Measured Wealth Private Client Group
Latest statistics and disclosures from Measured Wealth Private Client Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, SPYV, VYM, XLV, XLK, and represent 29.46% of Measured Wealth Private Client Group's stock portfolio.
- Added to shares of these 10 stocks: SMH (+$9.3M), XLK (+$8.8M), XLC (+$8.1M), XLU, XLY, XLI, XLF, EEM, MCHI, AAPL.
- Started 90 new stock positions in SMLF, DINO, SCHG, BFH, TNL, AVSC, SOLS, DIHP, JXN, SHV.
- Reduced shares in these 10 stocks: RSP (-$12M), SPYV (-$5.8M), XLP, SPY, SPMD, IYR, OEF, SPYG, VYM, HRB.
- Sold out of its positions in AMD, AAL, ELV, APLE, BKR, DYNF, BCO, CBT, CNQ, CHE.
- Measured Wealth Private Client Group was a net buyer of stock by $7.8M.
- Measured Wealth Private Client Group has $378M in assets under management (AUM), dropping by 1.90%.
- Central Index Key (CIK): 0001720235
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Portfolio Holdings for Measured Wealth Private Client Group
Measured Wealth Private Client Group holds 732 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Measured Wealth Private Client Group has 732 total positions. Only the first 250 positions are shown.
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- Download the Measured Wealth Private Client Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 6.8 | $26M | 65k | 396.31 |
|
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| Spdr Series Trust State Street Spd (SPYV) | 6.4 | $24M | -19% | 429k | 56.81 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.4 | $24M | -5% | 169k | 143.52 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 5.2 | $20M | +4% | 128k | 154.80 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 4.6 | $17M | +104% | 120k | 143.97 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 4.5 | $17M | +93% | 143k | 117.72 |
|
| United Parcel Service CL B (UPS) | 4.4 | $17M | 169k | 99.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.4 | $17M | -42% | 86k | 191.56 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.6 | $14M | -23% | 20k | 681.92 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.5 | $9.5M | +4512% | 26k | 360.13 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.9 | $7.0M | +4% | 81k | 87.16 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $6.2M | -3% | 33k | 186.50 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.6 | $6.1M | +236% | 142k | 42.69 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.6 | $6.0M | +55% | 109k | 54.77 |
|
| Spdr Series Trust State Street Spd (SPYG) | 1.6 | $5.9M | -19% | 56k | 106.70 |
|
| Apple (AAPL) | 1.5 | $5.8M | +21% | 22k | 271.86 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 1.4 | $5.4M | -44% | 69k | 77.68 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $4.9M | -12% | 7.1k | 684.93 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 1.1 | $4.1M | +260938% | 34k | 119.41 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $4.0M | 58k | 69.42 |
|
|
| Broadcom (AVGO) | 1.0 | $3.8M | -4% | 11k | 346.10 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.9 | $3.4M | +451% | 22k | 155.12 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $2.9M | +16% | 29k | 99.88 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.9M | 5.9k | 483.61 |
|
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| Ishares Tr Msci China Etf (MCHI) | 0.7 | $2.7M | +143% | 45k | 60.07 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $2.6M | -46% | 28k | 93.89 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $2.6M | +25% | 57k | 45.35 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $2.4M | +303% | 44k | 54.71 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $2.3M | -45% | 6.6k | 342.95 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.6 | $2.1M | -54% | 37k | 57.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.1M | -6% | 6.4k | 322.22 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $1.8M | -14% | 5.6k | 314.80 |
|
| Citigroup Com New (C) | 0.5 | $1.8M | -6% | 15k | 116.69 |
|
| MGIC Investment (MTG) | 0.5 | $1.7M | 59k | 29.22 |
|
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| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $1.6M | 42k | 38.33 |
