Measured Wealth Private Client Group, LLC — Q4 2025 13F Holdings

Name: Measured Wealth Private Client Group, LLC — 13F Holdings, Q4 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

Showing top 200 holdings (of 732 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GLD	Spdr Gold Shares	ETF-Commodities	6.83%	—	-0.68%
2	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	6.45%	-0.05%	-19.09%
3	VYM	Vanguard High Dvd Yield ETF	ETF-Other	6.41%	—	-5.41%
4	XLV	Ss Health Care Select Sector	ETF-Other	5.22%	-0.31%	+4.45%
5	XLK	Ss Technology Select Sector	ETF-Tech	4.55%	-0.28%	+104.91%
6	XLC	Ss Comm Select Sector Spdr	ETF-Other	4.46%	-0.19%	+93.28%
7	UPS	United Parcel Service-cl B	Stock-Industrials	4.43%	—	—
8	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.36%	—	-42.62%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.61%	-0.34%	-23.11%
10	SMH	Vaneck Semiconductor ETF	ETF-Other	2.51%	+0.31%	+4512.24%
11	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.86%	-0.04%	+4.14%
12	NVDA	Nvidia CORP	Stock-Tech	1.63%	-0.05%	-3.09%
13	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	1.60%	—	+236.08%
14	XLF	Ss Financial Select Sector	ETF-Other	1.58%	-0.25%	+55.39%
15	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.57%	-0.24%	-19.51%
16	AAPL	Apple INC	Stock-Tech	1.55%	-0.11%	+21.18%
17	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.42%	+0.19%	-44.15%
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.29%	-0.09%	-12.19%
19	XLY	Ss Consumer Disc Select Sect	ETF-Other	1.07%	-0.07%	+260938.46%
20	DGRO	Ishares Core Dividend Growth	ETF-Other	1.06%	—	—
21	AVGO	Broadcom INC	Stock-Tech	1.00%	-0.21%	-4.62%
22	XLI	Ss Industrial Select Sector	ETF-Other	0.89%	—	+451.80%
23	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.77%	—	+16.79%
24	MSFT	Microsoft CORP	Stock-Tech	0.76%	-0.18%	-0.92%
25	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	0.72%	-0.26%	+143.55%
26	IYR	Ishares US Real Estate ETF	ETF-Other	0.69%	—	-46.61%
27	XLB	Ss Materials Select Sector	ETF-Other	0.69%	+0.23%	+25.56%
28	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.64%	+0.29%	+303.44%
29	OEF	Ishares S&p 100 ETF	ETF-Other	0.60%	-0.10%	-45.92%
30	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	0.57%	—	-54.78%
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.54%	-0.27%	-6.44%
32	VV	Vanguard Large-cap ETF	ETF-Other	0.47%	—	-14.45%
33	C	Citigroup INC	Stock-Financials	0.46%	—	-6.53%
34	MTG	Mgic Investment CORP	Stock-Financials	0.46%	-0.37%	-1.92%
35	EYLD	Cambria Emerg Shrhldr Yield	ETF-Other	0.43%	—	-1.15%
36	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.39%	—	-12.50%
37	DFUV	Dimensional US Marketwide Va	ETF-Other	0.33%	—	-0.95%
38	R	Ryder System INC	Stock-Industrials	0.32%	—	-11.30%
39	DFAT	Dimensional US Target Value	ETF-Other	0.32%	—	-2.17%
40	EXC	Exelon CORP	Stock-Utilities	0.32%	—	+16.82%
41	AIT	Applied Industrial Tech INC	Stock-Industrials	0.32%	—	+5.32%
42	MO	Altria Group INC	Stock-Consumer Staples	0.31%	—	+23.51%
43	NBN	Northeast Bank	Stock-Other	0.31%	—	—
