Measured Wealth Private Client Group, LLC — Q2 2025 13F Holdings

Name: Measured Wealth Private Client Group, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001720235

Total reported value

$366.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	8.28%	-0.05%	-0.10%
2	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	7.90%	—	+1.99%
3	VYM	Vanguard High Dvd Yield ETF	ETF-Other	6.93%	—	+0.28%
4	GLD	Spdr Gold Shares	ETF-Commodities	5.87%	—	-2.89%
5	UPS	United Parcel Service-cl B	Stock-Industrials	5.11%	—	-0.01%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	4.86%	-0.34%	-0.90%
7	XLV	Ss Health Care Select Sector	ETF-Other	4.73%	-0.31%	+2.89%
8	XLK	Ss Technology Select Sector	ETF-Tech	4.44%	-0.28%	-2.45%
9	XLP	Ss Consumer Staples Sel Sect	ETF-Other	2.91%	+0.19%	+1.85%
10	XLC	Ss Comm Select Sector Spdr	ETF-Other	2.32%	-0.19%	+2.97%
11	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	2.01%	-0.24%	-7.19%
12	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.83%	-0.04%	+1.81%
13	NVDA	Nvidia CORP	Stock-Tech	1.61%	-0.05%	-1.47%
14	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.47%	-0.09%	—
15	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	1.46%	—	-13.80%
16	IYR	Ishares US Real Estate ETF	ETF-Other	1.41%	—	+4.96%
17	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	1.28%	—	+13.83%
18	AAPL	Apple INC	Stock-Tech	1.21%	-0.11%	+2.04%
19	XLB	Ss Materials Select Sector	ETF-Other	1.16%	+0.23%	+2.92%
20	XLF	Ss Financial Select Sector	ETF-Other	1.14%	-0.25%	+11.24%
21	OEF	Ishares S&p 100 ETF	ETF-Other	1.12%	-0.10%	-0.62%
22	DGRO	Ishares Core Dividend Growth	ETF-Other	1.11%	—	+13.53%
23	MSFT	Microsoft CORP	Stock-Tech	0.98%	-0.18%	+2.80%
24	AVGO	Broadcom INC	Stock-Tech	0.93%	-0.21%	-2.37%
25	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.75%	—	+0.52%
26	JPM	Jpmorgan Chase & Co	Stock-Financials	0.65%	-0.27%	+9.05%
27	VV	Vanguard Large-cap ETF	ETF-Other	0.56%	—	-2.83%
28	MTG	Mgic Investment CORP	Stock-Financials	0.52%	-0.37%	+2.78%
29	MFC	Manulife Financial CORP	Stock-Financials	0.51%	—	+5.56%
30	EYLD	Cambria Emerg Shrhldr Yield	ETF-Other	0.49%	—	+29.89%
31	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.47%	—	-0.29%
32	C	Citigroup INC	Stock-Financials	0.46%	—	+22.91%
33	HRB	H&r Block INC	Stock-Consumer Disc	0.42%	—	+2.29%
34	R	Ryder System INC	Stock-Industrials	0.38%	—	-10.69%
35	NBN	Northeast Bank	Stock-Other	0.38%	—	—
36	NRG	Nrg Energy INC	Stock-Utilities	0.37%	—	-10.23%
37	VO	Vanguard Mid-cap ETF	ETF-Other	0.36%	—	-3.43%
38	DFAT	Dimensional US Target Value	ETF-Other	0.35%	—	-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%	—	+3.45%
42	AIT	Applied Industrial Tech INC	Stock-Industrials	0.32%	—	+5.70%
43	SYF	Synchrony Financial	Stock-Financials	0.32%	-0.24%	+19.36%
44	ORI	Old Republic Intl CORP	Stock-Financials	0.30%	-0.25%	+10.73%
45	UNM	Unum Group	Stock-Financials	0.29%	—	+24.46%
46	GAP	Gap Inc/the	Stock-Consumer Disc	0.29%	—	+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%	-0.13%	+26.14%
49	EXC	Exelon CORP	Stock-Utilities	0.28%	—	—
50	VIRT	Virtu Financial Inc-class A	Stock-Financials	0.27%	—	+7.39%

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