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|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.5M | -12% | 4.4k | 335.28 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.3M | 27k | 46.59 |
|
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| Ryder System (R) | 0.3 | $1.2M | -11% | 6.4k | 191.39 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $1.2M | -2% | 21k | 59.54 |
|
| Exelon Corporation (EXC) | 0.3 | $1.2M | +16% | 28k | 43.59 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $1.2M | +5% | 4.6k | 256.78 |
|
| Altria (MO) | 0.3 | $1.2M | +23% | 20k | 57.66 |
|
| Northeast Bk Lewiston Me (NBN) | 0.3 | $1.2M | 11k | 103.93 |
|
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| Nrg Energy Com New (NRG) | 0.3 | $1.2M | 7.2k | 159.24 |
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| Synchrony Financial (SYF) | 0.3 | $1.1M | -5% | 14k | 83.43 |
|
| Enact Hldgs (ACT) | 0.3 | $1.1M | 28k | 39.64 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $1.1M | +72% | 16k | 67.13 |
|
| Iamgold Corp (IAG) | 0.3 | $1.1M | -13% | 66k | 16.49 |
|
| Barrick Mng Corp Com Shs (B) | 0.3 | $1.1M | -14% | 25k | 43.55 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $1.1M | -26% | 1.6k | 673.82 |
|
| Old Republic International Corporation (ORI) | 0.3 | $1.1M | -6% | 23k | 45.64 |
|
| Emcor (EME) | 0.3 | $1.0M | 1.7k | 611.79 |
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| Eversource Energy (ES) | 0.3 | $1.0M | +1135% | 15k | 67.33 |
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| National Fuel Gas (NFG) | 0.3 | $1.0M | +20% | 13k | 80.06 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.0M | +35% | 13k | 79.36 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.0M | 14k | 74.17 |
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| Mueller Industries (MLI) | 0.3 | $962k | -4% | 8.4k | 114.80 |
|
| Cibc Cad (CM) | 0.2 | $941k | -12% | 10k | 90.61 |
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| Lincoln National Corporation (LNC) | 0.2 | $922k | +145% | 21k | 44.53 |
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| UGI Corporation (UGI) | 0.2 | $914k | 24k | 37.43 |
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| Hancock Holding Company (HWC) | 0.2 | $899k | +5% | 14k | 63.68 |
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| Kroger (KR) | 0.2 | $845k | +5% | 14k | 62.48 |
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| Flex Ord (FLEX) | 0.2 | $841k | 14k | 60.42 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $822k | +96% | 13k | 64.42 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $811k | 6.0k | 135.14 |
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| Popular Com New (BPOP) | 0.2 | $788k | +12% | 6.3k | 124.52 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $763k | +3% | 12k | 64.31 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $761k | -3% | 5.3k | 143.76 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
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|
| First Bancorp P R Com New (FBP) | 0.2 | $732k | 35k | 20.73 |
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| Travelers Companies (TRV) | 0.2 | $724k | +7% | 2.5k | 290.06 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $697k | 5.8k | 120.35 |
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| Johnson & Johnson (JNJ) | 0.2 | $695k | 3.4k | 206.95 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $681k | -8% | 1.7k | 412.83 |
|
| Federated Hermes CL B (FHI) | 0.2 | $678k | +9% | 13k | 52.07 |
|
| Hartford Financial Services (HIG) | 0.2 | $677k | +42% | 4.9k | 137.80 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $670k | -15% | 3.9k | 170.00 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $656k | 9.4k | 69.67 |
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| AZZ Incorporated (AZZ) | 0.2 | $650k | +23% | 6.1k | 107.18 |
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| Sanmina (SANM) | 0.2 | $635k | -12% | 4.2k | 150.07 |
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| East West Ban (EWBC) | 0.2 | $634k | +260% | 5.6k | 112.39 |
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| Jabil Circuit (JBL) | 0.2 | $630k | -2% | 2.8k | 228.02 |
|
| Brightspring Health Svcs (BTSG) | 0.2 | $628k | -13% | 17k | 37.45 |