44	NRG	Nrg Energy INC	Stock-Utilities	0.30%	—	+1.36%
45	SYF	Synchrony Financial	Stock-Financials	0.30%	-0.24%	-5.33%
46	ACT	Enact Holdings INC	Stock-Other	0.30%	—	-0.07%
47	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.29%	—	+72.81%
48	IAG	Iamgold CORP	Stock-Other	0.29%	—	-13.54%
49	B	Barrick Mining CORP	Stock-Materials	0.29%	—	-14.69%
50	APP	Applovin Corp-class A	Stock-Tech	0.28%	-0.17%	-26.98%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Measured Wealth Private Client Group, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SMH	Vaneck Semiconductor ETF	+2.5%	+4512.24%	Add
2	XLC	Ss Comm Select Sector Spdr	+2.1%	+93.28%	Add
3	XLY	Ss Consumer Disc Select Sect	+1.1%	+260938.46%	Add
4	XLI	Ss Industrial Select Sector	+0.7%	+451.80%	Add
5	XLV	Ss Health Care Select Sector	+0.6%	+4.45%	Add
6	UPS	United Parcel Service-cl B	+0.6%	—	Unchanged
7	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.6%	+236.08%	Add
8	XLF	Ss Financial Select Sector	+0.6%	+55.39%	Add
9	GLD	Spdr Gold Shares	+0.6%	-0.68%	Trim
10	EEM	Ishares Msci Emerging Market	+0.5%	+303.44%	Add
11	MCHI	Ishares Msci China ETF	+0.4%	+143.55%	Add
12	AAPL	Apple INC	+0.3%	+21.18%	Add
13	ES	Eversource Energy	+0.3%	+1135.77%	Add
14	DELL	Dell Technologies -c	+0.2%	+4397.22%	Add
15	LNC	Lincoln National CORP	+0.2%	+145.66%	Add
16	SLV	Ishares Silver Trust	+0.2%	+96.64%	Add
17	ACWX	Ishares Msci Acwi Ex US ETF	+0.1%	+72.81%	Add
18	EWBC	East West Bancorp INC	+0.1%	+260.61%	Add
19	XLK	Ss Technology Select Sector	+0.1%	+104.91%	Add
20	GTX	Garrett Motion INC	+0.1%	+150.65%	Add
21	AGG	Ishares Core U.s. Aggregate	+0.1%	+16.79%	Add
22	VZ	Verizon Communications INC	-0.1%	-46.11%	Trim
23	CVSA	Covista INC	-0.1%	-46.65%	Trim
24	DORM	Dorman Products INC	-0.1%	-44.71%	Trim
25	AGZ	Ishares Agency Bond ETF	-0.1%	-76.79%	Trim
26	ITRI	Itron INC	-0.1%	-69.52%	Trim
27	CALM	Cal-maine Foods INC	-0.1%	-62.55%	Trim
28	APP	Applovin Corp-class A	-0.1%	-26.98%	Trim
29	ARCC	Ares Capital CORP	-0.2%	-72.40%	Trim
30	VIRT	Virtu Financial Inc-class A	-0.2%	-79.08%	Trim
31	LRN	Stride INC	-0.2%	-59.08%	Trim
32	IVV	Ishares Core S&p 500 ETF	-0.2%	-12.19%	Trim
33	INGR	Ingredion INC	-0.2%	-76.54%	Trim
34	VO	Vanguard Mid-cap ETF	-0.2%	-60.76%	Trim
35	HRB	H&r Block INC	-0.3%	-68.91%	Trim
36	VYM	Vanguard High Dvd Yield ETF	-0.4%	-5.41%	Trim
37	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.4%	-19.51%	Trim
38	XLB	Ss Materials Select Sector	-0.4%	+25.56%	Add
39	OEF	Ishares S&p 100 ETF	-0.5%	-45.92%	Trim
40	IYR	Ishares US Real Estate ETF	-0.7%	-46.61%	Trim
41	SPMD	Ss Spdr P S&p 400 Midcap ETF	-0.7%	-54.78%	Trim
42	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.1%	-23.11%	Trim
43	XLP	Ss Consumer Staples Sel Sect	-1.2%	-44.15%	Trim
44	SPYV	Ss Spdr P S&p 500 Value ETF	-1.5%	-19.09%	Trim
45	RSP	Invesco S&p 500 Equal Weight	-3.3%	-42.62%	Trim
46	THG	Hanover Insurance Group Inc/	—	NEW	New buy
47	AA	Alcoa CORP	—	NEW	New buy
48	DB	Deutsche Bank Aktiengesellschaft	—	NEW	New buy
49	BFH	Bread Financial Holdings INC	—	NEW	New buy
50	ELAN	Elanco Animal Health INC	—	NEW	New buy