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CIK: 0001720235
Total reported value
$413.7M
$413.7M
698 檔
29.9%
According to the latest 13F quarterly dataset, Measured Wealth Private Client Group, LLC managed an equity portfolio of $413.7M at the end of Q3 2025, spanning 698 distinct U.S. exchange-listed positions.
In Q3 2025, Measured Wealth Private Client Group, LLC displayed an active expansion posture, initiating 16 new positions and adding to 10 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 698 total)
| # | 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 | 7.91% | -3.84% | +0.35% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.67% | -0.23% | +3.39% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.78% | +0.30% | +2.63% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 6.28% | -2.72% | +1.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.67% | +0.05% | -1.04% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.58% | -2.30% | +4.06% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 4.43% | -0.04% | -0.49% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.80% | -0.40% | -0.03% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.61% | -0.17% | +2.63% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.37% | -3.77% | +3.66% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.95% | +3.67% | -1.77% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.86% | -0.69% | +11.57% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.04% | +0.30% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.02% | +2.40% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.37% | -0.55% | +5.18% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.26% | -0.11% | -8.92% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.02% | -9.89% | |
| 18 | XLB | Ss Materials Select Sector | ETF-Other | 1.10% | -0.77% | +3.69% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.09% | -0.11% | -1.25% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.06% | -0.05% | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.02% | -1.22% | -3.66% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.07% | +1.00% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.99% | -0.13% | -19.26% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.07% | -9.50% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.13% | -1.09% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.03% | -9.40% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.54% | +0.01% | — | |
| 28 | MTG | Mgic Investment CORP | Stock-Financials | 0.46% | -0.06% | -2.82% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.03% | -1.99% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.44% | +0.03% | -11.72% | |
| 31 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.43% | -0.04% | -6.19% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.42% | +0.01% | -13.17% | |
| 33 | R | Ryder System Inc | Stock-Industrials | 0.37% | +0.02% | -9.38% | |
| 34 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.36% | -0.01% | +2.63% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.33% | -0.06% | -1.53% | |
| 36 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.33% | -0.44% | +55.23% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.01% | -3.82% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.33% | — | -1.32% | |
| 39 | NRG | Nrg Energy Inc | Stock-Utilities | 0.31% | -0.17% | -6.71% | |
| 40 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.31% | +0.03% | -5.16% | |
| 41 | EME | Emcor Group Inc | Stock-Industrials | 0.30% | — | -16.09% | |
| 42 | NBN | Northeast Bank | Stock-Other | 0.30% | -0.05% | -21.27% | |
| 43 | ACT | Enact Holdings Inc | Stock-Other | 0.29% | +0.01% | -3.48% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | — | +13.32% | |
| 45 | EXC | Exelon CORP | Stock-Utilities | 0.29% | -0.32% | +10.46% | |
| 46 | ORI | Old Republic Intl CORP | Stock-Financials | 0.29% | -0.01% | -3.39% | |
| 47 | SYF | Synchrony Financial | Stock-Financials | 0.27% | -0.04% | -9.78% | |
| 48 | NFG | National Fuel Gas Co | Stock-Energy | 0.27% | -0.30% | +4.08% | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.26% | +0.01% | — | |
| 50 | IAG | Iamgold CORP | Stock-Other | 0.26% | -0.04% | -15.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +0.30% | Trim |
| 2 | XLK | Ss Technology Select Sector | +0.5% | -0.49% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | +1.00% | Trim |
| 4 | XLC | Ss Comm Select Sector Spdr | +0.2% | +3.66% | Add |
| 5 | APP | Applovin Corp-class A | +0.2% | -13.17% | Trim |
| 6 | GLD | Spdr Gold Shares | +0.2% | +1.97% | Trim |
| 7 | C | Citigroup Inc | +0.1% | -11.72% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | -9.50% | Trim |
| 9 | DGRO | Ishares Core Dividend Growth | +0.1% | — | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | 0% | +2.40% | Add |
| 11 | OEF | Ishares S&p 100 ETF | 0% | -1.25% | Trim |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | -1.77% | Trim |
| 13 | XLF | Ss Financial Select Sector | 0% | -3.66% | Add |
| 14 | IYR | Ishares US Real Estate ETF | -0.1% | +5.18% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.04% | Trim |
| 16 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +11.57% | Add |
| 17 | RSPH | Invesco S&p 500 Equal Weight | -0.2% | — | Trim |
| 18 | CNA | Cna Financial CORP | -0.2% | -39.70% | Trim |
| 19 | AGZ | Ishares Agency Bond ETF | -0.2% | -17.92% | Trim |
| 20 | AYI | Acuity Inc | -0.2% | — | Trim |
| 21 | SF | Stifel Financial CORP | -0.2% | — | Trim |
| 22 | GM | General Motors Co | -0.2% | -69.52% | Trim |
| 23 | UHS | Universal Health Services-b | -0.2% | — | Trim |
| 24 | ALSN | Allison Transmission Holding | -0.2% | -84.60% | Trim |
| 25 | GAP | Gap Inc/the | -0.2% | -89.69% | Trim |
| 26 | RSP | Invesco S&p 500 Equal Weight | -0.3% | +3.39% | Add |
| 27 | IP | International Paper Co | -0.3% | -60.74% | Trim |
| 28 | JHG | Janus Henderson Group plc | -0.3% | -18.53% | Trim |
| 29 | BMY | Bristol-myers Squibb Co | -0.3% | -36.48% | Trim |
| 30 | MFC | Manulife Financial CORP | -0.3% | -57.00% | Trim |
| 31 | VYM | Vanguard High Dvd Yield ETF | -0.4% | +2.63% | Add |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.5% | -8.92% | Trim |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.8% | +0.35% | Add |
| 34 | UPS | United Parcel Service-cl B | -2.2% | -0.03% | Trim |
| 35 | MCHI | Ishares Msci China ETF | — | NEW | New buy |
| 36 | MO | Altria Group Inc | — | NEW | New buy |
| 37 | EXC | Exelon CORP | — | NEW | New buy |
| 38 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 39 | B | Barrick Mining CORP | — | NEW | New buy |
| 40 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 41 | CALM | Cal-maine Foods Inc | — | NEW | New buy |
| 42 | CVS | Cvs Health CORP | — | NEW | New buy |
| 43 | BPOP | Popular Inc | — | NEW | New buy |
| 44 | FHI | Federated Hermes Inc | — | NEW | New buy |
| 45 | TTMI | Ttm Technologies | — | NEW | New buy |
| 46 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 47 | BTSG | Brightspring Health Services | — | NEW | New buy |
| 48 | ITRI | Itron Inc | — | NEW | New buy |
| 49 | AZZ | Azz Inc | — | NEW | New buy |
| 50 | MCY | Mercury General CORP | — | NEW | New buy |
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 698 disclosed positions in Q3 2025.
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, RSP, VYM) accounted for 29.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
MCHI
市值: $1.2M
Top Position Liquidated / Trimmed
GLD
前期市值: $19.1M
During Q3 2025, Measured Wealth Private Client Group, LLC's top holdings by market value included SPYV (7.9%)、RSP (7.7%)、VYM (6.8%). The largest single position, SPYV, represented 7.9% of total portfolio value.
In Q3 2025, Measured Wealth Private Client Group, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 10 positions, trimming 24 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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