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| TTM Technologies (TTMI) | 0.2 | $627k | -10% | 9.1k | 69.00 |
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| Mercury General Corporation (MCY) | 0.2 | $617k | +4% | 6.6k | 94.06 |
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| Medtronic SHS (MDT) | 0.2 | $615k | 6.4k | 96.06 |
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| Dell Technologies CL C (DELL) | 0.2 | $611k | +4397% | 4.9k | 125.88 |
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| Garrett Motion (GTX) | 0.2 | $609k | +150% | 35k | 17.43 |
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| Omega Healthcare Investors (OHI) | 0.2 | $585k | +28% | 13k | 44.34 |
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| Hanover Insurance (THG) | 0.2 | $580k | NEW | 3.2k | 182.77 |
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| Axon Enterprise (AXON) | 0.2 | $568k | 1.0k | 567.93 |
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| Manulife Finl Corp (MFC) | 0.1 | $559k | -32% | 15k | 36.28 |
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| Iron Mountain (IRM) | 0.1 | $541k | -16% | 6.5k | 82.95 |
|
| Axis Cap Hldgs SHS (AXS) | 0.1 | $529k | +4% | 4.9k | 107.09 |
|
| Invesco Exchange Traded Fd T Next Gen Media (GGME) | 0.1 | $528k | -37% | 8.9k | 59.57 |
|
| Alcoa (AA) | 0.1 | $513k | NEW | 9.7k | 53.14 |
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| Amazon (AMZN) | 0.1 | $504k | +54% | 2.2k | 230.79 |
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| Abbvie (ABBV) | 0.1 | $501k | -6% | 2.2k | 228.47 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $499k | -8% | 7.8k | 63.61 |
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| Credicorp (BAP) | 0.1 | $485k | +11% | 1.7k | 287.00 |
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| Tyler Technologies (TYL) | 0.1 | $483k | 1.1k | 453.95 |
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| Dover Corporation (DOV) | 0.1 | $477k | 2.4k | 195.24 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $477k | -60% | 1.6k | 290.31 |
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| McKesson Corporation (MCK) | 0.1 | $470k | -9% | 573.00 | 820.29 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $467k | NEW | 12k | 38.56 |
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| Analog Devices (ADI) | 0.1 | $457k | 1.7k | 271.20 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $443k | -16% | 2.4k | 183.41 |
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| Lowe's Companies (LOW) | 0.1 | $442k | 1.8k | 241.16 |
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| UnitedHealth (UNH) | 0.1 | $439k | -2% | 1.3k | 330.11 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $434k | +6% | 14k | 30.96 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $428k | +14% | 18k | 23.85 |
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| Virgin Galactic Holdings Com New (SPCE) | 0.1 | $425k | +32% | 132k | 3.21 |
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| CNA Financial Corporation (CNA) | 0.1 | $421k | +83% | 8.8k | 47.74 |
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| Alliance Data Systems Corporation (BFH) | 0.1 | $412k | NEW | 5.6k | 74.03 |
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| Verizon Communications (VZ) | 0.1 | $410k | -46% | 10k | 40.73 |
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| Morgan Stanley Com New (MS) | 0.1 | $410k | -13% | 2.3k | 177.55 |
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| Cisco Systems (CSCO) | 0.1 | $406k | 5.3k | 77.03 |
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| Linde SHS (LIN) | 0.1 | $398k | +6% | 934.00 | 426.39 |
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| KAR Auction Services (OPLN) | 0.1 | $397k | +27% | 13k | 29.78 |
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| Elanco Animal Health (ELAN) | 0.1 | $395k | NEW | 17k | 22.63 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $385k | NEW | 4.6k | 84.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $382k | +26% | 609.00 | 627.16 |
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| Ptc Therapeutics I (PTCT) | 0.1 | $377k | +5% | 5.0k | 75.96 |
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| Incyte Corporation (INCY) | 0.1 | $375k | NEW | 3.8k | 98.77 |
