0.17% | +1.85% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.32% | -3.77% | +2.97% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.01% | +3.67% | -7.19% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.83% | -0.69% | +1.81% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.04% | -1.47% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.02% | — | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.46% | -0.11% | -13.80% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.41% | -0.55% | +4.96% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.28% | -0.13% | +13.83% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.02% | +2.04% | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.16% | -0.77% | +2.92% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.14% | -1.22% | +11.24% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.12% | -0.11% | -0.62% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.11% | -0.05% | +13.53% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.07% | +2.80% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | -0.07% | -2.37% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | -0.13% | +0.52% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.03% | +9.05% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.56% | +0.01% | -2.83% | |
| 28 | MTG | Mgic Investment CORP | Stock-Financials | 0.52% | -0.06% | +2.78% | |
| 29 | MFC | Manulife Financial CORP | Stock-Financials | 0.51% | -0.02% | +5.56% | |
| 30 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.49% | -0.04% | +29.89% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.03% | -0.29% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.46% | +0.03% | +22.91% | |
| 33 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.42% | -0.01% | +2.29% | |
| 34 | R | Ryder System Inc | Stock-Industrials | 0.38% | +0.02% | -10.69% | |
| 35 | NBN | Northeast Bank | Stock-Other | 0.38% | -0.05% | — | |
| 36 | NRG | Nrg Energy Inc | Stock-Utilities | 0.37% | -0.17% | -10.23% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.06% | -3.43% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.01% | -11.53% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.35% | — | -5.24% | |
| 40 | EME | Emcor Group Inc | Stock-Industrials | 0.33% | — | +3.88% | |
| 41 | ACT | Enact Holdings Inc | Stock-Other | 0.33% | +0.01% | +3.45% | |
| 42 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.32% | +0.03% | +5.70% | |
| 43 | SYF | Synchrony Financial | Stock-Financials | 0.32% | -0.04% | +19.36% | |
| 44 | ORI | Old Republic Intl CORP | Stock-Financials | 0.30% | -0.01% | +10.73% | |
| 45 | UNM | Unum Group | Stock-Financials | 0.29% | -0.01% | +24.46% | |
| 46 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.29% | -0.01% | +8.83% | |
| 47 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.29% | — | +11.48% | |
| 48 | GGME | Invesco Next Gen Media And G | ETF-Other | 0.28% | -0.01% | +26.14% | |
| 49 | EXC | Exelon CORP | Stock-Utilities | 0.28% | -0.32% | — | |
| 50 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.27% | — | +7.39% |
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 Q2 2025.
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 SPYV, RSP, VYM) accounted for 27.5% of total reported equity market value during Q2 2025.
During Q2 2025, Measured Wealth Private Client Group, LLC's top holdings by market value included SPYV (8.3%)、RSP (7.9%)、VYM (6.9%). The largest single position, SPYV, represented 8.3% of total portfolio value.
In Q2 2025, 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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