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| Automatic Data Processing (ADP) | 0.1 | $368k | 1.4k | 257.23 |
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| Pepsi (PEP) | 0.1 | $364k | -2% | 2.5k | 143.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $361k | 717.00 | 502.79 |
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| H&R Block (HRB) | 0.1 | $360k | -68% | 8.3k | 43.58 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $354k | +4% | 4.2k | 84.65 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $341k | +952% | 2.1k | 162.01 |
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| Nextera Energy (NEE) | 0.1 | $339k | 4.2k | 80.28 |
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| Bristol Myers Squibb (BMY) | 0.1 | $336k | -31% | 6.2k | 53.94 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $335k | 2.5k | 134.32 |
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| Celestica (CLS) | 0.1 | $331k | -4% | 1.1k | 295.61 |
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| Five Below (FIVE) | 0.1 | $325k | NEW | 1.7k | 188.36 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $324k | +2% | 8.6k | 37.61 |
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| AFLAC Incorporated (AFL) | 0.1 | $316k | -5% | 2.9k | 110.27 |
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| Cardinal Health (CAH) | 0.1 | $316k | 1.5k | 205.53 |
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| Blackrock (BLK) | 0.1 | $315k | 294.00 | 1070.34 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $312k | 1.2k | 268.27 |
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| Dorman Products (DORM) | 0.1 | $303k | -44% | 2.5k | 123.19 |
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| Constellation Energy (CEG) | 0.1 | $299k | 846.00 | 353.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $298k | +19% | 1.4k | 219.78 |
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| Amgen (AMGN) | 0.1 | $296k | 905.00 | 327.31 |
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| eBay (EBAY) | 0.1 | $296k | -37% | 3.4k | 87.11 |
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| L3harris Technologies (LHX) | 0.1 | $282k | 959.00 | 293.57 |
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| Abbott Laboratories (ABT) | 0.1 | $281k | 2.2k | 125.29 |
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| Hamilton Insurance Group CL B (HG) | 0.1 | $279k | NEW | 10k | 27.90 |
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| Siriuspoint (SPNT) | 0.1 | $278k | NEW | 13k | 21.89 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $275k | +2% | 3.1k | 89.46 |
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| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $270k | +30% | 66k | 4.10 |
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| At&t (T) | 0.1 | $269k | -42% | 11k | 24.84 |
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| Radian (RDN) | 0.1 | $266k | +690% | 7.4k | 35.99 |
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| Merck & Co (MRK) | 0.1 | $265k | -2% | 2.5k | 105.26 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $264k | +9% | 2.9k | 92.43 |
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| Newmont Mining Corporation (NEM) | 0.1 | $259k | 2.6k | 99.85 |
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| Norfolk Southern (NSC) | 0.1 | $258k | 895.00 | 288.72 |
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| Gilead Sciences (GILD) | 0.1 | $254k | 2.1k | 122.74 |
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| Caterpillar (CAT) | 0.1 | $252k | -9% | 439.00 | 573.04 |
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| General Dynamics Corporation (GD) | 0.1 | $251k | 745.00 | 336.66 |
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| Jackson Financial Com Cl A (JXN) | 0.1 | $250k | NEW | 2.3k | 106.65 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $250k | -11% | 822.00 | 303.89 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $247k | +165% | 1.6k | 154.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $246k | -2% | 785.00 | 312.94 |
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| Exelixis (EXEL) | 0.1 | $240k | -61% | 5.5k | 43.83 |
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| Motorola Solutions Com New (MSI) | 0.1 | $238k | -45% | 622.00 | 383.34 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $237k | NEW | 1.8k | 129.79 |
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| Northern Trust Corporation (NTRS) | 0.1 | $234k | +24% | 1.7k | 136.59 |
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| Visa Com Cl A (V) | 0.1 | $233k | -17% | 665.00 | 350.71 |
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| Illinois Tool Works (ITW) | 0.1 | $231k | -2% | 936.00 | 246.30 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $230k | -62% | 2.9k | 79.57 |
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| Camden National Corporation (CAC) | 0.1 | $230k | 5.3k | 43.38 |
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| PNC Financial Services (PNC) | 0.1 | $228k | 1.1k | 208.73 |
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| Hf Sinclair Corp (DINO) | 0.1 | $228k | NEW | 5.0k | 46.08 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $227k | 1.5k | 148.69 |
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| Comfort Systems USA (FIX) | 0.1 | $225k | 241.00 | 933.29 |
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| Adtalem Global Ed (ATGE) | 0.1 | $222k | -46% | 2.1k | 103.47 |
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| McDonald's Corporation (MCD) | 0.1 | $221k | 725.00 | 305.42 |
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| Rithm Capital Corp Com New (RITM) | 0.1 | $220k | +16% | 20k | 10.90 |
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| Procter & Gamble Company (PG) | 0.1 | $217k | 1.5k | 143.31 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $216k | NEW | 3.8k | 57.49 |
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| Home Depot (HD) | 0.1 | $216k | 629.00 | 344.10 |
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| Wells Fargo & Company (WFC) | 0.1 | $214k | 2.3k | 93.20 |
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| Phillips 66 (PSX) | 0.1 | $209k | -27% | 1.6k | 129.04 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $207k | +3% | 2.3k | 90.97 |
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| Primoris Services (PRIM) | 0.1 | $206k | +2% | 1.7k | 124.14 |
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| Air Products & Chemicals (APD) | 0.1 | $206k | +12% | 832.00 | 247.02 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $205k | 4.0k | 50.79 |
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| Cummins (CMI) | 0.1 | $202k | 395.00 | 510.45 |
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| Ares Capital Corporation (ARCC) | 0.1 | $200k | -72% | 9.9k | 20.23 |
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| M&T Bank Corporation (MTB) | 0.1 | $195k | 968.00 | 201.48 |
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| Ge Aerospace Com New (GE) | 0.1 | $193k | +1467% | 627.00 | 308.03 |
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| Nucor Corporation (NUE) | 0.1 | $191k | 1.2k | 163.11 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $190k | -34% | 8.0k | 23.82 |
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| Paychex (PAYX) | 0.0 | $188k | 1.7k | 112.18 |
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| Visteon Corp Com New (VC) | 0.0 | $185k | +30% | 1.9k | 95.10 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $184k | +914% | 1.7k | 107.11 |
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| Ingredion Incorporated (INGR) | 0.0 | $182k | -76% | 1.6k | 110.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $181k | 383.00 | 473.30 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $180k | -5% | 1.5k | 116.09 |
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| Tesla Motors (TSLA) | 0.0 | $179k | -20% | 398.00 | 449.72 |
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| International Business Machines (IBM) | 0.0 | $179k | -48% | 603.00 | 296.00 |
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| Southern Company (SO) | 0.0 | $177k | 2.0k | 87.20 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $176k | 923.00 | 190.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $175k | +4% | 559.00 | 313.80 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $172k | -23% | 9.5k | 18.22 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $172k | -3% | 1.1k | 162.70 |
|
| Snap-on Incorporated (SNA) | 0.0 | $172k | 498.00 | 344.60 |
|
|
| Coca-Cola Company (KO) | 0.0 | $171k | 2.5k | 69.91 |
|
|
| Waste Management (WM) | 0.0 | $169k | 770.00 | 219.77 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $168k | NEW | 1.6k | 106.70 |
|
| Taylor Morrison Hom (TMHC) | 0.0 | $168k | 2.9k | 58.87 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $164k | -18% | 1.2k | 141.14 |
|
| Meta Platforms Cl A (META) | 0.0 | $163k | -14% | 246.00 | 660.94 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $161k | 623.00 | 258.74 |
|
|
| Unum (UNM) | 0.0 | $160k | -61% | 2.1k | 77.52 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $158k | -48% | 3.3k | 47.57 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $156k | +4% | 1.7k | 94.19 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $150k | 708.00 | 212.07 |
|
|
| W.W. Grainger (GWW) | 0.0 | $149k | 148.00 | 1009.05 |
|
|
| Wec Energy Group (WEC) | 0.0 | $149k | 1.4k | 105.46 |
|
|
| Rev | 0.0 | $148k | +1048% | 2.4k | 60.81 |
|
| Targa Res Corp (TRGP) | 0.0 | $144k | 781.00 | 184.57 |
|
|
| Virtu Finl Cl A (VIRT) | 0.0 | $144k | -79% | 4.3k | 33.32 |
|
| Yum! Brands (YUM) | 0.0 | $142k | 938.00 | 151.28 |
|
|
| General Motors Company (GM) | 0.0 | $142k | -28% | 1.7k | 81.32 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $138k | -76% | 1.3k | 110.25 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $136k | -2% | 158.00 | 862.39 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.0 | $136k | +34% | 6.0k | 22.41 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $135k | 775.00 | 173.49 |
|
|
| Applied Materials (AMAT) | 0.0 | $131k | -5% | 509.00 | 257.06 |
|
| Frontdoor (FTDR) | 0.0 | $128k | 2.2k | 57.69 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $128k | 119.00 | 1074.68 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $128k | -27% | 1.8k | 71.42 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $124k | +12% | 1.9k | 64.04 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $124k | 1.3k | 94.23 |
|
|
| Itron (ITRI) | 0.0 | $124k | -69% | 1.3k | 92.86 |
|
| Stride (LRN) | 0.0 | $123k | -59% | 1.9k | 64.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $115k | 1.2k | 96.03 |
|
|
| Chubb (CB) | 0.0 | $113k | 363.00 | 312.12 |
|
|
| Acuity Brands (AYI) | 0.0 | $112k | -22% | 312.00 | 360.04 |
|
| Becton, Dickinson and (BDX) | 0.0 | $110k | -14% | 564.00 | 194.07 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $105k | +184% | 2.1k | 50.29 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $104k | 2.1k | 49.90 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $102k | 2.6k | 39.45 |
|
|
| Ge Vernova (GEV) | 0.0 | $102k | +1460% | 156.00 | 653.57 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $101k | 865.00 | 117.21 |
|
|
| Palomar Hldgs (PLMR) | 0.0 | $101k | -52% | 746.00 | 134.76 |
|
| Chevron Corporation (CVX) | 0.0 | $96k | -3% | 627.00 | 152.44 |
|
| Allstate Corporation (ALL) | 0.0 | $92k | 443.00 | 208.15 |
|
Past Filings by Measured Wealth Private Client Group
SEC 13F filings are viewable for Measured Wealth Private Client Group going back to 2017
- Measured Wealth Private Client Group 2025 Q4 filed Feb. 10, 2026
- Measured Wealth Private Client Group 2025 Q3 filed Nov. 14, 2025
- Measured Wealth Private Client Group 2025 Q2 filed Aug. 13, 2025
- Measured Wealth Private Client Group 2025 Q1 filed May 12, 2025
- Measured Wealth Private Client Group 2024 Q4 filed Jan. 27, 2025
- Measured Wealth Private Client Group 2024 Q3 filed Oct. 28, 2024
- Measured Wealth Private Client Group 2024 Q2 filed Aug. 12, 2024
- Measured Wealth Private Client Group 2024 Q1 filed April 18, 2024
- Measured Wealth Private Client Group 2023 Q4 filed Feb. 6, 2024
- Measured Wealth Private Client Group 2023 Q3 filed Oct. 18, 2023
- Measured Wealth Private Client Group 2023 Q2 filed July 20, 2023
- Measured Wealth Private Client Group 2023 Q1 filed May 1, 2023
- Measured Wealth Private Client Group 2022 Q4 filed Jan. 23, 2023
- Measured Wealth Private Client Group 2022 Q3 filed Oct. 27, 2022
- Measured Wealth Private Client Group 2022 Q2 filed July 25, 2022
- Measured Wealth Private Client Group 2022 Q1 filed May 3, 2022